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Hedge Funds Similar to BEACON FINANCIAL PLANNING,

13F Portfolio OverlapQ1 2026BEACON FINANCIAL PLANNING, portfolio →
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Most similar hedge funds by 13F overlap

BEACON FINANCIAL PLANNING, INC is an institutional investor managing $258M across 76 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 FINANCIAL PLANNING, are Alphinity Investment Pty Ltd, RETIREMENT PLANNING GROUP, / NY, Morangie, with shared positions in $WELL, $MS, $ISRG, $RBLX, $DHR, $SHW. The full ranking of 25 similar funds is below.

#1Alphinity Investment Management Pty LtdActive
Some overlap · 3 shared positions
$WELL$MS$ISRG
$5.7B
29 positions
#2RETIREMENT PLANNING GROUP, LLC / NYPassive
Some overlap · 5 shared positions
$RBLX$DHR$SHW$WELL$UNIT
$155M
94 positions
#3Morangie Management LLCActive
Some overlap · 5 shared positions
$WELL$MS$NOW$HUM$PLTR
$109M
34 positions
#4BRASADA CAPITAL MANAGEMENT, LPPassive
Some overlap · 5 shared positions
$DHR$WELL$MS$HLT$ECL
$545M
145 positions
#5Fairfield Financial Advisors, LTDActive
Some overlap · 3 shared positions
$WELL$ISRG$VRT
$290M
72 positions
#6Tuttle Capital Management, LLCPassive
Some overlap · 5 shared positions
$WELL$DHR$MS$BN$PLTR
$61M
124 positions
#7RIVERCHASE WEALTH MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$RBLX$MS$SHW$SSL
$192M
73 positions
#8Ballast Financial Advisors LLCActive
Some overlap · 7 shared positions
$DHR$MS$HUM$BRZE$UNIT$TJX
$98M
68 positions
#9WESPAC Advisors SoCal, LLCPassive
Some overlap · 5 shared positions
$WELL$VRT$SHW$PLTR$IAU
$470M
119 positions
#10Hubbell Strickland Wealth Management, LLCActive
Some overlap · 5 shared positions
$DHR$MS$HUM$BRZE$PLTR
$251M
83 positions
#11Daybright Advisory Services, Inc.Active
Some overlap · 7 shared positions
$RBLX$DHR$VRT$MS$HUM$PLTR
$361M
133 positions
#12FC Advisory LLCActive
Some overlap · 5 shared positions
$DHR$MS$HUM$BRZE$MKL
$342M
115 positions
#13Compass Ion Advisors, LLCActive
Some overlap · 5 shared positions
$DHR$MS$HUM$MKL$UNIT
$1.0B
279 positions
#14Catalyst Investment Management LLCPassive
Some overlap · 5 shared positions
$DHR$MS$HUM$MKL$IAU
$90M
65 positions
#15TrueNorth, Inc.Passive
Some overlap · 4 shared positions
$RBLX$DHR$BRZE$MKL
$1.0B
1,033 positions
#16COFG Advisors, LLCPassive
Some overlap · 4 shared positions
$DHR$MS$SHW$PLTR
$404M
241 positions
#17LYELL WEALTH MANAGEMENT, LPPassive
Some overlap · 7 shared positions
$MS$ISRG$VRT$SHW$NOW$SSL
$1.4B
216 positions
#18Mascagni Wealth Management, Inc.Passive
Some overlap · 5 shared positions
$RBLX$SHW$HUM$PLTR$UNIT
$140M
127 positions
#19BURNS J W & CO INC/NYActive
Some overlap · 6 shared positions
$MS$DHR$ISRG$HUM$BRZE$IAU
$873M
183 positions
#20RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLCActive
Some overlap · 5 shared positions
$DHR$MS$SHW$NOW$IAU
$296M
80 positions
#21Madison Wealth Partners, IncPassive
Some overlap · 4 shared positions
$DHR$MS$HUM$UNIT
$627M
220 positions
#22Mirova US LLCActive
Some overlap · 5 shared positions
$DHR$ISRG$VRT$ECL$TJX
$8.8B
42 positions
#23Madson Wealth Advisors IncPassive
Some overlap · 4 shared positions
$DHR$MS$HUM$IAU
$120M
84 positions
#24Saranac Partners LtdPassive
Some overlap · 6 shared positions
$DHR$ISRG$NOW$DIS$ECL$TJX
$234M
103 positions
#25Holocene Advisors, LPPassive
Some overlap · 5 shared positions
$DHR$ISRG$SHW$HLT$PLTR
$41.5B
797 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.