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Hedge Funds Similar to Miller Global Investments

13F Portfolio OverlapQ3 2026Miller Global Investments portfolio →
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Most similar hedge funds by 13F overlap

Miller Global Investments, LLC is an institutional investor managing $124M across 327 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Miller Global Investments are Gilman Hill Asset, EQUITY INVESTMENT, Parrish, with shared positions in $VZ, $BMY, $PSTL, $O, $PFE, $VICI. The full ranking of 25 similar funds is below.

#1Gilman Hill Asset Management, LLCPassive
Notable overlap · 7 shared positions
$VZ$BMY$PSTL$O$PFE$VICI
$718M
222 positions
#2EQUITY INVESTMENT CORPActive
Notable overlap · 6 shared positions
$VZ$DOC$SHEL$T$DVN$SCHW
$5.2B
76 positions
#3Parrish Capital LLCPassive
Notable overlap · 6 shared positions
$VZ$ALB$SHEL$T$SCHW$AZN
$103M
84 positions
#41834 INVESTMENT ADVISORS COPassive
Some overlap · 6 shared positions
$VZ$BMY$T$DVN$PFE$DOC
$886M
232 positions
#5Arnhold LLCActive
Some overlap · 5 shared positions
$MRVL$BMY$T$VZ$PFE
$1.4B
113 positions
#6TECTONIC ADVISORS LLCPassive
Some overlap · 6 shared positions
$VZ$T$OKE$O$PFE$VICI
$2.2B
277 positions
#7Cutler Capital Management, LLCPassive
Some overlap · 5 shared positions
$VZ$APLE$SHEL$PFE$VICI
$385M
124 positions
#8Stamos Capital Partners, L.P.Passive
Some overlap · 6 shared positions
$T$SHEL$VZ$PFE$ASML$CI
$653M
140 positions
#9EDMP, INC.Passive
Some overlap · 5 shared positions
$VZ$BMY$T$O$CI
$130M
74 positions
#10VAUGHAN & Co SECURITIES, INC.Smart money
Some overlap · 5 shared positions
$VZ$BMY$OKE$PFE$VICI
$213M
61 positions
#11Red Spruce Capital, LLCPassive
Some overlap · 5 shared positions
$MRVL$ASML$SCHW$VZ$CI
$283M
94 positions
#12HF Advisory Group, LLCPassive
Some overlap · 5 shared positions
$VZ$SHEL$DOC$T$SCHW
$336M
174 positions
#13AEW CAPITAL MANAGEMENT L PActive
Some overlap · 5 shared positions
$HIW$BNL$O$CUBE$VICI
$1.7B
39 positions
#14Measured Risk Portfolios, Inc.Active
Some overlap · 5 shared positions
$VZ$DOC$O$CUBE$KHC
$94M
64 positions
#15CORDA Investment Management, LLC.Active
Some overlap · 5 shared positions
$VZ$HIW$ASML$SCHW$PFE
$1.5B
78 positions
#16InvesTrustPassive
Some overlap · 5 shared positions
$BMY$VZ$SHEL$PFE$OKE
$247M
91 positions
#17Martin Capital Partners, LLCPassive
Some overlap · 5 shared positions
$VZ$DVN$O$ASML$PFE
$279M
73 positions
#18Palouse Capital Management, Inc.Passive
Some overlap · 5 shared positions
$T$DVN$OKE$VZ$PFE
$160M
124 positions
#19Autumn Glory Partners, LLCPassive
Some overlap · 6 shared positions
$VZ$OKE$ASML$WMB$PFE$DVN
$360M
191 positions
#20Disciplined Equity Management, Inc.Smart money
Some overlap · 5 shared positions
$VZ$T$OKE$PFE$KHC
$227M
47 positions
#21VALICENTI ADVISORY SERVICES INCActive
Some overlap · 5 shared positions
$VZ$MRVL$BMY$ASML$AZN
$531M
81 positions
#22VIKING FUND MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$BMY$VZ$T$SHEL$WMB
$1.1B
141 positions
#23New Insight Wealth AdvisorsPassive
Some overlap · 4 shared positions
$MRVL$DOC$O$PFE
$339M
120 positions
#24Wealth Advisors of Tampa Bay, LLCPassive
Some overlap · 5 shared positions
$VZ$BMY$T$O$PFE
$327M
94 positions
#25MILLINGTON SECURITIES, LLC
Some overlap · 5 shared positions
$VZ$OKE$BMY$PFE$T
$362M
275 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.