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Hedge Funds Similar to SageOak Financial

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

SageOak Financial, LLC is an institutional investor managing $154M across 37 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 SageOak Financial are Tannin, LEAVELL INVESTMENT, RS CRUM, with shared positions in $DOV, $SO, $OKE. The full ranking of 3 similar funds is below.

#1Tannin Capital LLCPassive
Some overlap · 3 shared positions
$DOV$SO$OKE
$152M
169 positions
#2LEAVELL INVESTMENT MANAGEMENT, INC.Passive
Some overlap · 3 shared positions
$SO$DOV$OKE
$2.7B
633 positions
#3RS CRUM INC.Active
Slight overlap · 3 shared positions
$OKE$SO$DOV
$533M
103 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.