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Hedge Funds Similar to BEACON ADVISORS ,

13F Portfolio OverlapQ1 2026BEACON ADVISORS , portfolio →
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Most similar hedge funds by 13F overlap

BEACON ADVISORS HOLDINGS, LLC is an institutional investor managing $187M across 37 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 ADVISORS , are APS Group,, DAGCO,, Wolff Financial, with shared positions in $MS, $KKR, $MAR, $USB, $BRZE, $FLEX. The full ranking of 25 similar funds is below.

#1APS Management Group, Inc.Passive
Notable overlap · 3 shared positions
$MS$KKR$MAR
$117M
72 positions
#2DAGCO, INC.Passive
Notable overlap · 3 shared positions
$MS$KKR$MAR
$461M
353 positions
#3Wolff Financial Management LLCActive
Notable overlap · 3 shared positions
$MS$KKR$MAR
$453M
103 positions
#4Talisman Wealth Advisors LLCPassive
Notable overlap · 3 shared positions
$MS$KKR$MAR
$124M
101 positions
#5Rooted Wealth Advisors, Inc.Active
Notable overlap · 4 shared positions
$MS$KKR$USB$BRZE
$379M
144 positions
#6TME FINANCIAL, INC.Passive
Notable overlap · 3 shared positions
$MS$KKR$USB
$144M
65 positions
#7TRB Wealth Management, LLCPassive
Notable overlap · 4 shared positions
$MS$BRZE$FLEX$KKR
$704M
285 positions
#8PENNEY FINANCIAL, LLCSmart money
Notable overlap · 3 shared positions
$KKR$MS$BRZE
$261M
48 positions
#9Conservest Capital Advisors, Inc.Active
Notable overlap · 4 shared positions
$MS$KKR$MAR$USB
$1.1B
127 positions
#10White Lighthouse Investment Management Inc.Active
Notable overlap · 5 shared positions
$KKR$BRZE$USB$SNPS$MAR
$721M
145 positions
#11Custos Family Office, LLC
Notable overlap · 3 shared positions
$MS$SNPS$USB
$147M
60 positions
#12Provenance Wealth Advisors, LLCActive
Notable overlap · 3 shared positions
$MS$BRZE$KKR
$945M
412 positions
#13Madrid Wealth Management, LLCPassive
Notable overlap · 3 shared positions
$MS$KKR$USB
$133M
70 positions
#14Silver Coast Investments LLCActive
Notable overlap · 3 shared positions
$MS$USB$BRZE
$313M
119 positions
#15SWAN Capital LLCPassive
Notable overlap · 4 shared positions
$KKR$SNPS$USB$MAR
$272M
554 positions
#16FLAGSHIP WEALTH ADVISORS, LLCPassive
Notable overlap · 3 shared positions
$KKR$MS$MAR
$233M
350 positions
#17FIDUCIARY ADVISORS, INC.Active
Notable overlap · 4 shared positions
$KKR$BRZE$USB$MAR
$133M
121 positions
#18Crews Bank & TrustPassive
Notable overlap · 3 shared positions
$KKR$MS$USB
$690M
673 positions
#19FFT WEALTH MANAGEMENT LLCActive
Notable overlap · 4 shared positions
$MS$SNPS$KKR$MAR
$552M
99 positions
#20Stonebridge Financial Planning Group, LLCPassive
Some overlap · 4 shared positions
$MS$USB$KKR$MAR
$272M
171 positions
#21GSG Advisors LLCActive
Some overlap · 3 shared positions
$KKR$BRZE$MS
$385M
137 positions
#22LifeGoal Investments, LLCPassive
Some overlap · 3 shared positions
$MS$SNPS$USB
$175M
112 positions
#23Seneca Financial Advisors LLCActive
Some overlap · 3 shared positions
$KKR$BRZE$USB
$341M
64 positions
#24KOM Wealth Management Group, LLCActive
Some overlap · 3 shared positions
$MS$KKR$BRZE
$147M
89 positions
#25Pinnacle Wealth Management Group, Inc.Passive
Some overlap · 3 shared positions
$MS$BRZE$USB
$204M
120 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.