13F Pro

Hedge Funds Similar to Axis Wealth Partners

13F Portfolio OverlapQ2 2026Axis Wealth Partners portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Axis Wealth Partners, LLC is an institutional investor managing $208M across 183 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 Axis Wealth Partners are Measured Risk Portfolios, FINANCIAL GROUP \\, FUKOKU MUTUAL LIFE INSURANCE, with shared positions in $VZ, $MO, $TXN, $QCOM, $DLR, $PM. The full ranking of 25 similar funds is below.

#1Measured Risk Portfolios, Inc.Active
Some overlap · 6 shared positions
$VZ$MO$TXN$QCOM$DLR$PM
$94M
64 positions
#2CAPITAL FINANCIAL GROUP INC\CO\ /ADVPassive
Some overlap · 7 shared positions
$VZ$MO$IRM$WFC$XYL$T
$191M
102 positions
#3FUKOKU MUTUAL LIFE INSURANCE CoActive
Some overlap · 6 shared positions
$MO$TXN$VZ$QCOM$MCD$T
$1.7B
256 positions
#4HF Advisory Group, LLCPassive
Some overlap · 6 shared positions
$VZ$MO$TXN$WFC$T$PM
$336M
174 positions
#51834 INVESTMENT ADVISORS COPassive
Some overlap · 5 shared positions
$VZ$MO$TXN$QCOM$T
$886M
232 positions
#6Paradigm Capital Management, LLC/NVActive
Some overlap · 6 shared positions
$VZ$MO$WFC$MCD$T$PM
$116M
65 positions
#7Disciplined Equity Management, Inc.Smart money
Some overlap · 5 shared positions
$VZ$MO$TXN$IRM$T
$227M
47 positions
#8MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$VZ$TXN$WFC$MCD$T$PM
$233M
122 positions
#9BENEDICT FINANCIAL ADVISORS INCPassive
Some overlap · 6 shared positions
$VZ$MO$QCOM$MCD$PM$GLW
$504M
136 positions
#10Coston, McIsaac & PartnersPassive
Some overlap · 5 shared positions
$VZ$MO$TXN$MCD$PM
$497M
948 positions
#11TECTONIC ADVISORS LLCPassive
Some overlap · 5 shared positions
$VZ$MO$IRM$WPC$T
$2.2B
277 positions
#12SHERMAN PORFOLIOS, LLCSmart money
Some overlap · 5 shared positions
$VZ$TXN$QCOM$MCD$AZN
$1.3B
97 positions
#13PINKERTON WEALTH, LLCActive
Some overlap · 5 shared positions
$VZ$TXN$QCOM$MCD$AZN
$1.2B
103 positions
#14Adams Asset Advisors, LLCActive
Some overlap · 5 shared positions
$VZ$MO$WFC$WPC$T
$984M
94 positions
#15NEW ENGLAND ASSET MANAGEMENT INCPassive
Some overlap · 5 shared positions
$VZ$QCOM$TXN$WFC$T
$863M
131 positions
#16Range Financial Group LLCPassive
Some overlap · 5 shared positions
$VZ$MO$QCOM$MCD$PM
$361M
207 positions
#17Widmann Financial Services, Inc.Passive
Some overlap · 6 shared positions
$VZ$MO$IRM$MCD$T$GLW
$186M
123 positions
#18Optimist Retirement Group LLCActive
Some overlap · 5 shared positions
$VZ$MO$QCOM$MCD$PM
$259M
118 positions
#19Keystone Financial Planning, Inc.Active
Some overlap · 5 shared positions
$VZ$MO$MCD$T$PM
$404M
39 positions
#20AR ASSET MANAGEMENT INCActive
Some overlap · 6 shared positions
$MO$IRM$VZ$TXN$DLR$PM
$546M
122 positions
#21Windle Wealth, LLCActive
Some overlap · 5 shared positions
$VZ$MO$MCD$T$WELL
$249M
35 positions
#22RAHLFS CAPITAL, LLCPassive
Some overlap · 5 shared positions
$VZ$TXN$MO$MCD$PM
$150M
89 positions
#23CFC Planning Co LLCPassive
Some overlap · 4 shared positions
$VZ$MO$TXN$PM
$171M
71 positions
#24Carolina Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$VZ$MO$TXN$PM
$263M
373 positions
#25VIKING FUND MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$VZ$MO$QCOM$T$GLW
$1.1B
141 positions

Compare Axis Wealth Partners’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Axis Wealth Partners’s holdings

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.