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 Beaumont Asset , L.L.C.

13F Portfolio OverlapQ3 2026Beaumont Asset , L.L.C. portfolio →

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Most similar hedge funds by 13F overlap

Beaumont Asset Management, L.L.C. is an institutional investor managing $289M across 80 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Beaumont Asset , L.L.C. are First Fiduciary Investment Counsel, Rayburn West Financial Services, VIRGINIA WEALTH GROUP, with shared positions in $BLK, $LMT, $BX, $MCD, $TXN, $SO. The full ranking of 25 similar funds is below.

#1First Fiduciary Investment Counsel, Inc.Passive

Notable overlap · 8 shared positions

$BLK $LMT $BX $MCD $TXN $SO

$529M

75 positions

#2Rayburn West Financial Services LLCPassive

Notable overlap · 7 shared positions

$AXP $LMT $BLK $GD $MCD $AMGN

$181M

81 positions

#3VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Notable overlap · 9 shared positions

$BLK $BX $MCD $SO $O $AMGN

$203M

58 positions

#4Wealth Advisors of Tampa Bay, LLCPassive

Notable overlap · 9 shared positions

$LMT $BX $MCD $GD $UBER $O

$327M

94 positions

#5Sky Investment Group LLCPassive

Notable overlap · 9 shared positions

$AXP $MCD $TXN $SO $LIN $GD

$637M

146 positions

#6Greystone Financial Group, LLCPassive

Notable overlap · 8 shared positions

$NOW $LMT $MCD $TXN $LIN $AMGN

$360M

73 positions

#7Richwood Investment Advisors, LLCActive

Notable overlap · 6 shared positions

$NOW $LMT $AXP $MCD $GD $AMGN

$142M

106 positions

#8Investment Research & Advisory Group, Inc.Active

Notable overlap · 6 shared positions

$BLK $GD $LMT $CRM $UBER $DHR

$337M

333 positions

#9Exeter Financial, LLCPassive

Notable overlap · 9 shared positions

$GD $MCD $LMT $TXN $LIN $AMGN

$265M

100 positions

#10Vertrix Wealth Management, LLCPassive

Notable overlap · 6 shared positions

$AXP $LMT $MCD $LIN $AMGN $EMR

$292M

99 positions

#11ALBION FINANCIAL GROUP /UTPassive

Notable overlap · 7 shared positions

$BLK $LMT $UBER $TXN $AMGN $MCD

$1.8B

792 positions

#12FIRST FINANCIAL BANKSHARES INCActive

Notable overlap · 7 shared positions

$BLK $LMT $BX $MCD $NOW $AMGN

$5.3B

210 positions

#13MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Some overlap · 6 shared positions

$LMT $GD $MCD $TXN $SO $MDT

$233M

122 positions

#14Stokes Capital Advisors, LLCPassive

Some overlap · 6 shared positions

$AXP $LMT $MCD $TXN $LIN $ADP

$455M

118 positions

#15Willis Investment CounselActive

Some overlap · 7 shared positions

$LMT $GD $TXN $AXP $MCD $MDT

$2.0B

128 positions

#16WINDWARD CAPITAL MANAGEMENT CO /CAActive

Some overlap · 5 shared positions

$BLK $LMT $CRM $LIN $AMGN

$1.3B

73 positions

#17Community Bank & Trust, Waco, TexasActive

Some overlap · 6 shared positions

$LMT $GD $BX $MCD $SO $AMGN

$612M

173 positions

#18Nicholson Wealth Management Group, LLCPassive

Some overlap · 7 shared positions

$GD $MCD $TXN $SO $O $LIN

$170M

111 positions

#19Somerset Trust CoPassive

Some overlap · 8 shared positions

$GD $BLK $MCD $LIN $AMGN $MDT

$354M

186 positions

#20BRADY FAMILY WEALTH, LLCPassive

Some overlap · 6 shared positions

$BLK $GD $TXN $MCD $AMGN $ADP

$346M

113 positions

#21Miramar Capital, LLCPassive

Some overlap · 4 shared positions

$BLK $LMT $GD $MCD

$455M

57 positions

#22Strategic Wealth Investment Group, LLCPassive

Some overlap · 7 shared positions

$AXP $CRM $BX $UBER $LIN $DHR

$825M

104 positions

#23Bedell Frazier Investment Counselling, LLC

Some overlap · 6 shared positions

$LMT $BLK $MCD $ROK $LIN $ALB

$495M

128 positions

#24WoodTrust Financial CorpActive

Some overlap · 7 shared positions

$AXP $GD $NOW $CRM $ROK $LIN

$825M

180 positions

#25Notis-McConarty EdwardActive

Some overlap · 6 shared positions

$ROK $AXP $UBER $DHR $AMGN $ADP

$231M

67 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.