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Hedge Funds Similar to Beaumont Asset , L.L.C.

13F Portfolio OverlapQ1 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 $222M across 76 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 Beaumont Asset , L.L.C. are Ifrah Financial Services,, Triune Financial Partners,, Stony Point Wealth, with shared positions in $JHG, $MKL, $OKE, $UNIT, $NTRB, $GD. The full ranking of 25 similar funds is below.

#1Ifrah Financial Services, Inc.Passive
Notable overlap · 7 shared positions
$JHG$MKL$OKE$UNIT$NTRB$GD
$378M
200 positions
#2Triune Financial Partners, LLCSmart money
Notable overlap · 5 shared positions
$MKL$OKE$UNIT$EPAM$DHR
$421M
47 positions
#3Stony Point Wealth Management Inc.Passive
Notable overlap · 4 shared positions
$MKL$JHG$OKE$LMT
$252M
96 positions
#4HALL CAPITAL MANAGEMENT CO INCPassive
Notable overlap · 5 shared positions
$MKL$JHG$LMT$AXP$SHW
$280M
107 positions
#5Leelyn Smith, LLCPassive
Notable overlap · 5 shared positions
$JHG$OKE$NTRB$LMT$GD
$713M
154 positions
#6CORNERSTONE ADVISORS ASSET MANAGEMENT, LLCActive
Notable overlap · 3 shared positions
$JHG$MKL$OKE
$648M
134 positions
#7Ridgeline Wealth, LLCActive
Notable overlap · 4 shared positions
$JHG$OKE$MDLZ$SO
$140M
52 positions
#8Kensington Asset Management, LLCSmart money
Notable overlap · 3 shared positions
$JHG$OKE$NTRB
$1.9B
41 positions
#9Gladwyn Financial Advisors, Inc.Active
Some overlap · 4 shared positions
$MKL$UNIT$NTRB$GD
$160M
82 positions
#10Fee-Only Financial Planning, L.C.Smart money
Some overlap · 5 shared positions
$MKL$UNIT$NTRB$SO$MDLZ
$166M
43 positions
#11Cherry Tree Wealth Management, LLCPassive
Some overlap · 5 shared positions
$MKL$UNIT$HLT$AXP$DHR
$473M
582 positions
#12ALBION FINANCIAL GROUP /UTActive
Some overlap · 5 shared positions
$JHG$MKL$LMT$UBER$AMGN
$1.5B
737 positions
#13Seed Wealth Management, Inc.Active
Some overlap · 3 shared positions
$JHG$OKE$UNIT
$145M
98 positions
#14AllGen Financial Advisors, Inc.
Some overlap · 3 shared positions
$JHG$MKL$SO
$422M
40 positions
#15Advisory Resource GroupPassive
Some overlap · 5 shared positions
$JHG$OKE$GD$CRM$DHR
$581M
172 positions
#16Cadent Capital Advisors, LLCPassive
Some overlap · 3 shared positions
$JHG$OKE$AXP
$386M
187 positions
#17Blue Edge Capital, LLCActive
Some overlap · 5 shared positions
$JHG$NTRB$MKL$NOW$DHR
$753M
134 positions
#18Vickerman Investment Advisors, Inc.Active
Some overlap · 5 shared positions
$OKE$UNIT$NOW$CRM$AMGN
$476M
94 positions
#19Fortis Capital Management LLCActive
Some overlap · 6 shared positions
$JHG$OKE$UNIT$NOW$CRM$UBER
$977M
211 positions
#20Pasadena Private Wealth, LLCPassive
Some overlap · 4 shared positions
$MKL$UNIT$JHG$O
$723M
277 positions
#21Junk Investment Group, LLCPassive
Some overlap · 4 shared positions
$MKL$UNIT$NTRB$AMGN
$191M
88 positions
#22Bulwark Capital CorpActive
Some overlap · 3 shared positions
$JHG$OKE$SHW
$162M
100 positions
#23Firestone Capital ManagementPassive
Some overlap · 4 shared positions
$MKL$UNIT$EPAM$DHR
$480M
160 positions
#24Richmond Investment Services, LLCPassive
Some overlap · 4 shared positions
$JHG$MKL$SHW$CRM
$619M
255 positions
#25Englebert Financial Advisers, LLCActive
Some overlap · 3 shared positions
$JHG$MKL$CRM
$88M
55 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.