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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
$202M
327 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
$939M
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) CorpPassive
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
$488M
125 positions
#7CORDA Investment Management, LLC.Active
Some overlap · 5 shared positions
$GLW$PFE$NTR$VZ$NVO
$1.5B
78 positions
#8Old North State Wealth Management, LLCPassive
Some overlap · 5 shared positions
$GLW$PFE$KMI$GILD$BA
$241M
108 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
141 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
$227M
47 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
$272M
105 positions
#16InvesTrustPassive
Some overlap · 6 shared positions
$BMY$SLB$PFE$VZ$GSK$BA
$247M
91 positions
#17BONNESS ENTERPRISES INCSmart money
Some overlap · 5 shared positions
$GLW$PFE$BMY$GSK$VZ
$307M
39 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
611 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
$2.2B
277 positions
#23MARATHON CAPITAL MANAGEMENTPassive
Some overlap · 3 shared positions
$GLW$TTI$NVO
$488M
182 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
$230M
116 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.