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 SAX WEALTH ADVISORS

13F Portfolio OverlapQ2 2026SAX WEALTH ADVISORS portfolio →

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Most similar hedge funds by 13F overlap

SAX WEALTH ADVISORS, LLC is an institutional investor managing $2.5B across 537 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 SAX WEALTH ADVISORS are Ackerman Advisors, UNIQUE WEALTH, Bruce G. Allen Investments, with shared positions in $DJP, $MCD, $IAU, $NEE, $CL, $PM. The full ranking of 25 similar funds is below.

#1Ackerman Capital Advisors, LLCActive

Some overlap · 3 shared positions

$DJP $MCD $IAU

$497M

120 positions

#2UNIQUE WEALTH, LLCActive

Slight overlap · 3 shared positions

$DJP $MCD $IAU

$858M

201 positions

#3Bruce G. Allen Investments, LLCPassive

Slight overlap · 3 shared positions

$DJP $NEE $CL

$157M

1,037 positions

#4RiverGlades Family Offices LLCActive

Slight overlap · 3 shared positions

$DJP $PM $IAU

$218M

108 positions

#5Hurlow Wealth Management Group, Inc.Active

Slight overlap · 4 shared positions

$MCD $ADI $NEE $JCI

$481M

125 positions

#6Legend Financial Advisors, Inc.Active

Slight overlap · 3 shared positions

$DJP $IAU $NEE

$176M

40 positions

#7Stonebridge Financial Group, LLCPassive

Slight overlap · 4 shared positions

$MCD $ADI $NEE $IAU

$1.3B

275 positions

#8Cushing Capital Partners, LLCPassive

Slight overlap · 4 shared positions

$MCD $ADI $NEE $IAU

$145M

99 positions

#9Mattern Wealth Management LLCActive

Slight overlap · 4 shared positions

$MCD $ADI $NEE $CL

$609M

183 positions

#10Nicholson Wealth Management Group, LLCPassive

Slight overlap · 4 shared positions

$MCD $ADI $NEE $CL

$170M

111 positions

#11Blossom Wealth ManagementActive

Slight overlap · 4 shared positions

$MCD $ADI $NEE $IAU

$71M

72 positions

#12Clear Trail Advisors, LLCPassive

Slight overlap · 4 shared positions

$MCD $ADI $NEE $JCI

$655M

161 positions

#13Evansbrook LLCActive

Slight overlap · 4 shared positions

$MCD $ADI $NEE $PM

$168M

127 positions

#14Cincinnati Specialty Underwriters Insurance COActive

Slight overlap · 4 shared positions

$ADI $MCD $NEE $PM

$449M

45 positions

#15UniSuper Management Pty LtdActive

Slight overlap · 4 shared positions

$MCD $ADI $NEE $CL

$19.3B

652 positions

#16First Fiduciary Investment Counsel, Inc.Passive

Slight overlap · 4 shared positions

$MCD $NEE $NDAQ $PM

$529M

75 positions

#17Wealth Advisors of Tampa Bay, LLCPassive

Slight overlap · 3 shared positions

$MCD $ADI $NEE

$327M

94 positions

#18Banco de Sabadell, S.APassive

Slight overlap · 3 shared positions

$MCD $ADI $NEE

$170M

61 positions

#19Somerset Trust CoPassive

Slight overlap · 3 shared positions

$MCD $ADI $NEE

$354M

186 positions

#20RED CEDAR INVESTMENT MANAGEMENT, LLCActive

Slight overlap · 3 shared positions

$MCD $ADI $NEE

$1.1B

90 positions

#21SCHMIDT P J INVESTMENT MANAGEMENT INCPassive

Slight overlap · 3 shared positions

$MCD $ADI $NEE

$643M

215 positions

#22PFW Advisors LLCActive

Slight overlap · 3 shared positions

$MCD $ADI $NEE

$343M

124 positions

#23TOWER BRIDGE ADVISORSPassive

Slight overlap · 3 shared positions

$MCD $ADI $NEE

$1.1B

222 positions

#24Farmers National BankPassive

Slight overlap · 3 shared positions

$MCD $ADI $NEE

$479M

180 positions

#25Sound Financial Strategies Group, LLCPassive

Slight overlap · 3 shared positions

$MCD $ADI $NEE

$157M

121 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.