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Hedge Funds Similar to Courage Miller Partners

13F Portfolio OverlapQ2 2026Courage Miller Partners portfolio →
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Most similar hedge funds by 13F overlap

Courage Miller Partners, LLC is an institutional investor managing $379M across 87 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 Courage Miller Partners are American National Bank of Texas, Walsh & Associates, FAS Wealth Partners, with shared positions in $STT, $UNP, $PM, $MCD, $TRV, $GLTR. The full ranking of 25 similar funds is below.

#1American National Bank of TexasActive
Notable overlap · 4 shared positions
$STT$UNP$PM$MCD
$110M
56 positions
#2Walsh & Associates, LLCActive
Notable overlap · 3 shared positions
$STT$PM$UNP
$122M
245 positions
#3FAS Wealth Partners, Inc.Passive
Notable overlap · 3 shared positions
$STT$UNP$TRV
$1.9B
520 positions
#4CAPE COD FIVE CENTS SAVINGS BANKPassive
Notable overlap · 3 shared positions
$GLTR$UNP$MCD
$1.2B
203 positions
#5GLOBALT Investments LLC / GAActive
Some overlap · 3 shared positions
$STT$UNP$PM
$3.0B
213 positions
#6NorthRock Partners, LLCActive
Some overlap · 3 shared positions
$STT$PM$MCD
$6.9B
680 positions
#7Walsky Investment Management, Inc.Passive
Some overlap · 3 shared positions
$STT$UNP$MCD
$108M
52 positions
#8True Vision MN LLC
Some overlap · 3 shared positions
$UNP$STT$TRV
$194M
98 positions
#910Elms LLPPassive
Some overlap · 3 shared positions
$STT$UNP$MCD
$236M
526 positions
#10FARMERS TRUST CO
Some overlap · 4 shared positions
$STT$UNP$PM$MCD
$637M
203 positions
#11HALL CAPITAL MANAGEMENT CO INCPassive
Some overlap · 3 shared positions
$UNP$STT$MCD
$321M
107 positions
#12JNBA Financial AdvisorsActive
Some overlap · 3 shared positions
$STT$TRV$MCD
$1.3B
830 positions
#13R.H. Investment Group, LLCActive
Some overlap · 4 shared positions
$UNP$PM$TRV$MCD
$133M
47 positions
#14Atlantic Edge Private Wealth Management, LLCPassive
Some overlap · 3 shared positions
$STT$UNP$TRV
$489M
619 positions
#15FLC Capital AdvisorsPassive
Some overlap · 3 shared positions
$STT$GLTR$PM
$622M
236 positions
#16TRUST CO OF OKLAHOMAActive
Some overlap · 3 shared positions
$UNP$STT$MCD
$389M
140 positions
#17AMICA MUTUAL INSURANCE COActive
Some overlap · 4 shared positions
$UNP$STT$PM$MCD
$1.2B
142 positions
#18COTTONWOOD CAPITAL ADVISORS, LLCActive
Some overlap · 3 shared positions
$UNP$PM$MCD
$166M
88 positions
#19Pinion Investment Advisors, LLCActive
Some overlap · 3 shared positions
$UNP$PM$MCD
$527M
205 positions
#20Valued Wealth Advisors LLCActive
Some overlap · 3 shared positions
$STT$UNP$TRV
$275M
913 positions
#21First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 3 shared positions
$UNP$PM$MCD
$529M
75 positions
#22Richmond Brothers, Inc.Passive
Some overlap · 3 shared positions
$STT$PM$MCD
$192M
96 positions
#23FIRST NATIONAL TRUST COPassive
Some overlap · 3 shared positions
$STT$PM$MCD
$2.9B
382 positions
#24LETSON INVESTMENT MANAGEMENT, INC.Passive
Some overlap · 3 shared positions
$UNP$PM$MCD
$273M
104 positions
#25MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$UNP$PM$MCD
$233M
122 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.