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Hedge Funds Similar to Millstone Evans Group

13F Portfolio OverlapQ2 2026Millstone Evans Group portfolio →
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Most similar hedge funds by 13F overlap

Millstone Evans Group, LLC is an institutional investor managing $185M across 877 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 Millstone Evans Group are Smith Partners Wealth, CDM FINANCIAL COUNSELING SERVICES, Center for Financial Planning, with shared positions in $RJF, $MDY, $GLW, $NSC, $SBUX, $TMO. The full ranking of 25 similar funds is below.

#1Smith Partners Wealth Management, LLCActive
Some overlap · 4 shared positions
$RJF$MDY$GLW$NSC
$126M
73 positions
#2CDM FINANCIAL COUNSELING SERVICES, INC.Active
Some overlap · 5 shared positions
$MDY$SBUX$TMO$NSC$AXP
$119M
77 positions
#3Center for Financial Planning, Inc.Smart money
Some overlap · 5 shared positions
$RJF$TMO$MMM$AXP$SYK
$1.1B
836 positions
#4Coquina Private Wealth LLCActive
Some overlap · 5 shared positions
$GLW$SBUX$MDY$RJF$PNC
$150M
101 positions
#5Kaydan Wealth Management, Inc.Active
Some overlap · 3 shared positions
$RJF$MDY$SYK
$291M
116 positions
#6Veracity Capital LLCPassive
Some overlap · 4 shared positions
$MDY$GLW$FLEX$AXP
$372M
222 positions
#7Veratis Advisors, Inc.Active
Some overlap · 4 shared positions
$LECO$SBUX$TMO$SYK
$141M
84 positions
#8VISTA CAPITAL PARTNERS, INC.Smart money
Some overlap · 5 shared positions
$SBUX$FLEX$GLW$TMO$SYK
$1.1B
170 positions
#9WASHINGTON TRUST CoPassive
Some overlap · 4 shared positions
$MDY$GLW$TMO$SYK
$3.2B
291 positions
#10Nicollet Investment Management, Inc.Active
Some overlap · 4 shared positions
$MDY$TMO$SBUX$MMM
$336M
77 positions
#11TIAA TRUST, NATIONAL ASSOCIATIONActive
Some overlap · 4 shared positions
$MDY$FLEX$TMO$AXP
$1.7B
347 positions
#12Mesirow Financial Investment Management, Inc.Active
Some overlap · 5 shared positions
$GLW$TMO$AXP$MDY$SYK
$6.4B
529 positions
#13RMR Wealth BuildersActive
Some overlap · 4 shared positions
$MDY$GLW$MMM$AXP
$1.7B
310 positions
#14GRAYBILL WEALTH MANAGEMENT, LTD.Passive
Some overlap · 4 shared positions
$FLEX$SBUX$TMO$WAT
$372M
82 positions
#151248 Management, LLCActive
Some overlap · 3 shared positions
$RJF$GLW$PNC
$256M
149 positions
#16WEST PACES ADVISORS INC.Active
Some overlap · 4 shared positions
$MDY$GLW$NSC$PNC
$586M
692 positions
#17PARTHENON LLCActive
Some overlap · 5 shared positions
$GLW$WAT$PNC$AXP$SYK
$967M
129 positions
#18ARK & TLK INVESTMENTS, LLCSmart money
Some overlap · 4 shared positions
$MDY$TMO$GLW$SYK
$416M
126 positions
#19Pflug Koory, LLCPassive
Some overlap · 4 shared positions
$GLW$TMO$NSC$AXP
$243M
424 positions
#20TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICAActive
Some overlap · 5 shared positions
$GLW$TMO$MMM$AXP$FLEX
$91M
76 positions
#21NEVILLE RODIE & SHAW INCActive
Some overlap · 4 shared positions
$GLW$TMO$NSC$AXP
$1.5B
239 positions
#22St. Johns Investment Management Company, LLCPassive
Some overlap · 4 shared positions
$MDY$GLW$AXP$SYK
$264M
201 positions
#23Emprise BankActive
Some overlap · 4 shared positions
$MDY$TMO$PNC$SBUX
$262M
106 positions
#24MassMutual Private Wealth & Trust, FSBPassive
Some overlap · 4 shared positions
$MDY$TMO$LECO$SYK
$3.8B
2,398 positions
#25Kennebec Savings BankPassive
Some overlap · 4 shared positions
$MDY$TMO$GLW$PNC
$126M
263 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.