Hedge Funds Similar to SAXON INTERESTS

13F Portfolio OverlapQ3 2026SAXON INTERESTS portfolio →

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Most similar hedge funds by 13F overlap

SAXON INTERESTS, INC. is an institutional investor managing $288M across 196 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to SAXON INTERESTS are HARRELL INVESTMENT PARTNERS, Tulsa Wealth Advisors, TMB Partners, with shared positions in $ADI, $ETN, $MSI, $MPC, $CB, $JCI. The full ranking of 25 similar funds is below.

#1HARRELL INVESTMENT PARTNERS, LLCPassive

Some overlap · 8 shared positions

$ADI $ETN $MSI $MPC $CB $JCI

$465M

139 positions

#2Tulsa Wealth Advisors, INCActive

Some overlap · 8 shared positions

$ADI $ETN $MSI $MPC $CB $JCI

$710M

166 positions

#3TMB Capital Partners, LLCPassive

Some overlap · 8 shared positions

$ADI $ETN $MSI $MPC $CB $JCI

$329M

181 positions

#4Phoenix Wealth AdvisorsActive

Some overlap · 8 shared positions

$ADI $ETN $MSI $MPC $CB $JCI

$297M

129 positions

#5Keyes, Stange & Wooten Wealth Management, LLCActive

Some overlap · 8 shared positions

$ADI $ETN $MSI $MPC $CB $JCI

$251M

74 positions

#6CALIBER WEALTH MANAGEMENT, LLC / KSActive

Some overlap · 8 shared positions

$ADI $ETN $MSI $MPC $CB $JCI

$1.0B

300 positions

#7Comprehensive Financial Consultants Institutional, Inc.Passive

Some overlap · 8 shared positions

$ADI $ETN $MSI $MPC $CB $JCI

$371M

198 positions

#8Clear Trail Advisors, LLCPassive

Some overlap · 8 shared positions

$ADI $ETN $MSI $MPC $CB $JCI

$657M

159 positions

#9Winthrop Partners - WNY, LLCPassive

Some overlap · 8 shared positions

$ADI $ETN $MSI $MPC $CB $JCI

$202M

87 positions

#10Wealth Intelligence, LLCActive

Some overlap · 8 shared positions

$ETN $ADI $MSI $MPC $CB $JCI

$209M

60 positions

#11Stonebrook Private Inc.Passive

Some overlap · 8 shared positions

$ADI $ETN $MPC $MSI $CB $JCI

$548M

271 positions

#12Scissortail Wealth Management, LLCPassive

Some overlap · 7 shared positions

$ADI $ETN $MSI $MPC $CB $JCI

$520M

106 positions

#13SAGE PRIVATE WEALTH GROUP, LLCActive

Some overlap · 7 shared positions

$ADI $ETN $MSI $MPC $CB $JCI

$298M

135 positions

#14CrossGen Wealth, LLCPassive

Some overlap · 6 shared positions

$ETN $MSI $MPC $CB $JCI $CME

$129M

214 positions

#15Invera Wealth Advisors, LLCPassive

Some overlap · 6 shared positions

$ETN $MPC $MSI $CB $JCI $CMI

$186M

132 positions

#16MGO ONE SEVEN LLCPassive

Some overlap · 6 shared positions

$ETN $ADI $MPC $CB $MSI $JCI

$6.1B

1,550 positions

#17Meadow Creek Wealth Advisors LLCPassive

Some overlap · 6 shared positions

$ETN $MSI $MPC $ADI $CB $MCD

$164M

139 positions

#18Tower View Wealth Management LLCPassive

Some overlap · 4 shared positions

$PWR $ADI $ETN $MCD

$231M

193 positions

#19RAYMOND JAMES FINANCIAL INCPassive

Some overlap · 6 shared positions

$ETN $ADI $MPC $CB $MSI $CMI

$368.9B

5,396 positions

#20Peterson Wealth ServicesPassive

Some overlap · 5 shared positions

$ETN $MSI $MPC $ADI $CB

$474M

223 positions

#21Princeton Global Asset Management LLCPassive

Some overlap · 4 shared positions

$PWR $ETN $MPC $CB

$692M

829 positions

#22LightSquare Wealth Management, LLCActive

Some overlap · 5 shared positions

$ETN $ADI $MPC $CB $JCI

$145M

104 positions

#23Harbour Wealth Management Group, Inc.Active

Some overlap · 5 shared positions

$ETN $MSI $MPC $ADI $JCI

$148M

89 positions

#24Atlantic Edge Private Wealth Management, LLCPassive

Some overlap · 4 shared positions

$PWR $ETN $MDY $CMI

$487M

628 positions

#25Lionsbridge Wealth Management LLCActive

Some overlap · 4 shared positions

$PWR $ETN $MDY $CMI

$90M

63 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.