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Hedge Funds Similar to PAX Financial Group

13F Portfolio OverlapQ2 2026PAX Financial Group portfolio →
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Most similar hedge funds by 13F overlap

PAX Financial Group, LLC is an institutional investor managing $673M across 207 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 PAX Financial Group are Advocacy Wealth, Alpha Zero, BEACON INVESTMENT ADVISORY SERVICES, with shared positions in $IAU, $ANET, $APH, $ASML, $FTNT, $SBUX. The full ranking of 25 similar funds is below.

#1Advocacy Wealth Management, LLCActive
Some overlap · 4 shared positions
$IAU$ANET$APH$ASML
$2.8B
151 positions
#2Alpha Zero LLCActive
Some overlap · 5 shared positions
$IAU$FTNT$APH$ASML$ANET
$264M
107 positions
#3BEACON INVESTMENT ADVISORY SERVICES, INC.Passive
Some overlap · 3 shared positions
$IAU$FTNT$ANET
$2.7B
812 positions
#4Blossom Wealth ManagementActive
Some overlap · 5 shared positions
$IAU$APH$ASML$SBUX$TXN
$71M
72 positions
#5REUTER JAMES WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$IAU$APH$ASML$VLO
$760M
229 positions
#6Axecap Investments, LLCPassive
Some overlap · 5 shared positions
$FTNT$ANET$VLO$DELL$TXN
$181M
73 positions
#7SHELTON WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$FTNT$ANET$ASML$APH
$255M
144 positions
#8Seascape Capital ManagementPassive
Some overlap · 3 shared positions
$FTNT$ANET$APH
$417M
96 positions
#9Front Row Advisors LLCPassive
Some overlap · 4 shared positions
$FTNT$ASML$ANET$DELL
$345M
576 positions
#10Faithward Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$ANET$ASML
$819M
339 positions
#11Impact Investors, IncPassive
Some overlap · 3 shared positions
$IAU$ANET$ASML
$137M
88 positions
#12QUEST INVESTMENT MANAGEMENT LLCActive
Some overlap · 3 shared positions
$IAU$APH$ANET
$856M
115 positions
#13Regency Capital Management Inc.\DEPassive
Some overlap · 3 shared positions
$IAU$APH$ASML
$251M
64 positions
#14EQ LLCActive
Some overlap · 3 shared positions
$IAU$APH$ASML
$407M
87 positions
#15Pacific Point Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$ANET$ASML
$219M
129 positions
#16FORBES J M & CO LLPActive
Some overlap · 3 shared positions
$IAU$ANET$APH
$1.3B
159 positions
#17FIRST FOUNDATION ADVISORSActive
Some overlap · 6 shared positions
$IAU$APH$ASML$FTNT$ANET$TXN
$2.8B
354 positions
#18Roehl & Yi Investment Advisors, LLCPassive
Some overlap · 5 shared positions
$IAU$ASML$NVO$SBUX$TXN
$304M
194 positions
#19First National Bank of Mount Dora, Trust Investment ServicesPassive
Some overlap · 4 shared positions
$FTNT$ANET$VLO$TXN
$499M
126 positions
#20Asio Capital, LLCActive
Some overlap · 5 shared positions
$APH$ASML$ANET$DELL$PNFP
$781M
109 positions
#21BFSG, LLCPassive
Some overlap · 3 shared positions
$IAU$APH$ASML
$1.1B
768 positions
#22WEATHERLY ASSET MANAGEMENT L. P.Active
Some overlap · 5 shared positions
$FTNT$ASML$ANET$APH$SBUX
$1.4B
188 positions
#23Nutshell Asset Management LtdPassive
Some overlap · 3 shared positions
$FTNT$APH$ANET
$300M
45 positions
#24DMC Group, LLCPassive
Some overlap · 4 shared positions
$FTNT$ASML$IAU$VLO
$146M
128 positions
#25LifeWealth Investments, LLCActive
Some overlap · 4 shared positions
$IAU$APH$DELL$TXN
$374M
136 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.