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 ROWLANDMILLER & PARTNERS.ADV

13F Portfolio OverlapQ1 2026ROWLANDMILLER & PARTNERS.ADV portfolio →

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Most similar hedge funds by 13F overlap

ROWLANDMILLER & PARTNERS.ADV is an institutional investor managing $493M across 189 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 ROWLANDMILLER & PARTNERS.ADV are Catherine Avery Investment, HAMEL ASSOCIATES,, LIBERTY ONE INVESTMENT ,, with shared positions in $KO, $MCD, $VZ, $TFC, $AMGN, $UPS. The full ranking of 25 similar funds is below.

#1Catherine Avery Investment Management LLCPassive

Notable overlap · 7 shared positions

$KO $MCD $VZ $TFC $AMGN $UPS

$223M

109 positions

#2HAMEL ASSOCIATES, INC.Passive

Notable overlap · 8 shared positions

$KO $CB $MCD $VZ $AMGN $COP

$351M

81 positions

#3LIBERTY ONE INVESTMENT MANAGEMENT, LLCActive

Notable overlap · 8 shared positions

$KO $MCD $CB $SYY $GILD $VZ

$970M

154 positions

#4MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 6 shared positions

$KO $CMI $VZ $MCD $UPS $DUK

$220M

148 positions

#5GQG Partners LLCActive

Notable overlap · 5 shared positions

$PGR $KO $VZ $CB $DUK

$63.1B

81 positions

#6MONARCH CAPITAL MANAGEMENT INCPassive

Notable overlap · 8 shared positions

$MCD $ADP $KO $GPC $INTC $GILD

$409M

127 positions

#7Aull & Monroe Investment Management CorpPassive

Notable overlap · 9 shared positions

$CMI $ADP $VZ $AMGN $COP $CSX

$215M

125 positions

#8Exeter Financial, LLCPassive

Notable overlap · 8 shared positions

$MCD $VZ $AMGN $COP $KO $ADP

$245M

98 positions

#9Argyle Capital Management, LLCPassive

Notable overlap · 9 shared positions

$INTC $VZ $KO $CB $AMGN $COP

$308M

137 positions

#10Cohen Investment Advisors LLCPassive

Notable overlap · 6 shared positions

$CB $MCD $VZ $KO $AMGN $UPS

$210M

79 positions

#11ADVOCATE GROUP LLCPassive

Notable overlap · 7 shared positions

$VZ $CMI $MCD $CB $UPS $EMR

$639M

126 positions

#12BENEDICT FINANCIAL ADVISORS INCPassive

Notable overlap · 8 shared positions

$VZ $CB $MCD $KO $AMGN $SYY

$480M

133 positions

#13VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Notable overlap · 6 shared positions

$MCD $CB $VZ $AMGN $EMR $DUK

$187M

55 positions

#14BONNESS ENTERPRISES INCActive

Notable overlap · 6 shared positions

$PGR $INTC $VZ $UPS $KO $EMR

$273M

39 positions

#15DB&C Advisors, LLCPassive

Notable overlap · 10 shared positions

$CFR $KO $UPS $GPC $GILD $VRT

$77M

67 positions

#16Griffith & Werner, Inc.Active

Notable overlap · 5 shared positions

$KO $VZ $TFC $GILD $DUK

$202M

72 positions

#17HUTNER CAPITAL MANAGEMENT INCActive

Notable overlap · 5 shared positions

$KO $MCD $CB $GPC $PGR

$243M

44 positions

#18FUKOKU MUTUAL LIFE INSURANCE CoPassive

Notable overlap · 5 shared positions

$KO $MCD $VZ $GILD $DUK

$1.5B

235 positions

#19Willis Investment CounselActive

Notable overlap · 6 shared positions

$CB $ADP $VZ $MCD $COP $DUK

$1.8B

123 positions

#20ROFFMAN MILLER ASSOCIATES INC /PA/Active

Notable overlap · 5 shared positions

$MCD $CB $ADP $VZ $INTC

$1.7B

86 positions

#21Center for Wealth Management AdvisoryActive

Notable overlap · 6 shared positions

$VZ $KO $ADP $COP $UPS $DUK

$139M

62 positions

#22Patrick Mauro Investment Advisor, INC.Active

Notable overlap · 5 shared positions

$MCD $VZ $ADP $DUK $WM

$199M

40 positions

#23CFC Planning Co LLCPassive

Notable overlap · 5 shared positions

$KO $VZ $COP $UPS $AMGN

$140M

72 positions

#24Stillwater Wealth Management GroupPassive

Notable overlap · 6 shared positions

$MCD $KO $CB $AMGN $VZ $WM

$162M

77 positions

#25FAYEZ SAROFIM & COActive

Some overlap · 5 shared positions

$KO $MCD $PGR $CB $ADP

$39.1B

294 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.