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 Sachetta,

13F Portfolio OverlapQ1 2026Sachetta, portfolio →

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Most similar hedge funds by 13F overlap

Sachetta, LLC is an institutional investor managing $206M across 1,025 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 Sachetta, are OXFORD FINANCIAL GROUP, LTD., Catalyst Investment, Bristlecone Value Partners,, with shared positions in $API, $AMN, $MS, $WT, $IAU, $HUM. The full ranking of 25 similar funds is below.

#1OXFORD FINANCIAL GROUP, LTD. LLCActive

Notable overlap · 3 shared positions

$API $AMN $MS

$1.9B

302 positions

#2Catalyst Investment Management LLCPassive

Notable overlap · 6 shared positions

$API $WT $IAU $HUM $MS $BAC

$90M

65 positions

#3Bristlecone Value Partners, LLCPassive

Notable overlap · 4 shared positions

$API $WT $HUM $BAC

$114M

68 positions

#4Treasure Coast Financial PlanningActive

Some overlap · 3 shared positions

$API $WT $BAC

$194M

48 positions

#5SATOVSKY ASSET MANAGEMENT LLCSmart money

Some overlap · 3 shared positions

$API $IAU $AMN

$566M

73 positions

#6Boyce & Associates Wealth Consulting, Inc.Active

Some overlap · 3 shared positions

$WT $IAU $AMN

$132M

80 positions

#7UPTICK PARTNERS, LLCPassive

Some overlap · 5 shared positions

$WT $AMN $IAU $HUM $MS

$502M

293 positions

#8Apeiron RIA LLCPassive

Some overlap · 4 shared positions

$WT $IAU $AMN $MDY

$431M

204 positions

#9Burk Holdings LLCPassive

Some overlap · 6 shared positions

$WT $IAU $AMN $HUM $IBM $BAC

$233M

676 positions

#10Comprehensive Money Management Services LLCPassive

Some overlap · 3 shared positions

$WT $IAU $API

$152M

193 positions

#11First Financial Group CorpActive

Some overlap · 4 shared positions

$WT $IAU $IBM $HUM

$122M

80 positions

#12WESCAP Management Group, Inc.Active

Some overlap · 4 shared positions

$WT $IAU $HUM $API

$508M

107 positions

#13Pinnacle Financial Group, LLC / ILPassive

Some overlap · 4 shared positions

$WT $IAU $HUM $MS

$365M

111 positions

#14Capital Asset Advisory Services LLCActive

Some overlap · 4 shared positions

$WT $IAU $MS $BAC

$2.6B

299 positions

#15TopTier Wealth Management, LLCPassive

Some overlap · 5 shared positions

$WT $IAU $MDY $HUM $MS

$163M

795 positions

#16Cardinal Point Capital Management, ULCActive

Some overlap · 3 shared positions

$WT $IAU $IBM

$1.6B

286 positions

#17MBA Advisors LLCPassive

Some overlap · 3 shared positions

$WT $IAU $IBM

$260M

146 positions

#18Financial Harvest, LLCActive

Some overlap · 3 shared positions

$WT $IAU $IBM

$170M

57 positions

#19Leslie Global Wealth, LLCActive

Some overlap · 4 shared positions

$WT $IAU $BAC $ES

$190M

79 positions

#20HighPoint Advisor Group LLCPassive

Some overlap · 5 shared positions

$WT $AMN $MDY $MS $HUM

$2.4B

642 positions

#21VPR Management LLCActive

Some overlap · 3 shared positions

$API $IAU $HUM

$250M

65 positions

#22Harbour Wealth Management Group, Inc.Passive

Some overlap · 3 shared positions

$WT $IAU $DRI

$133M

89 positions

#23Per Stirling Capital Management, LLC.Passive

Some overlap · 5 shared positions

$WT $IAU $AMN $HUM $MS

$905M

310 positions

#24Centerpoint Advisory GroupPassive

Some overlap · 5 shared positions

$WT $AMN $HUM $MS $BAC

$133M

108 positions

#25Wright Wealth LLCActive

Some overlap · 5 shared positions

$WT $AMN $HUM $MS $IBM

$149M

51 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.