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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 Management Group, Inc. is an institutional investor managing $364M across 61 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 Tandem Wealth Advisors, Stokes Advisors, Nicollet Investment, with shared positions in $MDY, $CB, $SHW, $UNP. The full ranking of 18 similar funds is below.

#1Tandem Wealth Advisors LLCActive
Some overlap · 3 shared positions
$MDY$CB$SHW
$251M
48 positions
#2Stokes Capital Advisors, LLCPassive
Some overlap · 3 shared positions
$SHW$UNP$CB
$455M
118 positions
#3Nicollet Investment Management, Inc.Active
Some overlap · 3 shared positions
$MDY$UNP$CB
$336M
77 positions
#4NORTHSTAR ASSET MANAGEMENT CoPassive
Some overlap · 3 shared positions
$SHW$MDY$UNP
$553M
250 positions
#5CENTRAL BANK & TRUST COActive
Some overlap · 3 shared positions
$MDY$SHW$CB
$701M
181 positions
#6Emprise BankActive
Some overlap · 3 shared positions
$MDY$UNP$CB
$262M
106 positions
#7Blackston Financial Advisory Group, LLCActive
Some overlap · 3 shared positions
$MDY$SHW$UNP
$177M
106 positions
#8Kennebec Savings BankPassive
Some overlap · 3 shared positions
$MDY$UNP$CB
$126M
263 positions
#9Cercano Management LLCSmart money
Slight overlap · 3 shared positions
$UNP$MDY$SHW
$1.0B
136 positions
#10New Hampshire TrustPassive
Slight overlap · 3 shared positions
$UNP$CB$SHW
$532M
171 positions
#11BAXTER BROS INCPassive
Slight overlap · 3 shared positions
$UNP$SHW$CB
$864M
172 positions
#12Midwest Trust CoActive
Slight overlap · 3 shared positions
$UNP$CB$MDY
$9.0B
633 positions
#13Aster Capital Management (DIFC) LtdPassive
Slight overlap · 3 shared positions
$UNP$CB$MDY
$470M
808 positions
#14Longview Financial Advisors LLCActive
Slight overlap · 3 shared positions
$MDY$SHW$UNP
$202M
150 positions
#15HUTNER CAPITAL MANAGEMENT INCActive
Slight overlap · 3 shared positions
$UNP$CB$SHW
$252M
43 positions
#16DAGCO, INC.Active
Slight overlap · 3 shared positions
$SHW$CB$UNP
$576M
118 positions
#17SMITH CHAS P & ASSOCIATES PA CPASActive
Slight overlap · 3 shared positions
$UNP$CB$MDY
$2.0B
194 positions
#18New Perspectives, IncActive
Slight overlap · 3 shared positions
$SHW$UNP$CB
$329M
48 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.