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Hedge Funds Similar to AXS Investments

13F Portfolio OverlapQ1 2026AXS Investments portfolio →
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Most similar hedge funds by 13F overlap

AXS Investments LLC is an institutional investor managing $248M across 189 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 AXS Investments are Benchmark Investment Advisors, Game Creek ,, Prosperity Wealth ,, with shared positions in $PLTR, $MU, $VRT, $PANW, $APP, $ASML. The full ranking of 25 similar funds is below.

#1Benchmark Investment Advisors LLCPassive
Notable overlap · 9 shared positions
$PLTR$MU$VRT$PANW$APP$ASML
$172M
76 positions
#2Game Creek Capital, LPPassive
Notable overlap · 8 shared positions
$AGQ$MU$VRT$IBM$UBER$NOW
$301M
93 positions
#3Prosperity Wealth Management, Inc.
Notable overlap · 7 shared positions
$AGQ$PLTR$UBER$ASML$MU$VRT
$300M
251 positions
#4Paragon Advisors, LLCActive
Notable overlap · 7 shared positions
$AGQ$JHG$PLTR$VRT$ASML$APP
$371M
76 positions
#5PRAKASH INVESTMENT ADVISORS LLCPassive
Notable overlap · 7 shared positions
$PLTR$MU$VRT$APP$SPOT$NOW
$128M
80 positions
#6Blue Line Capital, LLC / ILPassive
Notable overlap · 6 shared positions
$PLTR$MU$VRT$ALPS$APP$UBER
$88M
65 positions
#7Castle Rock Wealth Management, LLCPassive
Notable overlap · 7 shared positions
$JHG$PLTR$IBM$VRT$WT$ALPS
$462M
262 positions
#8DARA CAPITAL US, INC.Passive
Some overlap · 10 shared positions
$MU$APP$PANW$VRT$IBM$CRM
$105M
119 positions
#9Westwood Wealth ManagementActive
Some overlap · 6 shared positions
$AGQ$PLTR$PANW$UBER$AMD$NOW
$255M
42 positions
#10Nova Wealth Management, Inc.Passive
Some overlap · 7 shared positions
$PLTR$JHG$AGQ$WT$ALPS$AMD
$154M
545 positions
#11RoundAngle Advisors LLCPassive
Some overlap · 6 shared positions
$AGQ$IBM$UPST$PLTR$COP$WT
$134M
60 positions
#12Mason & Associates IncActive
Some overlap · 8 shared positions
$JHG$PLTR$COP$WT$ALPS$AMD
$516M
160 positions
#13Prasad Wealth Partners, LLCPassive
Some overlap · 7 shared positions
$AGQ$JHG$ALPS$PLTR$MU$TEL
$367M
146 positions
#14Gunderson Capital Management Inc.Passive
Some overlap · 5 shared positions
$PLTR$AGQ$MU$ASML$AMD
$239M
46 positions
#15STF Management LP
Some overlap · 8 shared positions
$PLTR$MU$APP$PANW$INTU$AMD
$107M
101 positions
#16Dedeker Financial LLCPassive
Some overlap · 4 shared positions
$AGQ$PLTR$MU$FTAI
$115M
50 positions
#17Broadleaf Partners, LLCActive
Some overlap · 7 shared positions
$PLTR$VRT$APP$UBER$PANW$NOW
$429M
84 positions
#18Genesis Financial Group, LLCPassive
Some overlap · 5 shared positions
$AGQ$PLTR$UBER$ALPS$JHG
$158M
103 positions
#19Everest Financial Group LLCPassive
Some overlap · 9 shared positions
$MU$PANW$CRM$ASML$UBER$NOW
$607M
199 positions
#20PREVAIL INNOVATIVE WEALTH ADVISORS, LLCPassive
Some overlap · 7 shared positions
$JHG$MU$AGQ$VRT$APP$NOW
$594M
178 positions
#21IBEX WEALTH ADVISORSPassive
Some overlap · 5 shared positions
$PLTR$MU$VRT$PANW$APP
$1.1B
203 positions
#22Winslow Capital Management, LLCActive
Some overlap · 8 shared positions
$PLTR$ASML$VRT$SPOT$MU$APP
$25.6B
60 positions
#23PeakShares LLCPassive
Some overlap · 7 shared positions
$MU$PLTR$IBM$PANW$CRM$UBER
$109M
116 positions
#24Optiver Holding B.V.Active
Some overlap · 7 shared positions
$PLTR$MU$PANW$CRM$AMD$NOW
$289.5B
2,301 positions
#25ITHAKA GROUP LLCActive
Some overlap · 7 shared positions
$PLTR$VRT$PANW$UBER$NOW$INTU
$482M
38 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.