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Hedge Funds Similar to SAGE ADVISORS,

13F Portfolio OverlapQ4 2025SAGE ADVISORS, portfolio →
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Most similar hedge funds by 13F overlap

SAGE ADVISORS, LLC is an institutional investor managing $151M across 48 U.S. equity positions as of Q4 2025. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to SAGE ADVISORS, are Muzinich & ,, Melia Wealth, PANORAMIC INVESTMENT ADVISORS,, with shared positions in $ARCC, $OBDC, $HCXY, $FSK, $OHI, $BNL. The full ranking of 25 similar funds is below.

#1Muzinich & Co., Inc.Active
Substantial overlap · 4 shared positions
$ARCC$OBDC$HCXY$FSK
$286M
38 positions
#2Melia Wealth LLCActive
Notable overlap · 4 shared positions
$ARCC$OBDC$HCXY$OHI
$207M
22 positions
#3PANORAMIC INVESTMENT ADVISORS, LLCActive
Notable overlap · 4 shared positions
$ARCC$OBDC$HCXY$OHI
$207M
22 positions
#4Prairiewood Capital, LLCActive
Notable overlap · 5 shared positions
$BNL$ARCC$OBDC$HPQ$MO
$346M
77 positions
#5FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.Passive
Notable overlap · 4 shared positions
$ARCC$ENB$DIA$IBM
$180M
96 positions
#6Columbus Macro, LLCPassive
Notable overlap · 5 shared positions
$ENB$BNL$NLY$ARCC$OHI
$936M
200 positions
#7Sound Income Strategies, LLCPassive
Some overlap · 4 shared positions
$ARCC$OBDC$HCXY$ENB
$2.1B
2,596 positions
#8ARES MANAGEMENT LLCSmart money
Some overlap · 4 shared positions
$ARCC$OBDC$FSK$HCXY
$1.5B
37 positions
#9Challenger Wealth ManagementActive
Some overlap · 3 shared positions
$ARCC$PWR$MO
$125M
58 positions
#10TECTONIC ADVISORS LLCActive
Some overlap · 7 shared positions
$ENB$MO$IBM$ARCC$OBDC$HCXY
$1.9B
267 positions
#11Post Resch Tallon Group Inc.Passive
Some overlap · 4 shared positions
$BNL$IBM$NLY$OHI
$124M
120 positions
#12HUTNER CAPITAL MANAGEMENT INCActive
Some overlap · 3 shared positions
$MO$ENB$EPD
$243M
44 positions
#13PROMETHIUM ADVISORS,LLCPassive
Some overlap · 4 shared positions
$MO$BNL$PWR$EPD
$193M
112 positions
#14Baugh & Associates, LLCActive
Some overlap · 4 shared positions
$MO$ARCC$NEE$IBM
$232M
44 positions
#15PARK CIRCLE CoActive
Some overlap · 5 shared positions
$MO$IBM$ENB$NLY$ARCC
$108M
51 positions
#16Wright Wealth LLCActive
Some overlap · 3 shared positions
$NLY$EPD$IBM
$149M
51 positions
#17GQG Partners LLCActive
Some overlap · 3 shared positions
$ENB$MO$NEE
$63.1B
81 positions
#18MADDEN SECURITIES CorpPassive
Some overlap · 4 shared positions
$ENB$MO$IBM$EPD
$333M
113 positions
#19MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INCPassive
Some overlap · 4 shared positions
$MO$ENB$HPE$EPD
$176M
81 positions
#20Royal Palms Capital LLCPassive
Some overlap · 4 shared positions
$ENB$IBM$MO$EPD
$101M
50 positions
#21Slagle Financial, LLCPassive
Some overlap · 4 shared positions
$MO$NLY$IBM$NEE
$303M
121 positions
#22Key Client Fiduciary Advisors, LLCPassive
Some overlap · 5 shared positions
$NLY$IBM$MO$ARCC$GLXY
$294M
216 positions
#23TT Capital Management LLCActive
Some overlap · 3 shared positions
$OBDC$FSK$EPD
$121M
73 positions
#24Generali Asset Management SPA SGRPassive
Some overlap · 3 shared positions
$ARCC$OBDC$FSK
$4.8B
484 positions
#25CASCADE INVESTMENT GROUP, INC.Passive
Some overlap · 5 shared positions
$MO$IBM$PWR$ARCC$OHI
$152M
147 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.