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Hedge Funds Similar to Sage Investment Counsel

13F Portfolio OverlapQ1 2026Sage Investment Counsel portfolio →
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Most similar hedge funds by 13F overlap

Sage Investment Counsel LLC is an institutional investor managing $90M across 127 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 Investment Counsel are Black Maple, EPIQ PARTNERS,, Gold Investment Ltd., with shared positions in $PNFP, $UBER, $BAC, $USB, $BN, $LEN. The full ranking of 25 similar funds is below.

#1Black Maple Capital Management LPActive
Notable overlap · 4 shared positions
$PNFP$UBER$BAC$USB
$179M
98 positions
#2EPIQ PARTNERS, LLCPassive
Notable overlap · 9 shared positions
$BAC$BN$LEN$BIP$USB$BEPC
$214M
83 positions
#3Gold Investment Management Ltd.Passive
Notable overlap · 8 shared positions
$BN$BIP$BAC$ENB$O$BEPC
$323M
201 positions
#4CNA FINANCIAL CORPActive
Notable overlap · 4 shared positions
$ET$BN$UBER$EPD
$235M
15 positions
#5GoodHaven Capital Management, LLCSmart money
Some overlap · 4 shared positions
$BN$CB$BAC$LEN
$287M
26 positions
#6MILLER HOWARD INVESTMENTS INC /NYActive
Some overlap · 5 shared positions
$ET$ENB$BAC$EPD$CNQ
$3.7B
138 positions
#7Tacita Capital IncPassive
Some overlap · 5 shared positions
$BN$ENB$BIP$BEPC$UNIT
$169M
238 positions
#8DAVIS-REA LTD.Passive
Some overlap · 5 shared positions
$BAC$BN$ENB$CB$BEPC
$384M
54 positions
#9First Washington CORPActive
Some overlap · 5 shared positions
$BAC$UBER$LEN$USB$BRZE
$353M
50 positions
#10Brave Warrior Advisors, LLCActive
Some overlap · 7 shared positions
$SNX$SLM$LEN$RYAAY$OMF$BAC
$4.0B
36 positions
#11DCF Advisers, LLCActive
Some overlap · 4 shared positions
$ET$BAC$UBER$USB
$375M
86 positions
#12WALNUT PRIVATE EQUITY PARTNERS, LLCSmart money
Some overlap · 4 shared positions
$ET$BIP$EPD$BEPC
$181M
14 positions
#13Pershing Square Capital Management, L.P.Smart money
Some overlap · 3 shared positions
$BN$UBER$HHH
$13.7B
11 positions
#14Fogel Capital Management, Inc.Active
Some overlap · 6 shared positions
$ET$CB$EPD$BAC$ENB$LEN
$219M
52 positions
#15Westbourne Investment Advisors, Inc.Passive
Some overlap · 4 shared positions
$UBER$CB$BAC$SCHW
$343M
115 positions
#16BASSWOOD CAPITAL MANAGEMENT, L.L.C.Active
Some overlap · 5 shared positions
$PNFP$BAC$USB$OMF$SCHW
$2.1B
108 positions
#17Coordinated Financial Services, Inc.Passive
Some overlap · 7 shared positions
$DOV$USB$BAC$UNIT$SCHW$BRZE
$174M
176 positions
#18Royal Palms Capital LLCPassive
Some overlap · 4 shared positions
$ET$ENB$EPD$SCHW
$101M
50 positions
#19GRAYBILL WEALTH MANAGEMENT, LTD.Passive
Some overlap · 4 shared positions
$BN$UBER$BAC$CNQ
$328M
83 positions
#20Dixon Mitchell Investment Counsel Inc.Active
Some overlap · 5 shared positions
$BN$BIP$UBER$CNQ$LEN
$2.9B
140 positions
#21Pacifica Partners Inc.Passive
Some overlap · 4 shared positions
$BN$BAC$ENB$CNQ
$301M
451 positions
#22PCJ Investment Counsel Ltd.Passive
Some overlap · 5 shared positions
$ENB$BIP$BN$BEPC$CNQ
$352M
59 positions
#23DIVIDEND ASSETS CAPITAL, LLCPassive
Some overlap · 4 shared positions
$ET$ENB$EPD$CNQ
$501M
138 positions
#24AMERICAN FINANCIAL GROUP INCActive
Some overlap · 3 shared positions
$ET$UBER$EPD
$270M
71 positions
#25Addenda Capital Inc.Active
Some overlap · 4 shared positions
$BN$ENB$BIP$CNQ
$3.6B
129 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.