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Hedge Funds Similar to SAXON INTERESTS,

13F Portfolio OverlapQ1 2026SAXON INTERESTS, portfolio →
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Most similar hedge funds by 13F overlap

SAXON INTERESTS, INC. is an institutional investor managing $290M across 224 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 SAXON INTERESTS, are Fermata Advisors,, Resonant Advisors,, Indivisible Partners, with shared positions in $TXN, $DKNG, $MKL, $HUM, $ADI, $MPC. The full ranking of 25 similar funds is below.

#1Fermata Advisors, LLCPassive
Some overlap · 3 shared positions
$TXN$DKNG$MKL
$444M
232 positions
#2Resonant Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$DKNG$HUM$ADI$MPC$MCD
$1.9B
495 positions
#3Indivisible PartnersActive
Some overlap · 3 shared positions
$TXN$DKNG$HUM
$1.1B
482 positions
#4CAMPBELL NEWMAN ASSET MANAGEMENT INCActive
Some overlap · 4 shared positions
$TXN$MSI$ADI$ETN
$1.2B
103 positions
#5Scissortail Wealth Management, LLCPassive
Some overlap · 7 shared positions
$MSI$ADI$MKL$ETN$MPC$CME
$498M
115 positions
#6Orion Capital Management LLCPassive
Some overlap · 3 shared positions
$DKNG$HUM$ETN
$290M
485 positions
#7Stokes Capital Advisors, LLCPassive
Some overlap · 4 shared positions
$TXN$HUM$MCD$CB
$446M
104 positions
#8Clear Trail Advisors, LLCPassive
Some overlap · 7 shared positions
$MSI$ADI$ETN$MPC$CME$MCD
$601M
149 positions
#9Peterson Wealth ServicesPassive
Some overlap · 7 shared positions
$MSI$ADI$ETN$MPC$CME$MCD
$405M
215 positions
#10Phoenix Wealth AdvisorsActive
Some overlap · 7 shared positions
$MSI$ADI$ETN$MPC$CME$ARKO
$253M
126 positions
#11Stonebridge Financial Group, LLCPassive
Some overlap · 4 shared positions
$TXN$ADI$MCD$CB
$1.2B
262 positions
#12Willis Investment CounselActive
Some overlap · 4 shared positions
$TXN$ETN$MCD$CB
$1.8B
123 positions
#13Smith Partners Wealth Management, LLCPassive
Some overlap · 3 shared positions
$TXN$HUM$MKL
$112M
76 positions
#14BRADY FAMILY WEALTH, LLCPassive
Some overlap · 5 shared positions
$TXN$ADI$ETN$MCD$CB
$321M
110 positions
#15FAYEZ SAROFIM & COActive
Some overlap · 5 shared positions
$TXN$ETN$CME$MCD$CB
$39.1B
294 positions
#16Tulsa Wealth Advisors, INCActive
Some overlap · 6 shared positions
$MSI$ADI$ETN$MPC$CME$CB
$570M
150 positions
#17Comprehensive Financial Consultants Institutional, Inc.Passive
Some overlap · 6 shared positions
$MSI$ADI$ETN$MPC$CME$CB
$337M
193 positions
#18HARRELL INVESTMENT PARTNERS, LLCPassive
Some overlap · 6 shared positions
$MSI$ADI$ETN$MPC$CME$CB
$419M
144 positions
#19TMB Capital Partners, LLCPassive
Some overlap · 6 shared positions
$MSI$ADI$ETN$MPC$CME$CB
$297M
176 positions
#20Winthrop Partners - WNY, LLCPassive
Some overlap · 6 shared positions
$MSI$ADI$ETN$MPC$CME$CB
$188M
87 positions
#21Wealth Intelligence, LLCActive
Some overlap · 6 shared positions
$MSI$ADI$ETN$MPC$CME$CB
$208M
58 positions
#22Bowman & Co S.C.
Some overlap · 6 shared positions
$MSI$ADI$ETN$MPC$CME$CB
$237M
118 positions
#23Keyes, Stange & Wooten Wealth Management, LLCActive
Some overlap · 6 shared positions
$MSI$ADI$ETN$MPC$CME$CB
$224M
71 positions
#24SAGE PRIVATE WEALTH GROUP, LLCActive
Some overlap · 6 shared positions
$MSI$ADI$ETN$MPC$CME$CB
$199M
97 positions
#25Guinness Asset Management LTDActive
Some overlap · 3 shared positions
$TXN$ETN$CME
$5.8B
143 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.