13F Pro

Hedge Funds Similar to Miller Partners

13F Portfolio OverlapQ2 2026Miller Partners portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Miller Capital Partners, Inc. is an institutional investor managing $257M across 258 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 Miller Partners are Karani Asset, UNIO, Wilkinson Global Asset, with shared positions in $ASML, $DE, $KLAC, $ODFL, $AXP, $SYK. The full ranking of 25 similar funds is below.

#1Karani Asset Management LLCPassive
Notable overlap · 7 shared positions
$ASML$DE$KLAC$ODFL$AXP$SYK
$139M
57 positions
#2UNIO CAPITAL LLCActive
Notable overlap · 4 shared positions
$ASML$PH$KLAC$AXP
$526M
19 positions
#3Wilkinson Global Asset Management LLCActive
Notable overlap · 8 shared positions
$DE$PH$DELL$ODFL$LIN$TJX
$1.3B
62 positions
#4Trust Co of KansasActive
Notable overlap · 3 shared positions
$ASML$DE$ETN
$195M
59 positions
#5Obermeyer Wealth PartnersActive
Notable overlap · 5 shared positions
$ASML$DE$AON$ETN$ADI
$2.4B
302 positions
#6SOA Wealth Advisors, LLC.Passive
Notable overlap · 3 shared positions
$ASML$MLM$AXP
$632M
892 positions
#7Gunderson Capital Management Inc.Active
Notable overlap · 5 shared positions
$ASML$KLAC$DELL$CIEN$ADI
$370M
52 positions
#8Phraction Management LLCActive
Notable overlap · 5 shared positions
$ASML$ENTG$LIN$ADI$ETN
$596M
66 positions
#9Douglass Winthrop Advisors, LLCActive
Notable overlap · 6 shared positions
$DE$MLM$AON$LIN$AXP$ASML
$5.8B
308 positions
#10Segment Wealth Management, LLCActive
Notable overlap · 6 shared positions
$ASML$PH$MPC$MCD$SYK$TJX
$1.9B
312 positions
#11Heirloom Wealth ManagementActive
Notable overlap · 3 shared positions
$ASML$PH$LIN
$690M
61 positions
#12Armor Investment Advisors, LLCActive
Notable overlap · 3 shared positions
$ASML$DE$AON
$312M
155 positions
#13RWA WEALTH PARTNERS, LLCActive
Notable overlap · 8 shared positions
$ASML$KLAC$AXP$MCD$LIN$ETN
$10.4B
645 positions
#14EDGEWOOD MANAGEMENT LLCActive
Notable overlap · 3 shared positions
$ASML$LIN$DELL
$9.7B
90 positions
#15Hamilton Point Investment Advisors, LLCPassive
Notable overlap · 6 shared positions
$DE$DELL$AXP$ASML$ETN$TJX
$710M
193 positions
#16Vivid Wealth Management, LLCPassive
Notable overlap · 6 shared positions
$DE$KLAC$AXP$CF$ETN$TJX
$284M
73 positions
#17Avanda Investment Management Pte. Ltd.Active
Notable overlap · 5 shared positions
$ASML$KLAC$ON$LIN$CIEN
$299M
39 positions
#18Burkett Asset Management LtdPassive
Notable overlap · 3 shared positions
$ASML$AON$TJX
$107M
59 positions
#19Valley Brook Capital Group, Inc.Passive
Some overlap · 6 shared positions
$DE$KLAC$ASML$MCD$MPC$TJX
$176M
120 positions
#20BEESE FULMER INVESTMENT MANAGEMENT, INC.Passive
Some overlap · 7 shared positions
$KLAC$DELL$MCD$LIN$ETN$SYK
$1.7B
401 positions
#21Hudson Value Partners, LLCPassive
Some overlap · 4 shared positions
$ASML$DELL$DE$MCD
$399M
113 positions
#22Banco de Sabadell, S.APassive
Some overlap · 7 shared positions
$ASML$CSX$MCD$ETN$SYK$TJX
$170M
61 positions
#23Stockman Wealth Management, Inc.Passive
Some overlap · 3 shared positions
$ASML$AXP$MCD
$968M
178 positions
#24Sage Investment Advisers LLCPassive
Some overlap · 6 shared positions
$MLM$DE$PH$CSX$ETN$MCD
$149M
98 positions
#25Community Financial Services Group, LLCPassive
Some overlap · 7 shared positions
$KLAC$PH$AXP$LIN$MCD$ETN
$686M
532 positions

Compare Miller Partners’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Miller Partners’s holdings

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.