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 MilWealth Group

13F Portfolio OverlapQ2 2026MilWealth Group portfolio →

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Most similar hedge funds by 13F overlap

MilWealth Group LLC is an institutional investor managing $469M across 82 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 MilWealth Group are Tarbox Group, DAVIDSON, Center for Wealth Advisory, with shared positions in $ABT, $MDY, $USB, $WEC, $VZ, $UPS. The full ranking of 25 similar funds is below.

#1Tarbox Group, Inc.Smart money

Slight overlap · 4 shared positions

$ABT $MDY $USB $WEC

$698M

96 positions

#2DAVIDSON TRUST COPassive

Slight overlap · 4 shared positions

$ABT $MDY $USB $VZ

$256M

190 positions

#3Center for Wealth Management AdvisoryActive

Slight overlap · 4 shared positions

$ABT $UPS $USB $VZ

$159M

62 positions

#4TSFG, LLCPassive

Slight overlap · 3 shared positions

$ABT $MDY $CRM

$794M

891 positions

#5ARBOR TRUST WEALTH ADVISORS, LLCPassive

Slight overlap · 3 shared positions

$ABT $MDY $CRM

$248M

96 positions

#6VILLERE ST DENIS J & CO LLCPassive

Slight overlap · 3 shared positions

$ABT $UPS $VZ

$838M

85 positions

#7Monte Financial Group, LLCPassive

Slight overlap · 3 shared positions

$ABT $UPS $SBUX

$312M

102 positions

#8Alpha Wealth Funds, LLCActive

Slight overlap · 3 shared positions

$ABT $MDY $PLTR

$183M

63 positions

#9Sepio Capital, LPActive

Slight overlap · 3 shared positions

$ABT $MDY $SBUX

$2.0B

346 positions

#10COERENTE CAPITAL MANAGEMENTActive

Slight overlap · 3 shared positions

$ABT $USB $SBUX

$543M

43 positions

#11Clark & Stuart, IncPassive

Slight overlap · 3 shared positions

$ABT $UPS $SBUX

$159M

57 positions

#12Brookmont Capital ManagementActive

Slight overlap · 3 shared positions

$ABT $USB $SRE

$186M

61 positions

#13Miramar Capital, LLCPassive

Slight overlap · 3 shared positions

$ABT $MDY $VZ

$455M

57 positions

#14NEW ENGLAND ASSET MANAGEMENT INCPassive

Slight overlap · 3 shared positions

$ABT $USB $VZ

$863M

131 positions

#15M. Kraus & CoPassive

Slight overlap · 3 shared positions

$ABT $MDY $VZ

$377M

86 positions

#16Grantham, Mayo, Van Otterloo & Co. LLCActive

Slight overlap · 3 shared positions

$ABT $USB $CRM

$44.4B

663 positions

#17St. Louis Financial Planners Asset Management, LLCActive

Slight overlap · 3 shared positions

$ABT $CRM $PLTR

$188M

30 positions

#18B&D White Capital Company, LLCActive

Slight overlap · 3 shared positions

$ABT $CRM $PLTR

$1.0B

94 positions

#19CONNING INC.Passive

Slight overlap · 4 shared positions

$ABT $OMC $USB $SBUX

$3.3B

327 positions

#20BOSTON RESEARCH & MANAGEMENT INCPassive

Slight overlap · 5 shared positions

$ABT $UPS $USB $ALB $VZ

$453M

121 positions

#21Alley Investment Management Company, LLCActive

Slight overlap · 4 shared positions

$ABT $USB $WEC $SBUX

$856M

89 positions

#22Fluent Financial, LLCActive

Slight overlap · 3 shared positions

$ABT $UPS $CRM

$280M

57 positions

#23Rench Wealth Management, Inc.Passive

Slight overlap · 3 shared positions

$ABT $UPS $VZ

$372M

67 positions

#24P.A.W. CAPITAL CORPPassive

Slight overlap · 3 shared positions

$ABT $UPS $VZ

$133M

66 positions

#25Altrius Capital Management IncPassive

Slight overlap · 3 shared positions

$ABT $UPS $SBUX

$526M

89 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.