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Hedge Funds Similar to PAX Financial Group,

13F Portfolio OverlapQ1 2026PAX Financial Group, portfolio →
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Most similar hedge funds by 13F overlap

PAX Financial Group, LLC is an institutional investor managing $586M across 199 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 PAX Financial Group, are Arrowroot Family Office,, OneAscent Financial Services, Telligent Fund,, with shared positions in $SE, $TXN, $KKR, $ZBRA, $IAU, $NOW. The full ranking of 25 similar funds is below.

#1Arrowroot Family Office, LLCPassive
Some overlap · 6 shared positions
$SE$TXN$KKR$ZBRA$IAU$NOW
$275M
140 positions
#2OneAscent Financial Services LLCPassive
Some overlap · 3 shared positions
$MSTR$KKR$GMM
$1.8B
591 positions
#3Telligent Fund, LPActive
Some overlap · 4 shared positions
$MSTR$NOW$ANET$APH
$94M
24 positions
#4Faithward Advisors, LLCPassive
Some overlap · 4 shared positions
$MSTR$IAU$ANET$ASML
$701M
261 positions
#5J2 Capital Management IncActive
Some overlap · 3 shared positions
$MSTR$IAU$FTNT
$146M
116 positions
#6Accuvest Global AdvisorsPassive
Some overlap · 3 shared positions
$MSTR$NOW$KKR
$107M
57 positions
#7Weiss Asset Management LPPassive
Some overlap · 3 shared positions
$MSTR$KKR$ANET
$5.9B
488 positions
#85T Wealth, LLCPassive
Some overlap · 5 shared positions
$SE$KKR$IAU$ANET$RL
$253M
129 positions
#9Archer Investment Management, LLCPassive
Some overlap · 4 shared positions
$SE$IAU$NOW$GMM
$238M
108 positions
#10CreativeOne Wealth, LLCPassive
Some overlap · 5 shared positions
$MSTR$SE$IAU$KKR$EH
$4.3B
1,171 positions
#11Davis Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$SE$IAU$NOW$GMM
$120M
72 positions
#12TME FINANCIAL, INC.Passive
Some overlap · 4 shared positions
$SE$KKR$IAU$NOW
$144M
65 positions
#13Barnes Wealth Management Group, IncPassive
Some overlap · 4 shared positions
$SE$TXN$IAU$ZBRA
$197M
184 positions
#14Disciplined Investors, L.L.C.Passive
Some overlap · 4 shared positions
$MSTR$KKR$NOW$IAU
$168M
139 positions
#15Madson Wealth Advisors IncPassive
Some overlap · 4 shared positions
$SE$IAU$TXN$ASML
$120M
84 positions
#16Belvedere Trading LLCActive
Some overlap · 3 shared positions
$MSTR$ASML$IAU
$84.4B
731 positions
#17Fonville Wealth Management LLCPassive
Some overlap · 4 shared positions
$SE$KKR$GMM$IAU
$525M
138 positions
#18True Vision MN LLCPassive
Some overlap · 5 shared positions
$SE$IAU$ANET$MSTR$GMM
$194M
98 positions
#19Catalyst Investment Management LLCPassive
Some overlap · 3 shared positions
$SE$KKR$IAU
$90M
65 positions
#20Sterling Financial Planning, Inc.Active
Some overlap · 3 shared positions
$SE$KKR$IAU
$337M
117 positions
#21Asempa Wealth AdvisorsPassive
Some overlap · 3 shared positions
$SE$KKR$IAU
$115M
115 positions
#22Williams & Novak, LLCPassive
Some overlap · 4 shared positions
$SE$TXN$IAU$NOW
$134M
143 positions
#23Interactive Financial AdvisorsActive
Some overlap · 3 shared positions
$SE$KKR$IAU
$153M
78 positions
#24Sharkey, Howes & JaverActive
Some overlap · 5 shared positions
$SE$IAU$GMM$NOW$APH
$742M
153 positions
#25Allworth Financial LPActive
Some overlap · 4 shared positions
$SE$KKR$GMM$TXN
$24.7B
5,187 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.