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 RHINO

13F Portfolio OverlapQ1 2026SAGE RHINO portfolio →

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Most similar hedge funds by 13F overlap

SAGE RHINO CAPITAL LLC is an institutional investor managing $535M across 330 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 RHINO are Ballast Financial Advisors, Plum Street Advisors,, MFA WEALTH ADVISORS,, with shared positions in $AMN, $IAU, $USB, $KKR, $COP, $SNOW. The full ranking of 25 similar funds is below.

#1Ballast Financial Advisors LLCActive

Notable overlap · 5 shared positions

$AMN $IAU $USB $KKR $COP

$98M

68 positions

#2Plum Street Advisors, LLCActive

Notable overlap · 6 shared positions

$AMN $IAU $COP $SNOW $DDOG $MKL

$289M

98 positions

#3MFA WEALTH ADVISORS, LLCActive

Notable overlap · 4 shared positions

$AMN $IAU $USB $SNOW

$508M

88 positions

#4Sagace Wealth Management LLCPassive

Notable overlap · 6 shared positions

$IAU $USB $KKR $SNPS $COP $SNOW

$149M

70 positions

#5White Lighthouse Investment Management Inc.Active

Notable overlap · 9 shared positions

$IAU $USB $KKR $COP $SNOW $UPST

$721M

145 positions

#6Cauble & Harre Wealth Management, Inc.Passive

Notable overlap · 4 shared positions

$AMN $IAU $KKR $SNOW

$126M

74 positions

#7Integrity Wealth Solutions LLCPassive

Notable overlap · 5 shared positions

$AMN $IAU $KKR $DDOG $SNOW

$255M

130 positions

#8ACCREDITED INVESTOR SERVICES, LLCSmart money

Notable overlap · 4 shared positions

$AMN $IAU $JHG $DDOG

$156M

77 positions

#9Moisand Fitzgerald Tamayo, LLCActive

Notable overlap · 4 shared positions

$AMN $IAU $SNOW $MKL

$931M

518 positions

#10Burk Holdings LLCPassive

Notable overlap · 4 shared positions

$AMN $IAU $SNOW $DDOG

$233M

676 positions

#11CURIO WEALTH, LLCActive

Notable overlap · 3 shared positions

$AMN $IAU $COP

$293M

1,255 positions

#12Apeiron RIA LLCPassive

Notable overlap · 4 shared positions

$AMN $IAU $KKR $DDOG

$431M

204 positions

#13Towneley Capital Management, Inc / DESmart money

Notable overlap · 8 shared positions

$AMN $IAU $JHG $COP $SNOW $DDOG

$478M

42 positions

#14TME FINANCIAL, INC.Passive

Notable overlap · 5 shared positions

$IAU $USB $KKR $DDOG $SNOW

$144M

65 positions

#15Highland Financial Advisors, LLCActive

Notable overlap · 3 shared positions

$AMN $IAU $KKR

$379M

67 positions

#16Unison Advisors LLCActive

Notable overlap · 6 shared positions

$AMN $KKR $COP $VLTO $UPST $DDOG

$1.3B

175 positions

#17Arcadia Wealth Management, Inc.Smart money

Notable overlap · 3 shared positions

$AMN $IAU $SNOW

$185M

55 positions

#18Tillman Hartley LLCActive

Notable overlap · 5 shared positions

$AMN $IAU $COP $SNOW $UPST

$398M

88 positions

#19FINANCIAL MANAGEMENT NETWORK INCPassive

Notable overlap · 5 shared positions

$AMN $USB $IAU $COP $KKR

$653M

191 positions

#20Bridgewealth Advisory Group, LLCActive

Notable overlap · 5 shared positions

$AMN $KKR $JHG $IAU $SNOW

$482M

135 positions

#21Porter White Investment Advisors, Inc.Smart money

Notable overlap · 3 shared positions

$AMN $IAU $MKL

$250M

40 positions

#22Farrell Financial LLCPassive

Notable overlap · 5 shared positions

$IAU $USB $COP $DDOG $MKL

$167M

76 positions

#23MBA Advisors LLCPassive

Notable overlap · 7 shared positions

$IAU $JHG $SNOW $UPST $KKR $MKL

$260M

146 positions

#24Sterling Financial Planning, Inc.Active

Notable overlap · 5 shared positions

$IAU $KKR $COP $SNOW $DDOG

$337M

117 positions

#25Forza Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$IAU $KKR $USB $COP

$287M

188 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.