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Hedge Funds Similar to Axiom Financial Strategies,

13F Portfolio OverlapQ1 2026Axiom Financial Strategies, portfolio →
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Most similar hedge funds by 13F overlap

Axiom Financial Strategies, LLC is an institutional investor managing $284M across 32 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 Axiom Financial Strategies, are DAVIS SELECTED ADVISERS, 1834 INVESTMENT ADVISORS, PZENA INVESTMENT, with shared positions in $COF, $USB, $VTRS, $CTRA, $MGM, $CVS. The full ranking of 25 similar funds is below.

#1DAVIS SELECTED ADVISERSActive
Slight overlap · 9 shared positions
$COF$USB$VTRS$CTRA$MGM$CVS
$21.8B
112 positions
#21834 INVESTMENT ADVISORS COPassive
Slight overlap · 4 shared positions
$USB$CTRA$CVS$TXN
$801M
206 positions
#3PZENA INVESTMENT MANAGEMENT LLCActive
Slight overlap · 4 shared positions
$COF$CVS$WFC$TSN
$30.8B
158 positions
#4CORNERCAP INVESTMENT COUNSEL INC
Slight overlap · 4 shared positions
$USB$CVS$WFC$TSN
$203M
151 positions
#5EDGAR LOMAX CO/VAActive
Slight overlap · 4 shared positions
$USB$CVS$WFC$TXN
$1.4B
56 positions
#6CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active
Slight overlap · 4 shared positions
$USB$CVS$WFC$TXN
$1.4B
178 positions
#7Econ Financial Services CorpPassive
Slight overlap · 4 shared positions
$USB$CVS$TSN$TXN
$215M
74 positions
#8MATRIX ASSET ADVISORS INC/NYActive
Slight overlap · 4 shared positions
$USB$WFC$TSN$TXN
$1.1B
105 positions
#9POWER WEALTH MANAGEMENT LLCActive
Slight overlap · 3 shared positions
$COF$USB$MGM
$269M
96 positions
#10BASSWOOD CAPITAL MANAGEMENT, L.L.C.Active
Slight overlap · 3 shared positions
$COF$USB$WFC
$2.1B
108 positions
#11Aristotle Capital Management, LLCActive
Slight overlap · 3 shared positions
$COF$USB$WFC
$47.8B
191 positions
#12Black Maple Capital Management LPActive
Slight overlap · 3 shared positions
$COF$USB$WFC
$179M
98 positions
#13American Assets Investment Management, LLCActive
Slight overlap · 3 shared positions
$COF$USB$WFC
$1.5B
146 positions
#1417 CAPITAL PARTNERS, LLCPassive
Slight overlap · 3 shared positions
$COF$USB$WFC
$194M
172 positions
#15Blume Capital Management, Inc.Passive
Slight overlap · 3 shared positions
$COF$USB$WFC
$588M
337 positions
#16VAN STRUM & TOWNE INC.Passive
Slight overlap · 3 shared positions
$COF$USB$TXN
$343M
111 positions
#17LYNCH & ASSOCIATES/INPassive
Slight overlap · 3 shared positions
$COF$USB$TXN
$533M
126 positions
#18CONTINENTAL ADVISORS LLCPassive
Slight overlap · 3 shared positions
$COF$VTRS$WFC
$196M
50 positions
#19Callodine Capital Management, LPActive
Slight overlap · 3 shared positions
$COF$VTRS$WFC
$1.4B
56 positions
#20WS MANAGEMENT LLLPActive
Slight overlap · 3 shared positions
$USB$VTRS$TXN
$1.1B
56 positions
#21Disciplined Equity Management, Inc.Active
Slight overlap · 3 shared positions
$USB$VTRS$TXN
$199M
44 positions
#22RNC CAPITAL MANAGEMENT LLC
Slight overlap · 3 shared positions
$COF$CTRA$CVS
$2.2B
173 positions
#23Appalachian Capital Management LtdSmart money
Slight overlap · 3 shared positions
$USB$VTRS$DOV
$125M
45 positions
#24Nokomis Capital, L.L.C.Passive
Slight overlap · 3 shared positions
$USB$CTRA$MGM
$349M
55 positions
#25EQUITY INVESTMENT CORPActive
Slight overlap · 3 shared positions
$USB$CTRA$WFC
$5.1B
71 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.