How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Mills Wealth Advisors

13F Portfolio OverlapQ1 2026Mills Wealth Advisors portfolio →

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Most similar hedge funds by 13F overlap

Mills Wealth Advisors LLC is an institutional investor managing $318M across 76 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 Mills Wealth Advisors are DiNuzzo Private Wealth,, Premier Financial Group, GREAT OAK PARTNERS,, with shared positions in $NEE, $NKE, $MCD, $MKL, $T, $LOW. The full ranking of 25 similar funds is below.

#1DiNuzzo Private Wealth, Inc.Active

Substantial overlap · 6 shared positions

$NEE $NKE $MCD $MKL $T $LOW

$928M

1,345 positions

#2Premier Financial GroupSmart money

Substantial overlap · 3 shared positions

$NEE $NKE $SLV

$587M

44 positions

#3GREAT OAK CAPITAL PARTNERS, LLCSmart money

Substantial overlap · 3 shared positions

$NEE $NKE $MAR

$430M

47 positions

#4Oceanside Advisors LLCActive

Substantial overlap · 4 shared positions

$NEE $NKE $GLDM $SLV

$175M

53 positions

#5Forum Financial Management, LPSmart money

Substantial overlap · 3 shared positions

$NEE $NKE $MAR

$7.1B

331 positions

#6Meredith Wealth PlanningActive

Substantial overlap · 5 shared positions

$NEE $NKE $GLDM $MAR $MCD

$369M

70 positions

#7Timonier Family Office, LTD.

Notable overlap · 4 shared positions

$NEE $NKE $LOW $MAR

$315M

56 positions

#8True Wealth Design, LLCActive

Notable overlap · 4 shared positions

$NEE $MCD $LMT $GM

$360M

2,699 positions

#9Capstone Wealth Management, Inc.Smart money

Notable overlap · 3 shared positions

$NEE $LOW $MKL

$118M

38 positions

#10FINANCIAL CONSULATE, INCActive

Notable overlap · 3 shared positions

$NEE $LMT $MAR

$803M

1,402 positions

#11SATOVSKY ASSET MANAGEMENT LLCSmart money

Notable overlap · 4 shared positions

$NEE $MAR $MCD $T

$566M

73 positions

#12WEBSTERROGERS FINANCIAL ADVISORS, LLCActive

Notable overlap · 4 shared positions

$NEE $UPST $LOW $MCD

$350M

95 positions

#13Kaufman Rossin Wealth, LLCActive

Notable overlap · 3 shared positions

$NEE $NKE $GM

$174M

98 positions

#14Savant Capital, LLCActive

Notable overlap · 3 shared positions

$NEE $NKE $MKL

$20.7B

1,500 positions

#15Strategic Financial Services, Inc.Smart money

Notable overlap · 4 shared positions

$GLDM $UPST $NKE $NEE

$2.1B

152 positions

#16Meritas Wealth Management, LLCActive

Notable overlap · 3 shared positions

$NEE $NKE $UPST

$221M

60 positions

#17SENTINEL PENSION ADVISORS, LLCActive

Notable overlap · 5 shared positions

$GLDM $ALPS $NEE $MCD $MKL

$676M

137 positions

#18Aprio Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$NEE $ALPS $MCD

$1.8B

613 positions

#19VISTA FINANCE, LLCActive

Notable overlap · 4 shared positions

$ALPS $FBTC $GLDM $GBTC

$126M

55 positions

#20American Investment Services, Inc.Active

Notable overlap · 5 shared positions

$GLDM $UPST $NKE $NEE $MAR

$448M

132 positions

#21Del-Sette Capital Management, LLCActive

Notable overlap · 3 shared positions

$ALPS $NKE $WMB

$167M

44 positions

#22Cedar Point Capital Partners, LLCPassive

Notable overlap · 3 shared positions

$GLDM $NKE $NEE

$154M

71 positions

#23MB Generational Wealth, LLCActive

Notable overlap · 3 shared positions

$NEE $NKE $MKL

$181M

66 positions

#24Slocum, Gordon & Co LLPPassive

Notable overlap · 5 shared positions

$NEE $WMB $LMT $MCD $T

$147M

64 positions

#25TCI Wealth Advisors, Inc.Active

Notable overlap · 4 shared positions

$NEE $NKE $MCD $T

$1.9B

251 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.