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Hedge Funds Similar to Milestone Asset Group

13F Portfolio OverlapQ2 2026Milestone Asset Group portfolio →
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Most similar hedge funds by 13F overlap

Milestone Asset Management Group, LLC is an institutional investor managing $199M across 133 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 Milestone Asset Group are Key Client Fiduciary Advisors, Tolleson Wealth, BEAM WEALTH ADVISORS, with shared positions in $GLXY, $ARCC, $T, $VZ, $ADP, $BTCO. The full ranking of 25 similar funds is below.

#1Key Client Fiduciary Advisors, LLCPassive
Notable overlap · 4 shared positions
$GLXY$ARCC$T$VZ
$347M
232 positions
#2Tolleson Wealth Management, Inc.Smart money
Notable overlap · 3 shared positions
$GLXY$ADP$BTCO
$742M
96 positions
#3BEAM WEALTH ADVISORS, INC.Active
Some overlap · 3 shared positions
$FBTC$STT$T
$453M
117 positions
#4Mills Wealth Advisors LLCActive
Some overlap · 3 shared positions
$FBTC$GBTC$T
$318M
76 positions
#5Upper Left Wealth Management, LLCActive
Some overlap · 3 shared positions
$STT$FBTC$GBTC
$180M
73 positions
#6LifeGoal Investments, LLCActive
Some overlap · 3 shared positions
$STT$FBTC$TER
$218M
155 positions
#7Shakespeare Wealth Management, LLCActive
Some overlap · 4 shared positions
$STT$CARR$ADP$OTIS
$378M
79 positions
#8VERITY Wealth AdvisorsSmart money
Some overlap · 4 shared positions
$STT$T$QCOM$VZ
$166M
81 positions
#9Clarus Wealth AdvisorsPassive
Some overlap · 3 shared positions
$STT$CARR$QCOM
$260M
86 positions
#10Haven Private, LLCPassive
Some overlap · 4 shared positions
$FBTC$GBTC$ARCC$VZ
$263M
171 positions
#11Econ Financial Services CorpPassive
Some overlap · 3 shared positions
$STT$CARR$VZ
$214M
72 positions
#12Walsky Investment Management, Inc.Passive
Some overlap · 3 shared positions
$STT$ADP$QCOM
$108M
52 positions
#13Encore Global Management, LPPassive
Some overlap · 3 shared positions
$STT$T$QCOM
$102M
53 positions
#14Go Invest LLCSmart money
Some overlap · 3 shared positions
$STT$FBTC$GBTC
$426M
129 positions
#15FARMERS TRUST CO
Some overlap · 3 shared positions
$STT$T$VZ
$637M
203 positions
#16J. Team Financial, Inc.Passive
Some overlap · 3 shared positions
$STT$T$TER
$103M
102 positions
#17DMKC Advisory Services, LLCActive
Some overlap · 3 shared positions
$STT$ADP$OTIS
$530M
92 positions
#18Kagan Cocozza Asset ManagementActive
Some overlap · 3 shared positions
$STT$ADP$VZ
$160M
67 positions
#19SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/
Some overlap · 4 shared positions
$STT$ADP$QCOM$VZ
$169M
104 positions
#20Guild Investment Management, Inc.Passive
Some overlap · 3 shared positions
$FBTC$GBTC$QCOM
$146M
59 positions
#21SECURITY NATIONAL BANK OF SO DAK
Some overlap · 4 shared positions
$STT$ADP$QCOM$VZ
$207M
119 positions
#22New England Capital Financial Advisors LLCSmart money
Some overlap · 3 shared positions
$STT$T$CARR
$418M
431 positions
#23Capital Investment Advisors, LLCPassive
Some overlap · 3 shared positions
$STT$QCOM$VZ
$7.6B
789 positions
#24ARMSTRONG ADVISORY GROUP, INCActive
Some overlap · 3 shared positions
$STT$VZ$TER
$1.6B
985 positions
#25LSV ASSET MANAGEMENTActive
Some overlap · 4 shared positions
$STT$T$QCOM$VZ
$55.1B
889 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.