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Hedge Funds Similar to BECK ,

13F Portfolio OverlapQ1 2026BECK , portfolio →
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Most similar hedge funds by 13F overlap

BECK CAPITAL MANAGEMENT, LLC is an institutional investor managing $437M across 115 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 BECK , are Gunderson, Terra Nova Asset, Merrion Investment ,, with shared positions in $GEV, $CCJ, $MU, $LNG, $TRGP, $MP. The full ranking of 25 similar funds is below.

#1Gunderson Capital Management Inc.Passive
Notable overlap · 9 shared positions
$GEV$CCJ$MU$LNG$TRGP$MP
$239M
46 positions
#2Terra Nova Asset Management LLCPassive
Notable overlap · 7 shared positions
$GEV$CCJ$VRT$GE$IAU$MCK
$135M
83 positions
#3Merrion Investment Management Co, LLCPassive
Notable overlap · 8 shared positions
$CCJ$VRT$GEV$GLW$GSAT$MU
$186M
109 positions
#4BLUE JEAN FINANCIAL LLCPassive
Notable overlap · 6 shared positions
$GEV$VRT$MU$CCJ$MP$GE
$121M
68 positions
#5THAMES CAPITAL MANAGEMENT LLCActive
Notable overlap · 5 shared positions
$VRT$GEV$MU$GE$SPOT
$558M
43 positions
#6Benchmark Investment Advisors LLCPassive
Notable overlap · 10 shared positions
$MU$VRT$MP$PANW$ASML$SPOT
$172M
76 positions
#7Goldstream Capital Management LtdActive
Notable overlap · 5 shared positions
$VRT$GEV$MU$ASML$CRWD
$120M
30 positions
#8Telligent Fund, LPActive
Notable overlap · 4 shared positions
$VRT$GEV$MU$GE
$94M
24 positions
#9Main Street Research LLCActive
Notable overlap · 7 shared positions
$GEV$CCJ$MU$GLW$MCK$ASML
$1.7B
148 positions
#10BERKSHIRE CAPITAL HOLDINGS INCActive
Notable overlap · 7 shared positions
$VRT$GEV$GLW$ASML$PANW$SPOT
$277M
114 positions
#11Schear Investment Advisers, LLCPassive
Notable overlap · 6 shared positions
$GEV$MU$VRT$GE$CRWD$MCK
$227M
77 positions
#12Munro PartnersActive
Notable overlap · 7 shared positions
$GEV$TRGP$BWXT$GE$MCK$VRT
$3.0B
59 positions
#13Markin Volterra Fund LPActive
Notable overlap · 5 shared positions
$VRT$MU$GEV$ASML$WDC
$65M
34 positions
#14ARS Investment Partners, LLCActive
Notable overlap · 6 shared positions
$GEV$VRT$MU$VST$WDC$TRGP
$1.9B
182 positions
#15BOWEN HANES & CO INCActive
Notable overlap · 6 shared positions
$GEV$WELL$GLW$CCJ$PANW$ASML
$4.1B
151 positions
#16FWL INVESTMENT MANAGEMENT, LLCPassive
Notable overlap · 5 shared positions
$CCJ$MU$GSAT$LNG$AGNC
$456M
346 positions
#17Retireful, LLCPassive
Notable overlap · 7 shared positions
$MU$GLW$VRT$GEV$LNG$FTAI
$71M
84 positions
#18Virtus Wealth Solutions LLCActive
Notable overlap · 4 shared positions
$GEV$VRT$MU$GLW
$525M
54 positions
#19Williamson Legacy Group, LLCPassive
Notable overlap · 7 shared positions
$GEV$MU$GLW$BWXT$FTAI$WDC
$133M
81 positions
#20Value Aligned Research Advisors, LLCActive
Notable overlap · 7 shared positions
$VRT$EQT$MU$FTAI$ASML$WDC
$20.7B
107 positions
#21RH Tailwind Management, LLCPassive
Notable overlap · 3 shared positions
$VRT$GEV$VST
$781M
57 positions
#22Kessler Investment Group, LLCPassive
Notable overlap · 4 shared positions
$VRT$GEV$GLW$CRWD
$211M
79 positions
#23REAVES W H & CO INCActive
Notable overlap · 6 shared positions
$GEV$CCJ$GLW$MP$VST$EQT
$6.0B
90 positions
#24DEEPWATER ASSET MANAGEMENT, LLCPassive
Notable overlap · 5 shared positions
$VRT$CCJ$ASML$VST$MU
$158M
39 positions
#25Summit Place Financial Advisors, LLCPassive
Notable overlap · 5 shared positions
$GEV$IAU$WELL$GE$CRWD
$208M
106 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.