13F Pro

Hedge Funds Similar to Sageworth of South Dakota

13F Portfolio OverlapQ2 2026Sageworth of South Dakota portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Sageworth Trust Co of South Dakota is an institutional investor managing $162M across 61 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 Sageworth of South Dakota are FIGURE 8 INVESTMENT STRATEGIES, Sierra Legacy Group, Delta Accumulation, with shared positions in $FLEX, $TJX, $ASML, $AZN, $DHR, $CMI. The full ranking of 25 similar funds is below.

#1FIGURE 8 INVESTMENT STRATEGIES LLCPassive
Notable overlap · 5 shared positions
$FLEX$TJX$ASML$AZN$DHR
$118M
56 positions
#2Sierra Legacy GroupPassive
Notable overlap · 4 shared positions
$TJX$CMI$DHR$FIX
$129M
79 positions
#3Delta Accumulation, LLCActive
Notable overlap · 4 shared positions
$TJX$CMI$COR$BLK
$2.5B
156 positions
#4CogentBlue Wealth Advisors, LLCActive
Notable overlap · 4 shared positions
$TJX$ASML$LHX$FIX
$175M
103 positions
#5S&T BANK/PAPassive
Notable overlap · 3 shared positions
$FLEX$CMI$COR
$333M
445 positions
#6Sivik Global Healthcare LLCActive
Notable overlap · 3 shared positions
$COR$DHR$AZN
$132M
34 positions
#7CINCINNATI INSURANCE COActive
Notable overlap · 3 shared positions
$CMI$TJX$BLK
$6.9B
64 positions
#8Clayton Partners LLCPassive
Some overlap · 3 shared positions
$FLEX$LHX$AZN
$152M
44 positions
#9Delaney Dennis RActive
Some overlap · 3 shared positions
$TJX$DHR$ASML
$314M
61 positions
#10WINDWARD CAPITAL MANAGEMENT CO /CAActive
Some overlap · 4 shared positions
$CMI$TJX$BLK$ASML
$1.3B
73 positions
#11Timber Creek Capital Management LLCPassive
Some overlap · 4 shared positions
$FLEX$ASML$AZN$TTE
$490M
80 positions
#12Minot DeBlois Advisors LLCPassive
Some overlap · 4 shared positions
$DHR$TJX$ASML$TRV
$116M
240 positions
#13HFR Wealth Management, LLCActive
Some overlap · 3 shared positions
$TJX$DHR$VLTO
$410M
53 positions
#14GENERAL AMERICAN INVESTORS CO INCActive
Some overlap · 3 shared positions
$TJX$ASML$LHX
$1.7B
73 positions
#15SWP Investment Management LLCPassive
Some overlap · 4 shared positions
$TJX$COR$BLK$AZN
$145M
43 positions
#16ST GERMAIN D J CO INCPassive
Some overlap · 5 shared positions
$ASML$BLK$CMI$DHR$TJX
$2.8B
914 positions
#17LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive
Some overlap · 3 shared positions
$TJX$DHR$ASML
$10.3B
565 positions
#18Third Point LLCActive
Some overlap · 3 shared positions
$FLEX$DHR$ASML
$4.7B
43 positions
#19EAGLE CAPITAL MANAGEMENT LLCActive
Some overlap · 3 shared positions
$DHR$COP$ASML
$32.7B
56 positions
#20GRAYBILL WEALTH MANAGEMENT, LTD.Passive
Some overlap · 3 shared positions
$FLEX$ASML$BLK
$372M
82 positions
#21Hamilton Point Investment Advisors, LLCPassive
Some overlap · 4 shared positions
$TJX$CMI$DHR$ASML
$710M
193 positions
#22Senator Investment Group LPActive
Some overlap · 3 shared positions
$FLEX$DHR$COP
$2.7B
58 positions
#23ZEVIN ASSET MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$TJX$ASML$AZN
$713M
97 positions
#24Elefante Mark BActive
Some overlap · 3 shared positions
$TJX$DHR$ASML
$232M
60 positions
#25Cornerstone Investment Partners, LLCActive
Some overlap · 3 shared positions
$COR$CMI$TRV
$3.0B
312 positions

Compare Sageworth of South Dakota’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 Sageworth of South Dakota’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.