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Hedge Funds Similar to SAX WEALTH ADVISORS,

13F Portfolio OverlapQ1 2026SAX WEALTH ADVISORS, portfolio →
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Most similar hedge funds by 13F overlap

SAX WEALTH ADVISORS, LLC is an institutional investor managing $2.5B across 537 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 SAX WEALTH ADVISORS, are Lauterbach Financial Advisors,, FIDUCIARY FINANCIAL GROUP,, Wealth Architects,, with shared positions in $NKE, $HUM, $NEE, $AMN, $EPAM, $MCD. The full ranking of 25 similar funds is below.

#1Lauterbach Financial Advisors, LLCActive
Some overlap · 5 shared positions
$NKE$HUM$NEE$AMN$EPAM
$205M
79 positions
#2FIDUCIARY FINANCIAL GROUP, LLCPassive
Some overlap · 4 shared positions
$NKE$NEE$HUM$MCD
$754M
345 positions
#3Wealth Architects, LLCPassive
Some overlap · 5 shared positions
$NKE$HUM$NEE$AMN$EPAM
$1.1B
244 positions
#4McGlone Suttner Wealth Management, Inc.Active
Some overlap · 6 shared positions
$NKE$HUM$MCD$SSL$HLT$AMAT
$755M
189 positions
#5TCI Wealth Advisors, Inc.Active
Some overlap · 4 shared positions
$NKE$NEE$AMN$MCD
$1.9B
251 positions
#6RIVERCHASE WEALTH MANAGEMENT, LLCActive
Some overlap · 5 shared positions
$NKE$NEE$RBLX$SSL$AMAT
$192M
73 positions
#7Opus Financial Solutions LLCPassive
Some overlap · 3 shared positions
$NKE$OKTA$HUM
$106M
103 positions
#8Glass Jacobson Investment Advisors llcPassive
Some overlap · 3 shared positions
$NKE$NEE$OKTA
$290M
607 positions
#9Planning Center, Inc.Smart money
Some overlap · 3 shared positions
$NKE$NEE$HUM
$987M
78 positions
#10DOPKINS WEALTH MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$NKE$NEE$AMN$HUM
$249M
92 positions
#11KEB ASSET MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$NKE$NEE$AMN$EPAM
$522M
97 positions
#12Focus Partners Advisor Solutions, LLCPassive
Some overlap · 4 shared positions
$NKE$NEE$AMN$HUM
$9.9B
1,249 positions
#13CLARIS ADVISORS, LLC / MO /Active
Some overlap · 4 shared positions
$NKE$NEE$AMN$AMAT
$334M
70 positions
#14POINCIANA ADVISORS GROUP, LLCPassive
Some overlap · 4 shared positions
$NKE$NEE$AMN$EPAM
$127M
130 positions
#15Foster Group, Inc.Active
Some overlap · 4 shared positions
$NKE$NEE$AMN$MCD
$3.4B
284 positions
#16Fonville Wealth Management LLCPassive
Some overlap · 4 shared positions
$NKE$HUM$AMN$EPAM
$525M
138 positions
#17Donalies Financial Planning, LLCActive
Some overlap · 3 shared positions
$NKE$NEE$HUM
$117M
74 positions
#18Petersen Hastings Wealth Advisors Inc.Smart money
Some overlap · 4 shared positions
$NKE$NEE$AMN$EPAM
$1.1B
81 positions
#19Schubert & CoActive
Some overlap · 3 shared positions
$NKE$NEE$AMN
$123M
69 positions
#20Meritas Wealth Management, LLCActive
Some overlap · 3 shared positions
$NKE$NEE$AMN
$221M
60 positions
#21Savant Capital, LLCActive
Some overlap · 3 shared positions
$NKE$NEE$AMN
$20.7B
1,500 positions
#22Oceanside Advisors LLCActive
Some overlap · 3 shared positions
$NKE$NEE$AMN
$175M
53 positions
#23McCartney Wealth Management LLCActive
Some overlap · 3 shared positions
$NKE$NEE$AMN
$119M
65 positions
#24Kane Co Wealth Management, Inc.Active
Some overlap · 3 shared positions
$NKE$NEE$AMN
$119M
51 positions
#25Three Arch Wealth Management LLCActive
Some overlap · 3 shared positions
$NKE$NEE$AMN
$556M
61 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.