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 Beacon ,

13F Portfolio OverlapQ1 2026Beacon , portfolio →

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Most similar hedge funds by 13F overlap

Beacon Capital Management, Inc. is an institutional investor managing $1.8B across 57 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 Beacon , are Richmond Brothers,, AMI INVESTMENT, DecisionPoint Financial,, with shared positions in $MAR, $HSY, $SCHW, $SNOW, $AGQ, $UPST. The full ranking of 25 similar funds is below.

#1Richmond Brothers, Inc.Smart money

Substantial overlap · 5 shared positions

$MAR $HSY $SCHW $SNOW $AGQ

$150M

36 positions

#2AMI INVESTMENT MANAGEMENT INCActive

Substantial overlap · 5 shared positions

$MAR $UPST $COP $SCHW $HSY

$445M

77 positions

#3DecisionPoint Financial, LLCSmart money

Substantial overlap · 4 shared positions

$SCHW $COP $MAR $UPST

$464M

679 positions

#4Marotta Asset ManagementActive

Substantial overlap · 4 shared positions

$MAR $SNOW $UPST $SCHW

$543M

103 positions

#5Passive Capital Management, LLC.Active

Substantial overlap · 3 shared positions

$SCHW $SNOW $MAR

$335M

104 positions

#6Magnolia Wealth Management, LLCActive

Notable overlap · 3 shared positions

$MAR $SCHW $COP

$172M

212 positions

#7Cordant, Inc.Active

Notable overlap · 4 shared positions

$UPST $COP $SCHW $SNOW

$246M

75 positions

#8Wheelhouse Advisory Group LLCActive

Notable overlap · 3 shared positions

$MAR $HSY $SNOW

$302M

51 positions

#9BluePrint Investing LLCActive

Notable overlap · 3 shared positions

$SCHW $UPST $COP

$126M

26 positions

#10American Money Management, LLCActive

Notable overlap · 4 shared positions

$UPST $COP $SNOW $MAR

$632M

168 positions

#11RCW Management, LLCActive

Notable overlap · 4 shared positions

$MAR $HSY $COP $SCHW

$98M

68 positions

#12Efficient Advisors, LLCActive

Notable overlap · 4 shared positions

$SNOW $SCHW $COP $UPST

$1.4B

58 positions

#13Bear Mountain Capital, Inc.Active

Notable overlap · 3 shared positions

$UPST $COP $SCHW

$333M

198 positions

#14Hurlow Wealth Management Group, Inc.Active

Notable overlap · 3 shared positions

$SCHW $SNOW $COP

$420M

120 positions

#15CAMBRIDGE CAPITAL MANAGEMENT, LLCActive

Notable overlap · 4 shared positions

$SCHW $SNOW $TXN $COP

$232M

44 positions

#16TRUST CO OF OKLAHOMAActive

Notable overlap · 3 shared positions

$MAR $HSY $COP

$343M

139 positions

#17E&R Wealth Management, LLCSmart money

Notable overlap · 3 shared positions

$UPST $COP $SCHW

$100M

12 positions

#18North Forty Two & Co.Passive

Notable overlap · 5 shared positions

$HSY $COP $SNOW $MAR $TXN

$108M

97 positions

#19PGIM Custom Harvest LLCActive

Notable overlap · 4 shared positions

$MAR $HSY $SCHW $AGQ

$6.4B

276 positions

#20Tillman Hartley LLCActive

Notable overlap · 4 shared positions

$SNOW $UPST $SCHW $COP

$398M

88 positions

#21Prairiewood Capital, LLCActive

Notable overlap · 4 shared positions

$SCHW $SNOW $MAR $UPST

$346M

77 positions

#22Northeast Financial Group, Inc.Active

Notable overlap · 5 shared positions

$SNOW $SCHW $COP $JHG $HSY

$404M

90 positions

#23KRM WEALTH MANAGEMENT L.L.C.Smart money

Notable overlap · 4 shared positions

$SNOW $SCHW $UPST $MAR

$192M

43 positions

#24Disciplined Investments, LLCPassive

Notable overlap · 5 shared positions

$COP $UPST $SCHW $SNOW $TXN

$279M

141 positions

#25Madden Advisory Services, Inc.Active

Notable overlap · 5 shared positions

$MAR $COP $HSY $SCHW $SNOW

$254M

108 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.