13F Pro

Hedge Funds Similar to Beirne Wealth Consulting Services,

13F Portfolio OverlapQ1 2026Beirne Wealth Consulting Services, portfolio →
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Most similar hedge funds by 13F overlap

Beirne Wealth Consulting Services, LLC is an institutional investor managing $503M across 102 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 Beirne Wealth Consulting Services, are Kercheville Advisors,, WESCAP Group,, Piedmont ,, with shared positions in $USB, $TME, $CCJ, $AEM, $OKTA, $SCHW. The full ranking of 25 similar funds is below.

#1Kercheville Advisors, LLCPassive
Some overlap · 4 shared positions
$USB$TME$CCJ$AEM
$313M
106 positions
#2WESCAP Management Group, Inc.Active
Some overlap · 4 shared positions
$USB$OKTA$SCHW$GLW
$508M
107 positions
#3Piedmont Capital Management, LLCActive
Some overlap · 4 shared positions
$USB$OKTA$SCHW$AMGN
$197M
50 positions
#4MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADVPassive
Some overlap · 5 shared positions
$USB$CCJ$PAAS$TME$SII
$115M
98 positions
#5Financial Sense Advisors, Inc.Passive
Some overlap · 7 shared positions
$OKTA$PAAS$AEM$WPM$ALPS$GLW
$493M
142 positions
#6FINANCIAL ADVISORY PARTNERS, LLCActive
Some overlap · 3 shared positions
$USB$OKTA$SCHW
$354M
66 positions
#7Powers Advisory Group, LLCActive
Some overlap · 4 shared positions
$USB$OKTA$GLW$DE
$284M
125 positions
#8WealthTrust Asset Management, LLCActive
Some overlap · 4 shared positions
$USB$OKTA$BAC$__PARK_1390777
$167M
98 positions
#9Fielder Capital Group LLCPassive
Some overlap · 4 shared positions
$USB$TME$WPM$SII
$459M
290 positions
#10CAPE COD FIVE CENTS SAVINGS BANK
Some overlap · 3 shared positions
$USB$OKTA$AMGN
$1.1B
189 positions
#11ROSENBLUM SILVERMAN SUTTON S F INC /CAActive
Some overlap · 3 shared positions
$USB$OKTA$BAC
$382M
76 positions
#12Vanderbilt UniversityActive
Some overlap · 4 shared positions
$USB$TME$SCHW$DHR
$526M
71 positions
#13ABBINGTON INVESTMENT GROUPActive
Some overlap · 4 shared positions
$USB$TME$AEM$PAAS
$172M
51 positions
#14Grand Central Investment GroupActive
Some overlap · 4 shared positions
$USB$PAAS$AEM$TME
$135M
44 positions
#15TCFG Investment Advisors, LLCPassive
Some overlap · 7 shared positions
$TME$CCJ$AEM$WPM$ALPS$SII
$267M
274 positions
#16TCFG WEALTH MANAGEMENT, LLCPassive
Some overlap · 7 shared positions
$TME$CCJ$AEM$WPM$ALPS$SII
$267M
274 positions
#17MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive
Some overlap · 4 shared positions
$USB$TME$ALPS$AMGN
$1.3B
143 positions
#18Great Lakes Retirement, Inc.Passive
Some overlap · 6 shared positions
$USB$APO$SCHW$AMGN$BAC$DHR
$967M
219 positions
#19FWL INVESTMENT MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$USB$CCJ$ALPS$SCHW
$456M
346 positions
#20ONE PLUS ONE WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$USB$TME$SII
$237M
89 positions
#21Spruce Point Capital Management, LLCActive
Some overlap · 3 shared positions
$USB$TME$SII
$91M
24 positions
#22GTS SECURITIES LLCPassive
Some overlap · 4 shared positions
$USB$TME$SCHW$ALPS
$2.8B
1,482 positions
#23O'ROURKE & COMPANY, IncPassive
Some overlap · 4 shared positions
$USB$OKTA$APO$SCHW
$253M
171 positions
#24LONESTAR CAPITAL MANAGEMENT LLCSmart money
Some overlap · 3 shared positions
$USB$TME$RIG
$671M
32 positions
#251248 Management, LLCActive
Some overlap · 5 shared positions
$OKTA$APO$SCHW$GLW$AMGN
$216M
146 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.