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 Sage Financial Group,

13F Portfolio OverlapQ1 2026Sage Financial Group, portfolio →

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Most similar hedge funds by 13F overlap

Sage Financial Management Group, Inc. is an institutional investor managing $325M across 57 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 Financial Group, are Williams Financial,, Compass Planning Associates, Longview Financial Advisors, with shared positions in $SNOW, $MKL, $IBM, $UPST, $COP, $MDY. The full ranking of 25 similar funds is below.

#1Williams Financial, LLCSmart money

Substantial overlap · 3 shared positions

$SNOW $MKL $IBM

$172M

25 positions

#2Compass Planning Associates IncSmart money

Substantial overlap · 3 shared positions

$SNOW $MKL $UPST

$156M

30 positions

#3Longview Financial Advisors LLCActive

Substantial overlap · 3 shared positions

$SNOW $COP $MDY

$184M

157 positions

#4Efficient Advisors, LLCActive

Substantial overlap · 5 shared positions

$SNOW $MKL $COP $UPST $UNIT

$1.4B

58 positions

#5Schiavi & Co LLCSmart money

Substantial overlap · 5 shared positions

$SNOW $KKR $MKL $IBM $UPST

$337M

50 positions

#6Gordian Advisors LLCSmart money

Substantial overlap · 3 shared positions

$SNOW $COP $IBM

$150M

55 positions

#7CHRISTINE MESSMER PCActive

Substantial overlap · 4 shared positions

$SNOW $COP $KKR $UNIT

$156M

80 positions

#8Scott Capital Advisors, LLCActive

Substantial overlap · 3 shared positions

$SNOW $COP $KKR

$493M

58 positions

#9NavPoint Financial, Inc.Active

Substantial overlap · 5 shared positions

$SNOW $COP $SHW $IBM $KO

$247M

71 positions

#10KRM WEALTH MANAGEMENT L.L.C.Smart money

Substantial overlap · 3 shared positions

$SNOW $KKR $UPST

$192M

43 positions

#11Moisand Fitzgerald Tamayo, LLCActive

Substantial overlap · 4 shared positions

$SNOW $MKL $UNIT $KO

$931M

518 positions

#12ACCESS FINANCIAL SERVICES, INC.Active

Substantial overlap · 4 shared positions

$SNOW $KKR $IBM $KO

$282M

95 positions

#13Passive Capital Management, LLC.Active

Substantial overlap · 4 shared positions

$SNOW $MKL $KKR $UNIT

$335M

104 positions

#14BCM ADVISORS, LLCActive

Substantial overlap · 3 shared positions

$SNOW $COP $KO

$507M

78 positions

#15Keyes, Stange & Wooten Wealth Management, LLCActive

Substantial overlap · 3 shared positions

$SNOW $UNP $CB

$224M

71 positions

#16Family Investment Center, Inc.Active

Substantial overlap · 4 shared positions

$SNOW $UNIT $COP $MKL

$520M

91 positions

#17Heritage Financial Services, LLC

Substantial overlap · 3 shared positions

$SNOW $IBM $KO

$1.2B

126 positions

#18True Link Financial Advisors, LLCActive

Substantial overlap · 3 shared positions

$SNOW $MKL $IBM

$1.6B

418 positions

#19Francis Financial, Inc.Active

Substantial overlap · 3 shared positions

$SNOW $KKR $IBM

$539M

115 positions

#20FC Advisory LLCActive

Notable overlap · 4 shared positions

$MKL $SNOW $COP $CB

$342M

115 positions

#21Hegarty Advisors, LLCActive

Notable overlap · 5 shared positions

$MKL $COP $KKR $UPST $UNIT

$127M

57 positions

#22Five Pine Wealth ManagementActive

Notable overlap · 4 shared positions

$MKL $COP $SNOW $UPST

$161M

47 positions

#23Wagner Wealth Management, LLCActive

Notable overlap · 3 shared positions

$SNOW $SHW $IBM

$495M

279 positions

#24Pearl Planning LLCActive

Notable overlap · 3 shared positions

$SNOW $IBM $UNIT

$187M

52 positions

#25Wealth Advisory Team LLC

Notable overlap · 3 shared positions

$SNOW $KKR $SHW

$113M

39 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.