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Hedge Funds Similar to SAGESPRING WEALTH PARTNERS

13F Portfolio OverlapQ2 2026SAGESPRING WEALTH PARTNERS portfolio →
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Most similar hedge funds by 13F overlap

SAGESPRING WEALTH PARTNERS, LLC is an institutional investor managing $6.5B across 846 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 SAGESPRING WEALTH PARTNERS are SAGE PRIVATE WEALTH GROUP, Accretive Wealth Partners, RiverGlades Family Offices, with shared positions in $IAU, $TJX, $ETN, $AXP, $MPC, $PM. The full ranking of 25 similar funds is below.

#1SAGE PRIVATE WEALTH GROUP, LLCActive
Some overlap · 5 shared positions
$IAU$TJX$ETN$AXP$MPC
$222M
100 positions
#2Accretive Wealth Partners, LLCPassive
Some overlap · 4 shared positions
$IAU$PM$TJX$MPC
$412M
181 positions
#3RiverGlades Family Offices LLCActive
Some overlap · 4 shared positions
$IAU$PM$ETN$MPC
$218M
108 positions
#4Hamilton Point Investment Advisors, LLCPassive
Some overlap · 4 shared positions
$IAU$TJX$ETN$AXP
$710M
193 positions
#5Bigelow Investment Advisors, LLCPassive
Some overlap · 4 shared positions
$IAU$TJX$ETN$AXP
$276M
157 positions
#6Harbour Wealth Management Group, Inc.Active
Some overlap · 4 shared positions
$IAU$TJX$ETN$MPC
$148M
89 positions
#7Dynasty Wealth Management, LLCActive
Some overlap · 4 shared positions
$IAU$PM$MPC$AXP
$13.5B
367 positions
#8INTREPID CAPITAL MANAGEMENT INCPassive
Some overlap · 3 shared positions
$IAU$PM$TJX
$282M
109 positions
#9Verus Financial Partners, Inc.Smart money
Some overlap · 3 shared positions
$IAU$PM$TJX
$1.2B
127 positions
#10Kelly Financial Services LLCActive
Some overlap · 3 shared positions
$IAU$PM$TJX
$467M
141 positions
#11Sharp Financial Services, LLCActive
Some overlap · 3 shared positions
$IAU$PM$ETN
$216M
127 positions
#12TENET WEALTH PARTNERS, LLCActive
Some overlap · 3 shared positions
$IAU$PM$ETN
$134M
101 positions
#13ALLIANZ SEActive
Some overlap · 3 shared positions
$IAU$PM$AXP
$9.5B
519 positions
#14Narwhal Capital ManagementActive
Some overlap · 3 shared positions
$IAU$PM$AXP
$1.4B
157 positions
#15KITCHING PARTNERS, LLCActive
Some overlap · 3 shared positions
$IAU$PM$AXP
$116M
40 positions
#16MBA Advisors LLCPassive
Some overlap · 3 shared positions
$IAU$PM$MPC
$297M
166 positions
#17Private Harbour Investment Management & Counsel, LLCActive
Some overlap · 3 shared positions
$IAU$TJX$ETN
$84M
36 positions
#18FORBES J M & CO LLPActive
Some overlap · 3 shared positions
$IAU$TJX$ETN
$1.3B
159 positions
#19QUEST INVESTMENT MANAGEMENT LLCActive
Some overlap · 3 shared positions
$IAU$TJX$ETN
$856M
115 positions
#20BEACON INVESTMENT ADVISORY SERVICES, INC.Passive
Some overlap · 3 shared positions
$IAU$TJX$ETN
$2.7B
812 positions
#21Philadelphia Investment Partners, LLCPassive
Some overlap · 3 shared positions
$IAU$PM$MPC
$161M
189 positions
#22Gibson Capital, LLCSmart money
Some overlap · 3 shared positions
$IAU$PM$ETN
$610M
94 positions
#23JAMES INVESTMENT RESEARCH, INC.Passive
Some overlap · 3 shared positions
$IAU$ETN$TJX
$984M
375 positions
#24BFSG, LLCPassive
Some overlap · 3 shared positions
$IAU$TJX$AXP
$1.1B
768 positions
#25CHATHAM CAPITAL GROUP, INC.Passive
Some overlap · 3 shared positions
$IAU$TJX$AXP
$783M
200 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.