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Hedge Funds Similar to Millstone Evans Group,

13F Portfolio OverlapQ1 2026Millstone Evans Group, portfolio →
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Most similar hedge funds by 13F overlap

Millstone Evans Group, LLC is an institutional investor managing $167M across 856 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 Millstone Evans Group, are PINCUS ,, GRAYBILL WEALTH , LTD., J.P. Marvel Investment Advisors,, with shared positions in $MDY, $GE, $TMO, $GEV, $NSC, $IBM. The full ranking of 25 similar funds is below.

#1PINCUS CAPITAL MANAGEMENT, LPActive
Some overlap · 6 shared positions
$MDY$GE$TMO$GEV$NSC$IBM
$144M
50 positions
#2GRAYBILL WEALTH MANAGEMENT, LTD.Passive
Some overlap · 6 shared positions
$GE$TMO$GEV$SBUX$WAT$ADP
$328M
83 positions
#3J.P. Marvel Investment Advisors, LLCActive
Some overlap · 6 shared positions
$GE$TMO$GEV$IBM$MMM$GLW
$705M
60 positions
#4McLaughlin Asset Management, Inc.Passive
Some overlap · 5 shared positions
$MDY$GE$TMO$GEV$AXP
$105M
91 positions
#5BAXTER BROS INCPassive
Some overlap · 6 shared positions
$GE$TMO$GEV$NSC$ADP$AXP
$810M
166 positions
#6Radnor Capital Management, LLCPassive
Some overlap · 6 shared positions
$IBM$GE$GEV$MMM$GLW$AXP
$676M
308 positions
#7VAN STRUM & TOWNE INC.Passive
Some overlap · 6 shared positions
$IBM$GE$GEV$BRZE$ADP$AXP
$343M
111 positions
#8Long Road Investment Counsel, LLCActive
Some overlap · 5 shared positions
$GE$TMO$GEV$SBUX$ADP
$255M
78 positions
#9Estabrook Capital ManagementPassive
Some overlap · 5 shared positions
$IBM$GE$GEV$NSC$GLW
$685M
380 positions
#10Slocum, Gordon & Co LLPPassive
Some overlap · 5 shared positions
$IBM$GE$GEV$SBUX$MMM
$147M
64 positions
#11Andrew Hill Investment Advisors, Inc.Passive
Some overlap · 4 shared positions
$IBM$RJF$GE$GEV
$112M
54 positions
#12London & Capital Asset Management LtdActive
Some overlap · 4 shared positions
$IBM$GE$TMO$GEV
$9.2B
223 positions
#13Pavion Blue Capital, LLCPassive
Some overlap · 5 shared positions
$GE$IBM$GEV$SBUX$AXP
$230M
108 positions
#14Owen LaRue, LLCPassive
Some overlap · 5 shared positions
$GE$TMO$GEV$REGN$GLW
$261M
128 positions
#15HFM Investment Advisors, LLCActive
Some overlap · 5 shared positions
$IBM$GE$GEV$MMM$TMO
$260M
1,210 positions
#16Wynn Capital, LLCPassive
Some overlap · 5 shared positions
$GE$IBM$GEV$MMM$AXP
$195M
107 positions
#17INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADVPassive
Some overlap · 5 shared positions
$GE$IBM$GEV$KKR$AXP
$244M
182 positions
#18WealthSpring Partners, LLCPassive
Some overlap · 5 shared positions
$MDY$IBM$KKR$SBUX$AXP
$109M
72 positions
#19Investment Research & Advisory Group, Inc.Active
Some overlap · 6 shared positions
$GE$SBUX$GEV$TMO$BRZE$KKR
$286M
279 positions
#20DUTCH ASSET CorpPassive
Some overlap · 5 shared positions
$IBM$GEV$TMO$GE$GLW
$149M
95 positions
#21CHELSEA COUNSEL COPassive
Some overlap · 5 shared positions
$GE$TMO$KKR$MMM$GLW
$233M
238 positions
#22Sentry LLCActive
Some overlap · 6 shared positions
$IBM$GE$GEV$ADP$AXP$MMM
$314M
118 positions
#23Fairfield Financial Advisors, LTDActive
Some overlap · 6 shared positions
$GE$IBM$ADP$MMM$AXP$GEV
$290M
72 positions
#24MONETTA FINANCIAL SERVICES INCPassive
Some overlap · 5 shared positions
$GE$GEV$SBUX$REGN$GLW
$129M
58 positions
#25NCM Capital Management, LLCPassive
Some overlap · 6 shared positions
$GEV$IBM$MDY$MMM$REGN$GLW
$279M
185 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.