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Hedge Funds Similar to Sanchez Gaunt ,

13F Portfolio OverlapQ1 2026Sanchez Gaunt , portfolio →
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Most similar hedge funds by 13F overlap

Sanchez Gaunt Capital Management, LLC is an institutional investor managing $160M across 184 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 Sanchez Gaunt , are Center For Asset, BFSG,, ASSETMARK,, with shared positions in $UTHR, $NEM, $T, $FOX, $IAU, $SYF. The full ranking of 25 similar funds is below.

#1Center For Asset Management LLCPassive
Some overlap · 8 shared positions
$UTHR$NEM$T$FOX$IAU$SYF
$201M
144 positions
#2BFSG, LLCPassive
Some overlap · 4 shared positions
$IAU$NEM$T$BRZE
$1.1B
750 positions
#3ASSETMARK, INCPassive
Some overlap · 8 shared positions
$UTHR$NEM$T$FOX$SYF$UAL
$49.0B
3,443 positions
#4Ballast Financial Advisors LLCActive
Some overlap · 4 shared positions
$IAU$NEM$BRZE$USB
$98M
68 positions
#5Glass Jacobson Investment Advisors llcPassive
Some overlap · 5 shared positions
$IAU$AHR$BRZE$OKTA$USB
$290M
607 positions
#6Virtus Family Office LLCPassive
Some overlap · 4 shared positions
$IAU$UTHR$SYF$OKTA
$117M
73 positions
#7TriaGen Wealth Management LLCPassive
Some overlap · 4 shared positions
$IAU$T$OKTA$USB
$366M
171 positions
#8Proficio Capital Partners LLCActive
Some overlap · 4 shared positions
$IAU$OKTA$LEN$USB
$1.9B
248 positions
#9TFB Advisors LLCPassive
Some overlap · 7 shared positions
$UTHR$NEM$T$FOX$SYF$HIG
$191M
180 positions
#10WESCAP Management Group, Inc.Active
Some overlap · 4 shared positions
$IAU$OKTA$GMM$USB
$508M
107 positions
#11Sagace Wealth Management LLCPassive
Some overlap · 4 shared positions
$IAU$BRZE$USB$NEM
$149M
70 positions
#12Elwood & Goetz Wealth Advisory Group, LLCActive
Some overlap · 4 shared positions
$IAU$BRZE$GMM$T
$589M
138 positions
#13Upper Left Wealth Management, LLCPassive
Some overlap · 3 shared positions
$IAU$GMM$BRZE
$169M
68 positions
#14Faithward Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$UTHR$USB
$701M
261 positions
#15RCS Financial Planning, LLCPassive
Some overlap · 3 shared positions
$IAU$GMM$BRZE
$193M
98 positions
#16Independent Family Office, LLCActive
Some overlap · 4 shared positions
$IAU$BRZE$USB$NEM
$243M
90 positions
#17Note Advisors, LLCActive
Some overlap · 3 shared positions
$IAU$BRZE$UAL
$200M
85 positions
#18MAIMON WEALTH MANAGEMENT LTD.Passive
Some overlap · 3 shared positions
$IAU$GMM$BRZE
$114M
77 positions
#19Integrity Wealth Solutions LLCPassive
Some overlap · 3 shared positions
$IAU$GMM$BRZE
$255M
130 positions
#20Exit Wealth Advisors, LLC.Active
Some overlap · 3 shared positions
$IAU$BRZE$EXEL
$195M
131 positions
#21Gunpowder Capital Management, LLC dba Oliver Wealth ManagementPassive
Some overlap · 4 shared positions
$IAU$NEM$MDY$GMM
$132M
408 positions
#22Cushing Capital Partners, LLCPassive
Some overlap · 3 shared positions
$IAU$BRZE$USB
$130M
96 positions
#23DecisionPoint Financial, LLCActive
Some overlap · 3 shared positions
$IAU$BRZE$USB
$464M
679 positions
#24Bigelow Investment Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$OKTA$USB
$250M
153 positions
#25White Lighthouse Investment Management Inc.Active
Some overlap · 3 shared positions
$IAU$BRZE$USB
$721M
145 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.