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Hedge Funds Similar to SageGuard Financial Group

13F Portfolio OverlapQ2 2026SageGuard Financial Group portfolio →
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Most similar hedge funds by 13F overlap

SageGuard Financial Group, LLC is an institutional investor managing $712M across 211 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 SageGuard Financial Group are LIBERTY ONE INVESTMENT, & PLANNING, Slocum, Gordon & LLP, with shared positions in $DUK, $MCD, $WM, $T, $CL, $CB. The full ranking of 25 similar funds is below.

#1LIBERTY ONE INVESTMENT MANAGEMENT, LLCActive
Some overlap · 6 shared positions
$DUK$MCD$WM$T$CL$CB
$1.0B
154 positions
#2CAPITAL & PLANNING, LLC
Some overlap · 5 shared positions
$DUK$MCD$IAU$WM$CEG
$165M
172 positions
#3Slocum, Gordon & Co LLPPassive
Some overlap · 4 shared positions
$DUK$MCD$LMT$T
$151M
70 positions
#4Greystone Financial Group, LLCPassive
Some overlap · 4 shared positions
$DUK$MCD$LMT$WM
$358M
74 positions
#5MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$DUK$MCD$LMT$T
$233M
122 positions
#6Vertrix Wealth Management, LLCPassive
Some overlap · 4 shared positions
$DUK$MCD$LMT$WM
$297M
103 positions
#7HALL CAPITAL MANAGEMENT CO INCPassive
Some overlap · 4 shared positions
$DUK$MCD$LMT$WM
$321M
107 positions
#8BCWM, LLCPassive
Some overlap · 4 shared positions
$DUK$IAU$LMT$T
$342M
57 positions
#9First PREMIER BankPassive
Some overlap · 4 shared positions
$DUK$MCD$WM$IAU
$619M
358 positions
#10CADINHA & CO LLCActive
Some overlap · 3 shared positions
$DUK$MCD$IAU
$675M
107 positions
#11Powers Advisory Group, LLCActive
Some overlap · 5 shared positions
$MCD$LMT$DUK$WM$CL
$319M
130 positions
#12Stablepoint Partners, LLCPassive
Some overlap · 6 shared positions
$IAU$LMT$MCD$DUK$T$COF
$723M
260 positions
#13BOSTON RESEARCH & MANAGEMENT INCPassive
Some overlap · 4 shared positions
$MCD$DUK$LMT$CL
$453M
121 positions
#14Eliot Finkel Investment Counsel, LLCActive
Some overlap · 3 shared positions
$DUK$MCD$LMT
$214M
33 positions
#15Integras Partners LLCPassive
Some overlap · 4 shared positions
$MCD$LMT$CL$DUK
$181M
100 positions
#16Dougherty & Associates, LLCActive
Some overlap · 4 shared positions
$DUK$PGR$WM$HCA
$125M
52 positions
#17Cassia Capital Partners, LLCActive
Some overlap · 5 shared positions
$DUK$PGR$MCD$WM$T
$206M
69 positions
#18DIAMANT ASSET MANAGEMENT, INC.Active
Some overlap · 5 shared positions
$PGR$MCD$CL$WM$LMT
$147M
81 positions
#19Patrick Mauro Investment Advisor, INC.Active
Some overlap · 4 shared positions
$MCD$LMT$DUK$WM
$199M
38 positions
#20Pathway Financial Advisers, LLCPassive
Some overlap · 4 shared positions
$DUK$STLD$MCD$WM
$397M
167 positions
#21RAHLFS CAPITAL, LLCPassive
Some overlap · 4 shared positions
$MCD$DUK$ET$SLV
$136M
86 positions
#22Cushing Capital Partners, LLCPassive
Some overlap · 5 shared positions
$IAU$MCD$CEG$SLV$CB
$145M
99 positions
#23HAMEL ASSOCIATES, INC.Passive
Some overlap · 4 shared positions
$MCD$DUK$LMT$CB
$363M
92 positions
#24CAMDEN NATIONAL BANKPassive
Some overlap · 4 shared positions
$MCD$IAU$DUK$CB
$767M
184 positions
#25Biondo Investment Advisors, LLCActive
Some overlap · 4 shared positions
$DUK$MCD$LMT$CEG
$817M
89 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.