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 Beech Hill Advisors,

13F Portfolio OverlapQ1 2026Beech Hill Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Beech Hill Advisors, Inc. is an institutional investor managing $200M across 94 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Beech Hill Advisors, are Robbins Farley, RE ADVISERS, Employees Provident Fund Board, with shared positions in $UBER, $NEE, $ETN, $TJX, $DIS, $D. The full ranking of 25 similar funds is below.

#1Robbins FarleyPassive

Notable overlap · 8 shared positions

$UBER $NEE $ETN $TJX $DIS $D

$226M

143 positions

#2RE ADVISERS CORPActive

Notable overlap · 7 shared positions

$BA $ETN $TJX $UNH $FCX $DIS

$3.7B

111 positions

#3Employees Provident Fund BoardActive

Notable overlap · 7 shared positions

$AMAT $UBER $NEE $MU $DIS $CRM

$13.2B

70 positions

#4Kimelman & Baird, LLCActive

Notable overlap · 7 shared positions

$UBER $BA $TJX $IBM $MDT $DIS

$1.2B

263 positions

#5Generali Powszechne Towarzystwo EmerytalneActive

Notable overlap · 6 shared positions

$BA $UNH $FCX $MU $CRM $AMD

$566M

28 positions

#6AVITY INVESTMENT MANAGEMENT INC.Active

Notable overlap · 6 shared positions

$AMAT $NEE $ETN $TJX $UBER $IBM

$1.4B

114 positions

#7Dempze Nancy EPassive

Notable overlap · 7 shared positions

$AMAT $TJX $UBER $AMD $UNH $IBM

$182M

92 positions

#8Citizens National Bank Trust DepartmentPassive

Notable overlap · 8 shared positions

$AMAT $ETN $NEE $KO $MU $UNH

$601M

382 positions

#9Signet Investment Advisory Group, Inc.Passive

Notable overlap · 6 shared positions

$NEE $DLR $KO $MDT $UNH $ETN

$218M

69 positions

#10Elefante Mark BPassive

Notable overlap · 6 shared positions

$AMAT $TJX $NEE $UBER $AMD $UNH

$182M

58 positions

#11MANAGED ASSET PORTFOLIOS, LLCActive

Notable overlap · 6 shared positions

$AMAT $FCX $MDT $ETN $MU $UBER

$834M

51 positions

#12CFC Planning Co LLCPassive

Notable overlap · 7 shared positions

$UNH $DIS $KO $IBM $CRM $AMD

$140M

72 positions

#13Blume Capital Management, Inc.Passive

Notable overlap · 5 shared positions

$AMAT $UBER $FCX $DIS $MU

$588M

337 positions

#14ARS Investment Partners, LLCActive

Notable overlap · 6 shared positions

$BA $ETN $FCX $MU $CRM $IBM

$1.9B

182 positions

#15Hemenway Trust Co LLCActive

Notable overlap · 6 shared positions

$AMAT $TJX $UBER $AMD $NEE $UNH

$1.2B

135 positions

#16CONSCIOUS WEALTH INVESTMENTS, LLCPassive

Notable overlap · 6 shared positions

$AMAT $ETN $NEE $CRM $AMD $KO

$180M

58 positions

#17PIONEER TRUST BANK N A/ORPassive

Notable overlap · 6 shared positions

$NEE $UNH $TJX $DIS $CRM $ETN

$412M

83 positions

#18SFE Investment CounselPassive

Notable overlap · 6 shared positions

$NEE $FSLR $IBM $ETN $AMAT $AMD

$635M

143 positions

#19SOMERVILLE KURT FPassive

Notable overlap · 6 shared positions

$AMAT $TJX $UBER $AMD $NEE $UNH

$379M

91 positions

#20TANDEM CAPITAL MANAGEMENT CORP /ADVPassive

Notable overlap · 5 shared positions

$AMAT $ETN $UBER $BA $GEHC

$200M

110 positions

#21Haverford Financial Services, Inc.Active

Notable overlap · 5 shared positions

$NEE $ETN $TJX $KO $MDT

$336M

46 positions

#22Atala Financial IncPassive

Notable overlap · 6 shared positions

$TJX $KO $IBM $CRM $DIS $GEHC

$149M

117 positions

#23TILIA FIDUCIARY PARTNERS, INC.Passive

Notable overlap · 6 shared positions

$NEE $ETN $AMD $IBM $EXPE $UNH

$182M

115 positions

#24LAZARI CAPITAL MANAGEMENT, INC.Passive

Notable overlap · 5 shared positions

$BA $UBER $DIS $AMD $UNH

$287M

175 positions

#25Bill Few Associates, Inc.Passive

Notable overlap · 6 shared positions

$AMAT $TJX $IBM $D $ETN $DIS

$417M

212 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.