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 ,

13F Portfolio OverlapQ1 2026Sage , portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Sage Capital Management, LLC is an institutional investor managing $213M across 163 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 , are American Alpha Advisors,, 1 NORTH WEALTH SERVICES, Marshall & Sterling Wealth Advisors, with shared positions in $WT, $GSAT, $ALPS, $CRWD, $DIA, $AMD. The full ranking of 25 similar funds is below.

#1American Alpha Advisors, LLCActive

Notable overlap · 6 shared positions

$WT $GSAT $ALPS $CRWD $DIA $AMD

$188M

96 positions

#21 NORTH WEALTH SERVICES LLCPassive

Notable overlap · 6 shared positions

$WT $QUBT $GSAT $DIA $ALPS $OKE

$277M

270 positions

#3Marshall & Sterling Wealth Advisors Inc.Passive

Some overlap · 7 shared positions

$WT $IBM $GSAT $CRWD $HUM $MAR

$153M

344 positions

#4Warner Group LLCPassive

Some overlap · 7 shared positions

$WT $GSAT $OTIS $MAR $CRWD $AMD

$153M

78 positions

#5Authentikos Wealth Advisory, LLCPassive

Some overlap · 4 shared positions

$WT $GSAT $LAMR $AMD

$148M

70 positions

#6Del-Sette Capital Management, LLCActive

Some overlap · 4 shared positions

$WT $IBM $ALPS $NKE

$167M

44 positions

#7Eagle Strategies LLCPassive

Some overlap · 7 shared positions

$WT $ALPS $AMD $GSAT $HUM $IBM

$837M

258 positions

#8Nova Wealth Management, Inc.Passive

Some overlap · 7 shared positions

$QUBT $WT $GSAT $AGQ $ALPS $AMD

$154M

545 positions

#9Reyes Financial Architecture, Inc.Passive

Some overlap · 6 shared positions

$WT $ALPS $AGQ $IBM $AXP $HUM

$122M

348 positions

#10Comprehensive Money Management Services LLCPassive

Some overlap · 3 shared positions

$WT $GSAT $IRM

$152M

193 positions

#11IAM Advisory, LLCActive

Some overlap · 4 shared positions

$WT $GSAT $AGQ $AMD

$446M

95 positions

#12CATHY PARETO & ASSOCIATES, INCPassive

Some overlap · 4 shared positions

$WT $QUBT $ALPS $MAR

$149M

96 positions

#13Castle Rock Wealth Management, LLCPassive

Some overlap · 4 shared positions

$WT $IBM $ALPS $OKE

$462M

262 positions

#14Kraft, Davis & Associates, LLCPassive

Some overlap · 7 shared positions

$QUBT $WT $OTIS $AGQ $HUM $NKE

$469M

151 positions

#15Boothe Investment Group, Inc.Active

Some overlap · 4 shared positions

$WT $IBM $CRWD $AMD

$311M

40 positions

#16Capital Investment Counsel, LLCPassive

Some overlap · 5 shared positions

$WT $IBM $LAMR $ALPS $DLR

$730M

147 positions

#17Collaborative Wealth Managment Inc.Passive

Some overlap · 4 shared positions

$WT $GSAT $HUM $MAR

$218M

162 positions

#18Peck Wealth Management, LLCPassive

Some overlap · 4 shared positions

$WT $IBM $HUM $AXP

$100M

122 positions

#19First Financial Group CorpActive

Some overlap · 6 shared positions

$WT $GSAT $CRWD $IBM $HUM $NKE

$122M

80 positions

#20Solutions 4 Wealth, LtdPassive

Some overlap · 4 shared positions

$WT $GSAT $MAR $QUBT

$66M

55 positions

#21RATIONAL ADVISORS, INC.Active

Some overlap · 3 shared positions

$WT $GSAT $HUM

$980M

179 positions

#22Fermata Advisors, LLCPassive

Some overlap · 4 shared positions

$WT $ALPS $OKE $GSAT

$444M

232 positions

#23Centerpoint Advisory GroupPassive

Some overlap · 5 shared positions

$WT $CRWD $OKE $HUM $AXP

$133M

108 positions

#24Fortune Financial Group, Inc.Active

Some overlap · 4 shared positions

$WT $GSAT $AGQ $OTIS

$111M

84 positions

#25Avant Capital LLCPassive

Some overlap · 4 shared positions

$WT $ALPS $AGQ $HUM

$142M

76 positions

Compare Sage ,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Sage ,’s holdings

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.