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 Sargent Investment Group,

13F Portfolio OverlapQ1 2026Sargent Investment Group, portfolio →

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Most similar hedge funds by 13F overlap

Sargent Investment Group, LLC is an institutional investor managing $759M across 269 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 Sargent Investment Group, are Carroll Investors,, ALLEN HOLDING /NY, Cypress Point Wealth ,, with shared positions in $PLTR, $VRT, $GE, $BAC, $KO, $DDOG. The full ranking of 25 similar funds is below.

#1Carroll Investors, IncActive

Notable overlap · 3 shared positions

$PLTR $VRT $GE

$187M

31 positions

#2ALLEN HOLDING INC /NYSmart money

Notable overlap · 3 shared positions

$PLTR $BAC $KO

$1.0B

9 positions

#3Cypress Point Wealth Management, LLCActive

Notable overlap · 4 shared positions

$PLTR $KO $DDOG $BAC

$464M

123 positions

#4DB&C Advisors, LLCPassive

Notable overlap · 5 shared positions

$PLTR $IBM $VRT $DUK $KO

$77M

67 positions

#5DOCK STREET ASSET MANAGEMENT INCActive

Notable overlap · 3 shared positions

$PLTR $DDOG $GE

$951M

58 positions

#6Private Wealth Management Group, LLCPassive

Notable overlap · 3 shared positions

$PLTR $IBM $BAC

$381M

1,426 positions

#7CONNORS INVESTOR SERVICES INCActive

Notable overlap · 3 shared positions

$PLTR $DUK $KO

$1.1B

149 positions

#8Henson-Edgewater Management, LLCPassive

Notable overlap · 3 shared positions

$PLTR $BAC $GE

$157M

66 positions

#9Oder Investment Management, LLCPassive

Notable overlap · 3 shared positions

$PLTR $IBM $BAC

$130M

102 positions

#10United Capital Management of KS, Inc.Passive

Some overlap · 3 shared positions

$PLTR $IBM $DUK

$660M

111 positions

#11Z3 Capital Partners, LLCPassive

Some overlap · 3 shared positions

$PLTR $BAC $KO

$395M

187 positions

#12Cherry Creek Investment Advisors, Inc.Passive

Some overlap · 5 shared positions

$PLTR $IBM $VRT $KO $BAC

$230M

124 positions

#13CapWealth Advisors, LLCActive

Some overlap · 7 shared positions

$PLTR $IBM $BAC $STWD $DUK $GE

$1.3B

118 positions

#14GABLES CAPITAL MANAGEMENT INC.Passive

Some overlap · 5 shared positions

$PLTR $IRM $BAC $KMI $KO

$236M

472 positions

#15Faithward Advisors, LLCPassive

Some overlap · 4 shared positions

$PLTR $IBM $VRT $KMI

$701M

261 positions

#16Parisi Gray Wealth ManagementPassive

Some overlap · 4 shared positions

$PLTR $IBM $VRT $GE

$420M

137 positions

#17New Millennium Group LLC

Some overlap · 4 shared positions

$PLTR $GE $VRT $BAC

$231M

407 positions

#18GLYNN CAPITAL MANAGEMENT LLCActive

Some overlap · 3 shared positions

$PLTR $VRT $DDOG

$209M

42 positions

#19Kingsman Wealth Management, Inc.Active

Some overlap · 3 shared positions

$PLTR $GE $VRT

$178M

70 positions

#20Cornerstone Select Advisors, LLCPassive

Some overlap · 5 shared positions

$PLTR $IBM $VRT $BAC $ARCC

$160M

124 positions

#21FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.Passive

Some overlap · 5 shared positions

$IRM $IBM $ARCC $KMI $VRT

$180M

96 positions

#22HOEY INVESTMENTS, INCActive

Some overlap · 5 shared positions

$PLTR $BAC $GE $IBM $KMI

$693M

420 positions

#23Brendel Financial Advisors LLCPassive

Some overlap · 4 shared positions

$PLTR $IBM $VRT $ARCC

$202M

95 positions

#24Bouvel Investment Partners, LLCPassive

Some overlap · 5 shared positions

$IBM $PLTR $VRT $DDOG $GE

$345M

78 positions

#25AXS Investments LLCActive

Some overlap · 4 shared positions

$PLTR $IBM $VRT $COP

$248M

189 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.