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 FINANCIAL GROUP

13F Portfolio OverlapQ1 2026BEACON FINANCIAL GROUP portfolio →

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Most similar hedge funds by 13F overlap

BEACON FINANCIAL GROUP is an institutional investor managing $1.1B across 377 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 FINANCIAL GROUP are Compass Financial Services, Wealthcare Partners,, Catalyst Investment, with shared positions in $WT, $FITB, $KKR, $HUM, $WFC, $SE. The full ranking of 25 similar funds is below.

#1Compass Financial Services IncActive

Notable overlap · 5 shared positions

$WT $FITB $KKR $HUM $WFC

$231M

56 positions

#2Wealthcare Capital Partners, LLCActive

Notable overlap · 5 shared positions

$WT $KKR $HUM $SE $JHG

$213M

153 positions

#3Catalyst Investment Management LLCPassive

Notable overlap · 4 shared positions

$WT $KKR $HUM $SE

$90M

65 positions

#4Dickmeyer Boyce Financial Management, Inc.Passive

Notable overlap · 4 shared positions

$WT $KKR $WFC $DUK

$170M

125 positions

#5Pinnacle Financial Group, LLC / ILPassive

Notable overlap · 3 shared positions

$WT $KKR $HUM

$365M

111 positions

#6truNorth Financial Services, Inc.Active

Notable overlap · 3 shared positions

$WT $KKR $HUM

$97M

49 positions

#7FFG RETIREMENT ADVISORS LLCPassive

Notable overlap · 3 shared positions

$WT $KKR $SE

$172M

43 positions

#8PMG Wealth Management, Inc.Passive

Notable overlap · 3 shared positions

$WT $FITB $HUM

$139M

59 positions

#9Reality Financial Planning Services, LLCSmart money

Notable overlap · 4 shared positions

$WT $KKR $HUM $TXN

$104M

20 positions

#10Oxinas Partners Wealth Management LLCPassive

Notable overlap · 3 shared positions

$WT $KKR $SE

$219M

145 positions

#11HC Advisors, LLCActive

Notable overlap · 4 shared positions

$WT $FITB $WFC $WM

$149M

60 positions

#12FLAGSHIP WEALTH ADVISORS, LLCPassive

Notable overlap · 3 shared positions

$WT $KKR $HUM

$233M

350 positions

#13Axis Wealth Partners, LLCPassive

Notable overlap · 4 shared positions

$WT $KKR $HUM $WFC

$188M

174 positions

#14Catalina Capital Group, LLCPassive

Notable overlap · 5 shared positions

$WT $HUM $SE $LEN $RSG

$168M

176 positions

#15UPTICK PARTNERS, LLCPassive

Notable overlap · 3 shared positions

$WT $KKR $HUM

$502M

293 positions

#16Aspire Capital Advisors LLCActive

Notable overlap · 3 shared positions

$WT $KKR $FITB

$444M

122 positions

#17tru Independence LLCPassive

Notable overlap · 5 shared positions

$WT $FITB $JHG $WFC $HUM

$202M

102 positions

#18Glen Eagle Advisors, LLCPassive

Notable overlap · 5 shared positions

$WT $KKR $LEN $WM $HUM

$714M

1,021 positions

#19Darrow Company, Inc.Active

Notable overlap · 3 shared positions

$WT $KKR $HUM

$222M

56 positions

#20Marshall & Sterling Wealth Advisors Inc.Passive

Notable overlap · 4 shared positions

$WT $HUM $ETN $WM

$153M

344 positions

#21BIP Wealth, LLCActive

Notable overlap · 5 shared positions

$WT $HUM $JHG $KKR $SE

$2.5B

453 positions

#22Alpha Zero LLCActive

Notable overlap · 4 shared positions

$WT $RELX $JHG $WM

$198M

79 positions

#23IAM Advisory, LLCActive

Notable overlap · 4 shared positions

$WT $TXN $WM $MCK

$446M

95 positions

#24Joseph Group Capital ManagementPassive

Notable overlap · 5 shared positions

$WT $FITB $ETN $KKR $HUM

$400M

379 positions

#25Three Magnolias Financial Advisors, LLCPassive

Notable overlap · 4 shared positions

$WT $JHG $WFC $DUK

$157M

103 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.