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 PATTON ALBERTSON MILLER GROUP

13F Portfolio OverlapQ2 2026PATTON ALBERTSON MILLER GROUP portfolio →

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Most similar hedge funds by 13F overlap

PATTON ALBERTSON MILLER GROUP, LLC is an institutional investor managing $1.0B across 213 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 PATTON ALBERTSON MILLER GROUP are Atlantic Edge Private Wealth, Applied Finance, PEDDOCK ADVISORS, with shared positions in $KLAC, $PWR, $URI, $CMI, $MCK, $WAB. The full ranking of 25 similar funds is below.

#1Atlantic Edge Private Wealth Management, LLCPassive

Notable overlap · 13 shared positions

$KLAC $PWR $URI $CMI $MCK $WAB

$489M

619 positions

#2Applied Finance Capital Management, LLCPassive

Notable overlap · 10 shared positions

$KLAC $URI $CMI $PWR $VLO $WAB

$1.3B

218 positions

#3PEDDOCK CAPITAL ADVISORS, LLCActive

Notable overlap · 11 shared positions

$PWR $KLAC $CMI $MCK $TMO $ALL

$501M

165 positions

#4Eley Financial Management, IncPassive

Notable overlap · 8 shared positions

$KLAC $URI $CMI $MCK $AMP $UNP

$309M

72 positions

#5Cunning Capital Partners, LPActive

Notable overlap · 5 shared positions

$KLAC $PWR $URI $APP $MCK

$248M

55 positions

#6Cornerstone Investment Partners, LLCActive

Notable overlap · 5 shared positions

$KLAC $URI $CMI $MCK $TMO

$3.0B

312 positions

#7BALDWIN WEALTH PARTNERS LLC/MAPassive

Notable overlap · 6 shared positions

$KLAC $URI $PWR $DHR $UNP $MCK

$1.5B

234 positions

#8EAGLE ROCK INVESTMENT COMPANY, LLCActive

Notable overlap · 5 shared positions

$KLAC $URI $CMI $TMO $MCK

$808M

156 positions

#9Benchmark Investment Advisors LLCPassive

Notable overlap · 3 shared positions

$KLAC $URI $APP

$228M

70 positions

#10Blue Chip Partners, LLCActive

Notable overlap · 3 shared positions

$KLAC $PWR $DTB

$1.6B

184 positions

#11NZS Capital, LLCActive

Notable overlap · 4 shared positions

$KLAC $PWR $URI $DHR

$3.9B

61 positions

#12Bristol Gate Capital Partners Inc.Active

Notable overlap · 3 shared positions

$KLAC $WAB $MCK

$1.4B

33 positions

#13SFE Investment CounselPassive

Notable overlap · 6 shared positions

$URI $PWR $CMI $DHR $LOW $KLAC

$742M

152 positions

#14OLD SECOND NATIONAL BANK OF AURORAPassive

Notable overlap · 4 shared positions

$KLAC $CMI $PHM $VLO

$530M

275 positions

#15TILIA FIDUCIARY PARTNERS, INC.Passive

Notable overlap · 5 shared positions

$KLAC $MCK $VLO $TMO $LOW

$211M

127 positions

#16Smith Group Asset Management, LLCActive

Notable overlap · 3 shared positions

$KLAC $MCK $APP

$2.5B

166 positions

#17ACCESS FINANCIAL SERVICES, INC.Active

Some overlap · 4 shared positions

$KLAC $PWR $VLO $LOW

$305M

103 positions

#18BANK OF STOCKTONActive

Some overlap · 3 shared positions

$KLAC $CMI $UNP

$356M

126 positions

#19Broadleaf Partners, LLCPassive

Some overlap · 4 shared positions

$PWR $KLAC $URI $APP

$517M

86 positions

#20Morse Asset Management, IncPassive

Some overlap · 3 shared positions

$KLAC $URI $APP

$604M

415 positions

#21River Street Advisors LLCPassive

Some overlap · 5 shared positions

$KLAC $CMI $VLO $PHM $PWR

$340M

177 positions

#22Forvis Mazars Wealth Advisors, LLCActive

Some overlap · 7 shared positions

$KLAC $PWR $VLO $LOW $CMI $MCK

$6.0B

433 positions

#23Castlefield Investment Partners LLPActive

Some overlap · 4 shared positions

$KLAC $TMO $LOW $URI

$147M

35 positions

#24Longbow Finance SAPassive

Some overlap · 6 shared positions

$WAB $KLAC $CMI $MCK $PWR $VLO

$782M

59 positions

#25MorganRosel Wealth Management, LLCActive

Some overlap · 4 shared positions

$KLAC $PWR $VLO $MCK

$296M

104 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.