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Hedge Funds Similar to Axim Planning & Wealth

13F Portfolio OverlapQ1 2026Axim Planning & Wealth portfolio →
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Most similar hedge funds by 13F overlap

Axim Planning & Wealth is an institutional investor managing $82M across 84 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 Axim Planning & Wealth are Mid-American Wealth Advisory Group,, NORDEN GROUP, Three Seasons Wealth,, with shared positions in $EH, $MO, $BMY, $PM, $EXEL, $CRM. The full ranking of 25 similar funds is below.

#1Mid-American Wealth Advisory Group, Inc.Active
Highly similar · 3 shared positions
$EH$MO$BMY
$237M
55 positions
#2NORDEN GROUP LLCPassive
Some overlap · 8 shared positions
$MO$PM$EXEL$BMY$CRM$LRCX
$1.0B
615 positions
#3Three Seasons Wealth, LLCPassive
Some overlap · 7 shared positions
$EXEL$MO$BMY$CRM$LRCX$EXPE
$262M
187 positions
#4MILESTONE ASSET MANAGEMENT, LLCPassive
Some overlap · 7 shared positions
$EXEL$MO$BMY$CRM$LRCX$AMD
$543M
235 positions
#5SEAMOUNT FINANCIAL GROUP INCPassive
Some overlap · 3 shared positions
$EH$USB$CRM
$222M
135 positions
#6RAHLFS CAPITAL, LLCPassive
Some overlap · 6 shared positions
$USB$PM$BMY$AMD$MDLZ$SLV
$136M
86 positions
#7Glass Jacobson Investment Advisors llcPassive
Some overlap · 4 shared positions
$EH$USB$UNIT$NKE
$290M
607 positions
#8Blue Capital, Inc.Passive
Some overlap · 7 shared positions
$MO$BMY$EXEL$LRCX$EXPE$CRM
$153M
107 positions
#9Van Diest Capital, LLCPassive
Some overlap · 5 shared positions
$USB$PM$CRM$LRCX$ANET
$127M
190 positions
#10Exit Wealth Advisors, LLC.Active
Some overlap · 6 shared positions
$MO$EXEL$BMY$LRCX$ANET$SLV
$195M
131 positions
#11Bay Rivers GroupPassive
Some overlap · 6 shared positions
$USB$CRM$LRCX$AMD$UNIT$CLS
$240M
109 positions
#12Friedenthal FinancialPassive
Some overlap · 3 shared positions
$EH$USB$LRCX
$199M
244 positions
#13STONEHAVEN WEALTH & TAX SOLUTIONS, LLCPassive
Some overlap · 7 shared positions
$LRCX$EXEL$EXPE$ANET$BMY$MO
$113M
82 positions
#14LifePlan Financial, LLCPassive
Some overlap · 6 shared positions
$USB$CRM$AMD$EXPE$NKE$MDLZ
$135M
83 positions
#15Keystone Financial Planning, Inc.Smart money
Some overlap · 4 shared positions
$USB$PM$MO$BMY
$374M
40 positions
#16Verity Asset Management, Inc.Passive
Some overlap · 5 shared positions
$PM$USB$BMY$AMD$UNIT
$238M
213 positions
#17Empirical Financial Services, LLC d.b.a. Empirical Wealth MaPassive
Some overlap · 6 shared positions
$USB$MO$UNIT$NKE$LRCX$PM
$5.8B
996 positions
#18CHARTER RESEARCH & INVESTMENT GROUP, INC.Active
Some overlap · 5 shared positions
$PM$MO$BMY$CRM$MDLZ
$150M
86 positions
#19PANAGORA ASSET MANAGEMENT INCPassive
Some overlap · 5 shared positions
$PM$BMY$LRCX$ANET$MO
$26.7B
1,159 positions
#20BCWM, LLCPassive
Some overlap · 4 shared positions
$USB$MO$BMY$AMD
$353M
57 positions
#21Ellsworth Advisors, LLCPassive
Some overlap · 4 shared positions
$USB$MO$BMY$AMD
$532M
164 positions
#22FCF Advisors LLCPassive
Some overlap · 5 shared positions
$MO$BMY$LRCX$EXPE$ANET
$444M
52 positions
#23AMERICAN FINANCIAL & TAX STRATEGIES INCPassive
Some overlap · 5 shared positions
$PM$MO$USB$UNIT$MDLZ
$206M
97 positions
#24Second Half Financial Partners, LLCActive
Some overlap · 7 shared positions
$EXPE$CRM$BMY$MO$ANET$EXEL
$222M
96 positions
#25Investmark Advisory Group LLCPassive
Some overlap · 5 shared positions
$PM$MO$UNIT$NKE$MDLZ
$234M
142 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.