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Hedge Funds Similar to SageView Advisory Group

13F Portfolio OverlapQ2 2026SageView Advisory Group portfolio →
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Most similar hedge funds by 13F overlap

SageView Advisory Group, LLC is an institutional investor managing $3.1B across 615 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 SageView Advisory Group are AMICA MUTUAL INSURANCE, CANTOR FITZGERALD INVESTMENT ADVISORS, GLOBALT Investments / GA, with shared positions in $STT, $TXN, $PM, $MCD, $GLW, $ADSK. The full ranking of 25 similar funds is below.

#1AMICA MUTUAL INSURANCE COActive
Some overlap · 4 shared positions
$STT$TXN$PM$MCD
$1.2B
142 positions
#2CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active
Some overlap · 4 shared positions
$STT$TXN$PM$GLW
$1.5B
184 positions
#3GLOBALT Investments LLC / GAActive
Some overlap · 4 shared positions
$STT$TXN$PM$GLW
$3.0B
213 positions
#4Abbot Financial Management, Inc.Passive
Slight overlap · 4 shared positions
$TXN$STT$MCD$GLW
$293M
141 positions
#5Millington Financial Advisors, LLCPassive
Slight overlap · 3 shared positions
$STT$ADSK$MCD
$254M
128 positions
#6SEARLE & CO.Passive
Slight overlap · 4 shared positions
$TXN$PM$MCD$GLW
$445M
194 positions
#7Walsky Investment Management, Inc.Passive
Slight overlap · 3 shared positions
$STT$TXN$MCD
$108M
52 positions
#8MILLER HOWARD INVESTMENTS INC /NYActive
Slight overlap · 3 shared positions
$STT$TXN$MCD
$3.8B
152 positions
#9CULBERTSON A N & CO INCActive
Slight overlap · 4 shared positions
$TXN$MCD$STT$GLW
$859M
140 positions
#10PINKERTON WEALTH, LLCActive
Slight overlap · 3 shared positions
$STT$TXN$MCD
$1.2B
103 positions
#11Capital Squared Financial LLCActive
Slight overlap · 3 shared positions
$STT$PM$SRE
$153M
87 positions
#12NorthRock Partners, LLCActive
Slight overlap · 4 shared positions
$STT$PM$GLW$MCD
$6.9B
680 positions
#13Foguth Wealth Management, LLC.Active
Slight overlap · 3 shared positions
$STT$TXN$MCD
$879M
213 positions
#14Creekside PartnersPassive
Slight overlap · 3 shared positions
$STT$TXN$MCD
$276M
193 positions
#15FARMERS TRUST CO
Slight overlap · 3 shared positions
$STT$PM$MCD
$637M
203 positions
#16Richmond Brothers, Inc.Passive
Slight overlap · 3 shared positions
$STT$PM$MCD
$192M
96 positions
#17AE Wealth Management LLCPassive
Slight overlap · 3 shared positions
$STT$PM$MCD
$21.5B
2,663 positions
#18FIRST NATIONAL TRUST COPassive
Slight overlap · 3 shared positions
$STT$PM$MCD
$2.9B
382 positions
#19SILVIA MCCOLL WEALTH MANAGEMENT, LLCPassive
Slight overlap · 3 shared positions
$STT$SRE$GLW
$166M
122 positions
#20Medallion Wealth Advisors, LLCPassive
Slight overlap · 3 shared positions
$STT$TXN$GLW
$317M
1,220 positions
#211900 WEALTH MANAGEMENT LLCSmart money
Slight overlap · 4 shared positions
$CSW$MCD$GLW$PM
$1.8B
312 positions
#22SHERMAN PORFOLIOS, LLCSmart money
Slight overlap · 3 shared positions
$STT$TXN$MCD
$1.3B
97 positions
#23Centennial Bank/AR/Passive
Slight overlap · 3 shared positions
$STT$PM$TXN
$311M
341 positions
#24Elevated Capital Advisors, LLCPassive
Slight overlap · 3 shared positions
$STT$PM$MCD
$364M
849 positions
#25American National Bank of TexasActive
Slight overlap · 3 shared positions
$STT$MCD$PM
$110M
56 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.