Hedge Funds Similar to Saxony

13F Portfolio OverlapQ2 2026Saxony portfolio →

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Most similar hedge funds by 13F overlap

Saxony Capital Management, LLC is an institutional investor managing $218M across 186 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 Saxony are HFG Advisors, Cherokee Insurance, Souders Financial Advisors, with shared positions in $CINF, $SNDK, $DUK, $ET, $MPC, $COP. The full ranking of 25 similar funds is below.

#1HFG Advisors, Inc.Active

Some overlap · 4 shared positions

$CINF $SNDK $DUK $ET

$160M

117 positions

#2Cherokee Insurance CoPassive

Slight overlap · 3 shared positions

$CINF $MPC $COP

$259M

124 positions

#3Souders Financial AdvisorsPassive

Slight overlap · 3 shared positions

$CINF $FFBC $DUK

$994M

224 positions

#4Heritage Wealth Management, Inc.Passive

Slight overlap · 3 shared positions

$CINF $DUK $COP

$401M

272 positions

#5Opus Capital Group, LLCActive

Slight overlap · 3 shared positions

$1.0B

150 positions

#6Yaupon Capital Management LPActive

Slight overlap · 3 shared positions

$AWK $NBIS $DUK

$5.1B

124 positions

#7MBA Advisors LLCPassive

Slight overlap · 3 shared positions

$CINF $MPC $DUK

$297M

166 positions

#8WOODARD & CO ASSET MANAGEMENT GROUP INC /ADVActive

Slight overlap · 3 shared positions

$SNDK $MPC $DUK

$694M

172 positions

#9Shoker Investment Counsel, Inc.Active

Slight overlap · 3 shared positions

$FFBC $MPC $DUK

$398M

113 positions

#10CHELSEA COUNSEL COPassive

Slight overlap · 3 shared positions

$236M

232 positions

#11TI-TRUST, INCPassive

Slight overlap · 3 shared positions

$SNDK $DUK $AEE

$186M

132 positions

#12KCM Capital IncActive

Slight overlap · 3 shared positions

$618M

33 positions

#13Bank & Trust CoPassive

Slight overlap · 3 shared positions

$158M

303 positions

#14SPIRIT OF AMERICA MANAGEMENT CORP/NYPassive

Slight overlap · 3 shared positions

$530M

308 positions

#15CFO CAPITAL MANAGEMENT LLC

Slight overlap · 3 shared positions

$NBIS $DUK $COP

$121M

104 positions

#16Oak Grove Capital LLCActive

Slight overlap · 3 shared positions

$2.1B

108 positions

#17Pinnacle Wealth Management Group, Inc.Passive

Slight overlap · 3 shared positions

$SNDK $DUK $AEE

$214M

128 positions

#18Stack Financial Management, IncActive

Slight overlap · 3 shared positions

$1.3B

54 positions

#19Empire Financial Management Company, LLCPassive

Slight overlap · 3 shared positions

$253M

139 positions

#20Energy Income Partners, LLCActive

Slight overlap · 3 shared positions

$6.4B

88 positions

#21SCP Investment, LPActive

Slight overlap · 3 shared positions

$108M

47 positions

#22Slocum, Gordon & Co LLPPassive

Slight overlap · 3 shared positions

$DUK $COP $SNDK

$151M

70 positions

#23Bollard Group LLCActive

Slight overlap · 3 shared positions

$3.3B

309 positions

#24Aldebaran Financial Inc.Passive

Slight overlap · 3 shared positions

$123M

82 positions

#25Fourth Dimension Wealth, LLCPassive

Slight overlap · 3 shared positions

$SNDK $DUK $MPC

$316M

679 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.