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Hedge Funds Similar to Athena Investment

13F Portfolio OverlapQ2 2026Athena Investment portfolio →
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Most similar hedge funds by 13F overlap

Athena Investment Management is an institutional investor managing $169M across 132 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 Athena Investment are Willis Investment Counsel, Exeter Financial, Somerset, with shared positions in $AFL, $PEP, $TXN, $PFE, $VZ, $ABT. The full ranking of 25 similar funds is below.

#1Willis Investment CounselActive
Notable overlap · 7 shared positions
$AFL$PEP$TXN$PFE$VZ$ABT
$2.0B
128 positions
#2Exeter Financial, LLCPassive
Notable overlap · 6 shared positions
$AFL$PEP$TXN$VZ$ADM$AMGN
$265M
100 positions
#3Somerset Trust CoPassive
Some overlap · 7 shared positions
$AFL$NSC$PEP$AMGN$ABT$ADI
$354M
186 positions
#4Bell BankActive
Some overlap · 7 shared positions
$HPE$PFE$VZ$ADM$AMGN$PEP
$2.7B
204 positions
#5VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Some overlap · 6 shared positions
$AFL$PEP$VZ$AMGN$ADI$ABT
$203M
58 positions
#6Ranch Capital Advisors Inc.Passive
Some overlap · 7 shared positions
$AFL$VZ$PFE$ADM$AMGN$PEP
$316M
157 positions
#7Estabrook Capital ManagementPassive
Some overlap · 8 shared positions
$PFE$VZ$AMGN$AFL$NSC$T
$739M
344 positions
#8Dorato Capital ManagementPassive
Some overlap · 7 shared positions
$AFL$AMGN$TXN$LHX$PEP$NOC
$150M
254 positions
#9PINKERTON WEALTH, LLCActive
Some overlap · 6 shared positions
$PEP$TXN$VZ$AMGN$ABT$KMB
$1.2B
103 positions
#10BCWM, LLCPassive
Some overlap · 5 shared positions
$PEP$NOC$PFE$VZ$T
$342M
57 positions
#11Crescent Sterling, Ltd.Passive
Some overlap · 6 shared positions
$PEP$TXN$VZ$AMGN$ABT$KMB
$122M
92 positions
#12SHERMAN PORFOLIOS, LLCSmart money
Some overlap · 6 shared positions
$PEP$TXN$VZ$AMGN$ABT$KMB
$1.3B
97 positions
#13TKG Advisors, LLCPassive
Some overlap · 5 shared positions
$PEP$HPE$AFL$AMGN$KEYS
$288M
94 positions
#14P.A.W. CAPITAL CORPPassive
Some overlap · 6 shared positions
$PEP$PFE$VZ$AMGN$ABT$KMB
$133M
66 positions
#15MATTERN CAPITAL MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$AFL$TXN$AMGN$ABT$ADI$LHX
$857M
166 positions
#16Martin Capital Partners, LLCPassive
Some overlap · 5 shared positions
$PEP$TXN$PFE$VZ$AMGN
$279M
73 positions
#17Verity & Verity, LLCActive
Some overlap · 5 shared positions
$PEP$TXN$PFE$VZ$AMGN
$1.5B
139 positions
#18EDGAR LOMAX CO/VAActive
Some overlap · 6 shared positions
$TXN$PEP$PFE$AMGN$T$ABT
$1.3B
58 positions
#19NovaPoint Capital, LLCPassive
Some overlap · 5 shared positions
$AFL$PEP$TXN$ABT$LHX
$464M
162 positions
#20EDMP, INC.Passive
Some overlap · 5 shared positions
$AFL$PEP$VZ$AMGN$T
$130M
74 positions
#21SKBA CAPITAL MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$TXN$PFE$VZ$AMGN$T$LHX
$606M
79 positions
#22VIKING FUND MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$PEP$HPE$VZ$T$KMB
$1.1B
141 positions
#23Welch Group, LLCPassive
Some overlap · 5 shared positions
$PEP$TXN$PFE$VZ$KMB
$2.9B
326 positions
#24BRADY FAMILY WEALTH, LLCPassive
Some overlap · 6 shared positions
$PEP$TXN$AMGN$ABT$ADI$AFL
$346M
113 positions
#25Beacon Harbor Wealth Advisors, Inc.Passive
Some overlap · 5 shared positions
$PEP$PFE$VZ$AMGN$ABT
$513M
70 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.