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 WEALTH ADVISORS

13F Portfolio OverlapQ2 2026MILLER WEALTH ADVISORS portfolio →

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Most similar hedge funds by 13F overlap

MILLER WEALTH ADVISORS, LLC is an institutional investor managing $237M across 122 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 WEALTH ADVISORS are IronBridge Private Wealth, Aster (DIFC) Ltd, Cherry Creek Investment Advisors, with shared positions in $PLTR, $HON, $HONA, $SOLS, $PEP, $MS. The full ranking of 25 similar funds is below.

#1IronBridge Private Wealth, LLCActive

Some overlap · 4 shared positions

$PLTR $HON $HONA $SOLS

$304M

47 positions

#2Aster Capital Management (DIFC) LtdPassive

Slight overlap · 5 shared positions

$PLTR $HON $PEP $MS $NKE

$470M

808 positions

#3Cherry Creek Investment Advisors, Inc.Passive

Slight overlap · 4 shared positions

$PLTR $HON $HONA $MMM

$254M

128 positions

#4FAGAN ASSOCIATES, INC.Active

Slight overlap · 4 shared positions

$PLTR $DE $HOOD $NKE

$813M

137 positions

#5COMPASS CAPITAL CORP /MA/ /ADVPassive

Slight overlap · 3 shared positions

$PLTR $DE $PSX

$307M

205 positions

#6Canvas Wealth Advisors, LLCPassive

Slight overlap · 4 shared positions

$PLTR $SPCX $HOOD $NKE

$717M

251 positions

#7Cypress Point Wealth Management, LLCActive

Slight overlap · 3 shared positions

$PLTR $DE $COP

$492M

142 positions

#8Blue Sky Capital Consultants Group, Inc.Active

Slight overlap · 3 shared positions

$PLTR $SPCX $HOOD

$234M

74 positions

#9Arsenal Capital Advisors LLCPassive

Slight overlap · 3 shared positions

$PLTR $SPCX $MS

$169M

108 positions

#10Nova Wealth Management, Inc.Passive

Slight overlap · 3 shared positions

$PLTR $SPCX $EPD

$181M

570 positions

#11Philadelphia Investment Partners, LLCPassive

Slight overlap · 3 shared positions

$PLTR $VLO $PSX

$161M

189 positions

#12Owen LaRue, LLCPassive

Slight overlap · 3 shared positions

$PLTR $VLO $MS

$288M

141 positions

#13Networth Advisors, LLCActive

Slight overlap · 3 shared positions

$PLTR $PEP $MS

$172M

383 positions

#14CONNORS INVESTOR SERVICES INCPassive

Slight overlap · 3 shared positions

$PLTR $PEP $MS

$1.2B

153 positions

#15Nikko Asset Management Americas, Inc.Passive

Slight overlap · 4 shared positions

$PLTR $DE $SPCX $HOOD

$7.7B

276 positions

#16CORNERSTONE ENTERPRISES, LLCActive

Slight overlap · 3 shared positions

$PLTR $HOOD $ACHR

$219M

42 positions

#17Financial Life PlannersActive

Slight overlap · 3 shared positions

$PLTR $HOOD $MS

$156M

339 positions

#18Henson-Edgewater Management, LLCActive

Slight overlap · 3 shared positions

$PLTR $HOOD $EPD

$192M

66 positions

#19Aft, Forsyth & Sober, LLCActive

Slight overlap · 3 shared positions

$PLTR $MS $COP

$320M

60 positions

#20PACIFIC HEIGHTS ASSET MANAGEMENT LLCActive

Slight overlap · 3 shared positions

$PLTR $MS $COP

$3.2B

77 positions

#21Legacy Bridge, LLCPassive

Slight overlap · 3 shared positions

$PLTR $DE $VLO

$324M

322 positions

#22ARK Investment Management LLCActive

Slight overlap · 5 shared positions

$PLTR $DE $SPCX $HOOD $ACHR

$15.4B

191 positions

#23McGuire Investment Group, LLCActive

Slight overlap · 3 shared positions

$PLTR $HON $MS

$1.1B

137 positions

#24Harvest Portfolios Group Inc.Active

Slight overlap · 3 shared positions

$PLTR $SPCX $HOOD

$7.1B

267 positions

#25Menard Financial Group LLCActive

Slight overlap · 3 shared positions

$PLTR $DE $SPCX

$184M

80 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.