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Hedge Funds Similar to SAGE RHINO

13F Portfolio OverlapQ2 2026SAGE RHINO portfolio →
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Most similar hedge funds by 13F overlap

SAGE RHINO CAPITAL LLC is an institutional investor managing $617M across 385 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to SAGE RHINO are PARTNERS INVESTMENT GROUP, LLP, Financial Alternatives, KITCHING PARTNERS, with shared positions in $IAU, $SNPS, $SPGI, $AXP, $FLEX, $ASML. The full ranking of 25 similar funds is below.

#1PARTNERS CAPITAL INVESTMENT GROUP, LLPActive
Some overlap · 3 shared positions
$IAU$SNPS$SPGI
$2.8B
186 positions
#2Financial Alternatives, IncActive
Some overlap · 3 shared positions
$IAU$SNPS$SPGI
$203M
84 positions
#3KITCHING PARTNERS, LLCActive
Some overlap · 3 shared positions
$IAU$SNPS$AXP
$116M
40 positions
#4Dynasty Wealth Management, LLCActive
Some overlap · 5 shared positions
$IAU$FLEX$ASML$MS$AXP
$13.5B
367 positions
#55T Wealth, LLCActive
Some overlap · 3 shared positions
$IAU$SNPS$WFC
$269M
134 positions
#6White Lighthouse Investment Management Inc.Active
Some overlap · 3 shared positions
$IAU$SNPS$ASML
$802M
151 positions
#7Three Bridge Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$IAU$ASML$COIN
$399M
87 positions
#8SEEDS INVESTOR LLCPassive
Some overlap · 4 shared positions
$IAU$SNPS$SNDK$ASML
$973M
379 positions
#9Roehl & Yi Investment Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$ASML$SNDK
$304M
194 positions
#10Chemistry Wealth Management LLCPassive
Some overlap · 4 shared positions
$IAU$BAH$SPGI$AXP
$625M
210 positions
#11Timber Creek Capital Management LLCPassive
Some overlap · 3 shared positions
$IAU$FLEX$ASML
$490M
80 positions
#12Sharkey, Howes & JaverActive
Some overlap · 4 shared positions
$IAU$BAH$MCO$AXP
$829M
163 positions
#13Checchi Capital Advisers, LLCPassive
Some overlap · 3 shared positions
$IAU$SNPS$WFC
$2.2B
609 positions
#14Cooke Wealth Management, LLCSmart money
Some overlap · 3 shared positions
$IAU$ASML$SPGI
$122M
39 positions
#15CPA Asset Management LLCActive
Some overlap · 4 shared positions
$IAU$MS$ASML$AXP
$347M
97 positions
#16Palisades Hudson Asset Management, L.P.Active
Some overlap · 4 shared positions
$IAU$MCO$MS$AXP
$286M
108 positions
#17EQUITABLE TRUST COPassive
Some overlap · 3 shared positions
$IAU$ASML$AXP
$2.4B
452 positions
#18Pacific Point Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$ASML$SNDK
$219M
129 positions
#19BEACON INVESTMENT ADVISORY SERVICES, INC.Passive
Some overlap · 3 shared positions
$IAU$ROST$MS
$2.7B
812 positions
#20Maltin Wealth Management, Inc.Passive
Some overlap · 3 shared positions
$IAU$SNDK$MS
$299M
146 positions
#21FLYWHEEL PRIVATE WEALTH LLCActive
Some overlap · 3 shared positions
$IAU$ASML$SPGI
$203M
109 positions
#22NavPoint Financial, Inc.Active
Some overlap · 3 shared positions
$IAU$ROST$AXP
$270M
74 positions
#23SkyView Investment Advisors, LLC
Some overlap · 3 shared positions
$IAU$ASML$SPGI
$743M
318 positions
#24Capital Asset Advisory Services LLCActive
Some overlap · 3 shared positions
$IAU$MS$SNPS
$2.8B
375 positions
#25Meridian Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$MS$SPGI
$880M
211 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.