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Hedge Funds Similar to Beaird Harris Wealth

13F Portfolio OverlapQ2 2026Beaird Harris Wealth portfolio →
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Most similar hedge funds by 13F overlap

Beaird Harris Wealth Management, LLC is an institutional investor managing $1.6B across 707 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 Beaird Harris Wealth are ParaFi, BEAM WEALTH ADVISORS, Farringdon , Ltd., with shared positions in $BITB, $FBTC, $MSTR, $HOOD, $PHYS, $PSLV. The full ranking of 25 similar funds is below.

#1ParaFi Capital LPActive
Substantial overlap · 4 shared positions
$BITB$FBTC$MSTR$HOOD
$361M
24 positions
#2BEAM WEALTH ADVISORS, INC.Active
Notable overlap · 5 shared positions
$BITB$FBTC$PHYS$PSLV$T
$453M
117 positions
#3Farringdon Capital, Ltd.Passive
Some overlap · 4 shared positions
$BITB$PHYS$FBTC$MSTR
$202M
184 positions
#4Capital Wealth Alliance, LLCActive
Some overlap · 4 shared positions
$MSTR$PHYS$PSLV$BITB
$215M
99 positions
#5LIBRA WEALTH LLCSmart money
Some overlap · 3 shared positions
$FBTC$HOOD$GLW
$391M
70 positions
#6CANTOR FITZGERALD, L. P.Active
Some overlap · 5 shared positions
$HOOD$MSTR$FBTC$PLTR$GLW
$9.2B
319 positions
#7Arkos Global AdvisorsActive
Some overlap · 3 shared positions
$FBTC$PSLV$PHYS
$844M
124 positions
#8Weiss Asset Management LPPassive
Some overlap · 4 shared positions
$MSTR$HOOD$PSLV$PHYS
$9.5B
624 positions
#9UNIQUE WEALTH, LLCActive
Some overlap · 3 shared positions
$BITB$PHYS$MCK
$858M
201 positions
#10Compass Ion Advisors, LLCActive
Some overlap · 3 shared positions
$FBTC$MSTR$AMGN
$1.2B
297 positions
#11Pasadena Private Wealth, LLCActive
Some overlap · 5 shared positions
$PHYS$PSLV$FBTC$MSTR$AMGN
$786M
309 positions
#12Harvest Portfolios Group Inc.Active
Some overlap · 4 shared positions
$MSTR$HOOD$PLTR$AMGN
$7.1B
267 positions
#13DIVIDEND ASSETS CAPITAL, LLCPassive
Some overlap · 5 shared positions
$OKE$SHW$TXN$AMGN$MCK
$517M
137 positions
#14Carter Financial Group, INC.Passive
Some overlap · 3 shared positions
$BITB$PLTR$AMGN
$193M
134 positions
#15Hubbell Strickland Wealth Management, LLCSmart money
Some overlap · 3 shared positions
$FBTC$PHYS$PLTR
$277M
87 positions
#16RHL GROUP, LLCActive
Some overlap · 4 shared positions
$HOOD$SHW$GLW$AMGN
$120M
271 positions
#17Abound Wealth ManagementActive
Some overlap · 4 shared positions
$OKE$FBTC$PLTR$AMGN
$504M
1,359 positions
#18Teamwork Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$HOOD$OKE$PLTR
$1.1B
215 positions
#19Objective Capital Management, LLCPassive
Some overlap · 4 shared positions
$FBTC$PLTR$LNG$AMGN
$113M
103 positions
#2049 WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$PHYS$PSLV$TXN$T
$524M
189 positions
#21ALONGSIDE, LLCPassive
Some overlap · 4 shared positions
$PHYS$PSLV$TXN$T
$525M
190 positions
#22Caitong International Asset Management Co., LtdPassive
Some overlap · 3 shared positions
$MSTR$TXN$GLW
$729M
2,999 positions
#23New Harbor Financial Group, LLCActive
Some overlap · 3 shared positions
$PHYS$PSLV$BITB
$633M
68 positions
#24Fielder Capital Group LLCPassive
Some overlap · 3 shared positions
$BITB$PSLV$PLTR
$462M
303 positions
#25Disciplined Equity Management, Inc.Smart money
Some overlap · 5 shared positions
$OKE$TXN$PLTR$F$T
$226M
45 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.