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 Sagace Wealth

13F Portfolio OverlapQ2 2026Sagace Wealth portfolio →

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Most similar hedge funds by 13F overlap

Sagace Wealth Management LLC is an institutional investor managing $159M across 71 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 Sagace Wealth are VCI Wealth, ACORN FINANCIAL ADVISORY SERVICES, Modus Advisors, with shared positions in $IAU, $IBIT, $C, $MMM, $ETN, $CRWD. The full ranking of 25 similar funds is below.

#1VCI Wealth Management LLCPassive

Notable overlap · 4 shared positions

$IAU $IBIT $C $MMM

$399M

99 positions

#2ACORN FINANCIAL ADVISORY SERVICES INC /ADVPassive

Notable overlap · 3 shared positions

$IAU $IBIT $ETN

$753M

223 positions

#3Modus Advisors, LLCPassive

Notable overlap · 4 shared positions

$IAU $IBIT $CRWD $NEE

$405M

118 positions

#4DWM Financial Group, Inc.Active

Notable overlap · 3 shared positions

$IAU $IBIT $ETN

$112M

40 positions

#5NavPoint Financial, Inc.Active

Notable overlap · 3 shared positions

$IAU $IBIT $MMM

$270M

74 positions

#65T Wealth, LLCActive

Notable overlap · 4 shared positions

$IAU $SNPS $C $ETN

$269M

134 positions

#7TENET WEALTH PARTNERS, LLCActive

Notable overlap · 3 shared positions

$IAU $IBIT $ETN

$134M

101 positions

#8Sage Investment Advisers LLCPassive

Notable overlap · 4 shared positions

$IAU $ETN $C $PH

$149M

98 positions

#9Harbour Wealth Management Group, Inc.Active

Notable overlap · 4 shared positions

$IAU $ETN $CRWD $JCI

$148M

89 positions

#10Ackerman Capital Advisors, LLCActive

Notable overlap · 3 shared positions

$IAU $IBIT $SNPS

$497M

120 positions

#11Gibson Capital, LLCSmart money

Notable overlap · 4 shared positions

$IAU $IBIT $MMM $ETN

$610M

94 positions

#12Signet Investment Advisory Group, Inc.Passive

Notable overlap · 4 shared positions

$IAU $DLR $ETN $NEE

$227M

73 positions

#13ANDERSON HOAGLAND & COActive

Notable overlap · 3 shared positions

$IAU $C $MMM

$1.3B

137 positions

#14Comprehensive Money Management Services LLC

Notable overlap · 3 shared positions

$SNPS $IAU $NEM

$159M

200 positions

#15Battery Global Advisors, LLCSmart money

Notable overlap · 3 shared positions

$IAU $CRWD $DLR

$200M

157 positions

#16SAGE PRIVATE WEALTH GROUP, LLCActive

Notable overlap · 3 shared positions

$IAU $ETN $JCI

$222M

100 positions

#17Altiora Financial Group, LLCActive

Notable overlap · 3 shared positions

$IAU $IBIT $NEM

$634M

112 positions

#18CAPE ANN SAVINGS BANKActive

Notable overlap · 3 shared positions

$IAU $ETN $NEE

$212M

113 positions

#19Private Harbour Investment Management & Counsel, LLCActive

Notable overlap · 3 shared positions

$IAU $ETN $NEM

$84M

36 positions

#20Bigelow Investment Advisors, LLCPassive

Notable overlap · 3 shared positions

$IAU $ETN $NEE

$276M

157 positions

#21Independent Family Office, LLCActive

Notable overlap · 3 shared positions

$IAU $IBIT $NEM

$249M

85 positions

#22Cushing Capital Partners, LLCPassive

Notable overlap · 3 shared positions

$IAU $PH $NEE

$145M

99 positions

#23TWIN FOCUS CAPITAL PARTNERS, LLCActive

Notable overlap · 3 shared positions

$IAU $CRWD $C

$983M

170 positions

#24FORBES J M & CO LLPActive

Notable overlap · 3 shared positions

$IAU $ETN $NEE

$1.3B

159 positions

#25Betterment LLCActive

Some overlap · 3 shared positions

$SNPS $IBIT $IAU

$59.1B

675 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.