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Hedge Funds Similar to Saxony ,

13F Portfolio OverlapQ1 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 Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Saxony , are Ballast Financial Advisors, Forza Wealth ,, Employees' Retirement Fund of the City of Fort Worth, with shared positions in $HUM, $UNIT, $COP, $KKR, $CINF, $DUK. The full ranking of 25 similar funds is below.

#1Ballast Financial Advisors LLCActive
Some overlap · 4 shared positions
$HUM$UNIT$COP$KKR
$98M
68 positions
#2Forza Wealth Management, LLCPassive
Some overlap · 4 shared positions
$HUM$UNIT$COP$KKR
$287M
188 positions
#3Employees' Retirement Fund of the City of Fort WorthActive
Some overlap · 4 shared positions
$HUM$UNIT$COP$KKR
$230M
21 positions
#4White Lighthouse Investment Management Inc.Active
Some overlap · 4 shared positions
$HUM$UNIT$COP$KKR
$721M
145 positions
#5Blake Schutter Theil Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$HUM$COP$CINF$KKR$DUK
$123M
111 positions
#6Kohmann Bosshard Financial Services, LLCActive
Some overlap · 4 shared positions
$HUM$UNIT$COP$KKR
$1.2B
1,060 positions
#7Whitegate Investment Counselors, Inc.Active
Some overlap · 4 shared positions
$HUM$UNIT$COP$MPC
$315M
68 positions
#8WEALTHSPAN PARTNERS, LLCPassive
Some overlap · 4 shared positions
$HUM$COP$UNIT$KKR
$284M
123 positions
#9Creekside PartnersPassive
Some overlap · 4 shared positions
$HUM$UNIT$COP$KKR
$243M
183 positions
#10truNorth Financial Services, Inc.Active
Some overlap · 4 shared positions
$HUM$COP$UNIT$KKR
$97M
49 positions
#11Meridian Financial Advisors, LLCPassive
Some overlap · 4 shared positions
$HUM$COP$UNIT$KKR
$183M
141 positions
#12Cambridge Financial Group, LLCPassive
Some overlap · 4 shared positions
$UNIT$COP$HUM$KKR
$295M
168 positions
#13Hegarty Advisors, LLCActive
Some overlap · 4 shared positions
$UNIT$COP$HUM$KKR
$127M
57 positions
#14Bay Rivers GroupPassive
Some overlap · 4 shared positions
$HUM$UNIT$SHW$AMD
$240M
109 positions
#15Mascagni Wealth Management, Inc.Passive
Some overlap · 4 shared positions
$HUM$UNIT$SHW$KKR
$140M
127 positions
#16Sherman Wealth Management LLCPassive
Some overlap · 4 shared positions
$HUM$UNIT$AMD$KKR
$116M
80 positions
#17Capital Advantage, Inc.Active
Some overlap · 4 shared positions
$HUM$UNIT$AMD$KKR
$765M
145 positions
#18Firestone Capital ManagementPassive
Some overlap · 3 shared positions
$HUM$UNIT$COP
$480M
160 positions
#19STUDIO INVESTMENT MANAGEMENT LLCActive
Some overlap · 3 shared positions
$HUM$UNIT$COP
$547M
180 positions
#20Asset Management Group, Inc.Passive
Some overlap · 3 shared positions
$HUM$UNIT$COP
$619M
138 positions
#21SONATA CAPITAL GROUP INCPassive
Some overlap · 4 shared positions
$UNIT$HUM$COP$KKR
$271M
123 positions
#22Modera Wealth Management, LLCActive
Some overlap · 3 shared positions
$HUM$UNIT$COP
$8.3B
635 positions
#23BEACON INVESTMENT ADVISORY SERVICES, INC.Passive
Some overlap · 4 shared positions
$HUM$COP$SHW$AMD
$2.4B
787 positions
#24Mosaic Advisors LLCPassive
Some overlap · 4 shared positions
$HUM$COP$SHW$AMD
$67M
42 positions
#25Arcataur Capital Management LLCActive
Some overlap · 4 shared positions
$HUM$COP$SHW$KKR
$359M
103 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.