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 PRIVATE WEALTH GROUP

13F Portfolio OverlapQ3 2026SAGE PRIVATE WEALTH GROUP portfolio →

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Most similar hedge funds by 13F overlap

SAGE PRIVATE WEALTH GROUP, LLC is an institutional investor managing $298M across 135 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 PRIVATE WEALTH GROUP are Plum Street Advisors, Upper Left Wealth, Argos Wealth Advisors, with shared positions in $IAU, $GLDM, $FSLR, $TT, $MSI, $TGT. The full ranking of 25 similar funds is below.

#1Plum Street Advisors, LLCActive

Substantial overlap · 3 shared positions

$IAU $GLDM $FSLR

$313M

107 positions

#2Upper Left Wealth Management, LLCActive

Substantial overlap · 3 shared positions

$IAU $GLDM $TT

$193M

68 positions

#3Argos Wealth Advisors, LLCActive

Substantial overlap · 4 shared positions

$GLDM $IAU $TT $MSI

$378M

224 positions

#4NavPoint Financial, Inc.Active

Substantial overlap · 4 shared positions

$GLDM $IAU $TGT $AXP

$283M

75 positions

#5American Investment Services, Inc.Active

Substantial overlap · 3 shared positions

$GLDM $IAU $JCI

$473M

133 positions

#6LIFELONG WEALTH ADVISORS, INC.Smart money

Notable overlap · 3 shared positions

$IAU $GLDM $TGT

$432M

104 positions

#7Private Harbour Investment Management & Counsel, LLCActive

Notable overlap · 3 shared positions

$IAU $ETN $TJX

$84M

36 positions

#8Sharkey, Howes & JaverActive

Notable overlap · 3 shared positions

$IAU $ADI $AXP

$830M

159 positions

#9Harbour Wealth Management Group, Inc.Active

Notable overlap · 9 shared positions

$IAU $MSI $ETN $TJX $MPC $ADI

$148M

89 positions

#10PENOBSCOT WEALTH MANAGEMENTActive

Notable overlap · 4 shared positions

$GLDM $IAU $ETN $FSLR

$388M

120 positions

#11Mader & Shannon Wealth Management, Inc.Active

Notable overlap · 3 shared positions

$IAU $MPC $FSLR

$214M

21 positions

#12Henderson Brothers Financial Partners, LLCActive

Notable overlap · 3 shared positions

$GLDM $IAU $TJX

$211M

77 positions

#13CPA Asset Management LLCActive

Notable overlap · 3 shared positions

$IAU $AXP $MPC

$357M

86 positions

#14Independent Family Office, LLCActive

Notable overlap · 3 shared positions

$IAU $AXP $MNST

$249M

85 positions

#15OakTrust Wealth Advisors, LLCActive

Notable overlap · 4 shared positions

$GLDM $CME $TJX $AXP

$116M

69 positions

#16SBI Okasan Asset Management Co.Ltd.Smart money

Notable overlap · 4 shared positions

$GLDM $ADI $QCOM $ETN

$3.0B

320 positions

#17LifePlan Financial, LLCPassive

Notable overlap · 4 shared positions

$IAU $MSI $CCZ $TGT

$141M

91 positions

#18Copley Financial Group, Inc.Active

Notable overlap · 3 shared positions

$GLDM $ETN $TGT

$165M

118 positions

#19Ariston Services GroupActive

Notable overlap · 3 shared positions

$IAU $QCOM $APD

$178M

72 positions

#20Strategic Financial Services, Inc.Smart money

Notable overlap · 3 shared positions

$GLDM $TJX $QCOM

$2.3B

157 positions

#21RiverGlades Family Offices LLCActive

Notable overlap · 3 shared positions

$IAU $ETN $MPC

$218M

108 positions

#22Austin Wealth Management, LLCActive

Notable overlap · 3 shared positions

$GLDM $AXP $TJX

$473M

126 positions

#23Accretive Wealth Partners, LLCPassive

Notable overlap · 6 shared positions

$GLDM $IAU $TJX $MPC $CME $MNST

$412M

181 positions

#24Meridian Wealth Advisors, LLCPassive

Notable overlap · 6 shared positions

$IAU $ETN $MPC $TT $ADI $APD

$880M

211 positions

#25Greenline Partners, LLCActive

Notable overlap · 3 shared positions

$GLDM $IAU $CB

$983M

149 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.