What hedge funds are most similar to Beacon Harbor Wealth Advisors, Inc.?

The funds with the most similar 13F portfolios to Beacon Harbor Wealth Advisors, Inc. are Arnhold, Signet Investment Advisory Group,, Verity & Verity,, 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 Harbor Wealth Advisors,

13F Portfolio OverlapQ1 2026Beacon Harbor Wealth Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Beacon Harbor Wealth Advisors, Inc. is an institutional investor managing $477M across 70 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 Harbor Wealth Advisors, are Arnhold, Signet Investment Advisory Group,, Verity & Verity,, with shared positions in $LITE, $IAU, $PFE, $VRT, $VZ, $UNH. The full ranking of 25 similar funds is below.

#1Arnhold LLCActive

Notable overlap · 7 shared positions

$LITE $IAU $PFE $VRT $VZ $UNH

$1.4B

118 positions

#2Signet Investment Advisory Group, Inc.Passive

Notable overlap · 7 shared positions

$IAU $NEE $PFE $KO $MDT $UNH

$218M

69 positions

#3Verity & Verity, LLCActive

Notable overlap · 7 shared positions

$AMGN $PFE $VZ $NEE $TXN $PLD

$1.3B

138 positions

#4Catherine Avery Investment Management LLCPassive

Notable overlap · 6 shared positions

$NEE $AMGN $PFE $KO $VZ $C

$223M

109 positions

#5TORRAY LLCPassive

Notable overlap · 7 shared positions

$NEE $AMGN $PFE $TXN $PLD $APH

$682M

88 positions

#6Leibman Financial Services, Inc.Passive

Notable overlap · 5 shared positions

$WT $TECK $AMGN $PLD $SE

$136M

49 positions

#7Boyce & Associates Wealth Consulting, Inc.Active

Notable overlap · 5 shared positions

$WT $IAU $TECK $SLV $PM

$132M

80 positions

#8Consolidated Planning CorpActive

Notable overlap · 7 shared positions

$WT $FIX $VZ $PM $APH $KO

$617M

144 positions

#9RAHLFS CAPITAL, LLCPassive

Notable overlap · 8 shared positions

$JHG $VZ $NEM $TXN $EBAY $PM

$136M

86 positions

#10Financial Harvest, LLCActive

Notable overlap · 5 shared positions

$WT $IAU $KO $NKE $SE

$170M

57 positions

#11Argo Wealth Advisory, LLCActive

Notable overlap · 5 shared positions

$WT $NEE $AMGN $PFE $UNH

$170M

48 positions

#12DIVIDEND ASSETS CAPITAL, LLCPassive

Notable overlap · 6 shared positions

$NEE $AMGN $TXN $FIX $UNH $NKE

$501M

138 positions

#13CASTLE WEALTH MANAGEMENT LLCPassive

Notable overlap · 6 shared positions

$WT $SLV $JHG $NKE $NEE $AMGN

$309M

132 positions

#14MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive

Notable overlap · 5 shared positions

$WT $IAU $SLV $PM $AMGN

$1.3B

143 positions

#15Stonebridge Financial Group, LLCPassive

Notable overlap · 9 shared positions

$WT $TXN $IAU $JHG $VRT $NEE

$1.2B

262 positions

#16Palouse Capital Management, Inc.Passive

Notable overlap · 6 shared positions

$TXN $UNH $PFE $VZ $C $MDT

$151M

135 positions

#17Boothe Investment Group, Inc.Active

Notable overlap · 6 shared positions

$WT $PFE $VRT $C $VZ $NEE

$311M

40 positions

#18MBA Advisors LLCPassive

Notable overlap · 5 shared positions

$WT $IAU $JHG $VZ $AMGN

$260M

146 positions

#19Fermata Advisors, LLCPassive

Notable overlap · 6 shared positions

$WT $IAU $TXN $FLEX $JHG $MS

$444M

232 positions

#20First Financial Group CorpActive

Notable overlap · 5 shared positions

$WT $IAU $JHG $NKE $NEE

$122M

80 positions

#21Socorro Asset Management LPPassive

Notable overlap · 6 shared positions

$NEE $PFE $KO $TXN $PLD $MS

$221M

32 positions

#22EDGAR LOMAX CO/VAActive

Notable overlap · 7 shared positions

$NEE $PFE $UNH $KO $TXN $AMGN

$1.4B

56 positions

#23Robinson Value Management, Ltd.Passive

Notable overlap · 6 shared positions

$IAU $NEM $PLD $SLV $MDT $NKE

$180M

73 positions

#24Broussard Financial Group LLCActive

Notable overlap · 3 shared positions

$WT $IAU $SLV

$125M

29 positions

#25Buck Wealth Strategies, LLCActive

Notable overlap · 7 shared positions

$JHG $VZ $AMGN $KO $UNH $TXN

$810M

166 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.