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Hedge Funds Similar to Beech Hill Advisors

13F Portfolio OverlapQ2 2026Beech Hill Advisors portfolio →
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Most similar hedge funds by 13F overlap

Beech Hill Advisors, Inc. is an institutional investor managing $226M across 97 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 Beech Hill Advisors are SWP Investment, Robbins Farley, Lantern Wealth Advisors, with shared positions in $BX, $NEE, $DLR, $FCX, $TJX, $MDT. The full ranking of 25 similar funds is below.

#1SWP Investment Management LLCPassive
Notable overlap · 6 shared positions
$BX$NEE$DLR$FCX$TJX$MDT
$145M
43 positions
#2Robbins FarleyPassive
Notable overlap · 6 shared positions
$ETN$UBER$NEE$TJX$DIS$D
$260M
157 positions
#3Lantern Wealth Advisors, LLCPassive
Notable overlap · 6 shared positions
$BX$NEE$TJX$ETN$DIS$MDT
$218M
184 positions
#4Strategic Wealth Investment Group, LLCPassive
Notable overlap · 6 shared positions
$BX$BA$NEE$UBER$CRM$ETN
$825M
104 positions
#5CMH Wealth Management LLCPassive
Notable overlap · 6 shared positions
$BA$TJX$ETN$SNOW$CRM$BX
$655M
117 positions
#6Kimelman & Baird, LLCActive
Notable overlap · 5 shared positions
$BX$BA$UBER$TJX$MDT
$1.3B
261 positions
#7RE ADVISERS CORPActive
Notable overlap · 5 shared positions
$ETN$BA$FCX$TJX$DIS
$4.0B
124 positions
#8BRIAN LOW FINANCIAL GROUP, LLCPassive
Notable overlap · 6 shared positions
$TJX$BX$NEE$FCX$DLR$MDT
$171M
116 positions
#9ARS Investment Partners, LLCActive
Notable overlap · 4 shared positions
$BX$BA$ETN$FCX
$2.3B
181 positions
#10CACTI ASSET MANAGEMENT LLCActive
Notable overlap · 4 shared positions
$BX$BA$DIS$UBER
$2.0B
76 positions
#11J. L. Bainbridge & Co., Inc.Active
Notable overlap · 5 shared positions
$BX$ETN$DIS$NEE$CRM
$1.3B
115 positions
#12Strategic Wealth Partners, Ltd.Passive
Some overlap · 6 shared positions
$BX$TJX$FCX$NEE$DLR$MDT
$1.6B
1,462 positions
#13Ahara Advisors LLCActive
Some overlap · 5 shared positions
$UBER$EXPE$DIS$FSLR$CRM
$152M
56 positions
#14SSI INVESTMENT MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$BA$UBER$NEE$SNOW
$1.7B
248 positions
#15CAMDEN ASSET MANAGEMENT L P /CAActive
Some overlap · 4 shared positions
$BA$UBER$NEE$SNOW
$3.4B
73 positions
#16WealthBridge Investment Counsel Inc.Active
Some overlap · 4 shared positions
$BA$ETN$DIS$MDT
$375M
44 positions
#17Kazazian Asset Management, LLCActive
Some overlap · 5 shared positions
$BX$DIS$SNOW$EXPE$FCX
$111M
51 positions
#18FIRST FINANCIAL BANKSHARES INCActive
Some overlap · 4 shared positions
$BX$ETN$NEE$MDT
$5.3B
210 positions
#19MACKAY SHIELDS LLCActive
Some overlap · 4 shared positions
$BA$UBER$NEE$SNOW
$3.0B
108 positions
#20Stamos Capital Partners, L.P.Passive
Some overlap · 6 shared positions
$DIS$NEE$CRM$BA$BX$MDT
$653M
140 positions
#21Cohen Investment Advisors LLCPassive
Some overlap · 5 shared positions
$NEE$BX$BA$DIS$CRM
$223M
81 positions
#22WULFF, HANSEN & CO.Passive
Some overlap · 4 shared positions
$BX$FCX$BA$DLR
$130M
109 positions
#23WINDWARD CAPITAL MANAGEMENT CO /CAActive
Some overlap · 6 shared positions
$NEE$TJX$CRM$DIS$BA$ETN
$1.3B
73 positions
#24SCP Investment, LPActive
Some overlap · 4 shared positions
$BX$UBER$FSLR$FCX
$108M
47 positions
#25Parkside Investments, LLCActive
Some overlap · 4 shared positions
$BX$NEE$FCX$DIS
$902M
91 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.