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Hedge Funds Similar to Athena Investment

13F Portfolio OverlapQ1 2026Athena Investment portfolio →
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Most similar hedge funds by 13F overlap

Athena Investment Management is an institutional investor managing $193M across 153 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 Athena Investment are Estabrook, Persium Advisors,, Argyle ,, with shared positions in $GE, $IBM, $PFE, $BAC, $VZ, $AMGN. The full ranking of 25 similar funds is below.

#1Estabrook Capital ManagementPassive
Notable overlap · 10 shared positions
$GE$IBM$PFE$BAC$VZ$AMGN
$685M
380 positions
#2Persium Advisors, LLCActive
Notable overlap · 8 shared positions
$UNH$IBM$PFE$VZ$T$MCD
$127M
60 positions
#3Argyle Capital Management, LLCPassive
Notable overlap · 8 shared positions
$INTC$IBM$PFE$BAC$AMGN$VZ
$308M
137 positions
#4William B. Walkup & Associates, Inc.Active
Notable overlap · 7 shared positions
$UNH$NOC$INTC$VZ$ABT$MCD
$167M
163 positions
#5Yoffe Investment Management, LLCPassive
Notable overlap · 7 shared positions
$GE$INTC$IBM$VZ$UNH$MCD
$78M
111 positions
#6BONNESS ENTERPRISES INCActive
Notable overlap · 9 shared positions
$INTC$IBM$PFE$T$VZ$ABT
$273M
39 positions
#7NS Partners LtdActive
Some overlap · 7 shared positions
$UNH$GE$BAC$NOC$T$MCD
$2.2B
71 positions
#8Catherine Avery Investment Management LLCPassive
Some overlap · 8 shared positions
$IBM$PFE$BAC$AMGN$VZ$MCD
$223M
109 positions
#9Dorato Capital ManagementPassive
Some overlap · 8 shared positions
$AFL$AMGN$INTC$BAC$MCD$NOC
$135M
254 positions
#10EDGAR LOMAX CO/VAActive
Some overlap · 6 shared positions
$UNH$PFE$BAC$AMGN$T$ABT
$1.4B
56 positions
#11CapWealth Advisors, LLCActive
Some overlap · 6 shared positions
$GE$UNH$IBM$BAC$AMGN$T
$1.3B
118 positions
#12Rayburn West Financial Services LLCPassive
Some overlap · 8 shared positions
$IBM$BAC$AMGN$MCD$VZ$ABT
$170M
82 positions
#13POM Investment Strategies, LLCPassive
Some overlap · 7 shared positions
$GE$IBM$BAC$VZ$T$PFE
$80M
433 positions
#14KEYNOTE FINANCIAL SERVICES LLCPassive
Some overlap · 7 shared positions
$INTC$PFE$AMGN$VZ$T$ABT
$188M
174 positions
#15SCHULHOFF & CO INCPassive
Some overlap · 8 shared positions
$NOC$IBM$VZ$T$ABT$GE
$243M
133 positions
#16Pettee Investors, Inc.Passive
Some overlap · 7 shared positions
$INTC$IBM$GE$MCD$PFE$AMAT
$194M
115 positions
#17guardian investment managementActive
Some overlap · 7 shared positions
$GE$BAC$AMGN$INTC$AMAT$ADM
$127M
60 positions
#18Slocum, Gordon & Co LLPPassive
Some overlap · 6 shared positions
$GE$IBM$PFE$VZ$T$MCD
$147M
64 positions
#19Griffith & Werner, Inc.Active
Some overlap · 6 shared positions
$UNH$PFE$BAC$VZ$T$IBM
$202M
72 positions
#20Palisade Asset Management, LLCActive
Some overlap · 6 shared positions
$UNH$IBM$AMGN$MCD$ABT$LHX
$996M
195 positions
#21Allen Mooney & Barnes Investment Advisors LLCPassive
Some overlap · 6 shared positions
$UNH$IBM$AFL$T$LHX$AMAT
$695M
159 positions
#22EXCALIBUR MANAGEMENT CORPPassive
Some overlap · 7 shared positions
$IBM$PFE$VZ$T$BAC$AMGN
$278M
160 positions
#23Exeter Financial, LLCPassive
Some overlap · 6 shared positions
$AFL$IBM$BAC$AMGN$VZ$MCD
$245M
98 positions
#24DoubleLine ETF Adviser LPPassive
Some overlap · 7 shared positions
$UNH$VZ$T$MCD$AMGN$ABT
$263M
176 positions
#25MEYER HANDELMAN COActive
Some overlap · 6 shared positions
$GE$IBM$AMGN$VZ$PFE$MCD
$3.2B
220 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.