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 Advisors

13F Portfolio OverlapQ3 2026Sage Advisors portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Sage Capital Advisors,llc is an institutional investor managing $498M across 145 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 Sage Advisors are BCWM, CHRISTINE MESSMER PC, Alliance Private Wealth, with shared positions in $UPS, $PEP, $VZ, $UNP, $BMY, $SWK. The full ranking of 25 similar funds is below.

#1BCWM, LLCPassive

Notable overlap · 6 shared positions

$UPS $PEP $VZ $UNP $BMY $SWK

$342M

57 positions

#2CHRISTINE MESSMER PCActive

Notable overlap · 7 shared positions

$UPS $VZ $AMGN $PEP $APD $QCOM

$177M

86 positions

#3Alliance Private Wealth, LLCActive

Notable overlap · 7 shared positions

$UPS $VZ $PEP $BMY $ADSK $FDX

$269M

85 positions

#4Crescent Sterling, Ltd.Passive

Notable overlap · 8 shared positions

$PEP $VZ $AMGN $APD $SWK $QCOM

$122M

92 positions

#5FOUNDERS CAPITAL MANAGEMENT, LLCSmart money

Notable overlap · 6 shared positions

$UNP $UPS $PEP $FDX $CSX $AMGN

$684M

81 positions

#6MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 4 shared positions

$UPS $VZ $PEP $UNP

$233M

122 positions

#7Beacon Harbor Wealth Advisors, Inc.Passive

Notable overlap · 5 shared positions

$VZ $PEP $VRT $AMGN $BMY

$513M

70 positions

#8Miramar Capital, LLCPassive

Notable overlap · 5 shared positions

$VZ $PEP $UNP $BMY $QCOM

$455M

57 positions

#9Palouse Capital Management, Inc.Passive

Notable overlap · 5 shared positions

$UPS $SJM $TSN $VZ $QCOM

$160M

124 positions

#10Walsky Investment Management, Inc.Passive

Notable overlap · 7 shared positions

$UNP $AMGN $PEP $CSX $APD $QCOM

$108M

52 positions

#11MILESTONE ASSET MANAGEMENT, LLCPassive

Notable overlap · 6 shared positions

$PEP $VRT $AMGN $BMY $VZ $PLTR

$631M

238 positions

#12TrueMark Investments, LLCPassive

Notable overlap · 4 shared positions

$UPS $VZ $PEP $UNP

$798M

187 positions

#13Clark & Stuart, IncPassive

Notable overlap · 4 shared positions

$UPS $PEP $SJM $APD

$162M

52 positions

#14Carolina Wealth Advisors, LLCPassive

Notable overlap · 5 shared positions

$UNP $VZ $PEP $AMGN $BMY

$263M

373 positions

#15P.A.W. CAPITAL CORPPassive

Some overlap · 5 shared positions

$VZ $UPS $PEP $AMGN $BMY

$133M

66 positions

#16Stockman Wealth Management, Inc.Passive

Some overlap · 5 shared positions

$UPS $PEP $VZ $QCOM $HON

$968M

178 positions

#17Kensington Investment Counsel, LLCPassive

Some overlap · 6 shared positions

$PEP $AMGN $UNP $HAL $QCOM $HON

$230M

85 positions

#18Borer Denton & Associates, Inc.Passive

Some overlap · 6 shared positions

$PEP $UNP $UPS $QCOM $HON $APD

$305M

74 positions

#19Martin Capital Partners, LLCPassive

Some overlap · 4 shared positions

$PEP $UNP $VZ $AMGN

$279M

73 positions

#20Ipsen Advisor Group LLCPassive

Some overlap · 5 shared positions

$PEP $AMGN $UNP $UPS $BMY

$155M

107 positions

#21Mendel Capital Management LLCActive

Some overlap · 6 shared positions

$VZ $FDX $AMGN $TSN $UNP $QCOM

$222M

99 positions

#22CAMBIAR INVESTORS LLCActive

Some overlap · 5 shared positions

$UNP $PEP $FDX $BMY $HON

$2.3B

150 positions

#23OPUS INVESTMENT MANAGEMENT INCSmart money

Some overlap · 4 shared positions

$UPS $PEP $AMGN $APD

$183M

31 positions

#24Exeter Financial, LLCPassive

Some overlap · 5 shared positions

$PEP $VZ $AMGN $APD $ADM

$265M

100 positions

#25Miller Financial Services LLCPassive

Some overlap · 4 shared positions

$UPS $PEP $BMY $VZ

$132M

155 positions

Compare Sage Advisors’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 Advisors’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.