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 ,

13F Portfolio OverlapQ1 2026Beaumont , portfolio →

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Most similar hedge funds by 13F overlap

Beaumont Capital Management, LLC is an institutional investor managing $81M across 32 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 , are MB, LEVIS & ASSOCIATES,, Glassman Wealth Services, Haven Private,, with shared positions in $WT, $MKL, $COP, $DOV, $ALPS, $TECK. The full ranking of 25 similar funds is below.

#1MB, LEVIS & ASSOCIATES, LLCPassive

Notable overlap · 3 shared positions

$WT $MKL $COP

$240M

234 positions

#2Glassman Wealth ServicesSmart money

Notable overlap · 3 shared positions

$WT $MKL $DOV

$736M

187 positions

#3Haven Private, LLCPassive

Notable overlap · 3 shared positions

$WT $ALPS $TECK

$230M

166 positions

#4Boyce & Associates Wealth Consulting, Inc.Active

Notable overlap · 4 shared positions

$WT $ALPS $TECK $DOV

$132M

80 positions

#5Trilogy Capital Inc.Passive

Notable overlap · 4 shared positions

$WT $ALPS $MKL $COP

$2.3B

390 positions

#6Fermata Advisors, LLCPassive

Notable overlap · 3 shared positions

$WT $MKL $ALPS

$444M

232 positions

#7BIP Wealth, LLCActive

Notable overlap · 4 shared positions

$WT $MKL $DOV $COP

$2.5B

453 positions

#8Wealthcare Capital Partners, LLCActive

Notable overlap · 4 shared positions

$WT $MKL $ALPS $COP

$213M

153 positions

#9Value Investment Professionals, LLCPassive

Notable overlap · 3 shared positions

$WT $MKL $DOV

$89M

81 positions

#10Stratos Investment Management, LLCPassive

Notable overlap · 3 shared positions

$WT $ALPS $MKL

$2.5B

371 positions

#11Axis Wealth Partners, LLCPassive

Notable overlap · 3 shared positions

$WT $COP $TECK

$188M

174 positions

#12Hegarty Advisors, LLCActive

Notable overlap · 4 shared positions

$MKL $ALPS $COP $DOV

$127M

57 positions

#13Catalyst Investment Management LLCPassive

Notable overlap · 3 shared positions

$WT $MKL $DOV

$90M

65 positions

#14SNS Financial Group, LLCActive

Notable overlap · 3 shared positions

$WT $MKL $DOV

$1.2B

208 positions

#15Fiduciary Planning LLCActive

Notable overlap · 3 shared positions

$WT $ALPS $COP

$331M

76 positions

#16BLUELINE ADVISORS LLCActive

Notable overlap · 3 shared positions

$WT $COP $TECK

$129M

217 positions

#17Efficient Advisors, LLCActive

Notable overlap · 4 shared positions

$MKL $COP $WT $DOV

$1.4B

58 positions

#18Fairway Wealth LLCPassive

Notable overlap · 3 shared positions

$WT $MKL $COP

$379M

192 positions

#19American Alpha Advisors, LLCActive

Some overlap · 4 shared positions

$WT $ALPS $TECK $COP

$188M

96 positions

#20MBA Advisors LLCPassive

Some overlap · 3 shared positions

$WT $MKL $ALPS

$260M

146 positions

#21Five Pine Wealth ManagementActive

Some overlap · 3 shared positions

$MKL $COP $DOV

$161M

47 positions

#22Mosaic Advisors LLCPassive

Some overlap · 3 shared positions

$MKL $COP $DOV

$67M

42 positions

#23Leonard Rickey Investment Advisors P.L.L.C.Active

Some overlap · 3 shared positions

$MKL $COP $DOV

$578M

118 positions

#24VSM Wealth Advisory, LLCPassive

Some overlap · 3 shared positions

$MKL $COP $DOV

$335M

505 positions

#25ETF Portfolio Partners, Inc.Active

Some overlap · 3 shared positions

$MKL $COP $DOV

$381M

68 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.