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 WealthTrust Axiom

13F Portfolio OverlapQ1 2026WealthTrust Axiom portfolio →

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Most similar hedge funds by 13F overlap

WealthTrust Axiom LLC is an institutional investor managing $406M across 290 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to WealthTrust Axiom are FORESIGHT ADVISORS,, BONNESS ENTERPRISES, FOUNDATION RESOURCE, with shared positions in $KMI, $IBM, $GLW, $BMY, $VZ, $IRM. The full ranking of 25 similar funds is below.

#1FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.Passive

Notable overlap · 6 shared positions

$KMI $IBM $GLW $BMY $VZ $IRM

$180M

96 positions

#2BONNESS ENTERPRISES INCActive

Notable overlap · 7 shared positions

$IBM $GLW $PFE $BMY $VZ $T

$273M

39 positions

#3FOUNDATION RESOURCE MANAGEMENT INCActive

Notable overlap · 6 shared positions

$AEM $PFE $NTR $GILD $VZ $BMY

$889M

55 positions

#4Genus Capital Management Inc.Passive

Notable overlap · 6 shared positions

$GLW $AEM $NTR $GILD $VZ $IBM

$873M

189 positions

#5FUKOKU MUTUAL LIFE INSURANCE CoPassive

Notable overlap · 7 shared positions

$IBM $NOTV $GILD $PFE $VZ $T

$1.5B

235 positions

#6SKBA CAPITAL MANAGEMENT LLCActive

Notable overlap · 5 shared positions

$KMI $PFE $IBM $VZ $T

$728M

79 positions

#7VIKING FUND MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$GLW $BMY $VZ $PFE $FITB $T

$976M

142 positions

#8CapWealth Advisors, LLCActive

Notable overlap · 6 shared positions

$IBM $GLW $GILD $CEG $T $NEE

$1.3B

118 positions

#9MEYER HANDELMAN COActive

Notable overlap · 6 shared positions

$IBM $GLW $GILD $VZ $PFE $BMY

$3.2B

220 positions

#10Royal Palms Capital LLCPassive

Notable overlap · 3 shared positions

$KMI $IBM $GLW

$101M

50 positions

#11OmniStar Financial Group, Inc.Passive

Notable overlap · 6 shared positions

$BMY $NTR $GLW $GILD $IBM $VZ

$193M

108 positions

#12Kerusso Capital Management LLCPassive

Notable overlap · 5 shared positions

$SLB $BMY $PFE $GILD $VZ

$200M

53 positions

#13Steigerwald, Gordon & Koch Inc.Passive

Notable overlap · 6 shared positions

$IBM $KMI $PFE $T $BA $NEE

$974M

782 positions

#14Old North State Wealth Management, LLCPassive

Notable overlap · 6 shared positions

$GLW $PFE $GILD $KMI $VZ $BA

$216M

112 positions

#15GODSEY & GIBB, INCPassive

Notable overlap · 5 shared positions

$GLW $IBM $SLB $NVS $T

$1.1B

389 positions

#16CORRADO ADVISORS, LLCPassive

Notable overlap · 6 shared positions

$IBM $GLW $VZ $IRM $T $NEE

$192M

115 positions

#17Catherine Avery Investment Management LLCPassive

Notable overlap · 5 shared positions

$IBM $BMY $PFE $VZ $NEE

$223M

109 positions

#18HOURGLASS CAPITAL, LLCPassive

Notable overlap · 6 shared positions

$SLB $PFE $KMI $IRM $GSK $T

$480M

130 positions

#19BCWM, LLCPassive

Notable overlap · 4 shared positions

$KMI $BMY $PFE $VZ

$353M

57 positions

#20Estabrook Capital ManagementPassive

Notable overlap · 6 shared positions

$IBM $GLW $PFE $VZ $T $NEE

$685M

380 positions

#21Optimist Retirement Group LLCActive

Notable overlap · 7 shared positions

$VZ $GILD $BMY $PFE $NVS $IBM

$227M

113 positions

#22ADVOCATE GROUP LLCPassive

Notable overlap · 5 shared positions

$BMY $PFE $IBM $NTR $VZ

$639M

126 positions

#23Wealth Advisors of Tampa Bay, LLCPassive

Some overlap · 6 shared positions

$GLW $BMY $VZ $PFE $T $NEE

$302M

93 positions

#24MFG WEALTH MANAGEMENT, INC.Passive

Some overlap · 6 shared positions

$IBM $GLW $KMI $FITB $T $BA

$121M

61 positions

#25EXCALIBUR MANAGEMENT CORPPassive

Some overlap · 7 shared positions

$PFE $VZ $IBM $GILD $T $KMI

$278M

160 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.