What hedge funds are most similar to Beacon Financial Strategies CORP?

The funds with the most similar 13F portfolios to Beacon Financial Strategies CORP are McCarthy Asset ,, FIDELIS iM,, Strategic Financial Services,, 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 Beacon Financial Strategies

13F Portfolio OverlapQ1 2026Beacon Financial Strategies portfolio →

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Most similar hedge funds by 13F overlap

Beacon Financial Strategies CORP is an institutional investor managing $201M across 209 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 Strategies are McCarthy Asset ,, FIDELIS iM,, Strategic Financial Services,, with shared positions in $COP, $BRZE, $HUM, $UPST, $KO, $DOV. The full ranking of 25 similar funds is below.

#1McCarthy Asset Management, Inc.

Substantial overlap · 3 shared positions

$COP $BRZE $HUM

$192M

27 positions

#2FIDELIS iM, LLCSmart money

Substantial overlap · 3 shared positions

$COP $BRZE $HUM

$264M

25 positions

#3Strategic Financial Services, Inc.Smart money

Substantial overlap · 3 shared positions

$COP $UPST $BRZE

$2.1B

152 positions

#4E&R Wealth Management, LLCSmart money

Substantial overlap · 3 shared positions

$COP $UPST $KO

$100M

12 positions

#5Trellis Wealth Advisors LLCSmart money

Notable overlap · 3 shared positions

$COP $BRZE $DOV

$263M

47 positions

#6NEPC LLCSmart money

Notable overlap · 4 shared positions

$COP $UPST $DOV $BRZE

$5.0B

51 positions

#7Bear Mountain Capital, Inc.Active

Notable overlap · 3 shared positions

$COP $UPST $MKL

$333M

198 positions

#8Rockbridge Investment Management, LCCSmart money

Notable overlap · 5 shared positions

$COP $BRZE $HUM $UPST $IBM

$1.1B

137 positions

#9Mustard Seed Financial, LLCPassive

Notable overlap · 3 shared positions

$COP $BRZE $DOV

$167M

92 positions

#10Wolff Financial Management LLCActive

Notable overlap · 5 shared positions

$COP $UPST $HUM $MCD $PFE

$453M

103 positions

#11Towneley Capital Management, Inc / DESmart money

Notable overlap · 5 shared positions

$BRZE $COP $UPST $DOV $MKL

$478M

42 positions

#12White Lighthouse Investment Management Inc.Active

Notable overlap · 5 shared positions

$BRZE $COP $UPST $HUM $MKL

$721M

145 positions

#13Leonard Rickey Investment Advisors P.L.L.C.Active

Notable overlap · 5 shared positions

$BRZE $COP $HUM $DOV $MKL

$578M

118 positions

#14Schulz Wealth, LTD.

Notable overlap · 3 shared positions

$BRZE $UPST $DUK

$156M

62 positions

#15Fort Vancouver Investment Management, LLCActive

Notable overlap · 3 shared positions

$COP $DOV $MKL

$197M

59 positions

#16FIDUCIARY ADVISORS, INC.Active

Notable overlap · 6 shared positions

$BRZE $COP $KO $DOV $PFE $MKL

$133M

121 positions

#17Disciplined Investments, LLCPassive

Notable overlap · 4 shared positions

$COP $UPST $IBM $TXN

$279M

141 positions

#18CYPRESS FINANCIAL PLANNING LLCActive

Notable overlap · 4 shared positions

$COP $HUM $MCD $IBM

$363M

102 positions

#19GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC.Smart money

Notable overlap · 4 shared positions

$UPST $BRZE $HUM $MKL

$128M

42 positions

#20American Money Management, LLCActive

Notable overlap · 4 shared positions

$UPST $COP $PAYX $MCD

$632M

168 positions

#21VSM Wealth Advisory, LLCPassive

Notable overlap · 5 shared positions

$COP $IBM $HUM $DOV $MKL

$335M

505 positions

#22Quaker Wealth Management, LLCActive

Notable overlap · 3 shared positions

$COP $HUM $TXN

$320M

972 positions

#23Johnson Bixby & Associates, LLCActive

Notable overlap · 4 shared positions

$COP $HUM $KR $MCD

$806M

127 positions

#24Sunburst Financial Group, LLCActive

Notable overlap · 4 shared positions

$COP $HUM $IBM $DUK

$543M

132 positions

#25Beacon Capital Management, Inc.Active

Notable overlap · 3 shared positions

$UPST $COP $TXN

$1.8B

57 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.