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 Financial Advisory

13F Portfolio OverlapQ1 2026Beacon Financial Advisory portfolio →

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Most similar hedge funds by 13F overlap

Beacon Financial Advisory LLC is an institutional investor managing $443M across 402 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 Financial Advisory are Per Stirling ,, Centerpoint Advisory Group, Onyx Bridge Wealth Group, with shared positions in $BAH, $WT, $MS, $JHG, $HUM, $NKE. The full ranking of 25 similar funds is below.

#1Per Stirling Capital Management, LLC.Passive

Notable overlap · 6 shared positions

$BAH $WT $MS $JHG $HUM $NKE

$905M

310 positions

#2Centerpoint Advisory GroupPassive

Notable overlap · 4 shared positions

$BAH $HUM $WT $MS

$133M

108 positions

#3Onyx Bridge Wealth Group LLCPassive

Notable overlap · 6 shared positions

$BAH $HUM $WT $KKR $CRM $MDLZ

$930M

373 positions

#4OakTrust Wealth Advisors, LLCActive

Notable overlap · 6 shared positions

$BAH $WT $HUM $FITB $CRM $MCD

$110M

68 positions

#5Aprio Wealth Management, LLCPassive

Notable overlap · 7 shared positions

$HUM $BAH $WT $MS $JHG $MCD

$1.8B

613 positions

#6Talisman Wealth Advisors LLCPassive

Some overlap · 8 shared positions

$WT $MS $HUM $KO $KKR $MDLZ

$124M

101 positions

#7GREAT VALLEY ADVISOR GROUP, INC.Passive

Some overlap · 6 shared positions

$BAH $WT $JHG $CRM $HUM $MCD

$5.5B

999 positions

#8DAHRING {-} CUSMANO LLCActive

Some overlap · 5 shared positions

$BAH $HUM $JHG $KKR $CRM

$163M

58 positions

#9Wingate Wealth Advisors, Inc.Passive

Some overlap · 4 shared positions

$BAH $HUM $WT $MAR

$187M

121 positions

#10Strategic Financial Concepts, LLCPassive

Some overlap · 4 shared positions

$HUM $WT $MS $BAH

$405M

298 positions

#11Vigil Wealth Management, LLCActive

Some overlap · 5 shared positions

$BAH $MS $KKR $HUM $WT

$124M

75 positions

#12Consolidated Planning CorpActive

Some overlap · 4 shared positions

$BAH $WT $MS $KO

$617M

144 positions

#13Mascagni Wealth Management, Inc.Passive

Some overlap · 5 shared positions

$BAH $HUM $MAR $KKR $CRM

$140M

127 positions

#14Evergreen Wealth Solutions, LLCPassive

Some overlap · 4 shared positions

$BAH $HUM $JHG $CRM

$1.4B

406 positions

#15Advocate Investing Services LLCPassive

Some overlap · 4 shared positions

$BAH $HUM $MAR $KKR

$118M

448 positions

#16W ADVISORS, LLCPassive

Some overlap · 7 shared positions

$HUM $MS $MAR $KO $KKR $MCD

$195M

141 positions

#17EQ WEALTH ADVISORS, LLCActive

Some overlap · 4 shared positions

$BAH $HUM $MCD $NKE

$171M

54 positions

#18OMNI 360 Wealth, Inc.Passive

Some overlap · 6 shared positions

$WT $MS $BAH $KKR $HUM $NKE

$194M

125 positions

#19Southland Equity Partners LLCPassive

Some overlap · 5 shared positions

$BAH $WT $MS $MCD $FITB

$513M

273 positions

#20Ritter Daniher Financial Advisory LLC / DEActive

Some overlap · 5 shared positions

$WT $MS $HUM $JHG $KKR

$589M

590 positions

#21Clarity Asset Management, Inc.Passive

Some overlap · 4 shared positions

$BAH $MS $WT $NKE

$198M

290 positions

#22Strategic Family Wealth Counselors, L.L.C.Passive

Some overlap · 5 shared positions

$BAH $WT $JHG $MAR $KKR

$381M

163 positions

#23ECLECTIC ASSOCIATES INC /ADVActive

Some overlap · 5 shared positions

$BAH $HUM $WT $KO $NKE

$753M

159 positions

#24SEAMOUNT FINANCIAL GROUP INCPassive

Some overlap · 4 shared positions

$BAH $HUM $KO $CRM

$222M

135 positions

#25truNorth Financial Services, Inc.Active

Some overlap · 4 shared positions

$HUM $WT $MS $KKR

$97M

49 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.