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Hedge Funds Similar to McMill Wealth

13F Portfolio OverlapQ1 2026McMill Wealth portfolio →
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Most similar hedge funds by 13F overlap

McMill Wealth Management is an institutional investor managing $376M across 58 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 McMill Wealth are Gladwyn Financial Advisors,, HALL, TAGStone ,, with shared positions in $USB, $NTRB, $UNIT, $COP, $MCD, $UNP. The full ranking of 25 similar funds is below.

#1Gladwyn Financial Advisors, Inc.Active
Notable overlap · 6 shared positions
$USB$NTRB$UNIT$COP$MCD$UNP
$160M
82 positions
#2HALL CAPITAL MANAGEMENT CO INCPassive
Notable overlap · 4 shared positions
$USB$UNP$MCD$LMT
$280M
107 positions
#3TAGStone Capital, Inc.Passive
Notable overlap · 4 shared positions
$USB$UNP$CTVA$COP
$283M
137 positions
#4Fortune 45 LLCActive
Notable overlap · 4 shared positions
$USB$NTRB$PLTR$LMT
$205M
39 positions
#5Financial Freedom, LLCPassive
Notable overlap · 4 shared positions
$USB$UNIT$MCD$NTRB
$201M
426 positions
#6FINANCIAL ADVISORY PARTNERS, LLCActive
Notable overlap · 3 shared positions
$USB$UNP$LMT
$354M
66 positions
#7Causey Wealth LLCPassive
Notable overlap · 3 shared positions
$USB$NTRB$COP
$236M
81 positions
#8Powers Advisory Group, LLCActive
Notable overlap · 4 shared positions
$USB$MCD$LMT$COP
$284M
125 positions
#9Towerpoint Wealth, LLCActive
Notable overlap · 4 shared positions
$USB$UNIT$CTVA$WFC
$248M
93 positions
#10Hilton Capital Management, LLCActive
Notable overlap · 4 shared positions
$USB$MCD$WFC$COP
$1.3B
129 positions
#11Cornerstone Financial Management LLCPassive
Notable overlap · 5 shared positions
$NTRB$USB$LMT$UNIT$COP
$109M
1,311 positions
#12BRANDYWINE OAK PRIVATE WEALTH LLCActive
Notable overlap · 4 shared positions
$USB$UNIT$CTVA$COP
$1.2B
229 positions
#13Pioneer Wealth Management GroupSmart money
Some overlap · 3 shared positions
$USB$UNIT$UNP
$357M
50 positions
#14Arista Wealth Management, LLCPassive
Some overlap · 4 shared positions
$USB$UNIT$LMT$NOC
$822M
253 positions
#15CAPE COD FIVE CENTS SAVINGS BANK
Some overlap · 4 shared positions
$USB$MCD$UNP$LMT
$1.1B
189 positions
#16Sagace Wealth Management LLCPassive
Some overlap · 4 shared positions
$USB$UNIT$COP$LMT
$149M
70 positions
#17Fortress Financial Solutions, LLCActive
Some overlap · 3 shared positions
$USB$PLTR$COP
$96M
56 positions
#18Marion Wealth ManagementPassive
Some overlap · 4 shared positions
$USB$CTVA$NOC$COP
$451M
146 positions
#19Capital Advantage, Inc.Active
Some overlap · 3 shared positions
$USB$UNIT$NOC
$765M
145 positions
#20Graetz Wealth LLCPassive
Some overlap · 3 shared positions
$USB$UNIT$PLTR
$112M
80 positions
#21JBGlobal.com LLCActive
Some overlap · 3 shared positions
$USB$UNIT$COP
$102M
27 positions
#22Insight Wealth Partners, LLCSmart money
Some overlap · 4 shared positions
$USB$PLTR$COP$F
$713M
120 positions
#23CYPRESS FINANCIAL PLANNING LLCActive
Some overlap · 4 shared positions
$USB$LMT$COP$MCD
$363M
102 positions
#24Foundation Wealth Management, LLC\PAActive
Some overlap · 4 shared positions
$USB$CTVA$COP$UNIT
$284M
91 positions
#25WESCAP Management Group, Inc.Active
Some overlap · 4 shared positions
$USB$UNIT$COP$NOC
$508M
107 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.