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Hedge Funds Similar to Sage

13F Portfolio OverlapQ2 2026Sage portfolio →
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Most similar hedge funds by 13F overlap

Sage Capital Management, LLC is an institutional investor managing $256M across 167 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Sage are Clay Northam Wealth, Corps Advisors, LEGACY FINANCIAL INDEPENDENT ADVISORS, with shared positions in $CRWD, $ALPS, $TXN, $ARM, $OKE, $PSA. The full ranking of 25 similar funds is below.

#1Clay Northam Wealth Management, LLCPassive
Some overlap · 3 shared positions
$CRWD$ALPS$TXN
$203M
109 positions
#2Corps Capital Advisors, LLCPassive
Some overlap · 3 shared positions
$CRWD$ARM$OKE
$124M
99 positions
#3LEGACY FINANCIAL INDEPENDENT ADVISORS LLCPassive
Some overlap · 4 shared positions
$CRWD$PSA$MAR$AXP
$213M
124 positions
#4AMI ASSET MANAGEMENT CORPActive
Some overlap · 3 shared positions
$CRWD$ARM$ECL
$1.7B
99 positions
#5NCP Inc.Active
Some overlap · 3 shared positions
$CRWD$ARM$RKLB
$72M
78 positions
#6Stony Point Wealth Management Inc.Passive
Some overlap · 3 shared positions
$CRWD$OKE$MAR
$283M
103 positions
#7Harold Davidson & Associates Inc.Active
Some overlap · 3 shared positions
$CRWD$MAR$AXP
$231M
59 positions
#8Darden Wealth Group IncPassive
Some overlap · 3 shared positions
$CRWD$ARM$RKLB
$252M
155 positions
#9Legacy Advisory Services, LLCActive
Some overlap · 3 shared positions
$CRWD$MAR$RKLB
$142M
54 positions
#10Mason & Associates IncActive
Some overlap · 3 shared positions
$ALPS$CRWD$YMM
$619M
161 positions
#11Odyssey Capital Advisors, Inc.Passive
Some overlap · 3 shared positions
$CRWD$AXP$MAR
$140M
101 positions
#12Disciplined Equity Management, Inc.Smart money
Some overlap · 3 shared positions
$CRWD$OKE$TXN
$226M
45 positions
#13Axecap Investments, LLCPassive
Some overlap · 3 shared positions
$CRWD$MAR$TXN
$181M
73 positions
#14Thomasville National BankPassive
Some overlap · 3 shared positions
$CRWD$AXP$GD
$1.8B
241 positions
#15PERRYMAN FINANCIAL ADVISORY INC /ADPassive
Some overlap · 5 shared positions
$ALPS$CRWD$MAR$AMT$TXN
$751M
191 positions
#16Palouse Capital Management, Inc.Passive
Some overlap · 4 shared positions
$LAMR$OKE$AMT$TXN
$160M
124 positions
#17JPL Wealth Management, LLCPassive
Some overlap · 3 shared positions
$LAMR$ALPS$PSA
$504M
1,876 positions
#18OMC Financial Services LTDActive
Some overlap · 3 shared positions
$CRWD$MAR$GD
$302M
61 positions
#19KERR FINANCIAL PLANNING CorpPassive
Some overlap · 3 shared positions
$CRWD$ARM$ALPS
$90M
545 positions
#20COMMONS CAPITAL, LLCActive
Some overlap · 3 shared positions
$CRWD$AMT$GD
$143M
96 positions
#21Penserra Capital Management LLCPassive
Some overlap · 4 shared positions
$CRWD$ARM$RKLB$GD
$13.0B
1,127 positions
#22Centerpoint Advisory GroupPassive
Some overlap · 3 shared positions
$CRWD$OKE$AXP
$158M
117 positions
#23Global Wealth Management Investment Advisory, Inc.Passive
Some overlap · 3 shared positions
$CRWD$AXP$GD
$703M
160 positions
#24High Note Wealth, LLCPassive
Some overlap · 3 shared positions
$CRWD$GD$ECL
$586M
959 positions
#25Baltimore-Washington Financial Advisors, Inc.Passive
Some overlap · 3 shared positions
$CRWD$MAR$RKLB
$2.7B
206 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.