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Hedge Funds Similar to Beverly Hills Private Wealth

13F Portfolio OverlapQ2 2026Beverly Hills Private Wealth portfolio →
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Most similar hedge funds by 13F overlap

Beverly Hills Private Wealth, LLC is an institutional investor managing $525M across 255 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 Beverly Hills Private Wealth are Avise Financial Cooperative, CUTLER INVESTMENT COUNSEL, POWER WEALTH, with shared positions in $SCHW, $CBL, $VZ, $ELV, $TFSL, $ALX. The full ranking of 25 similar funds is below.

#1Avise Financial Cooperative, Inc.Passive
Substantial overlap · 17 shared positions
$SCHW$CBL$VZ$ELV$TFSL$ALX
$141M
114 positions
#2CUTLER INVESTMENT COUNSEL LLCActive
Notable overlap · 5 shared positions
$SCHW$VZ$PEP$KR$BDX
$1.1B
157 positions
#3POWER WEALTH MANAGEMENT LLCActive
Some overlap · 5 shared positions
$SCHW$ELV$VZ$KR$MGM
$291M
118 positions
#4HF Advisory Group, LLCPassive
Some overlap · 5 shared positions
$VZ$SCHW$PEP$PM$ELV
$323M
168 positions
#5TWIN CITY PRIVATE WEALTH, LLCPassive
Some overlap · 5 shared positions
$SCHW$ELV$PM$CCZ$BDX
$143M
104 positions
#6CORDA Investment Management, LLC.Active
Some overlap · 4 shared positions
$SCHW$VZ$PEP$NVO
$1.6B
85 positions
#7Keystone Financial ServicesActive
Some overlap · 5 shared positions
$SCHW$PM$ELV$CCZ$BDX
$388M
131 positions
#8ADVOCATE GROUP LLCPassive
Some overlap · 5 shared positions
$VZ$SCHW$KR$AVB$CB
$665M
122 positions
#9BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$SCHW$ELV$PEP$VZ
$499M
73 positions
#10ProVise Management Group, LLCPassive
Some overlap · 6 shared positions
$SCHW$PM$CCZ$ELV$BDX$PEP
$1.5B
282 positions
#11Tranquilli Financial Advisor LLCPassive
Some overlap · 5 shared positions
$SCHW$ELV$PM$CCZ$BDX
$186M
135 positions
#12CapitalatWork S.A.Active
Some overlap · 5 shared positions
$SCHW$VST$CCZ$AER$CB
$4.0B
93 positions
#13Independence Wealth Advisors, LLCActive
Some overlap · 5 shared positions
$SCHW$ELV$PM$BDX$CCZ
$199M
85 positions
#14Hara Capital LLCPassive
Some overlap · 6 shared positions
$ELV$BTT$CCZ$DTF$BDX$NVO
$190M
307 positions
#15Oregon Pacific Wealth Management, LLCActive
Some overlap · 4 shared positions
$SCHW$ELV$PM$BDX
$107M
115 positions
#16Center for Wealth Management AdvisoryActive
Some overlap · 4 shared positions
$VZ$ELV$PEP$CCZ
$159M
62 positions
#17CRUX WEALTH ADVISORSPassive
Some overlap · 5 shared positions
$SCHW$ELV$PM$CCZ$BDX
$289M
192 positions
#18FSB PREMIER WEALTH MANAGEMENT, INC.Passive
Some overlap · 5 shared positions
$SCHW$PM$ELV$CCZ$BDX
$355M
257 positions
#19Voya Financial Advisors, Inc.Smart money
Some overlap · 5 shared positions
$SCHW$ELV$PM$CCZ$BDX
$1.1B
208 positions
#20Allen Mooney & Barnes Investment Advisors LLCPassive
Some overlap · 4 shared positions
$SCHW$ELV$PEP$BDX
$658M
152 positions
#21YACKTMAN ASSET MANAGEMENT LPActive
Some overlap · 3 shared positions
$SCHW$ELV$PEP
$8.1B
74 positions
#22FARMERS TRUST CO
Some overlap · 5 shared positions
$PEP$VZ$PM$KR$CB
$637M
203 positions
#23SPWM Advisors LLCActive
Some overlap · 4 shared positions
$SCHW$ELV$PM$BDX
$108M
90 positions
#24AUXIER ASSET MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$ELV$PEP$KR$PM
$745M
184 positions
#25HARRIS ASSOCIATES L PActive
Some overlap · 3 shared positions
$SCHW$ELV$AER
$75.4B
162 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.