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 THURSTON, SPRINGER, MILLER, HERD & TITAK,

13F Portfolio OverlapQ1 2026THURSTON, SPRINGER, MILLER, HERD & TITAK, portfolio →

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Most similar hedge funds by 13F overlap

THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. is an institutional investor managing $275M across 1,236 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 THURSTON, SPRINGER, MILLER, HERD & TITAK, are Mills Wealth Advisors, FORTEM FINANCIAL GROUP,, Summit Financial Wealth Advisors,, with shared positions in $ALPS, $MCD, $LMT, $NEE, $SLV, $LKFT. The full ranking of 25 similar funds is below.

#1Mills Wealth Advisors LLCActive

Some overlap · 6 shared positions

$ALPS $MCD $LMT $NEE $SLV $LKFT

$286M

80 positions

#2FORTEM FINANCIAL GROUP, LLCPassive

Some overlap · 4 shared positions

$ALPS $CMI $ADI $JHG

$399M

173 positions

#3Summit Financial Wealth Advisors, LLCActive

Some overlap · 3 shared positions

$ALPS $CMI $LMT

$705M

193 positions

#4Lineweaver Wealth Advisors, LLCPassive

Some overlap · 3 shared positions

$ALPS $MCD $NEE

$742M

168 positions

#5Lake Hills Wealth Management, LLCPassive

Some overlap · 3 shared positions

$ALPS $SLV $LMT

$179M

62 positions

#6Artesa Financial Group, LLCActive

Some overlap · 3 shared positions

$ALPS $SLV $WEC

$105M

55 positions

#7Annex Advisory Services, LLCActive

Some overlap · 3 shared positions

$ALPS $ADI $NEE

$5.3B

375 positions

#8Somerset Trust CoPassive

Some overlap · 7 shared positions

$MCD $PSX $WEC $GD $ADI $NEE

$326M

174 positions

#9Nicholson Wealth Management Group, LLCPassive

Some overlap · 7 shared positions

$MCD $PSX $WEC $GD $ADI $NEE

$172M

114 positions

#10Spectrum Investment Advisors, Inc.Active

Some overlap · 4 shared positions

$ALPS $WEC $MCD $NEE

$201M

46 positions

#11Brady Martz Wealth Solutions, LLCPassive

Some overlap · 3 shared positions

$ALPS $NEE $LMT

$587M

195 positions

#12Prasad Wealth Partners, LLCPassive

Some overlap · 3 shared positions

$ALPS $JHG $SLV

$367M

146 positions

#13CASTLE WEALTH MANAGEMENT LLCPassive

Some overlap · 4 shared positions

$ALPS $SLV $NEE $JHG

$309M

132 positions

#14Stonebridge Financial Group, LLCPassive

Some overlap · 7 shared positions

$CMI $MCD $GD $ADI $NEE $LIN

$1.2B

262 positions

#15Oxbow Advisors, LLCActive

Some overlap · 3 shared positions

$ALPS $SLV $MCD

$1.2B

245 positions

#16PFW Advisors LLCActive

Some overlap · 7 shared positions

$MCD $PSX $NEE $LIN $ADI $WEC

$318M

118 positions

#17MITCHELL & PAHL PRIVATE WEALTH, LLCPassive

Some overlap · 6 shared positions

$MCD $PSX $WEC $GD $NEE $LIN

$246M

145 positions

#18MATTERN CAPITAL MANAGEMENT, LLCPassive

Some overlap · 6 shared positions

$MCD $PSX $WEC $GD $NEE $LIN

$835M

170 positions

#19Aprio Wealth Management, LLCPassive

Some overlap · 4 shared positions

$ALPS $MCD $NEE $JHG

$1.8B

613 positions

#20HERBST GROUP, LLCPassive

Some overlap · 3 shared positions

$ALPS $GD $JHG

$162M

59 positions

#21Fortis Group Advisors, LLCPassive

Some overlap · 4 shared positions

$ALPS $SLV $JHG $WEC

$605M

582 positions

#22Sovereign Investment Advisors, LLCActive

Some overlap · 6 shared positions

$ALPS $PSX $JHG $LIN $ADI $NEE

$472M

106 positions

#23Hamilton Wealth, LLCActive

Some overlap · 3 shared positions

$ALPS $SLV $GD

$1.4B

114 positions

#24PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLCPassive

Some overlap · 6 shared positions

$PSX $WEC $MCD $ADI $NEE $LIN

$763M

214 positions

#25Mattern Wealth Management LLCActive

Some overlap · 6 shared positions

$MCD $PSX $ADI $NEE $LIN $SYK

$513M

158 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.