Hedge Funds Similar to Beacon Wealthcare

13F Portfolio OverlapQ2 2026Beacon Wealthcare portfolio →

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Most similar hedge funds by 13F overlap

Beacon Wealthcare LLC is an institutional investor managing $312M across 26 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Beacon Wealthcare are Topsail Wealth ,, MB, LEVIS & ASSOCIATES,, Glassman Wealth Services, with shared positions in $MKL, $DDOG, $MAR, $DUK. The full ranking of 25 similar funds is below.

#1Topsail Wealth Management, LLCActive

Notable overlap · 3 shared positions

$MKL $DDOG $MAR

$678M

294 positions

#2MB, LEVIS & ASSOCIATES, LLCPassive

Notable overlap · 3 shared positions

$MKL $DDOG $MAR

$240M

234 positions

#3Glassman Wealth ServicesSmart money

Notable overlap · 3 shared positions

$MKL $DDOG $MAR

$736M

187 positions

#4CORNERSTONE ADVISORS ASSET MANAGEMENT, LLCActive

Notable overlap · 3 shared positions

$MKL $DDOG $MAR

$648M

134 positions

#5VSM Wealth Advisory, LLCPassive

Notable overlap · 3 shared positions

$MKL $DDOG $MAR

$335M

505 positions

#6Ballast, Inc.Active

Some overlap · 3 shared positions

$432M

133 positions

#7PATRIOT INVESTMENT MANAGEMENT GROUP, INC.Active

Some overlap · 3 shared positions

$MKL $DDOG $MAR

$1.6B

236 positions

#8Compass Advisory Group LLCActive

Some overlap · 3 shared positions

$DDOG $MKL $MAR

$374M

86 positions

#9Breakwater Investment ManagementPassive

Some overlap · 3 shared positions

$MKL $DDOG $MAR

$269M

506 positions

#10ASPIRIANT, LLCActive

Some overlap · 3 shared positions

$DDOG $MKL $MAR

$3.5B

338 positions

#11Wilson & Boucher Capital Management, LLCPassive

Some overlap · 3 shared positions

$151M

114 positions

#12Next Level Wealth Planning, LLCSmart money

Some overlap · 3 shared positions

$MKL $DDOG $MAR

$195M

73 positions

#13Orcam Financial GroupSmart money

Some overlap · 3 shared positions

$MKL $DDOG $MAR

$141M

62 positions

#14Passive Capital Management, LLC.Active

Some overlap · 3 shared positions

$DDOG $MKL $MAR

$335M

104 positions

#15Archer Investment Management, LLCPassive

Some overlap · 3 shared positions

$MKL $DDOG $MAR

$238M

108 positions

#16Berkeley Capital Partners, LLCActive

Some overlap · 3 shared positions

$431M

184 positions

#17Vanguard National Trust CoActive

Some overlap · 3 shared positions

$MKL $DDOG $MAR

$1.6B

751 positions

#18Align Financial, LLCActive

Some overlap · 3 shared positions

$DDOG $MKL $MAR

$176M

373 positions

#19Wedmont Private CapitalActive

Some overlap · 3 shared positions

$DDOG $MKL $MAR

$3.1B

838 positions

#20Verisail Partners, LLCSmart money

Some overlap · 3 shared positions

$DDOG $MAR $DUK

$246M

25 positions

#21Level Wealth Management LLCSmart money

Some overlap · 3 shared positions

$DDOG $MAR $DUK

$213M

67 positions

#22Timonier Family Office, LTD.

Some overlap · 3 shared positions

$DDOG $MAR $DUK

$315M

56 positions

#23Smith Partners Wealth Management, LLCPassive

Slight overlap · 3 shared positions

$MKL $DDOG $DUK

$112M

76 positions

#24Long Island Wealth Management, Inc.Active

Slight overlap · 3 shared positions

$MKL $DDOG $MAR

$216M

89 positions

#25Equita Financial Network, Inc.Active

Slight overlap · 3 shared positions

$DDOG $MKL $MAR

$318M

87 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.