13F Pro

Hedge Funds Similar to Sage Investment Advisers

13F Portfolio OverlapQ2 2026Sage Investment Advisers portfolio →
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Most similar hedge funds by 13F overlap

Sage Investment Advisers LLC is an institutional investor managing $149M across 98 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 Investment Advisers are WEALTHSPAN PARTNERS, Red Mountain Financial, Signet Investment Advisory Group, with shared positions in $IAU, $DE, $CSX, $MCD, $SLV, $LMT. The full ranking of 25 similar funds is below.

#1WEALTHSPAN PARTNERS, LLCPassive
Notable overlap · 5 shared positions
$IAU$DE$CSX$MCD$SLV
$317M
129 positions
#2Red Mountain Financial, LLCPassive
Notable overlap · 6 shared positions
$IAU$LMT$UNP$MCD$DE$SLV
$119M
82 positions
#3Signet Investment Advisory Group, Inc.Passive
Notable overlap · 6 shared positions
$IAU$WM$ETN$CSX$LMT$MCD
$227M
73 positions
#4STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLCActive
Notable overlap · 3 shared positions
$IAU$PH$WM
$149M
70 positions
#5Wealth Quarterback LLCActive
Notable overlap · 5 shared positions
$IAU$LMT$PH$BNY$SLV
$324M
172 positions
#6ROGCO, LPActive
Notable overlap · 4 shared positions
$IAU$WM$LMT$MCD
$327M
224 positions
#7ACORN FINANCIAL ADVISORY SERVICES INC /ADVPassive
Notable overlap · 3 shared positions
$IAU$ETN$LMT
$753M
223 positions
#8Ariston Services GroupActive
Notable overlap · 5 shared positions
$IAU$BA$PH$DE$MLM
$181M
70 positions
#9Ackerman Capital Advisors, LLCActive
Notable overlap · 3 shared positions
$IAU$UNP$MCD
$497M
120 positions
#10EQ WEALTH ADVISORS, LLCActive
Notable overlap · 3 shared positions
$IAU$CSX$MCD
$182M
57 positions
#11Private Harbour Investment Management & Counsel, LLCActive
Notable overlap · 3 shared positions
$IAU$ETN$SLV
$84M
36 positions
#12CAPE ANN SAVINGS BANKActive
Notable overlap · 4 shared positions
$IAU$DE$ETN$MCD
$212M
113 positions
#13BCWM, LLCPassive
Notable overlap · 3 shared positions
$IAU$LMT$UNP
$342M
57 positions
#14Midwest Capital Advisors, LLCActive
Notable overlap · 5 shared positions
$IAU$WM$DE$UNP$MLM
$246M
210 positions
#15RiverGlades Family Offices LLCActive
Notable overlap · 3 shared positions
$IAU$ETN$SLV
$218M
108 positions
#16New Harbor Financial Group, LLCActive
Notable overlap · 3 shared positions
$IAU$SII$SLV
$633M
68 positions
#17CPA Asset Management LLCActive
Notable overlap · 4 shared positions
$IAU$MCD$CARR$DE
$347M
97 positions
#18DWM Financial Group, Inc.Active
Notable overlap · 4 shared positions
$IAU$SLV$CSX$ETN
$112M
40 positions
#19LifeWealth Investments, LLCActive
Notable overlap · 4 shared positions
$IAU$SLV$LMT$FDX
$374M
136 positions
#20MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive
Notable overlap · 4 shared positions
$IAU$SLV$WM$BNY
$1.4B
144 positions
#21STEPHEN J. GARRY & ASSOCIATES, LLCActive
Notable overlap · 3 shared positions
$IAU$BA$SLV
$137M
55 positions
#22Sterling Financial Planning, Inc.Active
Notable overlap · 3 shared positions
$IAU$DE$CARR
$368M
123 positions
#23Richwood Investment Advisors, LLCActive
Notable overlap · 8 shared positions
$LMT$DE$BA$FDX$ETN$WM
$142M
106 positions
#24TENET WEALTH PARTNERS, LLCActive
Notable overlap · 3 shared positions
$IAU$DE$ETN
$134M
101 positions
#25Modus Advisors, LLCPassive
Notable overlap · 3 shared positions
$IAU$LMT$MCD
$405M
118 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.