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Hedge Funds Similar to Azimuth Investment

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

Azimuth Capital Investment Management LLC is an institutional investor managing $3.0B across 313 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 Azimuth Investment are Mengis, HENDLEY, BRIGHT ROCK, with shared positions in $MRVL, $PEP, $BA, $UNP, $ASML, $HSY. The full ranking of 25 similar funds is below.

#1Mengis Capital Management, Inc.Passive
Some overlap · 7 shared positions
$MRVL$PEP$BA$UNP$ASML$HSY
$673M
215 positions
#2HENDLEY & CO INCActive
Some overlap · 6 shared positions
$PEP$HSY$SLB$GNRC$UNP$APH
$283M
47 positions
#3BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$PEP$WEC$SLB$UNP$APH$FAST
$529M
72 positions
#4Bouvel Investment Partners, LLCPassive
Some overlap · 5 shared positions
$MRVL$BA$CRWD$MPWR$APH
$433M
85 positions
#5DEAN INVESTMENT ASSOCIATES, LLCPassive
Some overlap · 5 shared positions
$HSY$BNY$PEP$WEC$XEL
$761M
193 positions
#6First Pacific FinancialPassive
Some overlap · 5 shared positions
$PEP$BNY$MRVL$CRWD$ASML
$978M
538 positions
#7Smith, Salley & AssociatesPassive
Some overlap · 5 shared positions
$MRVL$UNP$ASML$APH$PEP
$2.3B
275 positions
#8HOWE & RUSLING INCPassive
Some overlap · 5 shared positions
$PEP$CRWD$UNP$ASML$APH
$1.7B
479 positions
#9Cane Capital Partners, LLCPassive
Some overlap · 5 shared positions
$MRVL$BA$CRWD$ASML$UNP
$269M
148 positions
#10Stanley-Laman Group, Ltd.Passive
Some overlap · 4 shared positions
$MPWR$MRVL$ASML$BA
$915M
299 positions
#11Leelyn Smith, LLCActive
Some overlap · 4 shared positions
$MRVL$BA$MPWR$CRWD
$822M
157 positions
#12CORDA Investment Management, LLC.Active
Some overlap · 4 shared positions
$PEP$HSY$BNY$ASML
$1.5B
78 positions
#13ZEVENBERGEN CAPITAL INVESTMENTS LLCActive
Some overlap · 5 shared positions
$MPWR$CRWD$APH$MRVL$ASML
$4.4B
118 positions
#14VALICENTI ADVISORY SERVICES INCActive
Some overlap · 4 shared positions
$MRVL$PEP$UNP$ASML
$531M
81 positions
#15GENERAL AMERICAN INVESTORS CO INCActive
Some overlap · 4 shared positions
$MRVL$PEP$BA$ASML
$1.7B
73 positions
#16Barnes Dennig Private Wealth Management LLCPassive
Some overlap · 4 shared positions
$MRVL$PEP$BNY$SLB
$125M
365 positions
#17Stiles Financial Services IncPassive
Some overlap · 5 shared positions
$MPWR$GNRC$ASML$XEL$FAST
$398M
183 positions
#18Fortress Wealth Group, LLCActive
Some overlap · 5 shared positions
$BA$CRWD$ASML$MRVL$UNP
$288M
127 positions
#19Values First Advisors, Inc.Passive
Some overlap · 4 shared positions
$MPWR$ODFL$ASML$APH
$213M
180 positions
#20TrueMark Investments, LLCPassive
Some overlap · 4 shared positions
$PEP$HSY$UNP$ASML
$798M
187 positions
#21Worthington Financial Partners, LLCPassive
Some overlap · 4 shared positions
$MPWR$ODFL$ASML$APH
$118M
98 positions
#22Rheos Capital Works Inc.Passive
Some overlap · 4 shared positions
$PEP$BA$CRWD$ASML
$1.8B
82 positions
#23NZS Capital, LLCActive
Some overlap · 4 shared positions
$MRVL$CRWD$MPWR$APH
$3.9B
61 positions
#24FAIRFIELD, BUSH & CO.Passive
Some overlap · 5 shared positions
$CRWD$ASML$GNRC$PEP$UNP
$203M
126 positions
#25Western Financial Corp/CAActive
Some overlap · 5 shared positions
$BNY$ASML$APH$MRVL$CRWD
$300M
136 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.