What hedge funds are most similar to Miller Financial Services LLC?

The funds with the most similar 13F portfolios to Miller Financial Services LLC are BCWM, Juno Financial Group, VILLERE ST DENIS J, based on overlapping conviction holdings in the latest SEC filings.

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 Miller Financial Services

13F Portfolio OverlapQ2 2026Miller Financial Services portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Miller Financial Services LLC is an institutional investor managing $124M across 142 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 Miller Financial Services are BCWM, Juno Financial Group, VILLERE ST DENIS J, with shared positions in $UPS, $PEP, $KMI, $BMY, $GNRC, $MO. The full ranking of 25 similar funds is below.

#1BCWM, LLCPassive

Notable overlap · 7 shared positions

$UPS $PEP $KMI $BMY $GNRC $MO

$342M

57 positions

#2Juno Financial Group LLCActive

Notable overlap · 7 shared positions

$PEP $CRWD $UBER $D $CAVA $MO

$282M

73 positions

#3VILLERE ST DENIS J & CO LLCPassive

Notable overlap · 7 shared positions

$CL $PEP $UPS $UBER $VZ $ABT

$838M

85 positions

#4HENDLEY & CO INCActive

Notable overlap · 6 shared positions

$ETN $PEP $AEP $GNRC $ABT $SYK

$283M

47 positions

#5OLD REPUBLIC INTERNATIONAL CORPActive

Notable overlap · 5 shared positions

$ETN $PEP $UPS $BMY $AEP

$2.7B

54 positions

#6TrueMark Investments, LLCPassive

Notable overlap · 7 shared positions

$UPS $PEP $AEP $MO $VZ $KMI

$798M

187 positions

#7Clark & Stuart, IncPassive

Notable overlap · 5 shared positions

$PEP $UPS $ABT $MMM $SYK

$159M

57 positions

#8Private Harbour Investment Management & Counsel, LLCActive

Notable overlap · 5 shared positions

$ETN $PEP $SLV $ABT $SYK

$84M

36 positions

#9GODSEY & GIBB, INCPassive

Notable overlap · 6 shared positions

$ETN $UPS $PEP $AEP $D $SYK

$1.2B

383 positions

#10Econ Financial Services CorpPassive

Notable overlap · 5 shared positions

$UPS $CL $UBER $PPG $VZ

$214M

72 positions

#11Volterra Technologies LPPassive

Notable overlap · 6 shared positions

$PEP $CRWD $UBER $KMI $ABT $SYK

$694M

303 positions

#12P.A.W. CAPITAL CORPPassive

Notable overlap · 7 shared positions

$UPS $PEP $BMY $MO $VZ $ABT

$133M

66 positions

#13Center for Wealth Management AdvisoryActive

Notable overlap · 6 shared positions

$UPS $PEP $CL $VZ $MO $ABT

$159M

62 positions

#14Disciplined Equity Management, Inc.Smart money

Notable overlap · 6 shared positions

$CRWD $KMI $CAG $MO $VZ $SYK

$226M

45 positions

#15Willis Investment CounselActive

Notable overlap · 7 shared positions

$ETN $PEP $AEP $GNRC $VZ $ABT

$2.1B

125 positions

#16Measured Risk Portfolios, Inc.Active

Notable overlap · 5 shared positions

$UPS $KMI $AEP $MO $VZ

$112M

63 positions

#17First Washington CORPActive

Notable overlap · 4 shared positions

$ETN $CRWD $UBER $GNRC

$418M

51 positions

#18Robinhood Asset Management, LLCActive

Notable overlap · 5 shared positions

$CRWD $ETN $NET $CL $UBER

$1.9B

83 positions

#19CAPITAL ADVISORS INC/OKActive

Notable overlap · 4 shared positions

$PEP $VZ $SYK $ISRG

$6.8B

374 positions

#20St. Clair Advisors, LLCSmart money

Notable overlap · 5 shared positions

$ETN $PEP $ABT $SYK $MMM

$389M

78 positions

#21Nan Shan Life Insurance Co., Ltd.Active

Notable overlap · 5 shared positions

$ETN $KMI $BMY $VZ $ISRG

$3.2B

82 positions

#22Ellsworth Advisors, LLCPassive

Notable overlap · 6 shared positions

$ETN $PEP $BMY $AEP $MO $ORI

$609M

182 positions

#23Parsonex Advisory Services, Inc.Passive

Some overlap · 4 shared positions

$ETN $CRWD $UBER $ISRG

$115M

50 positions

#24OPAL CAPITAL LLCPassive

Some overlap · 6 shared positions

$UPS $AEP $PEP $MO $VZ $ABT

$560M

136 positions

#25Bluebird Wealth Management LLCPassive

Some overlap · 5 shared positions

$CRWD $UPS $ETN $UBER $MELI

$115M

89 positions

Compare Miller Financial Services’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Miller Financial Services’s holdings

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.