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 THURSTON, SPRINGER, MILLER, HERD & TITAK

13F Portfolio OverlapQ2 2026THURSTON, SPRINGER, MILLER, HERD & TITAK portfolio →

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Most similar hedge funds by 13F overlap

THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. is an institutional investor managing $275M across 1,236 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 THURSTON, SPRINGER, MILLER, HERD & TITAK are Nicholson Wealth Group, Spectrum Investment Advisors, Stonebridge Financial Group, with shared positions in $ADI, $TXN, $WEC, $MCD, $LIN, $GD. The full ranking of 25 similar funds is below.

#1Nicholson Wealth Management Group, LLCPassive

Some overlap · 8 shared positions

$ADI $TXN $WEC $MCD $LIN $GD

$170M

111 positions

#2Spectrum Investment Advisors, Inc.Active

Some overlap · 6 shared positions

$ALPS $ADI $WEC $NEE $TXN $MCD

$245M

76 positions

#3Stonebridge Financial Group, LLCPassive

Some overlap · 7 shared positions

$CMI $ADI $MCD $LIN $GLW $GD

$1.3B

275 positions

#4MATTERN CAPITAL MANAGEMENT, LLCPassive

Some overlap · 7 shared positions

$ADI $TXN $WEC $LIN $GD $APH

$857M

166 positions

#5MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Some overlap · 6 shared positions

$CMI $TXN $WEC $MCD $GD $LMT

$233M

122 positions

#6UNITED BANKActive

Some overlap · 6 shared positions

$CMI $TXN $MCD $GLW $GD $LMT

$853M

130 positions

#7PATRON PARTNERS, LLCPassive

Some overlap · 6 shared positions

$CMI $TXN $MCD $GLW $NEE $LMT

$260M

193 positions

#8Randall & Associates Wealth ManagementActive

Some overlap · 6 shared positions

$ADI $TXN $WEC $LIN $GD $NEE

$162M

52 positions

#9Blossom Wealth ManagementActive

Some overlap · 6 shared positions

$ADI $TXN $WEC $MCD $APH $NEE

$71M

72 positions

#10ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INCPassive

Some overlap · 6 shared positions

$ADI $TXN $LIN $GD $APH $NEE

$409M

182 positions

#11BAHL & GAYNOR INCActive

Some overlap · 6 shared positions

$TXN $CMI $ADI $GLW $GD $NEE

$21.7B

341 positions

#12BKM Wealth Management, LLCPassive

Some overlap · 6 shared positions

$ADI $WEC $MCD $LIN $GD $NEE

$282M

148 positions

#13Somerset Trust CoPassive

Some overlap · 6 shared positions

$ADI $WEC $MCD $LIN $GD $NEE

$354M

186 positions

#14Richard C. Young & CO., LTD.Passive

Some overlap · 5 shared positions

$CMI $ADI $TXN $SLV $APH

$1.4B

101 positions

#15MITCHELL & PAHL PRIVATE WEALTH, LLCPassive

Some overlap · 6 shared positions

$TXN $WEC $MCD $LIN $GD $NEE

$272M

149 positions

#16PFW Advisors LLCActive

Some overlap · 6 shared positions

$ADI $MCD $LIN $WEC $GD $NEE

$343M

124 positions

#17Community Financial Services Group, LLCPassive

Some overlap · 6 shared positions

$ADI $MCD $LIN $GLW $APH $NEE

$686M

532 positions

#18Wealth Advisors of Tampa Bay, LLCPassive

Some overlap · 6 shared positions

$ADI $MCD $GLW $GD $NEE $LMT

$327M

94 positions

#19Lineweaver Wealth Advisors, LLCPassive

Some overlap · 4 shared positions

$ALPS $MCD $GLW $NEE

$845M

182 positions

#20CALIBER WEALTH MANAGEMENT, LLC / KSActive

Some overlap · 5 shared positions

$CMI $ADI $SLV $APH $NEE

$1.0B

300 positions

#21Annex Advisory Services, LLCActive

Some overlap · 4 shared positions

$ALPS $ADI $NEE $WEC

$5.9B

356 positions

#22Enhancing Capital LLCPassive

Some overlap · 5 shared positions

$CMI $TXN $WEC $MCD $NEE

$145M

90 positions

#23LANDAAS & CO /WI /ADVSmart money

Some overlap · 6 shared positions

$WEC $MCD $APH $NEE $LIN $LMT

$550M

149 positions

#24CITY HOLDING COPassive

Some overlap · 5 shared positions

$CMI $TXN $MCD $LIN $NEE

$884M

587 positions

#25NovaPoint Capital, LLCPassive

Some overlap · 5 shared positions

$CMI $TXN $GLW $GD $APH

$481M

161 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.