How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to SAGE FINANCIAL GROUP

13F Portfolio OverlapQ1 2026SAGE FINANCIAL GROUP portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

SAGE FINANCIAL GROUP INC is an institutional investor managing $1.5B across 107 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 SAGE FINANCIAL GROUP are Wrenne Financial Planning, FC Advisory, Archvest Wealth Advisors,, with shared positions in $MKL, $SCHW, $UNIT, $BRZE, $HUM, $DHR. The full ranking of 25 similar funds is below.

#1Wrenne Financial Planning LLCSmart money

Notable overlap · 5 shared positions

$MKL $SCHW $UNIT $BRZE $HUM

$255M

49 positions

#2FC Advisory LLCActive

Notable overlap · 8 shared positions

$MKL $SCHW $DHR $LEN $USB $BRZE

$342M

115 positions

#3Archvest Wealth Advisors, Inc.Active

Notable overlap · 8 shared positions

$MKL $SCHW $USB $BRZE $CTVA $HUM

$155M

74 positions

#4Firestone Capital ManagementPassive

Notable overlap · 6 shared positions

$MKL $SCHW $UNIT $DHR $USB $HUM

$480M

160 positions

#5Efficient Advisors, LLCActive

Notable overlap · 5 shared positions

$MKL $SCHW $UNIT $BRZE $SNOW

$1.4B

58 positions

#6BLUESTEM FINANCIAL ADVISORS, LLCSmart money

Notable overlap · 3 shared positions

$MKL $SCHW $BRZE

$259M

33 positions

#7BARR E S & COActive

Notable overlap · 3 shared positions

$MKL $SCHW $SHW

$1.7B

108 positions

#8VERITY Wealth AdvisorsActive

Notable overlap · 6 shared positions

$MKL $SCHW $LEN $DHR $NOW $BRZE

$150M

81 positions

#9OSBORNE PARTNERS CAPITAL MANAGEMENT, LLCActive

Notable overlap · 4 shared positions

$MKL $SCHW $DHR $XYZ

$1.9B

197 positions

#10SVRN Asset Management, LLCActive

Notable overlap · 5 shared positions

$MKL $SCHW $UNIT $BRZE $HUM

$103M

37 positions

#11Poehling Capital Management, INC.Passive

Notable overlap · 4 shared positions

$MKL $SCHW $KKR $HSY

$475M

153 positions

#12Five Pine Wealth ManagementActive

Notable overlap · 4 shared positions

$MKL $SCHW $BRZE $SNOW

$161M

47 positions

#13LAM GROUP, INC.Passive

Notable overlap · 3 shared positions

$MKL $UNIT $SCHW

$182M

136 positions

#14Pinnacle Financial Group, LLC / ILPassive

Notable overlap · 7 shared positions

$MKL $UNIT $SCHW $USB $BRZE $KKR

$365M

111 positions

#15Voya Financial Advisors, Inc.Active

Notable overlap · 3 shared positions

$MKL $SCHW $KKR

$1.0B

209 positions

#16Verus Financial Partners, Inc.Smart money

Notable overlap · 5 shared positions

$MKL $UNIT $DHR $BRZE $SNOW

$1.1B

121 positions

#17Hegarty Advisors, LLCActive

Notable overlap · 6 shared positions

$MKL $UNIT $USB $KKR $DIA $HUM

$127M

57 positions

#18Triune Financial Partners, LLCSmart money

Notable overlap · 3 shared positions

$MKL $UNIT $DHR

$421M

47 positions

#19Performa Ltd (US), LLCSmart money

Notable overlap · 3 shared positions

$MKL $UNIT $CTVA

$442M

47 positions

#20Grange Capital, LLCActive

Notable overlap · 4 shared positions

$MKL $UNIT $KKR $GSAT

$100M

46 positions

#21Newton One Investments LLCActive

Notable overlap · 7 shared positions

$MKL $UNIT $DHR $USB $HUM $KKR

$368M

121 positions

#22INKWELL CAPITAL LLCActive

Notable overlap · 4 shared positions

$MKL $SCHW $BRZE $HSY

$98M

31 positions

#23HALL CAPITAL MANAGEMENT CO INCPassive

Notable overlap · 5 shared positions

$MKL $SCHW $USB $HUM $SHW

$280M

107 positions

#24Topsail Wealth Management, LLCActive

Notable overlap · 6 shared positions

$MKL $UNIT $LEN $USB $BRZE $HUM

$678M

294 positions

#25Gladwyn Financial Advisors, Inc.Active

Notable overlap · 4 shared positions

$MKL $UNIT $LEN $USB

$144M

86 positions

Compare SAGE FINANCIAL GROUP’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View SAGE FINANCIAL GROUP’s holdings

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.