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 Sachetta

13F Portfolio OverlapQ2 2026Sachetta portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Sachetta, LLC is an institutional investor managing $206M across 1,025 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 Sachetta are LifePlan Financial, Ifrah Financial Services, Gouws, with shared positions in $TER, $IAU, $MDT, $VZ, $TXN, $MCD. The full ranking of 25 similar funds is below.

#1LifePlan Financial, LLCPassive

Some overlap · 4 shared positions

$TER $IAU $MDT $VZ

$141M

91 positions

#2Ifrah Financial Services, Inc.Passive

Some overlap · 3 shared positions

$TER $IAU $TXN

$396M

205 positions

#3Gouws Capital LLCActive

Some overlap · 3 shared positions

$TER $MCD $TXN

$212M

53 positions

#4PATTON FUND MANAGEMENT, INC.Passive

Some overlap · 3 shared positions

$IAU $TER $TXN

$389M

77 positions

#5SEEDS INVESTOR LLCPassive

Some overlap · 3 shared positions

$IAU $MDY $TER

$973M

379 positions

#6Great Waters Wealth ManagementSmart money

Some overlap · 3 shared positions

$TER $MDT $MCD

$1.1B

131 positions

#7CAMDEN NATIONAL BANKPassive

Some overlap · 5 shared positions

$IAU $MDT $TXN $ADP $MCD

$767M

184 positions

#8Holistic Financial PartnersPassive

Some overlap · 3 shared positions

$IAU $MDY $TXN

$164M

120 positions

#9Signet Investment Advisory Group, Inc.Passive

Some overlap · 4 shared positions

$IAU $MDT $MCD $NOC

$227M

73 positions

#10Strategic Wealth Advisors LLCActive

Some overlap · 5 shared positions

$IAU $MDT $ADP $MCD $NOC

$117M

260 positions

#11Financial & Tax Architects, LLCPassive

Some overlap · 4 shared positions

$IAU $MDT $ADP $MCD

$486M

109 positions

#12TIAA TRUST, NATIONAL ASSOCIATIONActive

Some overlap · 3 shared positions

$IAU $MDY $ADP

$1.7B

347 positions

#13SENTINEL TRUST CO LBASmart money

Some overlap · 4 shared positions

$IAU $MDY $TXN $MCD

$1.1B

136 positions

#14Forza Wealth Management, LLCPassive

Some overlap · 4 shared positions

$IAU $MDY $VZ $MCD

$346M

194 positions

#15Wealth Watch Advisors, INCActive

Some overlap · 3 shared positions

$IAU $MDY $MCD

$309M

142 positions

#16TSFG, LLCPassive

Slight overlap · 3 shared positions

$IAU $MDY $MCD

$434M

672 positions

#17AlTi Global, Inc.Active

Slight overlap · 3 shared positions

$IAU $MDT $VZ

$4.8B

505 positions

#18JNBA Financial AdvisorsActive

Slight overlap · 3 shared positions

$IAU $MDT $MCD

$1.3B

830 positions

#19CAPE ANN SAVINGS BANKActive

Slight overlap · 3 shared positions

$IAU $MDT $MCD

$212M

113 positions

#20Stablepoint Partners, LLCPassive

Slight overlap · 4 shared positions

$IAU $MDT $VZ $MCD

$723M

260 positions

#21JMAC ENTERPRISES LLCActive

Slight overlap · 3 shared positions

$IAU $MDT $MCD

$593M

122 positions

#22Kelly Financial Services LLCActive

Slight overlap · 3 shared positions

$IAU $INDB $VZ

$463M

130 positions

#23Andrews Advisory Associates, LLCActive

Slight overlap · 5 shared positions

$IAU $TXN $ADP $MCD $NOC

$215M

84 positions

#24OKABENA INVESTMENT SERVICES INCPassive

Slight overlap · 3 shared positions

$IAU $TXN $ADP

$560M

145 positions

#25Hamilton Point Investment Advisors, LLCPassive

Slight overlap · 3 shared positions

$IAU $TXN $ADP

$710M

193 positions

Compare Sachetta’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 Sachetta’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.