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 BEAM WEALTH ADVISORS,

13F Portfolio OverlapQ1 2026BEAM WEALTH ADVISORS, portfolio →

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Most similar hedge funds by 13F overlap

BEAM WEALTH ADVISORS, INC. is an institutional investor managing $402M across 108 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 BEAM WEALTH ADVISORS, are Cornerstone Planning Group, Grand Central Investment Group, Ariadne Wealth ,, with shared positions in $SLV, $SNOW, $SE, $IAU, $REGN, $PSLV. The full ranking of 25 similar funds is below.

#1Cornerstone Planning Group LLCPassive

Notable overlap · 5 shared positions

$SLV $SNOW $SE $IAU $REGN

$749M

1,818 positions

#2Grand Central Investment GroupActive

Notable overlap · 5 shared positions

$SLV $PSLV $IAU $GILD $PHYS

$135M

44 positions

#3Ariadne Wealth Management, LPPassive

Notable overlap · 5 shared positions

$SLV $IAU $GILD $PLTR $T

$223M

248 positions

#4Ipsen Advisor Group LLCPassive

Notable overlap · 4 shared positions

$SLV $IAU $AGQ $MS

$143M

104 positions

#5Walser Wealth Management Company, A Ltd Liability CoActive

Notable overlap · 4 shared positions

$SLV $FBTC $PSLV $MS

$223M

187 positions

#6Private Harbour Investment Management & Counsel, LLCActive

Notable overlap · 4 shared positions

$SLV $IAU $AGQ $EPD

$91M

36 positions

#7Forest Hill Capital, LLCActive

Notable overlap · 4 shared positions

$SLV $PSLV $PHYS $EPD

$152M

19 positions

#8Cosner Financial Group, LLCActive

Notable overlap · 3 shared positions

$SLV $SE $DHR

$182M

34 positions

#9GRANVILLE CAPITAL, INC.Active

Notable overlap · 5 shared positions

$SLV $SNOW $EPD $AGQ $KMI

$191M

86 positions

#10Bravias Capital Group, LLCActive

Notable overlap · 4 shared positions

$SLV $AGQ $REGN $DHR

$153M

96 positions

#11PTM WEALTH MANAGEMENT, LLCActive

Notable overlap · 3 shared positions

$SLV $FBTC $REGN

$189M

56 positions

#12MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive

Notable overlap · 3 shared positions

$SLV $IAU $ALPS

$1.3B

143 positions

#13OxenFree Capital LLCActive

Notable overlap · 3 shared positions

$SLV $ETHW $REGN

$206M

56 positions

#14RIA Advisory Group LLCPassive

Notable overlap · 5 shared positions

$SLV $PSLV $AGQ $KO $PLTR

$421M

145 positions

#15Tandem Financial, LLCPassive

Some overlap · 4 shared positions

$SLV $SNOW $ALPS $MS

$314M

98 positions

#16Risk Paradigm Group, LLCPassive

Some overlap · 3 shared positions

$SLV $SNOW $SE

$117M

59 positions

#17PFS Partners, LLCActive

Some overlap · 3 shared positions

$SLV $MS $T

$218M

590 positions

#18McAlvany Wealth Management LLCPassive

Some overlap · 3 shared positions

$SLV $IAU $EPD

$149M

42 positions

#19ECLECTIC ASSOCIATES INC /ADVActive

Some overlap · 4 shared positions

$SLV $SNOW $PLTR $KO

$753M

159 positions

#20CLEAR INVESTMENT RESEARCH, LLCPassive

Some overlap · 9 shared positions

$SNOW $SLV $IAU $AGQ $PLTR $MS

$64M

241 positions

#21New Harbor Financial Group, LLCActive

Some overlap · 5 shared positions

$SLV $PSLV $IAU $PHYS $BITB

$567M

61 positions

#22Eagle Strategies LLCPassive

Some overlap · 6 shared positions

$SLV $SNOW $ALPS $IAU $MS $SE

$837M

258 positions

#23VICTORY FINANCIAL GROUP, LLCPassive

Some overlap · 4 shared positions

$SLV $MS $DHR $PLTR

$814M

348 positions

#24Baer Investment Advisory LLCPassive

Some overlap · 4 shared positions

$SLV $MS $DHR $PLTR

$814M

348 positions

#25Premier Private Wealth Management LLCPassive

Some overlap · 3 shared positions

$SLV $AGQ $DHR

$95M

53 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.