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Hedge Funds Similar to BEACON INVESTMENT ADVISORY SERVICES,

13F Portfolio OverlapQ1 2026BEACON INVESTMENT ADVISORY SERVICES, portfolio →
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Most similar hedge funds by 13F overlap

BEACON INVESTMENT ADVISORY SERVICES, INC. is an institutional investor managing $2.7B across 812 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 INVESTMENT ADVISORY SERVICES, are Ballast Financial Advisors, China Universal Asset , Ltd., Norway Savings Bank, with shared positions in $IAU, $COP, $HUM, $MS, $TJX, $AMGN. The full ranking of 25 similar funds is below.

#1Ballast Financial Advisors LLCActive
Notable overlap · 5 shared positions
$IAU$COP$HUM$MS$TJX
$98M
68 positions
#2China Universal Asset Management Co., Ltd.Passive
Notable overlap · 9 shared positions
$IAU$AMGN$AMD$VRTX$AMAT$ADI
$1.3B
502 positions
#3Norway Savings BankPassive
Notable overlap · 8 shared positions
$ADI$MS$AMD$IDXX$COP$PANW
$211M
103 positions
#4Hudson Canyon Capital ManagementPassive
Notable overlap · 7 shared positions
$MS$COP$AMGN$TJX$AMAT$ETN
$163M
52 positions
#5ProVise Management Group, LLCPassive
Notable overlap · 6 shared positions
$HUM$ADI$MS$COP$AMAT$BKNG
$1.4B
261 positions
#6Madden Advisory Services, Inc.Passive
Notable overlap · 4 shared positions
$IAU$COP$HUM$SHW
$254M
108 positions
#7LOM Asset Management LtdPassive
Notable overlap · 8 shared positions
$ADI$AMAT$TJX$MS$HUM$BKNG
$348M
277 positions
#8McGuire Investment Group, LLCActive
Notable overlap · 8 shared positions
$ADI$MS$AMAT$AMD$SYK$HON
$885M
121 positions
#9Forza Wealth Management, LLCPassive
Notable overlap · 5 shared positions
$IAU$COP$HUM$MS$AMGN
$287M
188 positions
#10Dempze Nancy EPassive
Notable overlap · 7 shared positions
$ADI$TJX$AMAT$AMD$VRTX$MS
$182M
92 positions
#11DAGCO, INC.Passive
Notable overlap · 6 shared positions
$COP$HUM$MS$ETN$ADI$SHW
$461M
353 positions
#12CURIO WEALTH, LLCActive
Notable overlap · 4 shared positions
$IAU$COP$TJX$AMD
$293M
1,255 positions
#13HALL LAURIE J TRUSTEEPassive
Notable overlap · 7 shared positions
$ADI$TJX$AMAT$AMD$VRTX$MS
$283M
104 positions
#14WEALTHSPAN PARTNERS, LLCPassive
Notable overlap · 3 shared positions
$IAU$COP$HUM
$284M
123 positions
#15Farrell Financial LLCPassive
Notable overlap · 3 shared positions
$IAU$COP$HUM
$167M
76 positions
#16Meridian Wealth Advisors, LLCPassive
Notable overlap · 6 shared positions
$IAU$HUM$ETN$AMD$HON$MS
$756M
202 positions
#17Robinson Value Management, Ltd.Passive
Notable overlap · 4 shared positions
$COP$IAU$IDXX$AMD
$180M
73 positions
#18Alecta Tjanstepension OmsesidigtActive
Notable overlap · 7 shared positions
$ADI$TJX$AMAT$AMD$MS$PANW
$20.5B
78 positions
#19Trifecta Capital Advisors, LLCPassive
Notable overlap · 8 shared positions
$MS$TJX$VRTX$PANW$AMD$ETN
$646M
274 positions
#20Blossom Wealth ManagementPassive
Notable overlap · 5 shared positions
$IAU$HUM$ADI$TJX$AMGN
$67M
74 positions
#21Wallington Asset Management, LLCActive
Notable overlap · 5 shared positions
$IAU$AMGN$TJX$PANW$HON
$752M
61 positions
#22Trademark Financial Management, LLCPassive
Notable overlap · 5 shared positions
$IAU$MS$HUM$SHW$REGN
$204M
102 positions
#23STF Management LP
Notable overlap · 10 shared positions
$AMD$AMAT$AMGN$BKNG$ISRG$ADI
$107M
101 positions
#24Signet Investment Advisory Group, Inc.Passive
Notable overlap · 5 shared positions
$IAU$COP$AMGN$ETN$HON
$218M
69 positions
#25Davidson Capital Management Inc.Active
Notable overlap · 6 shared positions
$COP$MS$TJX$PANW$FTNT$SCCO
$552M
93 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.