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Hedge Funds Similar to AXXCESS WEALTH

13F Portfolio OverlapQ3 2026AXXCESS WEALTH portfolio →
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Most similar hedge funds by 13F overlap

AXXCESS WEALTH MANAGEMENT, LLC is an institutional investor managing $2.4B across 983 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to AXXCESS WEALTH are AlTi Global, ShoreHaven Wealth Partners, Asset Advisory Services, with shared positions in $IAU, $WULF, $VZ, $MS, $TMO. The full ranking of 19 similar funds is below.

#1AlTi Global, Inc.Active
Some overlap · 3 shared positions
$IAU$WULF$VZ
$4.8B
505 positions
#2ShoreHaven Wealth Partners, LLCActive
Some overlap · 3 shared positions
$IAU$MS$VZ
$326M
102 positions
#3Capital Asset Advisory Services LLCPassive
Some overlap · 3 shared positions
$IAU$MS$TMO
$2.8B
375 positions
#4BOK Financial Private Wealth, Inc.Active
Some overlap · 3 shared positions
$IAU$MS$TMO
$1.9B
792 positions
#5Meridian Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$MS$TMO
$880M
211 positions
#6CLEAR WAVE WEALTH MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$IAU$MS$VZ
$541M
191 positions
#7TPG Advisors LLCActive
Some overlap · 3 shared positions
$IAU$MS$VZ
$187M
118 positions
#8TRUE Private Wealth AdvisorsPassive
Some overlap · 3 shared positions
$IAU$VZ$MS
$1.2B
289 positions
#9Aspect Partners, LLCActive
Slight overlap · 3 shared positions
$IAU$TMO$VZ
$264M
681 positions
#10J.M. Arbour, LLCPassive
Slight overlap · 3 shared positions
$IAU$MS$VZ
$116M
132 positions
#11PROATHLETE WEALTH MANAGEMENT LLCSmart money
Slight overlap · 3 shared positions
$IAU$MS$VZ
$457M
1,237 positions
#12Evercore Wealth Management, LLCActive
Slight overlap · 3 shared positions
$IAU$MS$TMO
$7.1B
433 positions
#13GW HENSSLER & ASSOCIATES LTDPassive
Slight overlap · 3 shared positions
$MS$VZ$TMO
$2.3B
224 positions
#14ROCKLAND TRUST COPassive
Slight overlap · 3 shared positions
$MS$VZ$TMO
$2.6B
320 positions
#15BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive
Slight overlap · 3 shared positions
$MS$VZ$TMO
$529M
72 positions
#16Umpqua BankPassive
Slight overlap · 3 shared positions
$MS$VZ$TMO
$446M
165 positions
#17BCS Private Wealth Management, Inc.Passive
Slight overlap · 3 shared positions
$MS$VZ$TMO
$332M
187 positions
#18Networth Advisors, LLCActive
Slight overlap · 3 shared positions
$MS$VZ$TMO
$172M
383 positions
#19Nexus Investment Management ULCActive
Slight overlap · 3 shared positions
$MS$TMO$VZ
$767M
72 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.