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 SageView Advisory Group,

13F Portfolio OverlapQ4 2025SageView Advisory Group, portfolio →

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Most similar hedge funds by 13F overlap

SageView Advisory Group, LLC is an institutional investor managing $3.0B across 2,610 U.S. equity positions as of Q4 2025. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to SageView Advisory Group, are LifeGoal Investments,, STEPHENSON NATIONAL BANK &, CERTIOR FINANCIAL GROUP,, with shared positions in $BAH, $DDOG, $TXN, $USB, $SNPS, $FLEX. The full ranking of 25 similar funds is below.

#1LifeGoal Investments, LLCPassive

Some overlap · 5 shared positions

$BAH $DDOG $TXN $USB $SNPS

$175M

112 positions

#2STEPHENSON NATIONAL BANK & TRUSTActive

Some overlap · 5 shared positions

$FLEX $DDOG $TXN $PM $USB

$351M

301 positions

#3CERTIOR FINANCIAL GROUP, LLCPassive

Slight overlap · 4 shared positions

$BAH $DDOG $TXN $BRZE

$157M

130 positions

#4Freestone Grove Partners LPPassive

Slight overlap · 4 shared positions

$BAH $DDOG $MCD $USB

$14.2B

962 positions

#5Capstone Financial Advisors, Inc.Smart money

Slight overlap · 4 shared positions

$FLEX $DDOG $MCD $BRZE

$1.9B

187 positions

#6Aprio Wealth Management, LLCPassive

Slight overlap · 3 shared positions

$BAH $DDOG $MCD

$1.8B

613 positions

#7Southland Equity Partners LLCPassive

Slight overlap · 4 shared positions

$BAH $MCD $PM $USB

$513M

273 positions

#8Oribel Capital Management, LPPassive

Slight overlap · 3 shared positions

$FLEX $DDOG $ADSK

$2.3B

118 positions

#9Centennial Wealth Advisory LLCPassive

Slight overlap · 4 shared positions

$BAH $MCD $USB $PM

$413M

160 positions

#10Asset One Wealth Management LLCPassive

Slight overlap · 4 shared positions

$BAH $MCD $USB $BRZE

$904M

336 positions

#11SVRN Asset Management, LLCActive

Slight overlap · 3 shared positions

$BAH $DDOG $BRZE

$103M

37 positions

#12Gutierrez Wealth Advisory, LLCActive

Slight overlap · 3 shared positions

$BAH $DDOG $BRZE

$161M

70 positions

#13Souders Financial AdvisorsPassive

Slight overlap · 4 shared positions

$BAH $PM $MCD $BRZE

$876M

216 positions

#145T Wealth, LLCPassive

Slight overlap · 3 shared positions

$BAH $DDOG $SNPS

$253M

129 positions

#15ECLECTIC ASSOCIATES INC /ADVActive

Slight overlap · 3 shared positions

$BAH $DDOG $BRZE

$753M

159 positions

#16L2 Asset Management, LLCPassive

Slight overlap · 3 shared positions

$FLEX $DDOG $SNPS

$1.1B

397 positions

#17PCB Capital LLCPassive

Slight overlap · 4 shared positions

$FLEX $PM $USB $BRZE

$63M

101 positions

#18Mallini Complete Financial Planning LLCSmart money

Slight overlap · 4 shared positions

$DDOG $AFRM $TXN $BRZE

$126M

61 positions

#19Sageworth Trust Co of South DakotaActive

Slight overlap · 4 shared positions

$FLEX $AFRM $BRZE $PM

$126M

56 positions

#20MOLLER WEALTH PARTNERSActive

Slight overlap · 4 shared positions

$FLEX $DDOG $USB $MCD

$507M

67 positions

#21Evansbrook LLCActive

Slight overlap · 4 shared positions

$DDOG $MCD $PM $USB

$150M

117 positions

#22Farrell Financial LLCPassive

Slight overlap · 4 shared positions

$DDOG $AFRM $USB $BRZE

$167M

76 positions

#23Apella Capital, LLCActive

Slight overlap · 4 shared positions

$DDOG $AFRM $USB $BRZE

$6.7B

685 positions

#24Oak Wealth Advisors LLCActive

Slight overlap · 4 shared positions

$DDOG $MCD $TXN $BRZE

$182M

57 positions

#25ADE, LLCActive

Slight overlap · 4 shared positions

$BAH $BRZE $DDOG $PM

$209M

86 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.