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 Sageworth

13F Portfolio OverlapQ2 2026Sageworth portfolio →

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Most similar hedge funds by 13F overlap

Sageworth Trust Co is an institutional investor managing $2.5B across 127 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 Sageworth are Ashford Advisors, Orcam Financial Group, DC Investments, with shared positions in $DOV, $MDY, $IBIT, $IAU, $TJX, $ASML. The full ranking of 25 similar funds is below.

#1Ashford Advisors, LLCSmart money

Substantial overlap · 3 shared positions

$DOV $MDY $IBIT

$485M

23 positions

#2Orcam Financial GroupActive

Substantial overlap · 4 shared positions

$DOV $MDY $IAU $TJX

$205M

105 positions

#3DC Investments Management, LLCActive

Substantial overlap · 3 shared positions

$DOV $MDY $ASML

$293M

55 positions

#4HOGE FINANCIAL SERVICES, LLCActive

Substantial overlap · 3 shared positions

$DOV $MFC $PNC

$209M

83 positions

#5CAMBRIDGE ASSOCIATES LLC /MA/ /ADVSmart money

Substantial overlap · 3 shared positions

$DOV $IAU $IBIT

$6.9B

56 positions

#6Highland Investment Advisors LLCPassive

Substantial overlap · 3 shared positions

$DOV $IAU $DHR

$229M

734 positions

#7Intelligent Financial StrategiesSmart money

Substantial overlap · 3 shared positions

$DOV $MDY $CMI

$208M

60 positions

#8American National Bank of TexasActive

Substantial overlap · 4 shared positions

$DOV $MDY $ABT $LHX

$110M

56 positions

#93EDGE Asset Management, LPActive

Substantial overlap · 3 shared positions

$DOV $MDY $IAU

$2.2B

94 positions

#10Breakwater Investment ManagementPassive

Notable overlap · 5 shared positions

$DOV $MDY $PLTR $IAU $TJX

$294M

600 positions

#11TSG Advice Partners, LLC

Notable overlap · 3 shared positions

$DOV $MDY $ABT

$667M

135 positions

#12Zhang Financial LLCActive

Notable overlap · 3 shared positions

$DOV $IBIT $IAU

$3.4B

392 positions

#13Luminist Capital LLCActive

Notable overlap · 3 shared positions

$DOV $IBIT $SPCX

$89M

418 positions

#14Hartmann Taylor Wealth Management, LLCActive

Notable overlap · 3 shared positions

$DOV $ASML $PLTR

$151M

54 positions

#15Weil Company, Inc.Passive

Notable overlap · 3 shared positions

$DOV $MDY $IAU

$568M

133 positions

#16Barry Investment Advisors, LLCActive

Notable overlap · 3 shared positions

$DOV $AZN $TTE

$478M

102 positions

#17Silver Coast Investments LLCActive

Notable overlap · 3 shared positions

$DOV $ASML $CMI

$336M

121 positions

#18Vantage Point Financial LLCPassive

Notable overlap · 3 shared positions

$DOV $PLTR $IAU

$328M

188 positions

#19CINCINNATI CASUALTY COSmart money

Notable overlap · 3 shared positions

$DOV $TJX $CMI

$188M

24 positions

#20New England Private Wealth Advisors LLCActive

Notable overlap · 3 shared positions

$DOV $MDY $IAU

$1.0B

205 positions

#21Downshift Financial, LLCPassive

Notable overlap · 3 shared positions

$DOV $IAU $PLTR

$223M

668 positions

#22NavPoint Financial, Inc.Active

Notable overlap · 4 shared positions

$DOV $IBIT $IAU $PLTR

$270M

74 positions

#23AA Financial Advisors, LLCPassive

Notable overlap · 3 shared positions

$DOV $ASML $SPCX

$832M

230 positions

#24Three Bridge Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$DOV $ASML $IAU

$399M

87 positions

#25LAUREL OAK WEALTH MANAGEMENT, LLCPassive

Notable overlap · 4 shared positions

$DOV $PLTR $IAU $SPCX

$687M

383 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.