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 Sagewood Asset

13F Portfolio OverlapQ2 2026Sagewood Asset portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Sagewood Asset Management LP is an institutional investor managing $442M across 432 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 Sagewood Asset are RENAISSANCE GROUP, Ironwood Investment Counsel, UNITED BANK, with shared positions in $KLAC, $AXP, $ITW, $ANET, $HSY, $CAH. The full ranking of 25 similar funds is below.

#1RENAISSANCE GROUP LLCPassive

Some overlap · 6 shared positions

$KLAC $AXP $ITW $ANET $HSY $CAH

$2.5B

234 positions

#2Ironwood Investment Counsel, LLCPassive

Some overlap · 6 shared positions

$AXP $KLAC $PEP $CAH $QCOM $CMI

$762M

267 positions

#3UNITED BANKActive

Some overlap · 5 shared positions

$KLAC $PEP $ITW $HSY $CMI

$853M

130 positions

#4Sterling Wealth Management, Inc.Active

Some overlap · 6 shared positions

$AXP $PEP $ITW $CL $QCOM $CMI

$402M

116 positions

#5CONSCIOUS WEALTH INVESTMENTS, LLCPassive

Some overlap · 4 shared positions

$AXP $KLAC $PEP $ANET

$195M

67 positions

#6Shelter Mutual Insurance CoActive

Some overlap · 4 shared positions

$ITW $AXP $PEP $QCOM

$473M

58 positions

#7Bradyco, Inc.Active

Some overlap · 5 shared positions

$AXP $PEP $ANET $MS $CL

$87M

33 positions

#8Riverview Trust CoActive

Some overlap · 4 shared positions

$ITW $KLAC $PEP $CAH

$84M

166 positions

#9Union Heritage Capital, LLCPassive

Some overlap · 4 shared positions

$KLAC $PEP $AXP $MS

$295M

65 positions

#10Longbow Finance SAPassive

Some overlap · 5 shared positions

$AXP $KLAC $ANET $STT $CMI

$782M

59 positions

#11LETSON INVESTMENT MANAGEMENT, INC.Passive

Some overlap · 4 shared positions

$AXP $PEP $ITW $CL

$273M

104 positions

#12Bensler, LLCPassive

Some overlap · 4 shared positions

$AXP $KLAC $ANET $WDC

$1.1B

198 positions

#13PeakShares LLCActive

Some overlap · 4 shared positions

$KLAC $AXP $ANET $WDC

$134.4B

122 positions

#14BANK OF STOCKTONActive

Some overlap · 5 shared positions

$AXP $KLAC $MS $QCOM $CMI

$356M

126 positions

#15Sky Investment Group LLCPassive

Some overlap · 3 shared positions

$ITW $AXP $PEP

$637M

146 positions

#16Guinness Asset Management LTDActive

Some overlap · 3 shared positions

$ITW $PEP $KLAC

$5.9B

141 positions

#17SECURITY NATIONAL BANK OF SO DAK

Some overlap · 6 shared positions

$PEP $ITW $CL $QCOM $STT $CMI

$207M

119 positions

#18Douglas Lane & Associates, LLCActive

Some overlap · 5 shared positions

$AXP $PEP $HSY $MS $QCOM

$7.4B

250 positions

#19AEGON ASSET MANAGEMENT UK PLCActive

Some overlap · 6 shared positions

$KLAC $PEP $MS $CL $STT $CMI

$9.4B

172 positions

#20Legacy TrustPassive

Some overlap · 5 shared positions

$AXP $KLAC $QCOM $LNG $CMI

$566M

210 positions

#21Cunning Capital Partners, LPActive

Some overlap · 4 shared positions

$AXP $KLAC $CAH $MS

$248M

55 positions

#22Hopwood Financial Services, Inc.Active

Some overlap · 5 shared positions

$ITW $PEP $CL $AXP $QCOM

$173M

92 positions

#23River Street Advisors LLCPassive

Some overlap · 5 shared positions

$KLAC $PEP $MS $QCOM $CMI

$340M

177 positions

#24Covenant Asset Management, LLCPassive

Some overlap · 4 shared positions

$KLAC $AXP $ANET $MS

$595M

164 positions

#25Shoker Investment Counsel, Inc.Active

Some overlap · 3 shared positions

$KLAC $PEP $ITW

$398M

113 positions

Compare Sagewood Asset’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Sagewood Asset’s holdings

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.