How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Axis Wealth Partners,

13F Portfolio OverlapQ1 2026Axis Wealth Partners, portfolio →

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Most similar hedge funds by 13F overlap

Axis Wealth Partners, LLC is an institutional investor managing $188M across 174 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 Axis Wealth Partners, are Pinnacle Financial Group, / IL, truNorth Financial Services,, FIDELIS iM,, with shared positions in $WT, $HUM, $KKR, $UNIT, $BRZE, $MCD. The full ranking of 25 similar funds is below.

#1Pinnacle Financial Group, LLC / ILPassive

Notable overlap · 7 shared positions

$WT $HUM $KKR $UNIT $BRZE $MCD

$365M

111 positions

#2truNorth Financial Services, Inc.Active

Notable overlap · 5 shared positions

$WT $HUM $KKR $COP $UNIT

$97M

49 positions

#3FIDELIS iM, LLCSmart money

Notable overlap · 4 shared positions

$WT $HUM $COP $BRZE

$264M

25 positions

#4OPTIMA CAPITAL LLCPassive

Notable overlap · 5 shared positions

$WT $HUM $SNOW $UNIT $MCD

$215M

159 positions

#5UPTICK PARTNERS, LLCPassive

Notable overlap · 5 shared positions

$WT $KKR $HUM $SNOW $UNIT

$502M

293 positions

#6Trust Point Inc.Active

Notable overlap · 4 shared positions

$WT $HUM $WFC $UNIT

$1.2B

521 positions

#7Argo Wealth Advisory, LLCActive

Notable overlap · 3 shared positions

$WT $HUM $XYL

$170M

48 positions

#8Wealthcare Capital Partners, LLCActive

Notable overlap · 4 shared positions

$WT $KKR $HUM $COP

$213M

153 positions

#9Avant Capital LLCPassive

Notable overlap · 3 shared positions

$WT $HUM $UNIT

$142M

76 positions

#10Etesian Wealth Advisors, Inc.Passive

Notable overlap · 6 shared positions

$WT $KKR $SNOW $BRZE $MCD $BAC

$313M

138 positions

#11Dickmeyer Boyce Financial Management, Inc.Passive

Notable overlap · 4 shared positions

$WT $KKR $VZ $WFC

$170M

125 positions

#12Reality Financial Planning Services, LLCSmart money

Notable overlap · 5 shared positions

$WT $HUM $KKR $SNOW $BRZE

$104M

20 positions

#13Catalyst Investment Management LLCPassive

Notable overlap · 4 shared positions

$WT $KKR $HUM $BAC

$90M

65 positions

#14Marshall & Sterling Wealth Advisors Inc.Passive

Notable overlap · 4 shared positions

$WT $HUM $COP $USB

$153M

344 positions

#15SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.Smart money

Notable overlap · 4 shared positions

$WT $KKR $UNIT $BRZE

$139M

37 positions

#16SimpliFi, Inc.Smart money

Notable overlap · 4 shared positions

$WT $HUM $VZ $BRZE

$238M

43 positions

#17BIP Wealth, LLCActive

Notable overlap · 7 shared positions

$WT $HUM $BRZE $USB $UNIT $KKR

$2.5B

453 positions

#18RATIONAL ADVISORS, INC.Active

Notable overlap · 5 shared positions

$WT $HUM $USB $WFC $BAC

$980M

179 positions

#19Bristlecone Value Partners, LLCPassive

Notable overlap · 3 shared positions

$WT $HUM $BAC

$114M

68 positions

#20WESCAP Management Group, Inc.Active

Notable overlap · 5 shared positions

$WT $COP $HUM $USB $UNIT

$508M

107 positions

#21Compass Financial Services IncActive

Notable overlap · 4 shared positions

$WT $KKR $HUM $WFC

$231M

56 positions

#22Aspire Capital Advisors LLCActive

Notable overlap · 3 shared positions

$WT $KKR $SNOW

$444M

122 positions

#23Oxinas Partners Wealth Management LLCPassive

Notable overlap · 3 shared positions

$WT $KKR $USB

$219M

145 positions

#24FFG RETIREMENT ADVISORS LLCPassive

Notable overlap · 3 shared positions

$WT $KKR $SNOW

$172M

43 positions

#25Stonekeep Investments, LLCActive

Notable overlap · 4 shared positions

$WT $COP $SNOW $BRZE

$154M

66 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.