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Hedge Funds Similar to SageOak Financial,

13F Portfolio OverlapQ1 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 Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to SageOak Financial, are Lakeshore Financial Planning,, Fairvoy Private Wealth,, Geometric Wealth Advisors, with shared positions in $OKE, $FITB, $SO, $NSC, $DOV, $MSTR. The full ranking of 14 similar funds is below.

#1Lakeshore Financial Planning, Inc.Active
Notable overlap · 3 shared positions
$OKE$FITB$SO
$276M
85 positions
#2Fairvoy Private Wealth, LLCPassive
Notable overlap · 3 shared positions
$OKE$SO$FITB
$419M
201 positions
#3Geometric Wealth AdvisorsSmart money
Some overlap · 3 shared positions
$NSC$SO$DOV
$799M
85 positions
#4OLD SECOND NATIONAL BANK OF AURORAPassive
Some overlap · 3 shared positions
$DOV$FITB$NSC
$484M
280 positions
#5Tannin Capital LLCPassive
Some overlap · 3 shared positions
$DOV$SO$OKE
$138M
152 positions
#6CERTIOR FINANCIAL GROUP, LLCPassive
Slight overlap · 3 shared positions
$DOV$MSTR$OKE
$157M
130 positions
#7NewEdge Advisors, LLCPassive
Slight overlap · 4 shared positions
$DOV$SO$OKE$FITB
$2.2B
1,217 positions
#8LEAVELL INVESTMENT MANAGEMENT, INC.Passive
Slight overlap · 3 shared positions
$SO$OKE$DOV
$2.4B
603 positions
#9ELEVATE WEALTH ADVISORY, INCActive
Slight overlap · 3 shared positions
$SO$DOV$NSC
$158M
125 positions
#10COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYSPassive
Slight overlap · 3 shared positions
$SO$NSC$OKE
$19.6B
1,755 positions
#11CORNERSTONE ADVISORS ASSET MANAGEMENT, LLCActive
Slight overlap · 3 shared positions
$OKE$DOV$NSC
$648M
134 positions
#12VISIONARY HORIZONS, LLCPassive
Slight overlap · 3 shared positions
$FITB$SO$NSC
$203M
128 positions
#13Gateway Wealth Partners, LLCPassive
Slight overlap · 3 shared positions
$DOV$FITB$OKE
$2.6B
925 positions
#14HHM Wealth Advisors, LLCActive
Slight overlap · 3 shared positions
$NSC$MSTR$SO
$869M
878 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.