13F Pro

Hedge Funds Similar to Sage Investment Counsel

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

Sage Investment Counsel LLC is an institutional investor managing $100M across 126 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 Investment Counsel are Black Maple, Brave Warrior Advisors, Parkwood, with shared positions in $PNFP, $UBER, $USB, $SNX, $SLM, $RYAAY. The full ranking of 25 similar funds is below.

#1Black Maple Capital Management LPActive
Notable overlap · 3 shared positions
$PNFP$UBER$USB
$176M
94 positions
#2Brave Warrior Advisors, LLCActive
Notable overlap · 6 shared positions
$SNX$SLM$RYAAY$LEN$OMF$ET
$4.6B
40 positions
#3Parkwood LLCActive
Some overlap · 5 shared positions
$SNX$SLM$UBER$CB$OMF
$1.4B
72 positions
#4Pershing Square Capital Management, L.P.
Some overlap · 3 shared positions
$BN$HHH$UBER
$13.7B
11 positions
#5PERSHING SQUARE HOLDCO, L.P.Active
Some overlap · 3 shared positions
$BN$HHH$UBER
$19.5B
14 positions
#6Mallini Complete Financial Planning LLCSmart money
Some overlap · 4 shared positions
$ET$DOV$ENB$EPD
$140M
70 positions
#7EPIQ PARTNERS, LLCPassive
Some overlap · 5 shared positions
$BN$BIP$CB$BEPC$EPD
$236M
98 positions
#8CNA FINANCIAL CORPActive
Some overlap · 3 shared positions
$ET$BN$EPD
$239M
18 positions
#9Gold Investment Management Ltd.Passive
Some overlap · 5 shared positions
$BN$BIP$ENB$O$BEPC
$369M
202 positions
#10Tacita Capital IncPassive
Some overlap · 4 shared positions
$BN$BIP$ENB$BEPC
$184M
214 positions
#11WALNUT PRIVATE EQUITY PARTNERS, LLCSmart money
Some overlap · 4 shared positions
$ET$BIP$EPD$BEPC
$185M
15 positions
#12PIN OAK INVESTMENT ADVISORS INCPassive
Some overlap · 3 shared positions
$ET$HHH$EPD
$138M
479 positions
#13GoodHaven Capital Management, LLCSmart money
Some overlap · 3 shared positions
$BN$CB$LEN
$318M
26 positions
#14Fogel Capital Management, Inc.Active
Some overlap · 4 shared positions
$ET$CB$EPD$ENB
$249M
57 positions
#15AMERICAN FINANCIAL GROUP INCActive
Some overlap · 3 shared positions
$ET$UBER$EPD
$284M
73 positions
#16MILLER HOWARD INVESTMENTS INC /NYActive
Some overlap · 4 shared positions
$ET$ENB$EPD$USB
$3.8B
152 positions
#17LINCLUDEN MANAGEMENT LTDActive
Some overlap · 4 shared positions
$BN$BIP$BEPC$USB
$1.0B
68 positions
#18Addis & Hill, IncSmart money
Some overlap · 3 shared positions
$ET$DOV$EPD
$181M
29 positions
#19REUTER JAMES WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$ET$DOV$UBER
$760M
229 positions
#20Chicago Partners Investment Group LLCPassive
Some overlap · 4 shared positions
$ET$EPD$BIP$BN
$5.0B
1,588 positions
#21HUTNER CAPITAL MANAGEMENT INCActive
Some overlap · 4 shared positions
$CB$ENB$O$EPD
$252M
43 positions
#22Dixon Mitchell Investment Counsel Inc.Active
Some overlap · 3 shared positions
$BN$BIP$UBER
$3.1B
144 positions
#23Empire Financial Management Company, LLCPassive
Some overlap · 4 shared positions
$ET$CB$BIP$AZO
$253M
139 positions
#24SL ADVISORS, LLCActive
Some overlap · 3 shared positions
$ET$ENB$EPD
$57M
32 positions
#25Rockwood Wealth Management, LLCSmart money
Some overlap · 3 shared positions
$ET$ENB$EPD
$1.6B
132 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.