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 PRIVATE WEALTH GROUP,

13F Portfolio OverlapQ1 2026SAGE PRIVATE WEALTH GROUP, portfolio →

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Most similar hedge funds by 13F overlap

SAGE PRIVATE WEALTH GROUP, LLC is an institutional investor managing $199M across 97 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 PRIVATE WEALTH GROUP, are Argos Wealth Advisors,, NavPoint Financial,, Harbour Wealth Group,, with shared positions in $GLDM, $IAU, $TT, $MSI, $TGT, $AXP. The full ranking of 25 similar funds is below.

#1Argos Wealth Advisors, LLCActive

Substantial overlap · 4 shared positions

$GLDM $IAU $TT $MSI

$348M

202 positions

#2NavPoint Financial, Inc.Active

Notable overlap · 4 shared positions

$GLDM $IAU $TGT $AXP

$247M

71 positions

#3Harbour Wealth Management Group, Inc.Passive

Notable overlap · 10 shared positions

$IAU $MSI $TJX $ETN $MPC $INTC

$133M

89 positions

#4Legend Financial Advisors, Inc.Active

Notable overlap · 4 shared positions

$IAU $GSAT $INTC $FSLR

$155M

38 positions

#5Private Harbour Investment Management & Counsel, LLCActive

Notable overlap · 5 shared positions

$IAU $TJX $ETN $INTC $AFL

$91M

36 positions

#6Financial Harvest, LLCActive

Notable overlap · 3 shared positions

$IAU $INTC $AFL

$170M

57 positions

#7Mader & Shannon Wealth Management, Inc.Active

Notable overlap · 3 shared positions

$IAU $MPC $FSLR

$216M

20 positions

#8Copley Financial Group, Inc.Active

Notable overlap · 3 shared positions

$GLDM $TGT $ETN

$166M

115 positions

#9Austin Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$GLDM $IAU $AXP

$440M

118 positions

#10PEAK FINANCIAL ADVISORS LLCPassive

Notable overlap · 3 shared positions

$GLDM $ETN $AXP

$226M

70 positions

#11LifePlan Financial, LLCPassive

Notable overlap · 4 shared positions

$IAU $CCZ $CRM $TGT

$135M

83 positions

#12Timber Creek Capital Management LLCPassive

Notable overlap · 4 shared positions

$GLDM $IAU $CCZ $CRM

$412M

78 positions

#13Brindle & Bay Financial Advisors, LLCPassive

Notable overlap · 3 shared positions

$GLDM $CME $CCZ

$163M

67 positions

#14Moisand Fitzgerald Tamayo, LLCActive

Notable overlap · 3 shared positions

$IAU $AXP $TJX

$931M

518 positions

#15NBZ Investment Advisors LLCActive

Notable overlap · 3 shared positions

$GRWG $AXP $INTC

$229M

73 positions

#16Biltmore Family Office, LLCActive

Notable overlap · 3 shared positions

$IAU $TJX $AFL

$716M

325 positions

#17FORBES J M & CO LLPActive

Notable overlap · 3 shared positions

$IAU $TJX $ETN

$1.2B

150 positions

#18Accretive Wealth Partners, LLCPassive

Notable overlap · 5 shared positions

$GLDM $IAU $CME $TJX $MPC

$356M

180 positions

#19Meridian Wealth Advisors, LLCPassive

Notable overlap · 4 shared positions

$IAU $ETN $MPC $TT

$756M

202 positions

#20Mission Creek Capital Partners, Inc.Passive

Notable overlap · 3 shared positions

$GLDM $CME $ETN

$501M

219 positions

#21KITCHING PARTNERS, LLCActive

Notable overlap · 3 shared positions

$IAU $AXP $GSAT

$109M

40 positions

#22ENTREWEALTH, LLCPassive

Notable overlap · 3 shared positions

$GLDM $IAU $INTC

$223M

104 positions

#23Signet Investment Advisory Group, Inc.Passive

Notable overlap · 4 shared positions

$IAU $ETN $APD $AXP

$218M

69 positions

#24Forza Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$IAU $AFL $TGT

$287M

188 positions

#25Regency Capital Management Inc.\DEPassive

Notable overlap · 3 shared positions

$IAU $GSAT $CB

$224M

60 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.