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Hedge Funds Similar to Sara-Bay Financial

13F Portfolio OverlapQ2 2026Sara-Bay Financial portfolio →
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Most similar hedge funds by 13F overlap

Sara-Bay Financial is an institutional investor managing $375M across 87 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 Sara-Bay Financial are CapitalatWork S.A., WINDWARD, Eschler Asset LLP, with shared positions in $MELI, $BLK, $DE, $STX, $CMI, $WELL. The full ranking of 25 similar funds is below.

#1CapitalatWork S.A.Active
Some overlap · 3 shared positions
$MELI$BLK$DE
$4.0B
93 positions
#2WINDWARD CAPITAL MANAGEMENT CO /CAActive
Some overlap · 5 shared positions
$BLK$STX$CMI$WELL$DE
$1.3B
73 positions
#3Eschler Asset Management LLPPassive
Some overlap · 3 shared positions
$MELI$BLK$MRVL
$56M
34 positions
#4Lifeworks Advisors, LLCPassive
Some overlap · 5 shared positions
$STX$IBIT$CMI$JBL$DE
$955M
337 positions
#5TRUEFG, LLCSmart money
Some overlap · 3 shared positions
$MELI$STX$RKLB
$428M
75 positions
#6Sarasin & Partners LLPActive
Some overlap · 4 shared positions
$BLK$MELI$EMR$DE
$8.5B
94 positions
#7ClearAlpha Technologies LPPassive
Some overlap · 4 shared positions
$BLK$STX$EMR$ABT
$58M
79 positions
#8Riverview Trust CoActive
Some overlap · 8 shared positions
$BLK$STX$RY$PEG$ABT$DE
$84M
166 positions
#9DB Fitzpatrick & Co, IncActive
Some overlap · 3 shared positions
$MELI$CMI$DE
$124M
100 positions
#10Philadelphia Investment Partners, LLCPassive
Some overlap · 3 shared positions
$LEU$MCK$MPC
$161M
189 positions
#11TB Alternative Assets Ltd.Active
Some overlap · 4 shared positions
$LEU$STX$RKLB$MRVL
$623M
34 positions
#12MainStreet Investment Advisors LLCActive
Some overlap · 4 shared positions
$BLK$EMR$CMI$PAYX
$734M
166 positions
#13Pinpoint Asset Management (Singapore) Pte. Ltd.Passive
Some overlap · 3 shared positions
$IBIT$STX$MARA
$493M
151 positions
#14Aull & Monroe Investment Management CorpPassive
Some overlap · 5 shared positions
$STX$CMI$EMR$RY$DE
$239M
126 positions
#15NBH BankPassive
Some overlap · 5 shared positions
$BLK$CMI$EMR$MRVL$DE
$237M
552 positions
#16Bellecapital International Ltd.Passive
Some overlap · 3 shared positions
$MELI$IBIT$FAST
$625M
123 positions
#17Franchise GP LtdActive
Some overlap · 3 shared positions
$IBIT$STX$WELL
$215M
39 positions
#18BLUE SQUARE ASSET MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$BLK$EMR$IBIT
$247M
74 positions
#19BAILLIE GIFFORD & COActive
Some overlap · 3 shared positions
$MELI$RKLB$RY
$110.2B
273 positions
#20STRATEGIC ADVISORY PARTNERS, LLCActive
Some overlap · 3 shared positions
$IBIT$BLK$LOW
$141M
43 positions
#21Tannin Capital LLCPassive
Some overlap · 3 shared positions
$IBIT$STX$EMR
$152M
169 positions
#22Stonebridge Financial Group, LLCPassive
Some overlap · 6 shared positions
$CMI$EMR$BLK$ABT$PAYX$LOW
$1.3B
275 positions
#23LONDON CO OF VIRGINIAActive
Some overlap · 4 shared positions
$BLK$CMI$FAST$LOW
$17.5B
169 positions
#24Provident Investment Management, Inc.Active
Some overlap · 4 shared positions
$BLK$JBL$FAST$ABT
$1.0B
89 positions
#25ROGCO, LPActive
Some overlap · 4 shared positions
$BLK$EMR$CMI$MRVL
$327M
224 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.