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 Investment Advisers

13F Portfolio OverlapQ1 2026Sage Investment Advisers portfolio →

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Most similar hedge funds by 13F overlap

Sage Investment Advisers LLC is an institutional investor managing $149M across 98 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 Investment Advisers are Red Mountain Financial,, Sagace Wealth, White Lighthouse Investment, with shared positions in $IAU, $HUM, $LMT, $SNOW, $UNP, $KTOS. The full ranking of 25 similar funds is below.

#1Red Mountain Financial, LLCPassive

Notable overlap · 6 shared positions

$IAU $HUM $LMT $SNOW $UNP $KTOS

$106M

79 positions

#2Sagace Wealth Management LLCPassive

Notable overlap · 8 shared positions

$BRZE $IAU $KKR $SNOW $IBM $IBIT

$149M

70 positions

#3White Lighthouse Investment Management Inc.Active

Notable overlap · 5 shared positions

$BRZE $IAU $HUM $KKR $SNOW

$721M

145 positions

#4Ariston Services GroupActive

Notable overlap · 7 shared positions

$IAU $HUM $KKR $SNOW $BA $PH

$167M

71 positions

#5Madden Advisory Services, Inc.Passive

Notable overlap · 4 shared positions

$IAU $BRZE $HUM $SNOW

$254M

108 positions

#6WEALTHSPAN PARTNERS, LLCPassive

Notable overlap · 5 shared positions

$IAU $HUM $KKR $DE $CSX

$284M

123 positions

#7CARL STUART INVESTMENT ADVISOR, INCActive

Notable overlap · 3 shared positions

$IAU $BRZE $AMD

$229M

27 positions

#8Burk Holdings LLCPassive

Notable overlap · 5 shared positions

$IAU $HUM $SNOW $AMD $IBM

$233M

676 positions

#9Altiora Financial Group, LLCActive

Notable overlap · 5 shared positions

$IAU $BRZE $SNOW $NSC $IBIT

$607M

110 positions

#10Leonard Rickey Investment Advisors P.L.L.C.Active

Notable overlap · 3 shared positions

$IAU $BRZE $HUM

$578M

118 positions

#11Forza Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$IAU $IBM $HUM $KKR

$287M

188 positions

#12Bigelow Investment Advisors, LLCPassive

Notable overlap · 4 shared positions

$IAU $HUM $KKR $SNOW

$250M

153 positions

#13Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth SActive

Notable overlap · 7 shared positions

$BRZE $HUM $KKR $SNOW $FDX $NSC

$111M

63 positions

#14FORBES J M & CO LLPActive

Notable overlap · 4 shared positions

$IAU $HUM $IBM $UNP

$1.2B

150 positions

#15Upper Left Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$IAU $BRZE $IBIT $AMD

$169M

68 positions

#16DAHRING {-} CUSMANO LLCActive

Notable overlap · 4 shared positions

$IAU $HUM $KKR $NTRB

$163M

58 positions

#17Blossom Wealth ManagementPassive

Notable overlap · 6 shared positions

$IAU $HUM $IBM $SNOW $WM $NSC

$67M

74 positions

#18CURIO WEALTH, LLCActive

Notable overlap · 6 shared positions

$IAU $LMT $IBM $AMD $NSC $UNP

$293M

1,255 positions

#19CPA Asset Management LLCActive

Notable overlap · 4 shared positions

$IAU $HUM $KKR $NSC

$298M

99 positions

#20Cushing Capital Partners, LLCPassive

Notable overlap · 3 shared positions

$IAU $BRZE $KKR

$130M

96 positions

#21Juno Financial Group LLCActive

Notable overlap · 5 shared positions

$BRZE $HUM $KKR $LMT $DE

$255M

70 positions

#22Pacific Park Financial, Inc.Active

Notable overlap · 3 shared positions

$IAU $BRZE $SNOW

$153M

73 positions

#23Cauble & Harre Wealth Management, Inc.Passive

Notable overlap · 4 shared positions

$IAU $KKR $HUM $SNOW

$126M

74 positions

#24Signet Investment Advisory Group, Inc.Passive

Notable overlap · 4 shared positions

$IAU $WM $LMT $CSX

$218M

69 positions

#25Wealth Care LLCActive

Notable overlap · 3 shared positions

$IAU $HUM $KKR

$113M

67 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.