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Hedge Funds Similar to Milestones Private Investment Advisors

13F Portfolio OverlapQ2 2026Milestones Private Investment Advisors portfolio →
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Most similar hedge funds by 13F overlap

Milestones Private Investment Advisors LLC is an institutional investor managing $126M across 77 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 Milestones Private Investment Advisors are Fortis Advisors, FULTON BREAKEFIELD BROENNIMAN, AA Financial Advisors, with shared positions in $GLDM, $GLW, $COP, $NEE, $SYK, $EOG. The full ranking of 25 similar funds is below.

#1Fortis Advisors, LLCPassive
Some overlap · 4 shared positions
$GLDM$GLW$COP$NEE
$214M
122 positions
#2FULTON BREAKEFIELD BROENNIMAN LLCPassive
Some overlap · 4 shared positions
$GLDM$SYK$EOG$NEE
$1.7B
208 positions
#3AA Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$GLDM$TRV$COP
$832M
230 positions
#4Bangor Savings BankActive
Some overlap · 3 shared positions
$GLDM$NEE$SYK
$1.4B
543 positions
#5LEGACY SOLUTIONS, LLCActive
Some overlap · 3 shared positions
$GLDM$EOG$COP
$124M
88 positions
#6ENTRUST FINANCIAL LLCActive
Some overlap · 3 shared positions
$GLDM$NEE$GLW
$154M
445 positions
#7Gradient Investments LLCPassive
Some overlap · 3 shared positions
$GLDM$COP$NEE
$7.2B
448 positions
#8Aspetuck Financial Management LLCActive
Some overlap · 4 shared positions
$GLDM$EOG$COP$NEE
$170M
79 positions
#9Security National BankPassive
Some overlap · 3 shared positions
$GLW$SYK$NEE
$838M
392 positions
#10Garner Asset Management CorpPassive
Some overlap · 3 shared positions
$GLW$TRV$COP
$308M
169 positions
#11UNITED BANKActive
Some overlap · 3 shared positions
$GLW$SYK$EOG
$853M
130 positions
#12CapWealth Advisors, LLCActive
Some overlap · 3 shared positions
$GLW$SYK$NEE
$1.5B
118 positions
#13Boit C F DavidPassive
Some overlap · 3 shared positions
$GLW$SYK$EOG
$238M
85 positions
#14CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active
Some overlap · 3 shared positions
$GLW$TRV$COP
$1.5B
184 positions
#15Stonebridge Financial Group, LLCPassive
Some overlap · 3 shared positions
$GLW$SYK$NEE
$1.3B
275 positions
#16OLD SECOND NATIONAL BANK OF AURORAPassive
Some overlap · 3 shared positions
$GLW$EOG$NEE
$530M
275 positions
#17Stack Financial Management, IncActive
Some overlap · 4 shared positions
$SYK$EOG$COP$NEE
$1.3B
54 positions
#18CULBERTSON A N & CO INCActive
Some overlap · 3 shared positions
$GLW$TRV$EOG
$859M
140 positions
#19LEDERER & ASSOCIATES INVESTMENT COUNSEL/CAPassive
Some overlap · 3 shared positions
$GLW$SYK$NEE
$152M
84 positions
#20ARWA LLCPassive
Some overlap · 4 shared positions
$SYK$EOG$NEE$GLDM
$241M
139 positions
#21River Street Advisors LLCPassive
Some overlap · 3 shared positions
$GLW$EOG$NEE
$340M
177 positions
#22Paladin Wealth, LLCPassive
Some overlap · 3 shared positions
$GLDM$COP$NEE
$172M
134 positions
#23Parkside Investments, LLCActive
Some overlap · 3 shared positions
$GLW$COP$NEE
$902M
91 positions
#24RED CEDAR INVESTMENT MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$GLW$COP$NEE
$1.1B
90 positions
#25LAWOOD & COPassive
Some overlap · 3 shared positions
$GLW$NEE$COP
$148M
95 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.