What hedge funds are most similar to Beckerman Institutional, LLC?

The funds with the most similar 13F portfolios to Beckerman Institutional, LLC are Systelligence,, Clarity Asset ,, Retirement Systems, based on overlapping conviction holdings in the latest SEC filings.

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 Beckerman Institutional,

13F Portfolio OverlapQ1 2026Beckerman Institutional, portfolio →

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Most similar hedge funds by 13F overlap

Beckerman Institutional, LLC is an institutional investor managing $188M across 121 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 Beckerman Institutional, are Systelligence,, Clarity Asset ,, Retirement Systems, with shared positions in $WT, $SNOW, $MS, $SAN, $IAU, $MAR. The full ranking of 25 similar funds is below.

#1Systelligence, LLCPassive

Notable overlap · 6 shared positions

$WT $SNOW $MS $SAN $IAU $MAR

$514M

56 positions

#2Clarity Asset Management, Inc.Passive

Notable overlap · 5 shared positions

$SNOW $NKE $MS $ZBRA $WT

$198M

290 positions

#3Retirement Management Systems Inc.Active

Notable overlap · 4 shared positions

$SNOW $WT $MS $IAU

$415M

51 positions

#4Magnolia Private Wealth, LLCPassive

Notable overlap · 6 shared positions

$WT $GLDM $TXN $UNIT $IAU $PM

$150M

134 positions

#5Burk Holdings LLCPassive

Notable overlap · 7 shared positions

$SNOW $NKE $WT $IAU $OKE $HUM

$233M

676 positions

#6Grove Street Fiduciary, LLCActive

Notable overlap · 6 shared positions

$SNOW $WT $UNIT $HUM $MAR $PM

$227M

74 positions

#7OMNI 360 Wealth, Inc.Passive

Notable overlap · 6 shared positions

$NKE $SNOW $WT $MS $HUM $GLDM

$194M

125 positions

#8LifeGoal Investments, LLCPassive

Notable overlap · 5 shared positions

$SNOW $GLDM $MS $TXN $HUM

$175M

112 positions

#9Darrow Company, Inc.Active

Notable overlap · 4 shared positions

$SNOW $WT $HUM $MAR

$222M

56 positions

#10Opus Financial Solutions LLCPassive

Notable overlap · 5 shared positions

$SNOW $NKE $WT $HUM $IAU

$106M

103 positions

#11FIDUCIARY FINANCIAL GROUP, LLCPassive

Notable overlap · 5 shared positions

$SNOW $NKE $IAU $UNIT $HUM

$754M

345 positions

#12Tillman Hartley LLCActive

Notable overlap · 6 shared positions

$SNOW $NKE $IAU $WT $PM $KO

$398M

88 positions

#13Evernest Financial Advisors, LLCPassive

Notable overlap · 7 shared positions

$WT $GLDM $MAR $MS $TXN $HUM

$481M

180 positions

#14BCM ADVISORS, LLCActive

Notable overlap · 4 shared positions

$SNOW $WT $KO $GLDM

$507M

78 positions

#15Stonebridge Financial Group, LLCPassive

Notable overlap · 7 shared positions

$WT $MS $SNOW $OKE $TXN $IAU

$1.2B

262 positions

#16MBA Advisors LLCPassive

Notable overlap · 3 shared positions

$SNOW $WT $IAU

$260M

146 positions

#17NavPoint Financial, Inc.Active

Notable overlap · 4 shared positions

$SNOW $GLDM $IAU $KO

$247M

71 positions

#18ACORN CREEK CAPITAL LLCActive

Notable overlap · 4 shared positions

$SNOW $WT $MAR $MS

$280M

84 positions

#19Verus Financial Partners, Inc.Smart money

Notable overlap · 5 shared positions

$SNOW $NKE $UNIT $PM $IAU

$1.1B

121 positions

#20Brindle & Bay Financial Advisors, LLCPassive

Notable overlap · 5 shared positions

$SNOW $GLDM $TXN $UNIT $HUM

$163M

67 positions

#21Altiora Financial Group, LLCActive

Notable overlap · 5 shared positions

$SNOW $NKE $IAU $BAC $UNIT

$607M

110 positions

#22Sterling Financial Planning, Inc.Active

Notable overlap · 6 shared positions

$SNOW $NKE $WT $IAU $UNIT $HUM

$337M

117 positions

#23Milestone Investment Advisors LLCActive

Notable overlap · 5 shared positions

$SNOW $WT $UNIT $HUM $TXN

$414M

139 positions

#24First Financial Group CorpActive

Notable overlap · 5 shared positions

$WT $SNOW $NKE $IAU $HUM

$122M

80 positions

#25Team Hewins, LLCSmart money

Notable overlap · 6 shared positions

$SNOW $NKE $TXN $HUM $WT $UNIT

$337M

41 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.