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Hedge Funds Similar to Miller Financial Services

13F Portfolio OverlapQ1 2026Miller Financial Services portfolio →
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Most similar hedge funds by 13F overlap

Miller Financial Services LLC is an institutional investor managing $91M across 120 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Miller Financial Services are Global Wealth Investment Advisory,, BCWM,, 1834 INVESTMENT ADVISORS, with shared positions in $UPST, $VZ, $D, $MS, $USB, $CRWD. The full ranking of 25 similar funds is below.

#1Global Wealth Management Investment Advisory, Inc.Passive
Notable overlap · 7 shared positions
$UPST$VZ$D$MS$USB$CRWD
$638M
158 positions
#2BCWM, LLCPassive
Notable overlap · 7 shared positions
$KMI$UPS$BMY$VZ$MO$GNRC
$353M
57 positions
#31834 INVESTMENT ADVISORS COPassive
Notable overlap · 6 shared positions
$UPST$BMY$VZ$MO$USB$KMI
$801M
206 positions
#4Faithward Advisors, LLCPassive
Notable overlap · 7 shared positions
$KMI$NET$BMY$SLV$CRWD$USB
$701M
261 positions
#5Disciplined Equity Management, Inc.Active
Notable overlap · 6 shared positions
$KMI$CAG$CRWD$VZ$MO$USB
$199M
44 positions
#6TrueMark Investments, LLCPassive
Notable overlap · 6 shared positions
$UPS$KMI$VZ$D$NET$MO
$514M
167 positions
#7Oak Harvest Investment ServicesPassive
Notable overlap · 4 shared positions
$UPST$KMI$ETN$MS
$958M
176 positions
#8Kassira Wealth Management LLCActive
Some overlap · 5 shared positions
$UPST$NET$D$BMY$ETN
$109M
59 positions
#9Bluebird Wealth Management LLCPassive
Some overlap · 6 shared positions
$CRWD$UPS$ETN$UBER$MELI$SHOP
$98M
77 positions
#10MFG WEALTH MANAGEMENT, INC.Passive
Some overlap · 4 shared positions
$UPS$SOFI$KMI$D
$121M
61 positions
#11Dupree Financial Group, LLCPassive
Some overlap · 6 shared positions
$KMI$UPS$VZ$CAG$MELI$ORI
$248M
71 positions
#12Nan Shan Life Insurance Co., Ltd.Active
Some overlap · 5 shared positions
$ETN$BMY$VZ$UBER$USB
$2.8B
87 positions
#13Titan Investment Management LLCActive
Some overlap · 5 shared positions
$UPST$BMY$PYPL$MS$USB
$113M
37 positions
#14Measured Risk Portfolios, Inc.Passive
Some overlap · 4 shared positions
$UPS$KMI$VZ$MO
$91M
66 positions
#15Cravens & Co Advisors, LLCActive
Some overlap · 5 shared positions
$UPST$USB$NET$ABT$SHOP
$154M
64 positions
#16RoundAngle Advisors LLCActive
Some overlap · 5 shared positions
$UPST$SLV$VZ$MO$USB
$134M
60 positions
#17Hillman Capital Management, Inc.Passive
Some overlap · 5 shared positions
$CAG$UPS$BMY$VZ$USB
$144M
56 positions
#18EQUITY INVESTMENT CORPActive
Some overlap · 4 shared positions
$UPS$VZ$PYPL$USB
$5.1B
71 positions
#19First Washington CORPActive
Some overlap · 5 shared positions
$ETN$CRWD$UBER$USB$GNRC
$353M
50 positions
#20Gilman Hill Asset Management, LLCPassive
Some overlap · 5 shared positions
$BMY$UPS$VZ$CAG$D
$663M
225 positions
#21O'Domhnaill Enterprises, Inc.Active
Some overlap · 4 shared positions
$UPST$SLV$MO$VZ
$124M
55 positions
#22Center for Wealth Management AdvisoryActive
Some overlap · 6 shared positions
$UPS$VZ$MS$MO$USB$ABT
$139M
62 positions
#23Portland Global Advisors LLCActive
Some overlap · 4 shared positions
$UPST$CRWD$MELI$ETN
$938M
146 positions
#24Cornerstone Capital, Inc.Active
Some overlap · 6 shared positions
$VZ$UBER$KMI$ETN$SHOP$ABT
$1.0B
118 positions
#25PENN DAVIS MCFARLAND INCActive
Some overlap · 6 shared positions
$KMI$BMY$PYPL$VZ$UPS$ABT
$1.0B
75 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.