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 ,

13F Portfolio OverlapQ1 2026Beacon , portfolio →

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Most similar hedge funds by 13F overlap

Beacon Capital Management, LLC is an institutional investor managing $567M across 166 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 , are Fingerlakes Wealth ,, Gratus Wealth Advisors,, Wheelhouse Advisory Group, with shared positions in $NTRB, $DIA, $MAR, $HUM, $HCA, $SLV. The full ranking of 25 similar funds is below.

#1Fingerlakes Wealth Management, Inc.Passive

Notable overlap · 4 shared positions

$NTRB $DIA $MAR $HUM

$151M

97 positions

#2Gratus Wealth Advisors, LLCActive

Notable overlap · 4 shared positions

$NTRB $MAR $HCA $HUM

$691M

138 positions

#3Wheelhouse Advisory Group LLCActive

Notable overlap · 3 shared positions

$NTRB $MAR $HUM

$302M

51 positions

#4Praetorian Wealth Management, Inc.Active

Notable overlap · 3 shared positions

$NTRB $MAR $HUM

$526M

77 positions

#5Portfolio Strategies, Inc.Active

Notable overlap · 3 shared positions

$NTRB $MAR $SLV

$811M

75 positions

#6Blackston Financial Advisory Group, LLCActive

Notable overlap · 4 shared positions

$NTRB $MAR $HUM $SLV

$160M

106 positions

#7Alexis Investment Partners, LLCActive

Notable overlap · 4 shared positions

$NTRB $DIA $MAR $HUM

$145M

35 positions

#8Black Diamond Financial, LLCActive

Notable overlap · 4 shared positions

$NTRB $MAR $HUM $SLV

$916M

185 positions

#9Sherman Wealth Management LLCPassive

Notable overlap · 4 shared positions

$NTRB $DIA $HUM $AMD

$116M

80 positions

#10Clarus Wealth AdvisorsPassive

Notable overlap · 3 shared positions

$NTRB $MAR $AMD

$235M

88 positions

#11PETREDIS INVESTMENT ADVISORS LLCActive

Notable overlap · 3 shared positions

$NTRB $MAR $AMD

$1.2B

108 positions

#12Capital Planning LLCActive

Notable overlap · 3 shared positions

$NTRB $MAR $HUM

$307M

82 positions

#13McClarren Financial Advisors, Inc.Active

Notable overlap · 3 shared positions

$NTRB $MAR $HUM

$169M

79 positions

#14CAPSTONE WEALTH MANAGEMENT GROUP, LLCPassive

Some overlap · 4 shared positions

$NTRB $RF $MAR $HUM

$239M

97 positions

#15VANTAGEPOINT INVESTMENT ADVISERS LLCActive

Some overlap · 3 shared positions

$NTRB $MAR $SLV

$11.8B

55 positions

#16Junk Investment Group, LLCPassive

Some overlap · 3 shared positions

$NTRB $MAR $HUM

$191M

88 positions

#17Coquina Private Wealth LLCActive

Some overlap · 3 shared positions

$NTRB $MAR $AMD

$124M

96 positions

#18Osbon Capital Management LLCPassive

Some overlap · 3 shared positions

$MAR $DIA $HUM

$123M

493 positions

#19Raab & Moskowitz Asset Management LLCPassive

Some overlap · 3 shared positions

$NTRB $MAR $HUM

$450M

187 positions

#20Flagship Private Wealth, LLCPassive

Some overlap · 3 shared positions

$MAR $NTRB $HUM

$246M

108 positions

#21Mosaic Advisors LLCPassive

Some overlap · 5 shared positions

$NTRB $DIA $MAR $HUM $AMD

$67M

42 positions

#22CDM FINANCIAL COUNSELING SERVICES, INC.Active

Some overlap · 3 shared positions

$NTRB $MAR $HUM

$105M

80 positions

#23SNOWWATER INVESTMENT PARTNERS, LLCPassive

Some overlap · 3 shared positions

$MAR $DIA $HUM

$106M

89 positions

#24Vision Retirement, LLCPassive

Some overlap · 3 shared positions

$DIA $MAR $HUM

$352M

649 positions

#25Guardian Capital, LLCPassive

Some overlap · 4 shared positions

$MAR $DIA $NTRB $AMD

$105M

81 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.