13F Pro

Hedge Funds Similar to Sage Advisors,

13F Portfolio OverlapQ1 2026Sage Advisors, portfolio →
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Most similar hedge funds by 13F overlap

Sage Capital Advisors,llc is an institutional investor managing $482M across 140 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 Sage Advisors, are BCWM,, Catherine Avery Investment, Econ Financial Services, with shared positions in $VZ, $UPS, $UNP, $BMY, $AMD, $AMGN. The full ranking of 25 similar funds is below.

#1BCWM, LLCPassive
Some overlap · 5 shared positions
$VZ$UPS$UNP$BMY$AMD
$353M
57 positions
#2Catherine Avery Investment Management LLCPassive
Some overlap · 4 shared positions
$VZ$UPS$BMY$AMGN
$223M
109 positions
#3Econ Financial Services CorpPassive
Some overlap · 6 shared positions
$UPS$TSN$ITW$UNP$PLTR$AMGN
$215M
74 positions
#4Palouse Capital Management, Inc.Passive
Some overlap · 4 shared positions
$UPS$VZ$TSN$HON
$151M
135 positions
#5Faithward Advisors, LLCPassive
Some overlap · 6 shared positions
$PLTR$ITW$BMY$AMGN$VRT$UNP
$701M
261 positions
#6FOUNDERS CAPITAL MANAGEMENT, LLCActive
Some overlap · 5 shared positions
$UPS$UNP$FDX$CSX$AMGN
$608M
74 positions
#7HAMEL ASSOCIATES, INC.Passive
Some overlap · 5 shared positions
$UNP$HON$ITW$VZ$AMGN
$351M
81 positions
#8Carolina Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$VZ$UNP$BMY$AMGN$ITW
$240M
278 positions
#9ADVOCATE GROUP LLCPassive
Some overlap · 4 shared positions
$VZ$UNP$BMY$UPS
$639M
126 positions
#10MANAGED ASSET PORTFOLIOS, LLCActive
Some overlap · 3 shared positions
$VZ$MOS$HON
$834M
51 positions
#11MEYER HANDELMAN COActive
Some overlap · 5 shared positions
$VZ$HON$AMGN$ITW$BMY
$3.2B
220 positions
#12LONGFELLOW INVESTMENT MANAGEMENT CO LLCPassive
Some overlap · 4 shared positions
$VZ$BMY$UPS$APD
$480M
243 positions
#13MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$VZ$UPS$UNP
$220M
148 positions
#14OmniStar Financial Group, Inc.Passive
Some overlap · 5 shared positions
$UPS$HON$BMY$VZ$AMGN
$193M
108 positions
#15Walsky Investment Management, Inc.Passive
Some overlap · 5 shared positions
$UNP$HON$AMGN$CSX$APD
$98M
50 positions
#16BONTEMPO OHLY CAPITAL MGMT LLCActive
Some overlap · 4 shared positions
$VZ$ITW$AMGN$APD
$222M
34 positions
#17Birch Capital Management, LLCActive
Some overlap · 4 shared positions
$UPS$FDX$AMGN$ITW
$191M
78 positions
#18CapWealth Advisors, LLCActive
Some overlap · 4 shared positions
$UPS$PLTR$HON$AMGN
$1.3B
118 positions
#19CHRISTINE MESSMER PCActive
Some overlap · 5 shared positions
$VZ$UPS$APD$AMGN$BMY
$156M
80 positions
#20CFC Planning Co LLCPassive
Some overlap · 4 shared positions
$VZ$UPS$AMD$AMGN
$140M
72 positions
#21FOUNDATION RESOURCE MANAGEMENT INCActive
Some overlap · 3 shared positions
$VZ$MOS$BMY
$889M
55 positions
#22Clark & Stuart, IncActive
Some overlap · 4 shared positions
$UPS$SJM$ITW$APD
$148M
49 positions
#23Eliot Finkel Investment Counsel, LLCActive
Some overlap · 4 shared positions
$UPS$ITW$AMGN$APD
$184M
32 positions
#24Crescent Sterling, Ltd.Passive
Some overlap · 5 shared positions
$VZ$HON$AMGN$APD$CSX
$103M
80 positions
#25Borer Denton & Associates, Inc.Active
Some overlap · 5 shared positions
$UNP$HON$ITW$UPS$APD
$280M
66 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.