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Hedge Funds Similar to SAGE FINANCIAL GROUP

13F Portfolio OverlapQ2 2026SAGE FINANCIAL GROUP portfolio →
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Most similar hedge funds by 13F overlap

SAGE FINANCIAL GROUP INC is an institutional investor managing $1.8B across 110 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 SAGE FINANCIAL GROUP are TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, Freedom Investment, RTD Financial Advisors, with shared positions in $STT, $MUFG, $NU. The full ranking of 5 similar funds is below.

#1TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLCActive
Slight overlap · 3 shared positions
$STT$MUFG$NU
$29.1B
751 positions
#2Freedom Investment Management, Inc.Active
Slight overlap · 3 shared positions
$STT$MUFG$NU
$359M
106 positions
#3RTD Financial Advisors, Inc.Active
Slight overlap · 3 shared positions
$MUFG$STT$NU
$917M
120 positions
#4Betterment LLCActive
Slight overlap · 3 shared positions
$MUFG$STT$NU
$59.1B
675 positions
#5VANGUARD ADVISERS INCSmart money
Slight overlap · 3 shared positions
$MUFG$STT$NU
$29.4B
715 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.