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Hedge Funds Similar to McMillan Office,

13F Portfolio OverlapQ1 2026McMillan Office, portfolio →
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Most similar hedge funds by 13F overlap

McMillan Office, Inc. is an institutional investor managing $782M across 500 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 McMillan Office, are INVESTORS ASSET OF GEORGIA /GA/ /ADV, DIAMOND HILL, Pavion Blue ,, with shared positions in $KO, $AXP, $PFE, $BAC, $GE, $GEV. The full ranking of 25 similar funds is below.

#1INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADVPassive
Some overlap · 7 shared positions
$KO$AXP$PFE$BAC$GE$GEV
$244M
182 positions
#2DIAMOND HILL CAPITAL MANAGEMENT INCActive
Some overlap · 7 shared positions
$COF$BAC$PFE$ABT$CARR$CRM
$16.0B
187 positions
#3Pavion Blue Capital, LLCPassive
Some overlap · 6 shared positions
$AXP$BAC$KO$GE$GEV$IBM
$230M
108 positions
#4VAN STRUM & TOWNE INC.Active
Some overlap · 7 shared positions
$COF$AXP$GE$PFE$GEV$CRM
$343M
111 positions
#5TRUSTCO BANK CORP N YActive
Some overlap · 7 shared positions
$AXP$KO$GE$GEV$ABT$IBM
$113M
71 positions
#6R.M.SINCERBEAUX CAPITAL MANAGEMENT LLCActive
Some overlap · 7 shared positions
$BAC$PFE$KO$ABT$PYPL$IBM
$172M
38 positions
#7WRIGHT INVESTORS SERVICE INCPassive
Some overlap · 6 shared positions
$BAC$AXP$KO$PFE$BMY$CRM
$318M
148 positions
#8Rayburn West Financial Services LLCActive
Some overlap · 6 shared positions
$AXP$BAC$PFE$KO$ABT$IBM
$170M
82 positions
#9CONTRAVISORY INVESTMENT MANAGEMENT, INC.Passive
Some overlap · 5 shared positions
$AXP$BAC$PFE$GE$IBM
$488M
366 positions
#10Wynn Capital, LLCActive
Some overlap · 6 shared positions
$AXP$BAC$GE$KO$GEV$IBM
$195M
107 positions
#11Griffith & Werner, Inc.Active
Some overlap · 5 shared positions
$BAC$PFE$KO$AXP$IBM
$202M
72 positions
#12Catherine Avery Investment Management LLCPassive
Some overlap · 6 shared positions
$BAC$PFE$KO$BMY$IBM$CL
$223M
109 positions
#13Massachusetts Wealth ManagementPassive
Some overlap · 5 shared positions
$BAC$PFE$KO$GE$GEV
$231M
98 positions
#14J.P. Marvel Investment Advisors, LLCActive
Some overlap · 7 shared positions
$BAC$GE$GEV$ABT$BMY$KO
$705M
60 positions
#15Xcel Wealth Management, LLCPassive
Some overlap · 5 shared positions
$COF$BAC$PFE$GEV$ABT
$362M
133 positions
#16Marble Harbor Investment Counsel, LLCActive
Some overlap · 6 shared positions
$PFE$KO$GE$GEV$ABT$PYPL
$923M
192 positions
#17VIKING FUND MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$BAC$KO$PFE$FITB$BMY$NVO
$976M
142 positions
#18BOYAR ASSET MANAGEMENT INC.Active
Some overlap · 6 shared positions
$BAC$PFE$KO$AXP$CRM$AMP
$176M
78 positions
#19Estabrook Capital ManagementPassive
Some overlap · 6 shared positions
$BAC$PFE$GE$GEV$IBM$CTVA
$685M
380 positions
#20EDGAR LOMAX CO/VAActive
Some overlap · 5 shared positions
$BAC$PFE$KO$ABT$BMY
$1.4B
56 positions
#21Next Level Private LLCActive
Some overlap · 7 shared positions
$FITB$PFE$GE$GEV$BMY$BAC
$443M
175 positions
#22LETSON INVESTMENT MANAGEMENT, INC.Active
Some overlap · 6 shared positions
$AXP$BAC$ABT$CARR$CL$OTIS
$260M
101 positions
#23Kerusso Capital Management LLCPassive
Some overlap · 5 shared positions
$AXP$PFE$KO$BMY$AMP
$200M
53 positions
#24Covea FinanceActive
Some overlap · 5 shared positions
$BAC$KO$AXP$GEV$ABT
$2.9B
146 positions
#25Argyle Capital Management, LLCPassive
Some overlap · 5 shared positions
$BAC$PFE$KO$BMY$IBM
$308M
137 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.