How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to AXXCESS WEALTH ,

13F Portfolio OverlapQ1 2026AXXCESS WEALTH , portfolio →

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Most similar hedge funds by 13F overlap

AXXCESS WEALTH MANAGEMENT, LLC is an institutional investor managing $3.1B across 374 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 AXXCESS WEALTH , are MAIMON WEALTH LTD., Strategic Investment Solutions, /IL, ATX Financial Planning,, with shared positions in $IAU, $GMM, $MAR, $UPST, $NTRB, $KO. The full ranking of 25 similar funds is below.

#1MAIMON WEALTH MANAGEMENT LTD.Passive

Some overlap · 3 shared positions

$IAU $GMM $MAR

$114M

77 positions

#2Strategic Investment Solutions, Inc. /ILPassive

Some overlap · 5 shared positions

$IAU $UPST $MAR $NTRB $KO

$414M

694 positions

#3ATX Financial Planning, LLCPassive

Some overlap · 4 shared positions

$IAU $LEN $ABT $MAR

$132M

81 positions

#4Applied Capital LLCActive

Some overlap · 4 shared positions

$IAU $UPST $LEN $MAR

$268M

50 positions

#5NavPoint Financial, Inc.Active

Some overlap · 3 shared positions

$IAU $GMM $KO

$247M

71 positions

#6VESTIA PERSONAL WEALTH ADVISORSActive

Some overlap · 4 shared positions

$IAU $LEN $GMM $KO

$213M

99 positions

#7VCI Wealth Management LLCPassive

Some overlap · 4 shared positions

$IAU $ABT $MAR $KO

$361M

123 positions

#8Towerpoint Wealth, LLCActive

Some overlap · 4 shared positions

$IAU $GMM $MAR $ABT

$248M

93 positions

#9Sanchez Gaunt Capital Management, LLCPassive

Some overlap · 3 shared positions

$IAU $GMM $LEN

$160M

184 positions

#10Elwood & Goetz Wealth Advisory Group, LLCActive

Some overlap · 4 shared positions

$IAU $GMM $MAR $KO

$589M

138 positions

#11American Investment Services, Inc.Active

Some overlap · 4 shared positions

$IAU $UPST $GMM $MAR

$448M

132 positions

#12Kure Advisory, LLCActive

Some overlap · 3 shared positions

$IAU $UPST $LEN

$184M

56 positions

#13CAPE ANN SAVINGS BANKPassive

Some overlap · 3 shared positions

$IAU $UPST $MAR

$199M

121 positions

#14White Lighthouse Investment Management Inc.Active

Some overlap · 3 shared positions

$IAU $UPST $MAR

$721M

145 positions

#15Advocacy Wealth Management, LLCActive

Some overlap · 4 shared positions

$GMM $IAU $ABT $KO

$2.3B

143 positions

#16RCW Management, LLCPassive

Some overlap · 3 shared positions

$IAU $GMM $MAR

$98M

68 positions

#17Orcam Financial GroupSmart money

Some overlap · 4 shared positions

$GMM $IAU $UPST $MAR

$141M

62 positions

#18FORBES J M & CO LLPActive

Some overlap · 3 shared positions

$IAU $ABT $KO

$1.2B

150 positions

#19BCU Wealth Advisors, LLCSmart money

Some overlap · 3 shared positions

$IAU $ABT $KO

$268M

60 positions

#20Archer Investment Management, LLCPassive

Some overlap · 4 shared positions

$GMM $IAU $MAR $LEN

$238M

108 positions

#21BLUEDOOR PRIVATE WEALTH, LLCPassive

Some overlap · 3 shared positions

$IAU $MAR $KO

$216M

147 positions

#22Squire Investment Management Company, LLCActive

Some overlap · 3 shared positions

$IAU $MAR $NTRB

$360M

76 positions

#23Parcion Private Wealth LLCPassive

Some overlap · 3 shared positions

$IAU $ABT $KO

$1.6B

435 positions

#24Accretive Wealth Partners, LLCPassive

Some overlap · 3 shared positions

$IAU $KO $NTRB

$356M

180 positions

#25Tillman Hartley LLCActive

Some overlap · 3 shared positions

$IAU $UPST $KO

$398M

88 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.