What hedge funds are most similar to Wilkins Miller Wealth Management, LLC?

The funds with the most similar 13F portfolios to Wilkins Miller Wealth Management, LLC are NOVEM GROUP, City State Bank, Human Investing, based on overlapping conviction holdings in the latest SEC filings.

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 Wilkins Miller Wealth ,

13F Portfolio OverlapQ1 2026Wilkins Miller Wealth , portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Wilkins Miller Wealth Management, LLC is an institutional investor managing $165M across 89 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 Wilkins Miller Wealth , are NOVEM GROUP, City State Bank, Human Investing, with shared positions in $KKR, $SNOW, $HLT, $HUM, $SSL, $EMR. The full ranking of 25 similar funds is below.

#1NOVEM GROUPPassive

Notable overlap · 7 shared positions

$KKR $SNOW $HLT $HUM $SSL $EMR

$873M

437 positions

#2City State BankPassive

Notable overlap · 4 shared positions

$KKR $SNOW $HUM $NSC

$385M

784 positions

#3Human Investing LLCSmart money

Notable overlap · 4 shared positions

$KKR $SNOW $HUM $PM

$687M

96 positions

#4Cornerstone Advisory, LLCPassive

Notable overlap · 3 shared positions

$KKR $SNOW $HUM

$1.1B

262 positions

#5Evergreen Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$KKR $SNOW $HUM

$194M

54 positions

#6InvesTrustPassive

Notable overlap · 6 shared positions

$SNOW $HLT $SSL $KKR $KO $PM

$238M

91 positions

#7SONATA CAPITAL GROUP INCPassive

Notable overlap · 6 shared positions

$KKR $SSL $HLT $SNOW $HUM $WT

$271M

123 positions

#8Sound View Wealth Advisors Group, LLCPassive

Notable overlap · 7 shared positions

$HLT $SSL $HUM $KKR $SO $KO

$1.5B

422 positions

#9HANOVER ADVISORS INCActive

Notable overlap · 5 shared positions

$SNOW $HUM $KKR $KO $WT

$246M

118 positions

#10Ariston Services GroupActive

Notable overlap · 3 shared positions

$KKR $HUM $SNOW

$167M

71 positions

#11Capital Advisors Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$SNOW $HUM $KKR

$745M

219 positions

#12Cornerstone Financial Management LLCPassive

Notable overlap · 4 shared positions

$HUM $SNOW $KKR $KO

$109M

1,311 positions

#13Reality Financial Planning Services, LLCSmart money

Notable overlap · 4 shared positions

$KKR $HUM $SNOW $WT

$104M

20 positions

#14MEMBERS WEALTH LLCActive

Notable overlap · 6 shared positions

$HLT $SSL $HUM $KO $SO $LOW

$167M

113 positions

#15Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth SActive

Notable overlap · 4 shared positions

$SNOW $KKR $HUM $NSC

$111M

63 positions

#16Cannon Wealth Management Services, LLCPassive

Notable overlap · 7 shared positions

$KKR $HUM $KO $SO $LOW $PM

$148M

85 positions

#17Baltimore-Washington Financial Advisors, Inc.Active

Notable overlap · 4 shared positions

$KKR $HUM $SSL $SO

$2.3B

186 positions

#18CDM FINANCIAL COUNSELING SERVICES, INC.Active

Notable overlap · 7 shared positions

$KKR $HUM $KO $UNP $PM $WT

$105M

80 positions

#19Crews Bank & TrustPassive

Notable overlap · 4 shared positions

$KKR $HUM $SSL $HLT

$690M

673 positions

#20Darrow Company, Inc.Active

Some overlap · 4 shared positions

$KKR $SNOW $HUM $WT

$222M

56 positions

#21Selby Wealth Management, LLCActive

Some overlap · 4 shared positions

$KKR $HUM $SNOW $WT

$254M

81 positions

#22Breakwater Investment ManagementPassive

Some overlap · 4 shared positions

$KKR $HUM $SNOW $WT

$269M

506 positions

#23SPRENG CAPITAL MANAGEMENT, INC.Active

Some overlap · 5 shared positions

$KKR $HUM $SO $KO $UNP

$212M

66 positions

#24Accretive Wealth Partners, LLCPassive

Some overlap · 5 shared positions

$KKR $HUM $KO $UNP $PM

$356M

180 positions

#25HICKS CAPITAL MANAGEMENT LLCSmart money

Some overlap · 3 shared positions

$KKR $HUM $SNOW

$100M

37 positions

Compare Wilkins Miller Wealth ,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Wilkins Miller Wealth ,’s holdings

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.