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 McMillan Office

13F Portfolio OverlapQ2 2026McMillan Office portfolio →

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Most similar hedge funds by 13F overlap

McMillan Office, Inc. is an institutional investor managing $871M across 507 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 McMillan Office are VAN STRUM & TOWNE, Destination Wealth, Minot DeBlois Advisors, with shared positions in $COF, $AXP, $PEP, $PFE, $TXN, $EMR. The full ranking of 25 similar funds is below.

#1VAN STRUM & TOWNE INC.Passive

Some overlap · 9 shared positions

$COF $AXP $PEP $PFE $TXN $EMR

$367M

111 positions

#2Destination Wealth ManagementPassive

Some overlap · 5 shared positions

$AXP $COF $PFE $ABT $CL

$4.3B

344 positions

#3Minot DeBlois Advisors LLCPassive

Some overlap · 5 shared positions

$AXP $PEP $PFE $ABT $CRM

$116M

240 positions

#4Clayton Financial Group LLCActive

Some overlap · 6 shared positions

$AXP $PEP $BMY $ABT $EMR $AMP

$190M

304 positions

#5TRUSTCO BANK CORP N YPassive

Some overlap · 6 shared positions

$AXP $PEP $ABT $CL $TXN $EMR

$137M

77 positions

#6LETSON INVESTMENT MANAGEMENT, INC.Passive

Some overlap · 5 shared positions

$AXP $PEP $CARR $ABT $CL

$273M

104 positions

#7Michael Brady & Co., LLCActive

Some overlap · 5 shared positions

$AXP $PEP $CARR $ABT $EMR

$110M

55 positions

#8Chesley Taft & Associates LLCPassive

Some overlap · 5 shared positions

$AXP $PEP $COF $ABT $CRM

$2.6B

365 positions

#9Shelter Mutual Insurance CoActive

Some overlap · 4 shared positions

$AXP $PEP $PFE $BMY

$473M

58 positions

#10Willis Investment CounselActive

Some overlap · 5 shared positions

$PEP $AXP $PFE $ABT $TXN

$2.0B

128 positions

#11ARQ WEALTH ADVISORS, LLCPassive

Some overlap · 3 shared positions

$AXP $COF $PEP

$807M

209 positions

#12HEADINVEST, LLCPassive

Some overlap · 5 shared positions

$AXP $PEP $NVO $TXN $EMR

$536M

217 positions

#13WoodTrust Financial CorpActive

Some overlap · 4 shared positions

$AXP $PEP $PFE $CRM

$825M

180 positions

#14HALL CAPITAL MANAGEMENT CO INCPassive

Some overlap · 5 shared positions

$AXP $PEP $BMY $ABT $EMR

$321M

107 positions

#15Eldred Rock Partners, LLCActive

Some overlap · 5 shared positions

$COF $PEP $NVO $TXN $EMR

$451M

29 positions

#16Sky Investment Group LLCPassive

Some overlap · 5 shared positions

$AXP $PEP $ABT $TXN $EMR

$637M

146 positions

#17DIAMOND HILL CAPITAL MANAGEMENT INCActive

Some overlap · 6 shared positions

$COF $CARR $ABT $CL $TXN $CRM

$12.5B

186 positions

#18InvesTrustPassive

Some overlap · 5 shared positions

$PEP $PFE $AXP $BMY $EMR

$247M

91 positions

#19Wealth Advisory Solutions, LLCPassive

Some overlap · 5 shared positions

$COF $PEP $AXP $PFE $BMY

$484M

149 positions

#20Rayburn West Financial Services LLCPassive

Some overlap · 4 shared positions

$AXP $PEP $PFE $ABT

$181M

81 positions

#21BIRMINGHAM CAPITAL MANAGEMENT CO INC/ALActive

Some overlap · 5 shared positions

$AXP $PFE $ABT $TXN $EMR

$263M

90 positions

#22BOYD WATTERSON ASSET MANAGEMENT LLC/OHPassive

Some overlap · 5 shared positions

$AXP $PEP $BMY $TXN $EMR

$371M

394 positions

#23Philip James Wealth Mangement, LLCActive

Some overlap · 5 shared positions

$PEP $PFE $NVO $PYPL $ABT

$906M

147 positions

#24Alliance Private Wealth, LLCActive

Some overlap · 4 shared positions

$PEP $FITB $PFE $BMY

$269M

85 positions

#25Partnership Wealth Management, LLCActive

Some overlap · 6 shared positions

$PEP $PFE $BMY $ABT $CL $EMR

$140M

67 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.