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Hedge Funds Similar to BETO FINANCIAL GROUP,

13F Portfolio OverlapQ1 2026BETO FINANCIAL GROUP, portfolio →
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Most similar hedge funds by 13F overlap

BETO FINANCIAL GROUP, LLC is an institutional investor managing $171M across 152 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 BETO FINANCIAL GROUP, are Granite FO, KKM Financial, Sawyer & Company,, with shared positions in $MU, $KKR, $INTC, $BA, $AMAT, $ITW. The full ranking of 25 similar funds is below.

#1Granite FO LLCActive
Some overlap · 4 shared positions
$MU$KKR$INTC$BA
$169M
170 positions
#2KKM Financial LLCPassive
Some overlap · 4 shared positions
$MU$AMAT$BA$INTC
$563M
168 positions
#3Sawyer & Company, IncPassive
Some overlap · 5 shared positions
$MU$ITW$ADP$TJX$AMGN
$260M
197 positions
#4guardian investment managementActive
Some overlap · 7 shared positions
$KKR$ITW$AMAT$BA$INTC$MU
$127M
60 positions
#5PRIMECAP MANAGEMENT CO/CA/Active
Some overlap · 4 shared positions
$MU$TJX$INTC$AMGN
$127.0B
320 positions
#6VALUEWORKS LLCActive
Some overlap · 4 shared positions
$MU$BA$INTC$AMGN
$367M
35 positions
#7Anther Capital LtdActive
Some overlap · 3 shared positions
$MU$AMAT$INTC
$3.8B
31 positions
#8Tairen Capital LtdActive
Some overlap · 3 shared positions
$MU$AMAT$INTC
$924M
44 positions
#9Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.Active
Some overlap · 3 shared positions
$MU$AMAT$INTC
$1.2B
51 positions
#10Rafferty Asset Management, LLCActive
Some overlap · 3 shared positions
$MU$AMAT$INTC
$24.6B
1,057 positions
#11GF FUND MANAGEMENT CO. LTD.Active
Some overlap · 4 shared positions
$MU$AMAT$INTC$AMGN
$6.0B
624 positions
#12ProCore Advisors, LLCActive
Some overlap · 4 shared positions
$SOLV$AMAT$MU$AMGN
$65M
73 positions
#13Trivest Advisors LtdSmart money
Some overlap · 3 shared positions
$MU$AMAT$INTC
$1.4B
29 positions
#14Schear Investment Advisers, LLCPassive
Some overlap · 3 shared positions
$MU$TJX$AMGN
$227M
77 positions
#15Leonteq Securities AGPassive
Some overlap · 4 shared positions
$MU$KKR$INTC$BA
$2.7B
1,279 positions
#16Meiji Yasuda America IncActive
Some overlap · 5 shared positions
$MU$AMAT$TJX$WELL$AMGN
$404M
57 positions
#17Collar Capital Management, LLCPassive
Some overlap · 3 shared positions
$MU$BA$INTC
$155M
72 positions
#18Vanguard Capital Wealth AdvisorsPassive
Some overlap · 3 shared positions
$MU$BA$INTC
$108M
120 positions
#19Capstone Capital Management LtdActive
Some overlap · 3 shared positions
$MU$BA$INTC
$99M
51 positions
#20STF Management LP
Some overlap · 5 shared positions
$MU$AMAT$INTC$AMGN$ADP
$107M
101 positions
#21CERTUITY, LLCPassive
Some overlap · 3 shared positions
$MU$INTC$BA
$1.5B
659 positions
#22RD Lewis Holdings, Inc.Passive
Some overlap · 4 shared positions
$MU$AMAT$ATO$ABT
$115M
86 positions
#23Somerset Trust CoPassive
Some overlap · 6 shared positions
$ITW$ADP$MU$AMGN$OTIS$ABT
$326M
174 positions
#24WORLDQUANT MILLENNIUM ADVISORS LLCPassive
Some overlap · 5 shared positions
$MU$ADP$WELL$TJX$ABT
$25.9B
593 positions
#25T3 Companies, LLCPassive
Some overlap · 3 shared positions
$MU$BA$INTC
$77M
159 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.