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Hedge Funds Similar to Athena Wealth

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

Athena Wealth Management, LLC is an institutional investor managing $134M across 104 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 Wealth are SWP Investment, Parkside Investments, BRIAN LOW FINANCIAL GROUP, with shared positions in $C, $FCX, $PM, $URI, $NEE, $AZN. The full ranking of 25 similar funds is below.

#1SWP Investment Management LLCPassive
Notable overlap · 7 shared positions
$C$FCX$PM$URI$NEE$AZN
$145M
43 positions
#2Parkside Investments, LLCActive
Notable overlap · 6 shared positions
$C$FCX$COP$NEE$TMO$FDX
$902M
91 positions
#3BRIAN LOW FINANCIAL GROUP, LLCPassive
Notable overlap · 7 shared positions
$PM$C$FCX$URI$NEE$AZN
$171M
116 positions
#4Oliver Luxxe Assets LLCPassive
Notable overlap · 7 shared positions
$C$PM$FCX$COF$AZN$SCHW
$680M
199 positions
#5RE ADVISERS CORPActive
Notable overlap · 6 shared positions
$C$FCX$COP$ALL$PHM$NOC
$4.0B
124 positions
#6Strategic Wealth Partners, Ltd.Passive
Notable overlap · 7 shared positions
$PM$C$URI$FCX$NEE$AZN
$1.6B
1,462 positions
#7Coign Capital Advisors LLCActive
Notable overlap · 7 shared positions
$C$PM$SCHW$TMO$COP$MCK
$222M
88 positions
#8HARRIS ASSOCIATES L PActive
Notable overlap · 6 shared positions
$SCHW$COP$C$COF$GM$CTVA
$75.4B
162 positions
#9Blume Capital Management, Inc.Passive
Notable overlap · 5 shared positions
$C$SCHW$FCX$COF$FDX
$684M
359 positions
#10Huber Capital Management LLCActive
Notable overlap · 6 shared positions
$C$PM$GM$URI$FDX$NOC
$679M
99 positions
#11Teewinot Capital Advisers, L.L.C.Active
Notable overlap · 5 shared positions
$C$LUV$COF$GM$PHM
$1.4B
31 positions
#12William B. Walkup & Associates, Inc.Passive
Notable overlap · 7 shared positions
$ALL$VLO$COF$COP$MCK$NOC
$208M
258 positions
#13Catherine Avery Investment Management LLCPassive
Notable overlap · 5 shared positions
$C$FCX$STX$NEE$VLO
$229M
166 positions
#14PARADIGM ASSET MANAGEMENT CO LLCPassive
Notable overlap · 8 shared positions
$C$FCX$ASML$AZN$VLO$GM
$468M
419 positions
#15Myriad Asset Management US LPActive
Some overlap · 5 shared positions
$C$FCX$TMO$ASML$VLO
$72M
52 positions
#16Myriad Asset Management Advisors LLCActive
Some overlap · 5 shared positions
$C$FCX$TMO$ASML$VLO
$424M
49 positions
#17Hosking Partners LLPActive
Some overlap · 4 shared positions
$C$FCX$STX$COF
$3.0B
98 positions
#18MORTON COMMUNITY BANKPassive
Some overlap · 6 shared positions
$C$PM$ALL$AZN$NEE$COP
$491M
120 positions
#19Delta Global Management LPPassive
Some overlap · 4 shared positions
$C$HLT$STX$COF
$922M
149 positions
#20THORNBURG INVESTMENT MANAGEMENT INCActive
Some overlap · 5 shared positions
$C$FCX$AZN$SCHW$MELI
$10.5B
139 positions
#21Cullen Capital Management, LLCActive
Some overlap · 4 shared positions
$C$COP$PM$NEE
$10.2B
208 positions
#22WealthBridge Investment Counsel Inc.Active
Some overlap · 5 shared positions
$C$TMO$COP$NOC$FDX
$375M
44 positions
#23SHIKIAR ASSET MANAGEMENT INCActive
Some overlap · 4 shared positions
$C$FCX$COF$NEE
$396M
113 positions
#24VAUGHAN DAVID INVESTMENTS LLC/ILActive
Some overlap · 6 shared positions
$C$ALL$NEE$PM$COP$AZN
$5.0B
245 positions
#25FRANKLIN RESOURCES INCPassive
Some overlap · 10 shared positions
$C$NEE$TMO$PM$SCHW$AZN
$461.9B
3,192 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.