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Hedge Funds Similar to SACKS & ASSOCIATES

13F Portfolio OverlapQ3 2026SACKS & ASSOCIATES portfolio →
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Most similar hedge funds by 13F overlap

SACKS & ASSOCIATES, LLC is an institutional investor managing $143M across 79 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to SACKS & ASSOCIATES are BERKSHIRE ASSET, J. Team Financial, ELEMENT POINTE ADVISORS, with shared positions in $DELL, $LEN, $DE, $KMI, $HON, $WM. The full ranking of 25 similar funds is below.

#1BERKSHIRE ASSET MANAGEMENT LLC/PAActive
Notable overlap · 7 shared positions
$DELL$LEN$DE$KMI$HON$WM
$2.5B
270 positions
#2J. Team Financial, Inc.Passive
Notable overlap · 6 shared positions
$STT$DELL$DE$CRWD$HPE$WM
$103M
102 positions
#3ELEMENT POINTE ADVISORS, LLCSmart money
Notable overlap · 3 shared positions
$STT$DELL$IBIT
$709M
91 positions
#4Cedar Point Capital Partners, LLCActive
Notable overlap · 3 shared positions
$STT$CRWD$DE
$174M
77 positions
#5Convergence Financial, LLCPassive
Notable overlap · 3 shared positions
$STT$CRWD$IBIT
$1.3B
272 positions
#6Friday FinancialActive
Notable overlap · 3 shared positions
$STT$IBIT$DE
$506M
119 positions
#7Lifeworks Advisors, LLCPassive
Notable overlap · 5 shared positions
$DELL$HPE$IBIT$DE$QCOM
$955M
337 positions
#8Sterling Investment Management, Inc.Passive
Notable overlap · 4 shared positions
$MCO$RIO$WM$CP
$184M
75 positions
#9YCG, LLCActive
Notable overlap · 4 shared positions
$MCO$RSG$WM$CP
$1.1B
41 positions
#10Marshall & Sterling Wealth Advisors Inc.Passive
Notable overlap · 5 shared positions
$STT$CRWD$ETN$RIO$WM
$169M
339 positions
#11Upper Left Wealth Management, LLCActive
Notable overlap · 3 shared positions
$STT$IBIT$DE
$193M
68 positions
#12Financial Engines Advisors L.L.C.Active
Notable overlap · 3 shared positions
$STT$IBIT$KMI
$56.3B
552 positions
#13SSA SWISS ADVISORS AGPassive
Notable overlap · 4 shared positions
$STT$RIO$QCOM$ADBE
$266M
107 positions
#14OPINICUS CAPITAL, INC.Passive
Notable overlap · 5 shared positions
$DELL$TOL$CRWD$DE$QCOM
$187M
105 positions
#15Rothschild & Co Wealth Management UK LtdSmart money
Notable overlap · 3 shared positions
$MCO$DE$CP
$7.2B
25 positions
#16GLOBALT Investments LLC / GAActive
Some overlap · 3 shared positions
$STT$ETN$WM
$2.9B
212 positions
#17LYNX CAPITAL GROUP LTD /ADVPassive
Some overlap · 4 shared positions
$STT$HON$HONA$QCOM
$248M
91 positions
#18ESG Planning DBA Harper InvestingPassive
Some overlap · 6 shared positions
$STT$CRWD$IBIT$QCOM$HON$HONA
$323M
86 positions
#19Midwest Capital Advisors, LLCActive
Some overlap · 3 shared positions
$STT$WM$DE
$246M
210 positions
#20Stonebridge Financial Group, LLC/CAPassive
Some overlap · 5 shared positions
$STT$CRWD$WM$HON$HONA
$722M
310 positions
#21MATAURO, LLCActive
Some overlap · 4 shared positions
$STT$IBIT$HON$HONA
$756M
158 positions
#22Canal Insurance COActive
Some overlap · 4 shared positions
$DELL$RIO$KMI$CP
$426M
73 positions
#23AAFMAA Wealth Management & Trust LLCActive
Some overlap · 6 shared positions
$STT$HPE$DELL$RSG$ETN$WM
$291M
94 positions
#24Hudson Value Partners, LLCPassive
Some overlap · 5 shared positions
$DELL$DE$CRWD$QCOM$CP
$399M
113 positions
#25Castlefield Investment Partners LLPActive
Some overlap · 4 shared positions
$MCO$LEN$DE$RSG
$147M
35 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.