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Hedge Funds Similar to Axim Planning & Wealth

13F Portfolio OverlapQ2 2026Axim Planning & Wealth portfolio →
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Most similar hedge funds by 13F overlap

Axim Planning & Wealth is an institutional investor managing $72M across 92 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 Axim Planning & Wealth are Blue, NORDEN GROUP, Second Half Financial Partners, with shared positions in $PM, $MO, $LAMR, $ANET, $EXPE, $SHOP. The full ranking of 25 similar funds is below.

#1Blue Capital, Inc.Passive
Notable overlap · 9 shared positions
$PM$MO$LAMR$ANET$EXPE$SHOP
$161M
136 positions
#2NORDEN GROUP LLCPassive
Some overlap · 9 shared positions
$MO$LAMR$ANET$EXPE$PM$SHOP
$1.3B
673 positions
#3Second Half Financial Partners, LLCActive
Some overlap · 9 shared positions
$MO$LAMR$ANET$EXPE$SHOP$BMY
$244M
109 positions
#4WealthCare Asset Management, LLCActive
Some overlap · 9 shared positions
$MO$LAMR$ANET$EXPE$SHOP$BMY
$116M
59 positions
#5MILESTONE ASSET MANAGEMENT, LLCPassive
Some overlap · 8 shared positions
$MO$LAMR$ANET$EXPE$SHOP$BMY
$631M
238 positions
#6STONEHAVEN WEALTH & TAX SOLUTIONS, LLCActive
Some overlap · 8 shared positions
$MO$LAMR$ANET$EXPE$SHOP$BMY
$105M
83 positions
#7Van Diest Capital, LLCPassive
Some overlap · 7 shared positions
$PM$MO$ANET$EXPE$LAMR$SHOP
$112M
176 positions
#8Exit Wealth Advisors, LLC.Passive
Some overlap · 7 shared positions
$MO$LAMR$ANET$SHOP$BMY$FTI
$220M
150 positions
#9Ellsworth Advisors, LLCPassive
Some overlap · 5 shared positions
$USB$MO$ANET$BMY$FTI
$620M
193 positions
#10Keystone Financial Planning, Inc.Active
Some overlap · 5 shared positions
$USB$PM$MO$BMY$NVO
$404M
39 positions
#11Independent Solutions Wealth Management, LLCActive
Some overlap · 5 shared positions
$MO$PM$LAMR$ANET$SHOP
$766M
194 positions
#12Cedar Wealth Management, LLCActive
Some overlap · 5 shared positions
$PM$MO$USB$NVO$MDLZ
$389M
92 positions
#13Cobblestone Asset Management LLCActive
Some overlap · 4 shared positions
$PM$MO$NIO$BMY
$248M
77 positions
#14GW HENSSLER & ASSOCIATES LTDPassive
Some overlap · 4 shared positions
$USB$MO$PM$ANET
$2.3B
224 positions
#15FCF Advisors LLCPassive
Some overlap · 5 shared positions
$MO$ANET$EXPE$BMY$FTI
$544M
58 positions
#16Aurdan Capital Management, LLCActive
Some overlap · 4 shared positions
$PM$MO$USB$BMY
$394M
99 positions
#17Weinberger Asset Management, IncActive
Some overlap · 4 shared positions
$PM$MO$ANET$SHOP
$312M
101 positions
#18PCB Capital LLCPassive
Some overlap · 4 shared positions
$USB$PM$ANET$MDLZ
$82M
114 positions
#19Cravens & Co Advisors, LLCActive
Some overlap · 4 shared positions
$USB$PM$SHOP$NVO
$147M
61 positions
#20Paradigm Capital Management, LLC/NVActive
Some overlap · 3 shared positions
$USB$PM$MO
$116M
65 positions
#21Slagle Financial, LLCPassive
Some overlap · 3 shared positions
$USB$PM$MO
$334M
127 positions
#22CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active
Some overlap · 4 shared positions
$USB$PM$BMY$MDLZ
$3.3B
229 positions
#23Range Financial Group LLCPassive
Some overlap · 4 shared positions
$PM$MO$EXPE$NVO
$361M
207 positions
#24Carolina Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$PM$MO$BMY$NVO
$263M
373 positions
#25Optimist Retirement Group LLCActive
Some overlap · 4 shared positions
$PM$MO$BMY$NVO
$259M
118 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.