What hedge funds are most similar to Beacon Pointe Advisors, LLC?

The funds with the most similar 13F portfolios to Beacon Pointe Advisors, LLC are CARDIFF PARK ADVISORS,, Apella ,, Vise Technologies,, based on overlapping conviction holdings in the latest SEC filings.

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 Pointe Advisors,

13F Portfolio OverlapQ1 2026Beacon Pointe Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Beacon Pointe Advisors, LLC is an institutional investor managing $18.9B across 1,833 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 Pointe Advisors, are CARDIFF PARK ADVISORS,, Apella ,, Vise Technologies,, with shared positions in $UPST, $NKE, $HUM, $IAU, $DDOG, $BRZE. The full ranking of 25 similar funds is below.

#1CARDIFF PARK ADVISORS, LLCActive

Some overlap · 7 shared positions

$UPST $NKE $HUM $IAU $DDOG $BRZE

$1.3B

373 positions

#2Apella Capital, LLCActive

Some overlap · 7 shared positions

$NKE $UPST $HUM $IAU $USB $DDOG

$6.7B

685 positions

#3Vise Technologies, Inc.Passive

Some overlap · 6 shared positions

$UPST $HUM $NKE $IAU $USB $DDOG

$5.1B

1,447 positions

#4Strategic Investment Solutions, Inc. /ILPassive

Some overlap · 6 shared positions

$UPST $HUM $NKE $IAU $BRZE $IBM

$414M

694 positions

#5Red Tortoise LLCActive

Slight overlap · 6 shared positions

$MS $UPST $NKE $DDOG $HUM $PHYS

$240M

591 positions

#6Opus Financial Solutions LLCActive

Slight overlap · 6 shared positions

$HUM $NKE $UPST $IAU $BRZE $DDOG

$106M

103 positions

#7Glass Jacobson Investment Advisors llcPassive

Slight overlap · 6 shared positions

$UPST $NKE $IAU $USB $DDOG $BRZE

$290M

607 positions

#8American Investment Services, Inc.Active

Slight overlap · 6 shared positions

$UPST $NKE $IAU $USB $DDOG $IBM

$448M

132 positions

#9Disciplined Investments, LLCPassive

Slight overlap · 6 shared positions

$UPST $NKE $IAU $USB $DDOG $IBM

$279M

141 positions

#10Trademark Financial Management, LLCActive

Slight overlap · 5 shared positions

$MS $HUM $NKE $IAU $USB

$204M

102 positions

#11Cornerstone Financial Management LLCPassive

Slight overlap · 5 shared positions

$MS $UPST $HUM $USB $DDOG

$109M

1,311 positions

#12Cambridge Financial Group, LLCActive

Slight overlap · 5 shared positions

$MS $HUM $NKE $USB $BRZE

$295M

168 positions

#13White Lighthouse Investment Management Inc.Active

Slight overlap · 6 shared positions

$UPST $HUM $IAU $USB $BRZE $DDOG

$721M

145 positions

#14Causey Wealth LLCActive

Slight overlap · 6 shared positions

$UPST $NKE $USB $BRZE $IBM $HUM

$236M

81 positions

#15Approach Retirement Advisors, LLCActive

Slight overlap · 5 shared positions

$UPST $HUM $NKE $IAU $IBM

$120M

79 positions

#16Pacific Park Financial, Inc.Active

Slight overlap · 5 shared positions

$MS $UPST $IAU $DDOG $BRZE

$153M

73 positions

#17Alhambra Investment Partners LLCPassive

Slight overlap · 5 shared positions

$MS $UPST $IAU $DDOG $BRZE

$217M

176 positions

#18TBH Global Asset Management, LLCPassive

Slight overlap · 5 shared positions

$MS $HUM $IAU $USB $DDOG

$497M

245 positions

#19Ballast Financial Advisors LLCActive

Slight overlap · 5 shared positions

$MS $HUM $IAU $USB $BRZE

$98M

68 positions

#20PATRIOT INVESTMENT MANAGEMENT GROUP, INC.Smart money

Slight overlap · 6 shared positions

$UPST $HUM $USB $DDOG $IAU $BRZE

$1.6B

236 positions

#21Forza Wealth Management, LLCPassive

Slight overlap · 5 shared positions

$MS $HUM $IAU $USB $IBM

$287M

188 positions

#22TD PRIVATE CLIENT WEALTH LLCPassive

Slight overlap · 5 shared positions

$MS $UPST $HUM $USB $DDOG

$4.8B

1,649 positions

#23Cornerstone Wealth Management, LLCPassive

Slight overlap · 5 shared positions

$MS $HUM $USB $BRZE $IBM

$2.0B

712 positions

#24Equitable Holdings, Inc.Passive

Slight overlap · 6 shared positions

$HUM $USB $MS $BRZE $IAU $NKE

$15.5B

1,689 positions

#25Sentinus, LLCPassive

Slight overlap · 5 shared positions

$MS $NKE $USB $PHYS $BRZE

$1.1B

596 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.