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Hedge Funds Similar to Sagace Wealth

13F Portfolio OverlapQ1 2026Sagace Wealth portfolio →
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Most similar hedge funds by 13F overlap

Sagace Wealth Management LLC is an institutional investor managing $149M across 70 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 Sagace Wealth are Longview Financial Advisors, Rosenberg Matthew Hamilton, Zhang Financial, with shared positions in $USB, $SNOW, $COP, $PH, $KKR, $BRZE. The full ranking of 25 similar funds is below.

#1Longview Financial Advisors LLCActive
Substantial overlap · 4 shared positions
$USB$SNOW$COP$PH
$184M
157 positions
#2Rosenberg Matthew HamiltonActive
Substantial overlap · 4 shared positions
$USB$SNOW$KKR$COP
$488M
799 positions
#3Zhang Financial LLCActive
Substantial overlap · 7 shared positions
$SNOW$BRZE$KKR$IAU$COP$UNIT
$2.9B
367 positions
#4Financial Futures Ltd Liability Co.Active
Notable overlap · 7 shared positions
$USB$SNOW$IBIT$IBM$IAU$UNIT
$228M
72 positions
#5Hurlow Wealth Management Group, Inc.Active
Notable overlap · 8 shared positions
$USB$SNOW$COP$SNPS$IAU$JCI
$420M
120 positions
#6White Lighthouse Investment Management Inc.Active
Notable overlap · 8 shared positions
$BRZE$IAU$USB$COP$KKR$UNIT
$721M
145 positions
#7DecisionPoint Financial, LLCActive
Notable overlap · 6 shared positions
$USB$IAU$COP$BRZE$IBIT$PH
$464M
679 positions
#825 LLCActive
Notable overlap · 4 shared positions
$USB$BRZE$UNIT$NEE
$324M
69 positions
#9Clarity Capital Advisors, LLCActive
Notable overlap · 6 shared positions
$BRZE$SNOW$KKR$COP$USB$UNIT
$215M
95 positions
#10Strategic Financial Services, Inc.Smart money
Notable overlap · 6 shared positions
$USB$COP$SNPS$BRZE$GEV$NEE
$2.1B
152 positions
#11Mustard Seed Financial, LLCPassive
Notable overlap · 5 shared positions
$SNOW$BRZE$COP$UNIT$KKR
$167M
92 positions
#12Graetz Wealth LLCPassive
Notable overlap · 5 shared positions
$USB$SNOW$IBIT$UNIT$IAU
$112M
80 positions
#13Dodds Wealth, LLCSmart money
Notable overlap · 4 shared positions
$USB$BRZE$KKR$IAU
$407M
51 positions
#14Farrell Financial LLCPassive
Notable overlap · 4 shared positions
$USB$IAU$COP$BRZE
$167M
76 positions
#15Marion Wealth ManagementPassive
Notable overlap · 4 shared positions
$USB$COP$SNPS$NEE
$451M
146 positions
#16Efficient Advisors, LLCActive
Notable overlap · 5 shared positions
$SNOW$BRZE$COP$UNIT$NEE
$1.4B
58 positions
#17Insight Wealth Partners, LLCSmart money
Notable overlap · 3 shared positions
$USB$IAU$COP
$713M
120 positions
#18VERUS WEALTH MANAGEMENT, LLCActive
Notable overlap · 3 shared positions
$USB$COP$SNPS
$108M
49 positions
#19NavPoint Financial, Inc.Active
Notable overlap · 6 shared positions
$SNOW$IAU$COP$IBIT$MMM$IBM
$247M
71 positions
#20WESCAP Management Group, Inc.Active
Notable overlap · 5 shared positions
$USB$IAU$COP$UNIT$IBIT
$508M
107 positions
#21Luminvest Wealth Management LLCSmart money
Notable overlap · 4 shared positions
$USB$BRZE$COP$KKR
$382M
55 positions
#22Foundation Wealth Management, LLC\PAActive
Notable overlap · 6 shared positions
$USB$COP$SNOW$NEE$UNIT$IAU
$284M
91 positions
#23Hilton Capital Management, LLCActive
Notable overlap · 3 shared positions
$USB$SNOW$COP
$1.3B
129 positions
#24Gordian Advisors LLCSmart money
Notable overlap · 5 shared positions
$SNOW$BRZE$COP$IBM$LMT
$150M
55 positions
#25Legacy Edge Advisors, LLCActive
Notable overlap · 4 shared positions
$USB$SNOW$COP$UNIT
$951M
223 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.