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Hedge Funds Similar to Axiom Financial Strategies

13F Portfolio OverlapQ2 2026Axiom Financial Strategies portfolio →
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Most similar hedge funds by 13F overlap

Axiom Financial Strategies, LLC is an institutional investor managing $319M across 34 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 Axiom Financial Strategies are DAVIS SELECTED ADVISERS, Stolper, AIGEN INVESTMENT, with shared positions in $COF, $USB, $VTRS, $CVS, $MGM, $TXN. The full ranking of 25 similar funds is below.

#1DAVIS SELECTED ADVISERSActive
Slight overlap · 10 shared positions
$COF$USB$VTRS$CVS$MGM$TXN
$23.3B
112 positions
#2Stolper CoPassive
Slight overlap · 5 shared positions
$COF$USB$CVS$TXN$DVN
$387M
91 positions
#3AIGEN INVESTMENT MANAGEMENT, LPPassive
Slight overlap · 5 shared positions
$COF$MGM$TXN$DVN$WFC
$366M
517 positions
#4CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active
Slight overlap · 5 shared positions
$USB$CVS$TXN$DVN$WFC
$1.5B
184 positions
#5Park Edge Advisors, LLCActive
Slight overlap · 3 shared positions
$CPER$DOV$WFC
$475M
154 positions
#6LYNCH & ASSOCIATES/INPassive
Slight overlap · 4 shared positions
$COF$USB$CVS$TXN
$573M
129 positions
#71834 INVESTMENT ADVISORS COPassive
Slight overlap · 4 shared positions
$USB$CVS$TXN$DVN
$883M
211 positions
#8EDGAR LOMAX CO/VAActive
Slight overlap · 4 shared positions
$USB$CVS$TXN$WFC
$1.3B
58 positions
#9NEW ENGLAND ASSET MANAGEMENT INCPassive
Slight overlap · 4 shared positions
$USB$CVS$TXN$WFC
$863M
131 positions
#10William B. Walkup & Associates, Inc.Passive
Slight overlap · 4 shared positions
$COF$CVS$DVN$WFC
$208M
258 positions
#11Oak Thistle LLCPassive
Slight overlap · 4 shared positions
$COF$TXN$DVN$WFC
$1.0B
466 positions
#12PZENA INVESTMENT MANAGEMENT LLCActive
Slight overlap · 4 shared positions
$COF$CVS$WFC$TSN
$34.1B
161 positions
#13Palouse Capital Management, Inc.Passive
Slight overlap · 4 shared positions
$CVS$TXN$DVN$TSN
$160M
124 positions
#14Permanent Capital Management, LPActive
Slight overlap · 4 shared positions
$COF$MGM$DOV$TECK
$747M
211 positions
#15MATRIX ASSET ADVISORS INC/NYActive
Slight overlap · 4 shared positions
$USB$TXN$WFC$TSN
$1.2B
106 positions
#16iSAM Funds (UK) LtdPassive
Slight overlap · 4 shared positions
$COF$DVN$DOV$WFC
$142M
241 positions
#17Canoe Financial LPActive
Slight overlap · 4 shared positions
$CVS$TXN$WFC$TECK
$8.1B
110 positions
#18STEEL GROVE CAPITAL ADVISORS, LLCSmart money
Slight overlap · 3 shared positions
$USB$VTRS$TXN
$1.1B
223 positions
#19Disciplined Equity Management, Inc.Smart money
Slight overlap · 3 shared positions
$USB$VTRS$TXN
$226M
45 positions
#20POWER WEALTH MANAGEMENT LLCActive
Slight overlap · 3 shared positions
$COF$MGM$TXN
$291M
118 positions
#21WealthTrust Asset Management, LLCActive
Slight overlap · 3 shared positions
$COF$USB$DVN
$185M
111 positions
#22Exeter Financial, LLCPassive
Slight overlap · 3 shared positions
$USB$CVS$TXN
$261M
101 positions
#23Gibraltar Capital Management, Inc.Active
Slight overlap · 4 shared positions
$TXN$DVN$WFC$TSN
$650M
125 positions
#24Philip James Wealth Mangement, LLCActive
Slight overlap · 3 shared positions
$USB$VTRS$DVN
$888M
151 positions
#25Unison Advisors LLCActive
Slight overlap · 3 shared positions
$COF$CVS$DVN
$1.4B
173 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.