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Hedge Funds Similar to Sagewood Asset

13F Portfolio OverlapQ1 2026Sagewood Asset portfolio →
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Most similar hedge funds by 13F overlap

Sagewood Asset Management LP is an institutional investor managing $319M across 337 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 Sagewood Asset are Shelter Mutual Insurance, Integras Partners, LETSON INVESTMENT ,, with shared positions in $ITW, $AXP, $GILD, $IBM, $LNG, $CL. The full ranking of 25 similar funds is below.

#1Shelter Mutual Insurance CoPassive
Some overlap · 4 shared positions
$ITW$AXP$GILD$IBM
$450M
58 positions
#2Integras Partners LLCPassive
Some overlap · 6 shared positions
$ITW$LNG$CL$GILD$IBM$MS
$152M
69 positions
#3LETSON INVESTMENT MANAGEMENT, INC.Active
Some overlap · 4 shared positions
$AXP$ITW$CL$FISV
$260M
101 positions
#4NatWest Group plcActive
Some overlap · 5 shared positions
$HSY$KLAC$MS$CL$GILD
$462M
44 positions
#5McLaughlin Asset Management, Inc.Passive
Some overlap · 4 shared positions
$AXP$KLAC$ANET$LNG
$105M
91 positions
#6Eliot Finkel Investment Counsel, LLCActive
Some overlap · 3 shared positions
$ITW$HSY$CPB
$184M
32 positions
#7Hartford Funds Management Co LLCSmart money
Some overlap · 4 shared positions
$AXP$KLAC$MS$GILD
$1.2B
96 positions
#8HAMEL ASSOCIATES, INC.Passive
Some overlap · 3 shared positions
$ITW$HSY$IBM
$351M
81 positions
#9BONTEMPO OHLY CAPITAL MGMT LLCActive
Some overlap · 3 shared positions
$ITW$HSY$IBM
$222M
34 positions
#10Odyssey Capital Advisors, Inc.Passive
Some overlap · 4 shared positions
$AXP$HSY$ANET$MS
$112M
97 positions
#11Smith Group Asset Management, LLCActive
Some overlap · 3 shared positions
$AXP$KLAC$ANET
$2.0B
162 positions
#12CONSCIOUS WEALTH INVESTMENTS, LLCPassive
Some overlap · 3 shared positions
$AXP$KLAC$ANET
$180M
58 positions
#13Henrickson Nauta Wealth Advisors, Inc.Smart money
Some overlap · 3 shared positions
$ITW$KLAC$GILD
$356M
106 positions
#14Orange Investment Advisors, Inc.Active
Some overlap · 4 shared positions
$AXP$KLAC$MS$IBM
$771M
145 positions
#15TILIA FIDUCIARY PARTNERS, INC.Passive
Some overlap · 4 shared positions
$AXP$KLAC$GILD$IBM
$182M
115 positions
#16Stokes Capital Advisors, LLCPassive
Some overlap · 4 shared positions
$AXP$MS$CL$IBM
$446M
104 positions
#17BCS Private Wealth Management, Inc.Passive
Some overlap · 4 shared positions
$AXP$ITW$MS$IBM
$329M
186 positions
#18Fire Capital Management LLCPassive
Some overlap · 4 shared positions
$AXP$ANET$LNG$CL
$214M
108 positions
#19Dempze Nancy EPassive
Some overlap · 4 shared positions
$AXP$MS$FISV$IBM
$182M
92 positions
#20Weaver C. Barksdale & Associates, Inc.Passive
Some overlap · 3 shared positions
$ITW$HSY$GILD
$105M
62 positions
#21Cornerstone Investment Partners, LLCActive
Some overlap · 3 shared positions
$AXP$KLAC$FISV
$2.4B
291 positions
#22UNITED BANKActive
Some overlap · 4 shared positions
$HSY$ITW$KLAC$GILD
$781M
121 positions
#23JLB & ASSOCIATES INCPassive
Some overlap · 3 shared positions
$HSY$KLAC$AXP
$696M
70 positions
#24CONTRAVISORY INVESTMENT MANAGEMENT, INC.Passive
Some overlap · 3 shared positions
$AXP$KLAC$IBM
$488M
366 positions
#25Ironwood Investment Counsel, LLCPassive
Some overlap · 3 shared positions
$AXP$KLAC$IBM
$694M
263 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.