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Hedge Funds Similar to Sara-Bay Financial

13F Portfolio OverlapQ1 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 Q1 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 IAT REINSURANCE LTD., Spear RSC Ltd, PBCay One RSC Ltd, with shared positions in $HLIO, $KKR, $AMD, $MELI, $IBIT, $DHR. The full ranking of 25 similar funds is below.

#1IAT REINSURANCE CO LTD.Active
Notable overlap · 3 shared positions
$HLIO$KKR$AMD
$310M
67 positions
#2Spear Holdings RSC LtdActive
Some overlap · 4 shared positions
$MELI$IBIT$DHR$AMD
$1.0B
18 positions
#3PBCay One RSC LtdSmart money
Some overlap · 4 shared positions
$MELI$IBIT$DHR$AMD
$1.3B
18 positions
#4Bosman Wealth Management, LLCPassive
Some overlap · 5 shared positions
$IBIT$STX$MELI$RKLB$AMD
$114M
52 positions
#5Bellecapital International Ltd.Passive
Some overlap · 4 shared positions
$MELI$IBIT$FAST$AMD
$538M
116 positions
#6Oxler Private Wealth LLCActive
Some overlap · 3 shared positions
$IBIT$KKR$ABT
$319M
92 positions
#7SANDS CAPITAL MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$MELI$STX$MCK
$25.5B
67 positions
#8CYPRESS ASSET MANAGEMENT INC/TX
Some overlap · 6 shared positions
$MELI$EMR$ABT$DHR$LOW$AMD
$455M
105 positions
#9ZEVENBERGEN CAPITAL INVESTMENTS LLCActive
Some overlap · 3 shared positions
$MELI$RKLB$AMD
$3.5B
110 positions
#10Lifeworks Advisors, LLCPassive
Some overlap · 5 shared positions
$IBIT$CMI$STX$JBL$DE
$779M
297 positions
#11WISCONSIN CAPITAL MANAGEMENT LLCActive
Some overlap · 4 shared positions
$MELI$EMR$MPC$AMD
$182M
51 positions
#12Generali Powszechne Towarzystwo EmerytalneActive
Some overlap · 3 shared positions
$MELI$DHR$AMD
$566M
28 positions
#13BENDER ROBERT & ASSOCIATESActive
Some overlap · 4 shared positions
$MELI$AMD$DE$ABT
$417M
45 positions
#14Coppell Advisory Solutions LLCActive
Some overlap · 4 shared positions
$ALLY$ABT$STX$AMD
$170M
39 positions
#15Milestones Administradora de Recursos Ltda.Active
Some overlap · 3 shared positions
$MELI$DHR$AMD
$383M
17 positions
#16Fisher Funds Management LTDActive
Some overlap · 4 shared positions
$MELI$KKR$MCK$DHR
$3.4B
169 positions
#17Aull & Monroe Investment Management CorpPassive
Some overlap · 5 shared positions
$CMI$STX$EMR$RY$DE
$215M
125 positions
#18Texas Capital Bank Wealth Management Services IncActive
Some overlap · 3 shared positions
$IBIT$DHR$DE
$1.7B
346 positions
#19VCI Wealth Management LLCPassive
Some overlap · 3 shared positions
$IBIT$ABT$AMD
$361M
123 positions
#20Galaxy Group Investments LLC
Some overlap · 3 shared positions
$IBIT$MELI$AMD
$959M
109 positions
#21New Capital Management LPSmart money
Some overlap · 3 shared positions
$IBIT$MELI$CMI
$406M
59 positions
#22Benson Wealth Management INCPassive
Some overlap · 3 shared positions
$IBIT$AMD$PEG
$73M
354 positions
#23Castlefield Investment Partners LLPActive
Some overlap · 3 shared positions
$MELI$LOW$DE
$131M
35 positions
#24B & T Capital Management DBA Alpha Capital ManagementActive
Some overlap · 3 shared positions
$MELI$KKR$FAST
$690M
115 positions
#25Loudon Investment Management, LLCPassive
Some overlap · 6 shared positions
$CMI$EMR$ABT$FAST$LOW$DE
$186M
95 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.