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Hedge Funds Similar to Beacon Bridge Wealth Partners

13F Portfolio OverlapQ2 2026Beacon Bridge Wealth Partners portfolio →
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Most similar hedge funds by 13F overlap

Beacon Bridge Wealth Partners, LLC is an institutional investor managing $351M across 105 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 Beacon Bridge Wealth Partners are Arnhold, ShoreHaven Wealth Partners, ACORN FINANCIAL ADVISORY SERVICES, with shared positions in $IAU, $VRT, $BMY, $COHR, $GLW, $LMT. The full ranking of 25 similar funds is below.

#1Arnhold LLCActive
Notable overlap · 4 shared positions
$IAU$VRT$BMY$COHR
$1.4B
113 positions
#2ShoreHaven Wealth Partners, LLCActive
Notable overlap · 3 shared positions
$IAU$VRT$GLW
$318M
106 positions
#3ACORN FINANCIAL ADVISORY SERVICES INC /ADVPassive
Some overlap · 3 shared positions
$IAU$GLW$LMT
$753M
223 positions
#4Sage Investment Advisers LLCPassive
Some overlap · 3 shared positions
$IAU$LMT$BA
$149M
98 positions
#5BCWM, LLCPassive
Some overlap · 3 shared positions
$IAU$LMT$BMY
$342M
57 positions
#6Wealth Quarterback LLCActive
Some overlap · 3 shared positions
$IAU$LMT$BMY
$324M
172 positions
#7LIFELONG WEALTH ADVISORS, INC.Smart money
Some overlap · 3 shared positions
$IAU$GLW$LMT
$426M
99 positions
#8Cooke Wealth Management, LLCSmart money
Some overlap · 3 shared positions
$IAU$SPGI$MDY
$122M
39 positions
#9Meridian Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$SPGI$MDY
$880M
211 positions
#10AVAII WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$IAU$GLW$BMY
$341M
176 positions
#11Forza Wealth Management, LLCPassive
Some overlap · 3 shared positions
$IAU$MDY$BMY
$326M
194 positions
#12PARTNERS CAPITAL INVESTMENT GROUP, LLPActive
Some overlap · 3 shared positions
$IAU$SPGI$BMY
$2.8B
186 positions
#13Harbour Wealth Management Group, Inc.Active
Some overlap · 3 shared positions
$IAU$SPGI$COHR
$148M
89 positions
#14Financial Alternatives, IncActive
Some overlap · 3 shared positions
$IAU$SPGI$COHR
$203M
84 positions
#15Global Wealth Strategies & AssociatesActive
Some overlap · 3 shared positions
$IAU$MDY$LMT
$528M
97 positions
#16TWIN FOCUS CAPITAL PARTNERS, LLCActive
Some overlap · 3 shared positions
$IAU$VOYA$GLW
$983M
170 positions
#17Exit Wealth Advisors, LLC.Passive
Some overlap · 4 shared positions
$IAU$GLW$BMY$COHR
$220M
150 positions
#18Wealth Watch Advisors, INCActive
Some overlap · 3 shared positions
$IAU$MDY$GLW
$309M
142 positions
#19WEALTHGARDEN F.S. LLCPassive
Some overlap · 3 shared positions
$IAU$BA$GLW
$176M
187 positions
#20Sharp Financial Services, LLCActive
Some overlap · 3 shared positions
$IAU$VRT$LMT
$216M
127 positions
#21Ipsen Advisor Group LLCPassive
Some overlap · 3 shared positions
$IAU$LMT$BMY
$155M
107 positions
#22SEEDS INVESTOR LLCPassive
Some overlap · 4 shared positions
$IAU$GLW$MDY$COHR
$973M
379 positions
#23PATTON FUND MANAGEMENT, INC.Passive
Some overlap · 4 shared positions
$IAU$VRT$GLW$COHR
$462M
86 positions
#24Advocacy Wealth Management, LLCActive
Some overlap · 3 shared positions
$IAU$VRT$SPGI
$2.8B
151 positions
#25Spectrum Planning & Advisory Services Inc.Active
Some overlap · 3 shared positions
$IAU$BA$BMY
$223M
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.