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Hedge Funds Similar to Savant

13F Portfolio OverlapQ2 2026Savant portfolio →
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Most similar hedge funds by 13F overlap

Savant Capital, LLC is an institutional investor managing $34.1B across 1,838 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 Savant are GRAYBILL WEALTH , LTD., NORTH POINT PORTFOLIO MANAGERS, Trust Co, with shared positions in $SNPS, $UBER, $WWD, $PEP, $MCD, $STT. The full ranking of 25 similar funds is below.

#1GRAYBILL WEALTH MANAGEMENT, LTD.Passive
Some overlap · 4 shared positions
$SNPS$UBER$WWD$PEP
$372M
82 positions
#2NORTH POINT PORTFOLIO MANAGERS CORP/OHPassive
Some overlap · 3 shared positions
$SNPS$UBER$PEP
$606M
79 positions
#3Trust CoActive
Some overlap · 4 shared positions
$SNPS$PEP$MCD$STT
$1.1B
908 positions
#4SWAN Capital LLCActive
Some overlap · 3 shared positions
$SNPS$SO$MCD
$292M
580 positions
#5CAPE COD FIVE CENTS SAVINGS BANKPassive
Some overlap · 3 shared positions
$SNPS$PEP$MCD
$1.2B
203 positions
#6POTOMAC FUND MANAGEMENT INC /ADVSmart money
Some overlap · 3 shared positions
$SNPS$PEP$MCD
$4.0B
109 positions
#7DeLarme Wealth Management, Inc.Active
Some overlap · 3 shared positions
$SNPS$MCD$STT
$172M
68 positions
#8K2 Financial Inc.Active
Some overlap · 3 shared positions
$SNPS$MCD$STT
$142M
60 positions
#9First Long Island Investors, LLCActive
Some overlap · 5 shared positions
$UBER$SNPS$PEP$ETN$MCD
$1.4B
73 positions
#10Eos Management, L.P.Active
Some overlap · 3 shared positions
$SNPS$UBER$ETN
$252M
35 positions
#11BALLAST ADVISORS LLCActive
Some overlap · 4 shared positions
$UBER$SNPS$PEP$STT
$420M
197 positions
#12Robinswood Financial LLCPassive
Some overlap · 3 shared positions
$SNPS$PEP$MCD
$349M
435 positions
#13CLUNE & ASSOCIATES, LTD.Active
Some overlap · 3 shared positions
$SNPS$MCD$MDY
$661M
170 positions
#14Gladwyn Financial Advisors, Inc.Active
Some overlap · 3 shared positions
$SNPS$MDY$MCD
$160M
82 positions
#15RAINEY & RANDALL WEALTH ADVISORS INC.Active
Some overlap · 3 shared positions
$SNPS$MCD$SO
$700M
77 positions
#16LFA - Lugano Financial Advisors SAActive
Some overlap · 3 shared positions
$SNPS$STT$MCD
$166M
274 positions
#17SUMITOMO LIFE INSURANCE COSmart money
Some overlap · 3 shared positions
$SNPS$UBER$STT
$6.1B
291 positions
#18CCM INVESTMENT ADVISERS LLCPassive
Some overlap · 5 shared positions
$SNPS$SO$PEP$ETN$STT
$1.3B
88 positions
#19LAM GROUP, INC.Active
Some overlap · 3 shared positions
$SNPS$MDY$MCD
$201M
139 positions
#20McIlrath & Eck, LLC
Some overlap · 3 shared positions
$SNPS$MCD$MDY
$1.3B
1,645 positions
#21PATRIOT INVESTMENT MANAGEMENT GROUP, INC.Smart money
Some overlap · 4 shared positions
$SNPS$PEP$MDY$STT
$1.7B
240 positions
#22ASSOCIATED BANC-CORPPassive
Some overlap · 4 shared positions
$UBER$WWD$ETN$MCD
$4.2B
381 positions
#23JACOBS & CO/CAPassive
Slight overlap · 4 shared positions
$SNPS$UBER$PEP$MCD
$1.2B
134 positions
#24NICHOLS & PRATT ADVISERS LLP /MAActive
Slight overlap · 4 shared positions
$SNPS$SO$PEP$STT
$1.6B
109 positions
#25ALBION FINANCIAL GROUP /UTPassive
Slight overlap · 4 shared positions
$UBER$SO$PEP$MCD
$1.7B
652 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.