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Hedge Funds Similar to Axos Invest

13F Portfolio OverlapQ1 2026Axos Invest portfolio →
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Most similar hedge funds by 13F overlap

Axos Invest Inc. is an institutional investor managing $132M across 19 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 Axos Invest are Tranquilli Financial Advisor, Grey Fox Wealth Advisors,, Rodgers & Associates, LTD, with shared positions in $GMM, $COP, $SCHW, $MAR, $USB. The full ranking of 25 similar funds is below.

#1Tranquilli Financial Advisor LLCPassive
Notable overlap · 4 shared positions
$GMM$COP$SCHW$MAR
$171M
132 positions
#2Grey Fox Wealth Advisors, LLCActive
Some overlap · 4 shared positions
$GMM$COP$SCHW$MAR
$518M
140 positions
#3Rodgers & Associates, LTDActive
Some overlap · 3 shared positions
$COP$SCHW$GMM
$982M
101 positions
#4Marathon Strategic Advisors, LLCActive
Some overlap · 3 shared positions
$GMM$SCHW$COP
$139M
52 positions
#5Hobart Private Capital, LLCPassive
Some overlap · 4 shared positions
$GMM$COP$USB$MAR
$509M
132 positions
#6LPWM LLCActive
Some overlap · 3 shared positions
$GMM$SCHW$MAR
$396M
94 positions
#7WESCAP Management Group, Inc.Active
Some overlap · 4 shared positions
$COP$SCHW$GMM$USB
$508M
107 positions
#8DecisionPoint Financial, LLCActive
Some overlap · 4 shared positions
$COP$SCHW$USB$MAR
$464M
679 positions
#9JIM SAULNIER & ASSOCIATES, LLCPassive
Some overlap · 3 shared positions
$GMM$SCHW$MAR
$205M
139 positions
#10AA Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$COP$SCHW$USB
$710M
221 positions
#11BLUELINE ADVISORS LLCActive
Some overlap · 3 shared positions
$COP$SCHW$USB
$129M
217 positions
#12CYPRESS FINANCIAL PLANNING LLCActive
Some overlap · 3 shared positions
$COP$SCHW$USB
$363M
102 positions
#13Firestone Capital ManagementPassive
Some overlap · 3 shared positions
$COP$SCHW$USB
$480M
160 positions
#14Cordant, Inc.Active
Some overlap · 3 shared positions
$COP$SCHW$USB
$246M
75 positions
#15Hurlow Wealth Management Group, Inc.Active
Some overlap · 3 shared positions
$COP$SCHW$USB
$420M
120 positions
#16Tide Cove Capital Partners LLCSmart money
Some overlap · 3 shared positions
$COP$SCHW$USB
$147M
13 positions
#17Clarity Capital Advisors, LLCActive
Some overlap · 5 shared positions
$SCHW$COP$USB$GMM$MAR
$215M
95 positions
#18WEBSTERROGERS FINANCIAL ADVISORS, LLCActive
Some overlap · 3 shared positions
$COP$SCHW$USB
$350M
95 positions
#19Kohmann Bosshard Financial Services, LLCActive
Some overlap · 3 shared positions
$COP$SCHW$GMM
$1.2B
1,060 positions
#20Fonville Wealth Management LLCPassive
Some overlap · 3 shared positions
$GMM$SCHW$MAR
$525M
138 positions
#21Disciplined Investments, LLCPassive
Some overlap · 3 shared positions
$COP$SCHW$USB
$279M
141 positions
#22Kure Advisory, LLCActive
Some overlap · 3 shared positions
$COP$SCHW$USB
$184M
56 positions
#23Beacon Capital Management, Inc.Active
Some overlap · 3 shared positions
$COP$SCHW$MAR
$1.8B
57 positions
#24Advisory Resource GroupPassive
Some overlap · 3 shared positions
$COP$SCHW$GMM
$581M
172 positions
#25PATRIOT INVESTMENT MANAGEMENT GROUP, INC.Active
Some overlap · 4 shared positions
$COP$SCHW$USB$MAR
$1.6B
236 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.