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Hedge Funds Similar to Beaumont Financial Advisors,

13F Portfolio OverlapQ1 2026Beaumont Financial Advisors, portfolio →
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Most similar hedge funds by 13F overlap

Beaumont Financial Advisors, LLC is an institutional investor managing $1.5B across 369 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 Financial Advisors, are Strategic Financial Planning,, Greystone Financial Group,, Focused Investors, with shared positions in $HPQ, $FBTC, $MS, $LOW, $MCD, $ABT. The full ranking of 25 similar funds is below.

#1Strategic Financial Planning, Inc.Active
Some overlap · 3 shared positions
$HPQ$FBTC$MS
$171M
40 positions
#2Greystone Financial Group, LLCPassive
Some overlap · 5 shared positions
$LOW$MCD$MS$ABT$TJX
$353M
78 positions
#3Focused Investors LLCActive
Some overlap · 4 shared positions
$MCD$LOW$MS$TJX
$3.1B
22 positions
#4Mills Wealth Advisors LLCActive
Some overlap · 5 shared positions
$FBTC$GBTC$LOW$GLDM$MCD
$286M
80 positions
#5Somerset Trust CoPassive
Some overlap · 4 shared positions
$LOW$MCD$OTIS$ABT
$326M
174 positions
#6Gem Investment Advisors, LLCActive
Some overlap · 3 shared positions
$CEF$FBTC$BTC
$102M
35 positions
#7Vertrix Wealth Management, LLCPassive
Some overlap · 4 shared positions
$LOW$MS$MCD$TJX
$272M
95 positions
#8Safe Harbor Wealth Advisors, LLC
Some overlap · 5 shared positions
$MS$LOW$MCD$GLDM$ABT
$103M
96 positions
#9Churchill Financial Advisors, LLCActive
Some overlap · 5 shared positions
$MCD$MS$LOW$GLDM$TJX
$476M
123 positions
#10Oak Asset Management, LLCActive
Some overlap · 3 shared positions
$MCD$LOW$MS
$290M
108 positions
#11Stokes Capital Advisors, LLCPassive
Some overlap · 4 shared positions
$MCD$MS$ABT$TJX
$446M
104 positions
#12PIONEER TRUST BANK N A/ORPassive
Some overlap · 5 shared positions
$LOW$MCD$ABT$CRM$TJX
$412M
83 positions
#13Atwater Malick LLCActive
Some overlap · 3 shared positions
$MCD$MS$LOW
$370M
100 positions
#14Smart Money Group LLCSmart money
Some overlap · 4 shared positions
$FBTC$LOW$GLDM$TJX
$344M
84 positions
#15LYNCH & ASSOCIATES/INPassive
Some overlap · 4 shared positions
$MCD$LOW$ABT$TJX
$533M
126 positions
#16OMC Financial Services LTDActive
Some overlap · 3 shared positions
$MCD$LOW$CRM
$258M
64 positions
#17Milestone Asset Management Group, LLCPassive
Some overlap · 3 shared positions
$FBTC$MS$GBTC
$171M
126 positions
#18Roxbury Financial LLCPassive
Some overlap · 4 shared positions
$LOW$MCD$MS$CRM
$126M
410 positions
#19ARBOR CAPITAL MANAGEMENT INC /ADVPassive
Some overlap · 3 shared positions
$FBTC$MCD$ABT
$123M
101 positions
#20KANAWHA CAPITAL MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$LOW$MCD$ABT
$1.4B
221 positions
#21Walsky Investment Management, Inc.Passive
Some overlap · 3 shared positions
$MCD$LOW$ABT
$98M
50 positions
#22Brown Financial AdvisorsPassive
Some overlap · 5 shared positions
$MS$MCD$LOW$GLDM$ABT
$264M
209 positions
#23Financial & Tax Architects, LLCPassive
Some overlap · 3 shared positions
$MCD$LOW$ABT
$448M
108 positions
#24Guild Investment Management, Inc.Active
Some overlap · 4 shared positions
$FBTC$GBTC$PHYS$BTC
$140M
47 positions
#25Paladin Wealth, LLCPassive
Some overlap · 5 shared positions
$MS$LOW$MCD$GLDM$ABT
$145M
125 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.