How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to WealthTrust Axiom

13F Portfolio OverlapQ2 2026WealthTrust Axiom portfolio →

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Most similar hedge funds by 13F overlap

WealthTrust Axiom LLC is an institutional investor managing $448M across 302 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 WealthTrust Axiom are FORESIGHT ADVISORS, Nan Shan Life Insurance , Ltd., FOUNDATION RESOURCE, with shared positions in $KMI, $GLW, $BMY, $IRM, $VZ, $PFE. The full ranking of 25 similar funds is below.

#1FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.Passive

Notable overlap · 5 shared positions

$KMI $GLW $BMY $IRM $VZ

$206M

80 positions

#2Nan Shan Life Insurance Co., Ltd.Active

Notable overlap · 6 shared positions

$KMI $BMY $PFE $SLB $VZ $GLW

$3.2B

82 positions

#3FOUNDATION RESOURCE MANAGEMENT INCActive

Notable overlap · 7 shared positions

$AEM $PFE $NTR $GILD $BMY $VZ

$860M

56 positions

#4Orographic Financial Advisors, LLCPassive

Notable overlap · 6 shared positions

$KMI $BMY $PFE $HWM $CEG $VZ

$151M

105 positions

#5Lombard Odier Asset Management (USA) CorpActive

Notable overlap · 5 shared positions

$KMI $BMY $PFE $GILD $SLB

$727M

142 positions

#6HOURGLASS CAPITAL, LLCPassive

Notable overlap · 6 shared positions

$KMI $PFE $SLB $IRM $VZ $GSK

$508M

127 positions

#7CORDA Investment Management, LLC.Active

Some overlap · 5 shared positions

$GLW $PFE $NTR $VZ $NVO

$1.6B

85 positions

#8Old North State Wealth Management, LLCPassive

Some overlap · 5 shared positions

$GLW $PFE $KMI $GILD $BA

$234M

112 positions

#9BCWM, LLCPassive

Some overlap · 4 shared positions

$KMI $BMY $PFE $VZ

$342M

57 positions

#10SHEPHERD KAPLAN KROCHUK, LLCActive

Some overlap · 4 shared positions

$KMI $PFE $GILD $VZ

$126M

62 positions

#11VIKING FUND MANAGEMENT LLCPassive

Some overlap · 5 shared positions

$GLW $BMY $VZ $FITB $NVO

$1.1B

146 positions

#12Optimist Retirement Group LLCActive

Some overlap · 6 shared positions

$BMY $PFE $NVS $VZ $NVO $GSK

$259M

118 positions

#13Disciplined Equity Management, Inc.Smart money

Some overlap · 4 shared positions

$KMI $PFE $VZ $IRM

$226M

45 positions

#14Landmark Wealth Management, LLCActive

Some overlap · 5 shared positions

$GLW $BMY $GILD $PFE $BA

$418M

151 positions

#15Silver Lake Advisory, LLCPassive

Some overlap · 3 shared positions

$KMI $GLW $DOCU

$280M

109 positions

#16InvesTrustPassive

Some overlap · 6 shared positions

$BMY $SLB $PFE $VZ $GSK $BA

$260M

95 positions

#17BONNESS ENTERPRISES INCSmart money

Some overlap · 5 shared positions

$GLW $PFE $BMY $GSK $VZ

$310M

37 positions

#18Axiom Investment Management LLCPassive

Some overlap · 5 shared positions

$GLW $PFE $BMY $ED $GILD

$150M

528 positions

#19GODSEY & GIBB, INCPassive

Some overlap · 4 shared positions

$GLW $SLB $NVS $TD

$1.2B

383 positions

#20Wealth Advisors of Tampa Bay, LLCPassive

Some overlap · 4 shared positions

$GLW $BMY $VZ $PFE

$327M

94 positions

#21MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADVPassive

Some overlap · 5 shared positions

$PFE $NTR $GILD $BMY $BA

$112M

100 positions

#22TECTONIC ADVISORS LLCPassive

Some overlap · 6 shared positions

$GILD $IRM $PFE $VZ $ED $VICI

$2.1B

289 positions

#23MARATHON CAPITAL MANAGEMENTPassive

Some overlap · 3 shared positions

$GLW $TTI $NVO

$494M

187 positions

#24Hillman Capital Management, Inc.Passive

Some overlap · 5 shared positions

$BMY $PFE $VZ $GSK $BA

$138M

54 positions

#25OmniStar Financial Group, Inc.Passive

Some overlap · 4 shared positions

$GLW $BMY $NTR $GILD

$217M

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.