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Hedge Funds Similar to BETO FINANCIAL GROUP

13F Portfolio OverlapQ2 2026BETO FINANCIAL GROUP portfolio →
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Most similar hedge funds by 13F overlap

BETO FINANCIAL GROUP, LLC is an institutional investor managing $190M across 154 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 BETO FINANCIAL GROUP are Somerset, BRADY FAMILY WEALTH, ABSHER WEALTH, with shared positions in $ITW, $MCD, $ADP, $AMGN, $PSX, $ABT. The full ranking of 25 similar funds is below.

#1Somerset Trust CoPassive
Notable overlap · 7 shared positions
$ITW$MCD$ADP$AMGN$PSX$ABT
$354M
186 positions
#2BRADY FAMILY WEALTH, LLCPassive
Some overlap · 7 shared positions
$ITW$TJX$AMGN$ADP$MCD$PSX
$346M
113 positions
#3ABSHER WEALTH MANAGEMENT, LLCActive
Some overlap · 6 shared positions
$ADP$MCD$AMGN$BA$ABT$EMR
$878M
73 positions
#4DEARBORN PARTNERS LLCPassive
Some overlap · 5 shared positions
$ADP$ITW$MCD$ABT$ATO
$1.8B
269 positions
#5KANAWHA CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$ADP$ITW$MCD$ABT$EMR
$1.5B
228 positions
#6InvesTrustPassive
Some overlap · 5 shared positions
$ADP$ITW$MCD$BA$EMR
$260M
95 positions
#7Sawyer & Company, IncPassive
Some overlap · 6 shared positions
$ADP$TJX$AMGN$MCD$ITW$EMR
$298M
202 positions
#8Loudon Investment Management, LLCPassive
Some overlap · 6 shared positions
$ITW$ADP$ABT$AMGN$EPD$EMR
$204M
95 positions
#9LETSON INVESTMENT MANAGEMENT, INC.Passive
Some overlap · 5 shared positions
$ADP$MCD$AMGN$ITW$ABT
$273M
104 positions
#10Exeter Financial, LLCPassive
Some overlap · 6 shared positions
$MCD$AMGN$ADP$ITW$PSX$EMR
$261M
101 positions
#11ICW Investment Advisors LLCPassive
Some overlap · 6 shared positions
$TJX$AMGN$ADP$MCD$ITW$ABT
$286M
144 positions
#12LYNCH & ASSOCIATES/INPassive
Some overlap · 6 shared positions
$MCD$TJX$BA$ITW$ABT$EMR
$573M
129 positions
#13HALL CAPITAL MANAGEMENT CO INCPassive
Some overlap · 5 shared positions
$ADP$MCD$TJX$ABT$EMR
$321M
107 positions
#14HAMEL ASSOCIATES, INC.Passive
Some overlap · 5 shared positions
$ITW$MCD$AMGN$ADP$ABT
$363M
92 positions
#15Biondo Investment Advisors, LLCActive
Some overlap · 5 shared positions
$ITW$MCD$ADP$AMGN$EMR
$817M
89 positions
#16SMITH CHAS P & ASSOCIATES PA CPAS
Some overlap · 4 shared positions
$ITW$ADP$MCD$AMGN
$2.0B
199 positions
#17Palisade Asset Management, LLCPassive
Some overlap · 5 shared positions
$ADP$MCD$TJX$AMGN$ABT
$1.1B
204 positions
#18CONNING INC.Passive
Some overlap · 5 shared positions
$ITW$ADP$MCD$AMGN$ABT
$3.3B
327 positions
#19First Long Island Investors, LLCActive
Some overlap · 5 shared positions
$ADP$AMGN$ITW$MCD$ABT
$1.4B
73 positions
#20Aurdan Capital Management, LLCActive
Some overlap · 4 shared positions
$ADP$ITW$AMGN$ABT
$394M
99 positions
#21Hardworking Capital Advisors, LLCActive
Some overlap · 5 shared positions
$MCD$ADP$ITW$AMGN$TJX
$122M
84 positions
#22Legacy Financial Strategies, LLCActive
Some overlap · 5 shared positions
$ADP$MCD$ITW$ABT$ATO
$646M
152 positions
#23WENDELL DAVID ASSOCIATES INCActive
Some overlap · 4 shared positions
$ADP$MCD$TJX$ABT
$947M
155 positions
#24Cushing Capital Partners, LLCPassive
Some overlap · 4 shared positions
$ITW$ADP$MCD$PSX
$145M
99 positions
#25PINKERTON WEALTH, LLCActive
Some overlap · 5 shared positions
$MCD$ADP$AMGN$PSX$ABT
$1.2B
103 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.