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Hedge Funds Similar to Beckerman Institutional

13F Portfolio OverlapQ2 2026Beckerman Institutional portfolio →
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Most similar hedge funds by 13F overlap

Beckerman Institutional, LLC is an institutional investor managing $210M across 124 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 Beckerman Institutional are Compass Wealth, My Portfolio Guide, Accretive Wealth Partners, with shared positions in $GLDM, $PM, $IAU, $MO, $PFE, $ICE. The full ranking of 25 similar funds is below.

#1Compass Wealth Management, LLC/GAActive
Notable overlap · 4 shared positions
$GLDM$PM$IAU$MO
$251M
74 positions
#2My Portfolio Guide, LLC
Notable overlap · 4 shared positions
$GLDM$PM$PFE$MO
$181M
166 positions
#3Accretive Wealth Partners, LLCPassive
Notable overlap · 3 shared positions
$GLDM$PM$IAU
$412M
181 positions
#4BRIGHT FINANCIAL ADVISORS, INC.Active
Notable overlap · 4 shared positions
$GLDM$IAU$PM$MO
$239M
72 positions
#5NOTTINGHAM ADVISORS, INC.Active
Notable overlap · 3 shared positions
$GLDM$IAU$ICE
$838M
122 positions
#6NavPoint Financial, Inc.Active
Notable overlap · 3 shared positions
$GLDM$IAU$IAUM
$270M
74 positions
#7Greenline Partners, LLCActive
Notable overlap · 3 shared positions
$GLDM$IAU$IAUM
$983M
149 positions
#8Upper Left Wealth Management, LLCActive
Notable overlap · 3 shared positions
$GLDM$IAU$IAUM
$180M
73 positions
#9Sankala Group LLCPassive
Notable overlap · 3 shared positions
$GLDM$IAU$IAUM
$150M
631 positions
#10Plum Street Advisors, LLCActive
Some overlap · 3 shared positions
$GLDM$IAU$IAUM
$313M
107 positions
#11Avid Wealth Partners LLCActive
Some overlap · 3 shared positions
$GLDM$IAU$ISRG
$207M
77 positions
#12Magnolia Private Wealth, LLCPassive
Some overlap · 3 shared positions
$GLDM$IAU$PM
$182M
153 positions
#13Verde Servicos Internacionais S.A.Active
Some overlap · 3 shared positions
$GLDM$COF$ISRG
$273M
49 positions
#14Noble Wealth Partners LLCPassive
Some overlap · 3 shared positions
$GLDM$PM$MO
$115M
76 positions
#15KRAEMATON INVESTMENT ADVISORS, INCPassive
Some overlap · 3 shared positions
$GLDM$CRM$ISRG
$134M
103 positions
#16Timber Creek Capital Management LLCPassive
Some overlap · 4 shared positions
$GLDM$IAU$ICE$CRM
$490M
80 positions
#17Lynx Investment AdvisoryPassive
Some overlap · 3 shared positions
$GLDM$IAU$PFE
$305M
230 positions
#18AA Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$GLDM$PM$CRM
$832M
230 positions
#19Copia Wealth ManagementPassive
Some overlap · 3 shared positions
$GLDM$IAU$PM
$166M
570 positions
#20Horst & Graben Wealth Management LLCActive
Some overlap · 4 shared positions
$GLDM$IAU$PM$MO
$760M
205 positions
#21Graetz Wealth LLCActive
Some overlap · 3 shared positions
$GLDM$IAU$MO
$125M
84 positions
#22Wealth Advisory Solutions, LLCPassive
Some overlap · 3 shared positions
$GLDM$COF$PFE
$487M
150 positions
#23BLUE BELL PRIVATE WEALTH MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$TY$NFJ$BCV$GGZ
$802M
716 positions
#24Sharp Financial Services, LLCActive
Some overlap · 5 shared positions
$IAU$PM$PFE$MO$ISRG
$216M
127 positions
#25Plan Group Financial, LLCPassive
Some overlap · 4 shared positions
$PM$IAU$PFE$MO
$486M
249 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.