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 ROWLANDMILLER & PARTNERS.ADV

13F Portfolio OverlapQ2 2026ROWLANDMILLER & PARTNERS.ADV portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

ROWLANDMILLER & PARTNERS.ADV is an institutional investor managing $549M across 195 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 ROWLANDMILLER & PARTNERS.ADV are OLD REPUBLIC INTERNATIONAL, PINKERTON WEALTH, VIRGINIA WEALTH GROUP, with shared positions in $CMI, $QCOM, $MCD, $GPC, $UPS, $SYY. The full ranking of 25 similar funds is below.

#1OLD REPUBLIC INTERNATIONAL CORPActive

Notable overlap · 8 shared positions

$CMI $QCOM $MCD $GPC $UPS $SYY

$2.7B

54 positions

#2PINKERTON WEALTH, LLCActive

Notable overlap · 8 shared positions

$QCOM $VZ $MCD $ADP $GPC $AMGN

$1.2B

103 positions

#3VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Notable overlap · 6 shared positions

$QCOM $CB $MCD $VZ $AMGN $EMR

$201M

57 positions

#4SHERMAN PORFOLIOS, LLCSmart money

Notable overlap · 8 shared positions

$QCOM $VZ $MCD $ADP $GPC $AMGN

$1.3B

97 positions

#5ADVOCATE GROUP LLCPassive

Notable overlap · 7 shared positions

$CMI $VZ $CB $MCD $UPS $TXN

$665M

122 positions

#6Loudon Investment Management, LLCPassive

Notable overlap · 6 shared positions

$QCOM $CMI $TFC $ADP $AMGN $EMR

$204M

95 positions

#7Financial Strategies Group, Inc.Active

Notable overlap · 5 shared positions

$PGR $CB $VZ $ENVA $CSX

$628M

100 positions

#8Welch Group, LLCPassive

Notable overlap · 6 shared positions

$QCOM $MCD $VZ $TFC $TXN $EMR

$2.9B

326 positions

#9Weaver C. Barksdale & Associates, Inc.Passive

Notable overlap · 6 shared positions

$CMI $ADP $QCOM $AMGN $GILD $TXN

$111M

62 positions

#10Exeter Financial, LLCPassive

Notable overlap · 8 shared positions

$MCD $VZ $ADP $AMGN $TROW $COP

$261M

101 positions

#11BENEDICT FINANCIAL ADVISORS INCPassive

Notable overlap · 7 shared positions

$CB $QCOM $VZ $MCD $AMGN $SYY

$515M

142 positions

#12North Forty Two & Co.Passive

Notable overlap · 8 shared positions

$QCOM $CMI $AMGN $GILD $CSX $COP

$118M

104 positions

#13Boit C F DavidPassive

Notable overlap · 5 shared positions

$ADP $CB $MCD $QCOM $AMGN

$238M

85 positions

#14Crescent Sterling, Ltd.Passive

Notable overlap · 7 shared positions

$CMI $VZ $QCOM $CB $AMGN $CSX

$112M

85 positions

#15Cullen Capital Management, LLCActive

Notable overlap · 6 shared positions

$CB $QCOM $TFC $GPC $UPS $COP

$10.2B

208 positions

#16NEW ENGLAND ASSET MANAGEMENT INCPassive

Notable overlap · 7 shared positions

$QCOM $VZ $ADP $AMGN $SYY $CSX

$863M

131 positions

#17Stokes Capital Advisors, LLCPassive

Notable overlap · 6 shared positions

$CB $MCD $QCOM $ADP $GILD $TXN

$467M

118 positions

#18WILKINS INVESTMENT COUNSEL INCActive

Notable overlap · 7 shared positions

$ADP $CB $UPS $SYY $TXN $EMR

$742M

119 positions

#19MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 5 shared positions

$CMI $MCD $VZ $UPS $TXN

$233M

122 positions

#20SPRING CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 4 shared positions

$QCOM $ADP $MCD $VZ

$205M

55 positions

#21Integras Partners LLCPassive

Notable overlap · 6 shared positions

$CMI $MCD $AMGN $GILD $SYY $TFC

$181M

100 positions

#22MONARCH CAPITAL MANAGEMENT INCPassive

Notable overlap · 7 shared positions

$ADP $MCD $GPC $GILD $SYY $UPS

$436M

130 positions

#23Orca Wealth Management, LLCPassive

Notable overlap · 5 shared positions

$QCOM $CB $CMI $VZ $CSX

$167M

83 positions

#24Virtus Family Office LLCPassive

Notable overlap · 4 shared positions

$CMI $QCOM $ADP $GILD

$126M

62 positions

#25Cardinal Capital ManagementPassive

Notable overlap · 7 shared positions

$CMI $QCOM $TFC $ADP $TROW $COP

$826M

138 positions

Compare ROWLANDMILLER & PARTNERS.ADV’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 ROWLANDMILLER & PARTNERS.ADV’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.