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Hedge Funds Similar to Beta Wealth Group

13F Portfolio OverlapQ2 2026Beta Wealth Group portfolio →
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Most similar hedge funds by 13F overlap

Beta Wealth Group, Inc. is an institutional investor managing $267M across 114 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 Beta Wealth Group are Noble Wealth PBC, ALBION FINANCIAL GROUP, Harrington Investments, with shared positions in $PDI, $PTY, $NOW, $PLTR, $TJX, $C. The full ranking of 25 similar funds is below.

#1Noble Wealth Management PBCPassive
Notable overlap · 4 shared positions
$PDI$PTY$NOW$PLTR
$223M
786 positions
#2ALBION FINANCIAL GROUP /UTPassive
Notable overlap · 8 shared positions
$TJX$C$MS$SBUX$UBER$DIS
$1.8B
792 positions
#3Harrington Investments, INCPassive
Notable overlap · 6 shared positions
$QCOM$TJX$GILD$EMR$SBUX$SCHW
$209M
80 positions
#4Capital Investment Services of America, Inc.Active
Notable overlap · 4 shared positions
$QCOM$NOW$TJX$SBUX
$1.0B
83 positions
#5Mandatum Life Insurance Co LtdSmart money
Some overlap · 7 shared positions
$TJX$C$EMR$ANET$DIS$PLTR
$540M
90 positions
#6GRIFFIN ASSET MANAGEMENT, INC.Passive
Some overlap · 7 shared positions
$TJX$QCOM$SBUX$WFC$BX$DIS
$934M
240 positions
#7Greystone Financial Group, LLCPassive
Some overlap · 5 shared positions
$NOW$TJX$EMR$MS$SBUX
$360M
73 positions
#8Richwood Investment Advisors, LLCActive
Some overlap · 6 shared positions
$NOW$C$MS$DAL$GILD$WFC
$142M
106 positions
#9Core Alternative CapitalPassive
Some overlap · 6 shared positions
$TJX$QCOM$NOW$DHI$MS$SO
$334M
201 positions
#10Bluebird Wealth Management LLCPassive
Some overlap · 5 shared positions
$ANET$TJX$C$NOW$UBER
$115M
89 positions
#11Insight Inv LLCPassive
Some overlap · 5 shared positions
$QCOM$TJX$C$EMR$MS
$210M
108 positions
#12Clarus Wealth AdvisorsActive
Some overlap · 6 shared positions
$NOW$TJX$C$PLTR$QCOM$EMR
$275M
86 positions
#13EDGAR LOMAX CO/VAActive
Some overlap · 7 shared positions
$GILD$MS$SO$SBUX$CVS$SCHW
$1.3B
58 positions
#14LifeWealth Investments, LLCActive
Some overlap · 3 shared positions
$PDI$DIS$PLTR
$360M
139 positions
#15Parrish Capital LLCPassive
Some overlap · 6 shared positions
$QCOM$GILD$EMR$BX$SO$SCHW
$103M
84 positions
#16SPIREPOINT PRIVATE CLIENT, LLCPassive
Some overlap · 7 shared positions
$ANET$TJX$GILD$SO$PLTR$UBER
$1.2B
332 positions
#17United BankPassive
Some overlap · 7 shared positions
$TJX$C$SO$CVS$BX$DIS
$329M
122 positions
#18GLOBALT Investments LLC / GAActive
Some overlap · 7 shared positions
$TJX$C$MS$EMR$ANET$GILD
$2.9B
212 positions
#19RETIREMENT GUYS FORMULA LLCPassive
Some overlap · 5 shared positions
$ANET$TJX$NOW$GILD$SO
$269M
173 positions
#20SWP Investment Management LLCPassive
Some overlap · 5 shared positions
$TJX$C$EMR$DAL$BX
$145M
43 positions
#21Gleason Group, Inc.Active
Some overlap · 4 shared positions
$QCOM$C$GILD$SO
$1.1B
441 positions
#22Bell & Brown Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$QCOM$C$SBUX$WFC$DIS
$320M
72 positions
#23Torrey Growth & Income AdvisorsSmart money
Some overlap · 4 shared positions
$QCOM$NOW$PLTR$UBER
$294M
108 positions
#24Oliver Luxxe Assets LLCPassive
Some overlap · 6 shared positions
$C$MS$GILD$CVS$SCHW$WFC
$638M
194 positions
#25Wagner Wealth Management, LLCActive
Some overlap · 4 shared positions
$PDI$GILD$SO$ANET
$573M
252 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.