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Hedge Funds Similar to Millennium Advisors,

13F Portfolio OverlapQ1 2026Millennium Advisors, portfolio →
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Most similar hedge funds by 13F overlap

Millennium Capital Advisors, LLC is an institutional investor managing $162M across 133 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 Millennium Advisors, are CapWealth Advisors,, BLUE JEAN FINANCIAL, RHODES INVESTMENT ADVISORS /ADV, with shared positions in $GEV, $GE, $PLTR, $BAC, $UPS, $T. The full ranking of 25 similar funds is below.

#1CapWealth Advisors, LLCActive
Some overlap · 6 shared positions
$GEV$GE$PLTR$BAC$UPS$T
$1.3B
118 positions
#2BLUE JEAN FINANCIAL LLCPassive
Some overlap · 4 shared positions
$JHG$GEV$GE$BAC
$121M
68 positions
#3RHODES INVESTMENT ADVISORS INC /ADVPassive
Some overlap · 5 shared positions
$GEV$GE$ET$PLTR$FDX
$116M
116 positions
#4Next Level Private LLCPassive
Some overlap · 6 shared positions
$GEV$GE$PFE$BA$T$BAC
$443M
175 positions
#5Burford Brothers, Inc.Passive
Some overlap · 4 shared positions
$JHG$GEV$GE$ET
$244M
172 positions
#6GRAYBILL WEALTH MANAGEMENT, LTD.Passive
Some overlap · 5 shared positions
$GEV$GE$URI$BAC$BA
$328M
83 positions
#7Triton Financial Group IncPassive
Some overlap · 4 shared positions
$JHG$GEV$PLTR$BA
$57M
62 positions
#8AIFG Consultants Ltd.
Some overlap · 4 shared positions
$JHG$GE$GEV$BAC
$58M
54 positions
#9CMG Global Holdings, LLCPassive
Some overlap · 5 shared positions
$GEV$GE$BAC$BA$UPS
$210M
96 positions
#10Pavion Blue Capital, LLCPassive
Some overlap · 5 shared positions
$GEV$GE$BAC$FDX$UPS
$230M
108 positions
#11Cladis Investment Advisory, LLCPassive
Some overlap · 5 shared positions
$GEV$GE$PFE$UPS$T
$182M
159 positions
#12guardian investment managementActive
Some overlap · 5 shared positions
$GEV$GE$BAC$BA$T
$127M
60 positions
#13Vigilare Wealth ManagementActive
Some overlap · 5 shared positions
$JHG$GEV$PLTR$HUM$GE
$296M
109 positions
#14Viewpoint Capital Management LLCActive
Some overlap · 5 shared positions
$GEV$GE$BAC$PHYS$T
$214M
135 positions
#15Cynosure Management, LLCActive
Some overlap · 3 shared positions
$JHG$GEV$GE
$800M
198 positions
#16HOERTKORN RICHARD CHARLESActive
Some overlap · 5 shared positions
$GEV$GE$BAC$BA$PFE
$122M
75 positions
#17Newport Trust Company, LLCSmart money
Some overlap · 5 shared positions
$GEV$GE$BA$T$HUM
$40.7B
64 positions
#18Massachusetts Wealth ManagementPassive
Some overlap · 4 shared positions
$GEV$GE$BAC$PFE
$231M
98 positions
#19Old North State Wealth Management, LLCPassive
Some overlap · 5 shared positions
$ET$GEV$PFE$BA$HUM
$216M
112 positions
#20Henson-Edgewater Management, LLCPassive
Some overlap · 6 shared positions
$ET$PLTR$BAC$BA$GE$GEV
$157M
66 positions
#21Lakeside Advisors, INC.Active
Some overlap · 6 shared positions
$GE$GEV$FDX$T$BA$HUM
$150M
65 positions
#22POM Investment Strategies, LLCPassive
Some overlap · 5 shared positions
$GE$GEV$BAC$PFE$T
$80M
433 positions
#23Xcel Wealth Management, LLCPassive
Some overlap · 6 shared positions
$GEV$PLTR$BAC$PFE$FDX$BA
$362M
133 positions
#24M.E. ALLISON & CO., INC.Passive
Some overlap · 5 shared positions
$JHG$GE$PFE$HUM$T
$151M
193 positions
#25PREVAIL INNOVATIVE WEALTH ADVISORS, LLCPassive
Some overlap · 3 shared positions
$GEV$JHG$GE
$594M
178 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.