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 OverlapQ2 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 Q2 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 Upper Left Wealth, Henderson Brothers Financial Partners, My Portfolio Guide, with shared positions in $GLDM, $GBTC, $FBTC, $LMT, $T, $R. The full ranking of 25 similar funds is below.

#1Upper Left Wealth Management, LLCActive

Notable overlap · 3 shared positions

$GLDM $GBTC $FBTC

$180M

73 positions

#2Henderson Brothers Financial Partners, LLCActive

Notable overlap · 3 shared positions

$GLDM $LMT $T

$211M

77 positions

#3My Portfolio Guide, LLC

Notable overlap · 4 shared positions

$GLDM $R $LMT $T

$181M

166 positions

#4NavPoint Financial, Inc.Active

Notable overlap · 3 shared positions

$GLDM $GBTC $MCD

$270M

74 positions

#5Cassaday & Co Wealth Management LLCActive

Notable overlap · 3 shared positions

$GLDM $MCD $LMT

$5.3B

1,313 positions

#6Greenline Partners, LLCActive

Notable overlap · 3 shared positions

$GLDM $WMB $MKL

$983M

149 positions

#7SENTINEL PENSION ADVISORS, LLCActive

Notable overlap · 3 shared positions

$GLDM $MCD $FBTC

$762M

147 positions

#8Bangor Savings BankActive

Notable overlap · 3 shared positions

$GLDM $MCD $LOW

$1.4B

543 positions

#9BRANDYWINE OAK PRIVATE WEALTH LLCActive

Notable overlap · 3 shared positions

$GLDM $MCD $LMT

$1.3B

245 positions

#10Hudson Capital Management LLCPassive

Some overlap · 3 shared positions

$GLDM $GM $T

$414M

74 positions

#11Compass Ion Advisors, LLCActive

Some overlap · 4 shared positions

$FBTC $GLDM $GBTC $MKL

$1.2B

297 positions

#12CERTIOR FINANCIAL GROUP, LLCPassive

Some overlap · 3 shared positions

$GLDM $GBTC $LMT

$183M

146 positions

#13FULTON BREAKEFIELD BROENNIMAN LLCPassive

Some overlap · 3 shared positions

$GLDM $LOW $MCD

$1.7B

208 positions

#14Beaumont Financial Advisors, LLCPassive

Some overlap · 3 shared positions

$FBTC $GBTC $MCD

$1.6B

383 positions

#15Smart Money Group LLCSmart money

Some overlap · 3 shared positions

$FBTC $LOW $LMT

$390M

86 positions

#16TABLEAUX LLCPassive

Some overlap · 5 shared positions

$GLDM $MKL $LMT $WMB $MCD

$238M

120 positions

#17AA Financial Advisors, LLCPassive

Some overlap · 3 shared positions

$GLDM $LOW $MCD

$832M

230 positions

#18Alamea Verwaltungs GmbHActive

Some overlap · 3 shared positions

$FBTC $WMB $GBTC

$125M

73 positions

#19EagleClaw Capital Managment, LLCPassive

Some overlap · 4 shared positions

$GBTC $LOW $WMB $LMT

$745M

145 positions

#20Milestone Asset Management Group, LLCPassive

Some overlap · 3 shared positions

$FBTC $GBTC $T

$199M

133 positions

#21Unifi Asset Management LPActive

Some overlap · 3 shared positions

$GM $MCD $T

$251M

62 positions

#22VISTA FINANCE, LLCActive

Some overlap · 3 shared positions

$GLDM $FBTC $GBTC

$179M

69 positions

#23Slocum, Gordon & Co LLPPassive

Some overlap · 4 shared positions

$WMB $LMT $MCD $T

$151M

70 positions

#24Stokes Capital Advisors, LLCPassive

Some overlap · 3 shared positions

$WMB $LMT $MCD

$467M

118 positions

#25Cambridge Financial Group, Inc.Active

Some overlap · 3 shared positions

$WMB $R $MCD

$287M

33 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.