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 MILESTONE ASSET

13F Portfolio OverlapQ3 2026MILESTONE ASSET portfolio →

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Most similar hedge funds by 13F overlap

MILESTONE ASSET MANAGEMENT, LLC is an institutional investor managing $631M across 238 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to MILESTONE ASSET are WealthCare Asset, Beacon Harbor Wealth Advisors, STONEHAVEN WEALTH & TAX SOLUTIONS, with shared positions in $BMY, $MO, $ANET, $EXPE, $LAMR, $SHOP. The full ranking of 25 similar funds is below.

#1WealthCare Asset Management, LLCActive

Notable overlap · 13 shared positions

$BMY $MO $ANET $EXPE $LAMR $SHOP

$116M

59 positions

#2Beacon Harbor Wealth Advisors, Inc.Passive

Notable overlap · 5 shared positions

$BMY $AMGN $VRT $PEP $VZ

$513M

70 positions

#3STONEHAVEN WEALTH & TAX SOLUTIONS, LLCActive

Notable overlap · 8 shared positions

$BMY $MO $ANET $EXPE $LAMR $SHOP

$105M

83 positions

#4FCF Advisors LLCPassive

Notable overlap · 6 shared positions

$BMY $VRT $MO $ANET $EXPE $FTI

$544M

58 positions

#5NORDEN GROUP LLCPassive

Notable overlap · 8 shared positions

$MO $ANET $BMY $LAMR $EXPE $SHOP

$1.3B

673 positions

#6Second Half Financial Partners, LLCActive

Notable overlap · 8 shared positions

$ANET $MO $EXPE $LAMR $BMY $SHOP

$244M

109 positions

#7Blue Capital, Inc.Passive

Notable overlap · 9 shared positions

$MO $BMY $SHOP $EXPE $LAMR $FTI

$161M

136 positions

#8Exit Wealth Advisors, LLC.Passive

Notable overlap · 7 shared positions

$BMY $MO $ANET $LAMR $FTI $SHOP

$220M

150 positions

#9Cornerstone Capital, Inc.Active

Notable overlap · 6 shared positions

$AMGN $VRT $DIS $SHOP $PEP $VZ

$1.1B

120 positions

#10Carolina Wealth Advisors, LLCPassive

Notable overlap · 5 shared positions

$AMGN $BMY $MO $PEP $VZ

$263M

373 positions

#11Sage Capital Advisors,llcPassive

Notable overlap · 6 shared positions

$PEP $VRT $AMGN $BMY $VZ $PLTR

$498M

145 positions

#12Titan Investment Management LLCActive

Notable overlap · 6 shared positions

$VRT $PWR $PEP $BMY $PLTR $ANET

$137M

40 positions

#13Ellsworth Advisors, LLCPassive

Notable overlap · 6 shared positions

$MO $AMGN $PEP $BMY $ANET $FTI

$620M

193 positions

#14Alliance Private Wealth, LLCActive

Notable overlap · 6 shared positions

$DE $PEP $DIS $BMY $ANET $VZ

$269M

85 positions

#15EDMP, INC.Passive

Notable overlap · 5 shared positions

$AMGN $BMY $MO $PEP $VZ

$130M

74 positions

#16Nepsis Inc.Active

Notable overlap · 4 shared positions

$BMY $AMGN $ANET $SHOP

$317M

28 positions

#17Rayburn West Financial Services LLCPassive

Notable overlap · 5 shared positions

$DE $AMGN $PEP $MO $VZ

$181M

81 positions

#18P.A.W. CAPITAL CORPPassive

Some overlap · 5 shared positions

$AMGN $BMY $PEP $MO $VZ

$133M

66 positions

#19GKV Capital Management Co., Inc.Passive

Some overlap · 6 shared positions

$PWR $AMGN $ANET $VZ $DE $MAR

$310M

83 positions

#20SIERRA SUMMIT ADVISORS LLCPassive

Some overlap · 5 shared positions

$VRT $PWR $ANET $DIS $SHOP

$895M

185 positions

#21OLD POINT TRUST & FINANCIAL SERVICES N APassive

Some overlap · 5 shared positions

$AMGN $PEP $VZ $PLTR $MAR

$329M

323 positions

#22Verity & Verity, LLCActive

Some overlap · 4 shared positions

$AMGN $PEP $MO $VZ

$1.5B

139 positions

#23Axim Planning & WealthActive

Some overlap · 8 shared positions

$MO $LAMR $ANET $EXPE $SHOP $BMY

$72M

92 positions

#24DLK Investment Management, LLCPassive

Some overlap · 4 shared positions

$AMGN $PEP $DE $DIS

$275M

99 positions

#25Barnes Dennig Private Wealth Management LLCPassive

Some overlap · 4 shared positions

$AMGN $DE $PEP $PWR

$125M

365 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.