13F Pro

Hedge Funds Similar to Axiom Investment

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

Axiom Investment Management LLC is an institutional investor managing $150M across 528 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 Investment are Skylands, CHELSEA COUNSEL, Estabrook, with shared positions in $UNP, $B, $C, $BMY, $PWR, $GLW. The full ranking of 25 similar funds is below.

#1Skylands Capital, LLCPassive
Notable overlap · 4 shared positions
$UNP$B$C$BMY
$762M
164 positions
#2CHELSEA COUNSEL COPassive
Notable overlap · 5 shared positions
$PWR$GLW$HON$HONA$ET
$236M
232 positions
#3Estabrook Capital ManagementPassive
Notable overlap · 7 shared positions
$GLW$UNP$C$PFE$HON$HONA
$739M
344 positions
#4Werlinich Asset Management, LLCActive
Notable overlap · 6 shared positions
$UNP$GLW$PFE$BX$HON$HONA
$258M
57 positions
#5Cercano Management LLCSmart money
Notable overlap · 3 shared positions
$UNP$EPD$PWR
$1.0B
136 positions
#6MOSAIC FINANCIAL GROUP, LLCPassive
Notable overlap · 3 shared positions
$UNP$BX$T
$156M
134 positions
#7Parkside Investments, LLCActive
Notable overlap · 4 shared positions
$UNP$GLW$C$BX
$879M
95 positions
#8CAMBIAR INVESTORS LLCActive
Some overlap · 5 shared positions
$UNP$OMC$HON$HONA$BMY
$2.3B
150 positions
#9MCRAE CAPITAL MANAGEMENT INCPassive
Some overlap · 4 shared positions
$PWR$OMC$HON$HONA
$540M
113 positions
#10Good Steward Wealth Advisors,LLCActive
Some overlap · 3 shared positions
$UNP$GLW$BMY
$166M
71 positions
#11O'Keefe Stevens Advisory, Inc.Active
Some overlap · 4 shared positions
$GLW$MTB$UNP$PFE
$489M
81 positions
#12Landmark Wealth Management, LLCActive
Some overlap · 6 shared positions
$GLW$C$BMY$PFE$T$GILD
$418M
151 positions
#13BOURGEON CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$UNP$PFE$C$PWR$TEVA
$696M
113 positions
#14Old North State Wealth Management, LLCPassive
Some overlap · 5 shared positions
$GLW$PFE$OMC$ET$GILD
$241M
108 positions
#15PRINCETON CAPITAL MANAGEMENT LLCActive
Some overlap · 3 shared positions
$PWR$GLW$C
$443M
145 positions
#16Legacy Advisory Services, LLCActive
Some overlap · 3 shared positions
$UNP$GLW$EPD
$139M
80 positions
#17Ironvine Capital Partners, LLCActive
Some overlap · 3 shared positions
$UNP$HONA$HON
$1.1B
57 positions
#18First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 5 shared positions
$UNP$PFE$HON$HONA$BX
$529M
75 positions
#19BCWM, LLCPassive
Some overlap · 4 shared positions
$UNP$PFE$BMY$T
$342M
57 positions
#20WealthTrust Axiom LLCPassive
Some overlap · 5 shared positions
$GLW$PFE$BMY$ED$GILD
$448M
302 positions
#21REAVES W H & CO INCActive
Some overlap · 3 shared positions
$PWR$GLW$EPD
$6.6B
94 positions
#22JTC Employer Solutions Trusteee LtdActive
Some overlap · 3 shared positions
$UNP$C$GLW
$1.2B
313 positions
#23CONTINENTAL ADVISORS LLCActive
Some overlap · 6 shared positions
$PFE$B$C$BMY$TEVA$GILD
$233M
52 positions
#24Widmann Financial Services, Inc.Passive
Some overlap · 5 shared positions
$GLW$PFE$C$B$T
$186M
123 positions
#25Riggs Asset Managment Co. Inc.Passive
Some overlap · 4 shared positions
$GLW$MTB$C$GILD
$560M
132 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.