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 OverlapQ1 2026Sageworth portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Sageworth Trust Co is an institutional investor managing $2.3B across 172 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Sageworth are Sageworth of South Dakota, Manuka Financial,, Towneley , / DE, with shared positions in $BRZE, $LEN, $FLEX, $GSAT, $AFRM, $GE. The full ranking of 25 similar funds is below.

#1Sageworth Trust Co of South DakotaActive

Notable overlap · 9 shared positions

$BRZE $LEN $FLEX $GSAT $AFRM $GE

$126M

56 positions

#2Manuka Financial, LLCActive

Notable overlap · 4 shared positions

$BRZE $DOV $UNIT $KKR

$162M

56 positions

#3Towneley Capital Management, Inc / DESmart money

Notable overlap · 3 shared positions

$BRZE $DOV $IAU

$478M

42 positions

#4Prime Buchholz LLCActive

Notable overlap · 3 shared positions

$BRZE $DOV $AFRM

$191M

22 positions

#5Tenon Financial LLCSmart money

Notable overlap · 4 shared positions

$BRZE $KKR $UNIT $PLTR

$255M

54 positions

#6Prospera Capital Management, LLCSmart money

Notable overlap · 4 shared positions

$BRZE $UNIT $PLTR $IAU

$199M

45 positions

#7Arbor Wealth Advisors LLCActive

Notable overlap · 3 shared positions

$BRZE $UNIT $KKR

$143M

56 positions

#825 LLCActive

Notable overlap · 3 shared positions

$BRZE $UNIT $AFRM

$324M

69 positions

#9Mallini Complete Financial Planning LLCSmart money

Notable overlap · 3 shared positions

$BRZE $KKR $AFRM

$126M

61 positions

#10VANGUARD ADVISERS INCSmart money

Notable overlap · 5 shared positions

$BRZE $AFRM $KKR $UNIT $DOV

$25.5B

668 positions

#11Peak Financial Management, Inc.Active

Notable overlap · 4 shared positions

$BRZE $GE $GEV $TJX

$394M

100 positions

#12M Wealth Management, LLCActive

Notable overlap · 4 shared positions

$BRZE $DOV $IBIT $PLTR

$119M

55 positions

#13Sellwood Investment Partners LLCSmart money

Notable overlap · 3 shared positions

$BRZE $DOV $AFRM

$254M

59 positions

#14St. Louis Trust CoActive

Notable overlap · 3 shared positions

$BRZE $DOV $LEN

$856M

145 positions

#15Juno Financial Group LLCActive

Notable overlap · 3 shared positions

$BRZE $KKR $GE

$255M

70 positions

#16FIDUCIARY ADVISORS, INC.Active

Notable overlap · 6 shared positions

$BRZE $DOV $UNIT $KKR $MAR $IAU

$133M

121 positions

#17Vanguard National Trust CoActive

Notable overlap · 6 shared positions

$BRZE $DOV $MDY $UNIT $KKR $MAR

$1.6B

751 positions

#18Genesis Wealth Advisors, LLCActive

Notable overlap · 6 shared positions

$BRZE $MDY $DOV $IAU $GE $GEV

$150M

64 positions

#19Orcam Financial GroupSmart money

Notable overlap · 4 shared positions

$BRZE $DOV $IAU $MAR

$141M

62 positions

#20Charter Oak Capital Management, LLCActive

Notable overlap · 5 shared positions

$BRZE $LEN $KKR $DOV $AFRM

$1.3B

208 positions

#21Swisher Financial Concepts, Inc.Passive

Notable overlap · 5 shared positions

$BRZE $ABT $IAU $GE $GEV

$179M

102 positions

#22Breakwater Investment ManagementPassive

Notable overlap · 6 shared positions

$BRZE $DOV $KKR $MDY $PLTR $MAR

$269M

506 positions

#23Verus Financial Partners, Inc.Smart money

Notable overlap · 5 shared positions

$BRZE $DOV $UNIT $IAU $GE

$1.1B

121 positions

#24Trellis Wealth Advisors LLCSmart money

Notable overlap · 4 shared positions

$BRZE $DOV $KKR $PLTR

$263M

47 positions

#25Applied Capital LLCActive

Notable overlap · 5 shared positions

$BRZE $LEN $DOV $IAU $MAR

$268M

50 positions

Compare Sageworth’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 Sageworth’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.