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Hedge Funds Similar to Sargent Investment Group

13F Portfolio OverlapQ2 2026Sargent Investment Group portfolio →
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Most similar hedge funds by 13F overlap

Sargent Investment Group, LLC is an institutional investor managing $832M across 279 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 Sargent Investment Group are 1776 Wealth, Heard, ELLERSON GROUP, with shared positions in $PLTR, $BX, $VRT, $AXP, $QCOM, $KMI. The full ranking of 25 similar funds is below.

#11776 Wealth LLCActive
Notable overlap · 3 shared positions
$PLTR$BX$VRT
$284M
152 positions
#2Heard Capital LLCActive
Notable overlap · 4 shared positions
$PLTR$BX$AXP$QCOM
$2.3B
21 positions
#3ELLERSON GROUP INC /ADVPassive
Some overlap · 3 shared positions
$PLTR$BX$KMI
$169M
64 positions
#4Hedeker Wealth, LLCPassive
Some overlap · 3 shared positions
$PLTR$BX$KMI
$524M
92 positions
#5Clarity Financial LLCActive
Some overlap · 4 shared positions
$PLTR$VRT$KMI$DUK
$1.2B
132 positions
#6Parisi Gray Wealth ManagementPassive
Some overlap · 4 shared positions
$PLTR$VRT$QCOM$AXP
$487M
155 positions
#7Three Magnolias Financial Advisors, LLCPassive
Some overlap · 4 shared positions
$PLTR$DUK$VRT$IRM
$179M
112 positions
#8CONNORS INVESTOR SERVICES INCPassive
Some overlap · 3 shared positions
$PLTR$DUK$AXP
$1.2B
153 positions
#9DB&C Advisors, LLCPassive
Some overlap · 3 shared positions
$PLTR$VRT$DUK
$92M
76 positions
#10Werlinich Asset Management, LLCActive
Some overlap · 3 shared positions
$IRM$BX$VRT
$262M
58 positions
#11Comprehensive Money Management Services LLCPassive
Some overlap · 3 shared positions
$IRM$BX$KMI
$159M
200 positions
#12Advisors Capital Management, LLCPassive
Some overlap · 6 shared positions
$BX$DUK$STWD$ARCC$QCOM$KMI
$9.4B
634 positions
#13Bannerstone Capital Management, LLCPassive
Some overlap · 3 shared positions
$PLTR$VRT$AXP
$119M
113 positions
#14N10 ASSETS, LLCActive
Some overlap · 3 shared positions
$PLTR$VRT$AXP
$231M
34 positions
#15FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.Passive
Some overlap · 4 shared positions
$IRM$ARCC$KMI$VRT
$206M
80 positions
#16Kingstone Capital Partners Texas, LLCActive
Some overlap · 3 shared positions
$PLTR$QCOM$STWD
$188M
60 positions
#17Ranch Capital Advisors Inc.Passive
Some overlap · 3 shared positions
$IRM$BX$DUK
$316M
157 positions
#18N10 WEALTH, LLCActive
Some overlap · 3 shared positions
$PLTR$VRT$AXP
$282M
43 positions
#19Prospect Financial Services LLCPassive
Some overlap · 3 shared positions
$PLTR$VRT$KMI
$197M
115 positions
#20Gunpowder Capital Management, LLC dba Oliver Wealth ManagementActive
Some overlap · 3 shared positions
$PLTR$BX$EXEL
$142M
408 positions
#21Adalta Capital Management LLCPassive
Some overlap · 4 shared positions
$BX$QCOM$DUK$AXP
$228M
103 positions
#22Guardian Asset Advisors, LLCPassive
Some overlap · 3 shared positions
$PLTR$VRT$IRM
$217M
124 positions
#23VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Some overlap · 4 shared positions
$BX$QCOM$DUK$KMI
$201M
57 positions
#24Bulltick Wealth Management, LLCPassive
Some overlap · 3 shared positions
$BX$PLTR$VRT
$490M
134 positions
#25OLD POINT TRUST & FINANCIAL SERVICES N APassive
Some overlap · 3 shared positions
$PLTR$BX$KMI
$329M
323 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.