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Hedge Funds Similar to Azimuth Investment

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

Azimuth Capital Investment Management LLC is an institutional investor managing $2.7B across 300 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 Azimuth Investment are Empire Financial Company,, NS Partners Ltd, Mengis ,, with shared positions in $BAC, $AMD, $BA, $HSY, $PHYS, $IBM. The full ranking of 25 similar funds is below.

#1Empire Financial Management Company, LLCPassive
Some overlap · 6 shared positions
$BAC$AMD$BA$HSY$PHYS$IBM
$442M
211 positions
#2NS Partners LtdActive
Some overlap · 6 shared positions
$BAC$WEC$WFC$YUM$GEV$SYK
$2.2B
71 positions
#3Mengis Capital Management, Inc.Passive
Some overlap · 6 shared positions
$HSY$BA$BAC$SLB$MRVL$IBM
$581M
212 positions
#4CALIFORNIA FIRST LEASING CORPActive
Some overlap · 5 shared positions
$BAC$WFC$SLB$AMD$MRVL
$312M
39 positions
#5NFJ INVESTMENT GROUP, LLCPassive
Some overlap · 5 shared positions
$HSY$SLB$AMD$MRVL$GEV
$2.6B
221 positions
#6BSN Capital Partners LtdSmart money
Some overlap · 5 shared positions
$BAC$WFC$AMD$__PARK_1390777$BA
$2.1B
24 positions
#7HOERTKORN RICHARD CHARLESActive
Some overlap · 5 shared positions
$BAC$AMD$BA$MRVL$GEV
$122M
75 positions
#8MeadowBrook Investment Advisors LLCPassive
Some overlap · 5 shared positions
$BAC$WFC$BA$MRVL$SYK
$113M
186 positions
#9Wynn Capital, LLCPassive
Some overlap · 5 shared positions
$BAC$WFC$__PARK_1390777$GEV$IBM
$195M
107 positions
#10PIER 88 INVESTMENT PARTNERS LLCPassive
Some overlap · 5 shared positions
$BAC$WFC$WEC$BA$MPWR
$402M
112 positions
#11Pavion Blue Capital, LLCPassive
Some overlap · 5 shared positions
$BAC$WFC$YUM$GEV$IBM
$230M
108 positions
#12Estabrook Capital ManagementPassive
Some overlap · 5 shared positions
$BAC$WFC$__PARK_1390777$GEV$IBM
$685M
380 positions
#13Hedges Asset Management LLC
Some overlap · 5 shared positions
$WFC$BA$SLB$PHYS$IBM
$142M
108 positions
#14CapWealth Advisors, LLCActive
Some overlap · 5 shared positions
$BAC$HSY$GEV$SYK$IBM
$1.3B
118 positions
#15Slagle Financial, LLCPassive
Some overlap · 4 shared positions
$HSY$BAC$WFC$IBM
$303M
121 positions
#16Pictet & Cie (Europe) SAActive
Some overlap · 5 shared positions
$WFC$SLB$AMD$SYK$BA
$4.7B
207 positions
#17DEAN INVESTMENT ASSOCIATES, LLCPassive
Some overlap · 4 shared positions
$HSY$WEC$__PARK_1390777$XEL
$710M
190 positions
#18Limestone Investment Advisors LPActive
Some overlap · 4 shared positions
$BAC$WFC$AMD$BA
$1.2B
399 positions
#19iSAM Funds (UK) LtdPassive
Some overlap · 5 shared positions
$BAC$__PARK_1390777$XEL$SYK$WEC
$203M
291 positions
#20Kampmann Melissa S.Passive
Some overlap · 5 shared positions
$WEC$BA$GEV$FAST$SYK
$125M
43 positions
#21Skandinaviska Enskilda Banken AB (publ)Active
Some overlap · 6 shared positions
$BAC$AMD$SYK$GD$IBM$MRVL
$4.3B
163 positions
#22Cane Capital Partners, LLCPassive
Some overlap · 5 shared positions
$BAC$AMD$BA$WFC$IBM
$229M
131 positions
#23SSI INVESTMENT MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$BAC$WFC$WEC$BA
$1.4B
240 positions
#24STANCE CAPITAL LLCPassive
Some overlap · 5 shared positions
$AMD$MRVL$GEV$MPWR$__PARK_1390777
$206M
281 positions
#25Mystic Asset Management, Inc.Passive
Some overlap · 5 shared positions
$BAC$BA$SYK$GD$IBM
$431M
218 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.