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 SageGuard Financial Group,

13F Portfolio OverlapQ1 2026SageGuard Financial Group, portfolio →

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Most similar hedge funds by 13F overlap

SageGuard Financial Group, LLC is an institutional investor managing $646M across 196 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 SageGuard Financial Group, are MORGAN DEMPSEY, Greystone Financial Group,, Vertrix Wealth ,, with shared positions in $KO, $DUK, $LMT, $MCD, $IBM, $T. The full ranking of 25 similar funds is below.

#1MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 6 shared positions

$KO $DUK $LMT $MCD $IBM $T

$220M

148 positions

#2Greystone Financial Group, LLCPassive

Notable overlap · 7 shared positions

$DUK $LMT $MCD $KO $IBM $TMO

$353M

78 positions

#3Vertrix Wealth Management, LLCPassive

Notable overlap · 7 shared positions

$LMT $DUK $MCD $KO $IBM $TMO

$272M

95 positions

#4Slocum, Gordon & Co LLPPassive

Notable overlap · 6 shared positions

$DUK $MCD $GE $LMT $IBM $T

$147M

64 positions

#5Dougherty & Associates, LLCActive

Notable overlap · 7 shared positions

$DUK $GE $PGR $TMO $MAR $WM

$109M

52 positions

#6Stack Financial Management, IncActive

Notable overlap · 6 shared positions

$LMT $AGQ $DUK $KO $T $WM

$1.4B

52 positions

#7FUKOKU MUTUAL LIFE INSURANCE CoPassive

Notable overlap · 5 shared positions

$KO $DUK $MCD $IBM $T

$1.5B

235 positions

#8SCHULHOFF & CO INCPassive

Notable overlap · 7 shared positions

$KO $LMT $IBM $T $WM $GE

$243M

133 positions

#9CapWealth Advisors, LLCActive

Notable overlap · 6 shared positions

$DUK $GE $KO $IBM $CEG $T

$1.3B

118 positions

#10Bedell Frazier Investment Counselling, LLCPassive

Notable overlap · 5 shared positions

$KO $LMT $AGQ $MCD $IBM

$495M

128 positions

#11Stokes Capital Advisors, LLCPassive

Notable overlap · 5 shared positions

$KO $LMT $MCD $CL $IBM

$446M

104 positions

#12LIBERTY ONE INVESTMENT MANAGEMENT, LLCActive

Notable overlap · 5 shared positions

$KO $DUK $MCD $T $WM

$970M

154 positions

#13Griffith & Werner, Inc.Active

Notable overlap · 6 shared positions

$KO $DUK $LMT $T $CEG $IBM

$202M

72 positions

#14HAMEL ASSOCIATES, INC.Passive

Notable overlap · 5 shared positions

$KO $MCD $LMT $DUK $IBM

$351M

81 positions

#15TRUSTCO BANK CORP N YPassive

Notable overlap · 5 shared positions

$KO $GE $MCD $IBM $CL

$113M

71 positions

#16Papamarkou Wellner Asset Management inc.Passive

Notable overlap · 5 shared positions

$KO $PGR $MCD $LMT $MAR

$164M

86 positions

#17Financial & Tax Architects, LLCPassive

Notable overlap · 5 shared positions

$KO $MCD $AGQ $IBM $IAU

$448M

108 positions

#18PeakShares LLCPassive

Notable overlap · 8 shared positions

$DUK $MCD $PGR $TMO $IBM $CEG

$109M

116 positions

#19ROWLANDMILLER & PARTNERS.ADVPassive

Some overlap · 5 shared positions

$KO $MCD $PGR $DUK $WM

$493M

189 positions

#20Pathway Financial Advisers, LLCPassive

Some overlap · 6 shared positions

$DUK $IBM $MCD $STLD $LMT $WM

$354M

164 positions

#21Family Legacy, Inc.Passive

Some overlap · 5 shared positions

$DUK $KO $LMT $GE $WM

$333M

124 positions

#22Stillwater Wealth Management GroupPassive

Some overlap · 5 shared positions

$LMT $MCD $KO $AGQ $WM

$162M

77 positions

#23RBO & CO LLCActive

Some overlap · 4 shared positions

$KO $LMT $MCD $WM

$620M

57 positions

#24Welch Group, LLCPassive

Some overlap · 5 shared positions

$LMT $MCD $CL $IBM $KO

$2.7B

310 positions

#25Financial Harvest, LLCActive

Some overlap · 5 shared positions

$KO $LMT $IAU $MCD $IBM

$170M

57 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.