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Hedge Funds Similar to Pacific Sage Partners,

13F Portfolio OverlapQ1 2026Pacific Sage Partners, portfolio →
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Most similar hedge funds by 13F overlap

Pacific Sage Partners, LLC is an institutional investor managing $636M across 121 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 Pacific Sage Partners, are Cravens & Advisors,, INSIGHT 2811,, Miller Investment ,, with shared positions in $UPST, $SBUX, $BA, $AMAT, $DE, $AMGN. The full ranking of 25 similar funds is below.

#1Cravens & Co Advisors, LLCActive
Notable overlap · 3 shared positions
$UPST$SBUX$BA
$154M
64 positions
#2INSIGHT 2811, INC.Active
Notable overlap · 3 shared positions
$UPST$AMAT$BA
$239M
101 positions
#3Miller Investment Management, LPSmart money
Notable overlap · 3 shared positions
$UPST$DE$AMGN
$1.0B
86 positions
#4Cable Car Capital, LPPassive
Notable overlap · 3 shared positions
$MSTR$PSLV$CEF
$289M
128 positions
#5Bear Mountain Capital, Inc.Active
Notable overlap · 3 shared positions
$UPST$BA$SBUX
$333M
198 positions
#6Orgel Wealth Management, LLCActive
Notable overlap · 3 shared positions
$UPST$PHYS$PGR
$4.6B
95 positions
#7Capital Wealth Alliance, LLCActive
Notable overlap · 4 shared positions
$MSTR$PHYS$PSLV$UPST
$221M
93 positions
#8Weiss Asset Management LPPassive
Notable overlap · 3 shared positions
$MSTR$PSLV$CEF
$5.9B
488 positions
#9TrueWealth Financial PartnersActive
Notable overlap · 3 shared positions
$UPST$BA$SBUX
$251M
66 positions
#10Oak Harvest Investment ServicesPassive
Notable overlap · 3 shared positions
$UPST$DE$AMGN
$958M
176 positions
#11TrustWell Financial Advisors, LLCActive
Notable overlap · 5 shared positions
$PHYS$CEF$PSLV$UPST$DE
$106M
70 positions
#12MOKAN Wealth Management Inc.Passive
Some overlap · 3 shared positions
$UPST$AMAT$DE
$226M
109 positions
#13Concord Asset Management, LLC/VAActive
Some overlap · 3 shared positions
$UPST$AMAT$AMGN
$592M
117 positions
#14Portland Global Advisors LLCActive
Some overlap · 3 shared positions
$UPST$PANW$AMGN
$938M
146 positions
#15Proactive Wealth Strategies LLCPassive
Some overlap · 4 shared positions
$PHYS$PSLV$PANW$AMGN
$532M
210 positions
#16Sonoma Private Wealth LLCPassive
Some overlap · 4 shared positions
$PHYS$CEF$AMAT$PANW
$81M
67 positions
#17Accordant Advisory Group IncPassive
Some overlap · 4 shared positions
$PHYS$PSLV$CEF$DE
$161M
238 positions
#18IMC-Chicago, LLCPassive
Some overlap · 3 shared positions
$PSLV$CEF$PHYS
$278.4B
5,950 positions
#19Andina Capital Management, LLCPassive
Some overlap · 3 shared positions
$MSTR$PHYS$CEF
$113M
119 positions
#20Concord Wealth PartnersPassive
Some overlap · 3 shared positions
$UPST$AMAT$AMGN
$770M
207 positions
#21Basepoint Wealth LLCActive
Some overlap · 3 shared positions
$PHYS$PSLV$DE
$175M
643 positions
#22COLUMBIA ADVISORY PARTNERS LLCActive
Some overlap · 5 shared positions
$CEF$PSLV$PHYS$BA$SBUX
$157M
92 positions
#23Westerkirk Capital Inc.Active
Some overlap · 3 shared positions
$UPST$AMAT$ADBE
$929M
208 positions
#24Cypress Capital, LLCActive
Some overlap · 3 shared positions
$UPST$SBUX$AMGN
$351M
95 positions
#25Kassira Wealth Management LLCPassive
Some overlap · 4 shared positions
$UPST$PANW$BA$AMGN
$109M
59 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.