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Hedge Funds Similar to Millennium Advisors

13F Portfolio OverlapQ3 2026Millennium Advisors portfolio →
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Most similar hedge funds by 13F overlap

Millennium Capital Advisors, LLC is an institutional investor managing $190M across 137 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 Millennium Advisors are LANGLEY WEALTH, Traub, Prospect Financial Services, with shared positions in $ET, $PFE, $BA, $UPS, $MS, $VRT. The full ranking of 25 similar funds is below.

#1LANGLEY WEALTH MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$ET$PFE$BA$UPS$MS$VRT
$103M
130 positions
#2Traub Capital Management LLCPassive
Some overlap · 5 shared positions
$URI$ET$PFE$NXPI$DELL
$112M
132 positions
#3Prospect Financial Services LLCPassive
Some overlap · 5 shared positions
$ET$PLTR$BA$CRWD$VRT
$197M
115 positions
#4Cunning Capital Partners, LPActive
Some overlap · 5 shared positions
$URI$PLTR$DELL$CRWD$MS
$248M
55 positions
#5RHODES INVESTMENT ADVISORS INC /ADVPassive
Some overlap · 5 shared positions
$ET$PLTR$DELL$FDX$CRWD
$141M
124 positions
#6JBF Capital, Inc.Smart money
Some overlap · 4 shared positions
$URI$ET$DELL$MS
$764M
100 positions
#7GILPIN WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$ET$URI$PLTR$VRT
$148M
1,422 positions
#8Horrell Capital Management, Inc.Active
Some overlap · 5 shared positions
$JBHT$MUSA$HOMB$FDX$UPS
$189M
197 positions
#9LONGFELLOW INVESTMENT MANAGEMENT CO LLCPassive
Some overlap · 4 shared positions
$ET$PFE$BA$UPS
$489M
244 positions
#10Henson-Edgewater Management, LLCActive
Some overlap · 4 shared positions
$ET$PLTR$BA$CRWD
$192M
66 positions
#11Benchmark Investment Advisors LLCActive
Some overlap · 4 shared positions
$URI$PLTR$CRWD$VRT
$228M
70 positions
#12Blue Line Capital, LLC / ILPassive
Some overlap · 4 shared positions
$URI$PLTR$CRWD$VRT
$120M
92 positions
#13Avalon Global Asset Management LLCActive
Some overlap · 4 shared positions
$URI$PLTR$CRWD$VRT
$917M
38 positions
#14Morse Asset Management, IncPassive
Some overlap · 4 shared positions
$URI$BA$CRWD$VRT
$604M
415 positions
#15Hedeker Wealth, LLCPassive
Some overlap · 4 shared positions
$URI$PLTR$MS$GNRC
$545M
93 positions
#16Vanguard Capital Wealth AdvisorsPassive
Some overlap · 4 shared positions
$URI$BA$DELL$MS
$145M
128 positions
#17FFG Partners, LLCPassive
Some overlap · 4 shared positions
$ET$PLTR$VRT$GNRC
$338M
50 positions
#18ORG Wealth Partners, LLCActive
Some overlap · 6 shared positions
$ET$CRWD$PLTR$URI$PHYS$PFE
$667M
714 positions
#19AFFINITY INVESTMENT ADVISORS, LLCPassive
Some overlap · 4 shared positions
$URI$PFE$DELL$MS
$197M
140 positions
#20KTF INVESTMENTS, LLCActive
Some overlap · 4 shared positions
$URI$DELL$MS$VRT
$932M
89 positions
#21Emissary Wealth LLCPassive
Some overlap · 3 shared positions
$URI$ET$CRWD
$131M
63 positions
#22Faithward Advisors, LLCPassive
Some overlap · 5 shared positions
$URI$PLTR$CRWD$VRT$GNRC
$819M
339 positions
#23MATTERS CAPITAL LLCPassive
Some overlap · 5 shared positions
$ET$DELL$URI$VRT$CRWD
$143M
75 positions
#24WEALTH EFFECTS LLCPassive
Some overlap · 5 shared positions
$URI$BA$PFE$VRT$GNRC
$370M
251 positions
#25Xcel Wealth Management, LLCPassive
Some overlap · 5 shared positions
$PFE$BA$FDX$CRWD$MS
$404M
140 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.