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

13F Portfolio OverlapQ2 2026Beacon portfolio →

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Most similar hedge funds by 13F overlap

Beacon Capital Management, Inc. is an institutional investor managing $1.7B across 133 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 are Mission Hills Financial Advisory, MATRIX PRIVATE GROUP, OAK FAMILY ADVISORS, with shared positions in $UTG, $UTF, $RQI, $BA, $NVO, $SLV. The full ranking of 25 similar funds is below.

#1Mission Hills Financial Advisory, LLCActive

Slight overlap · 3 shared positions

$UTG $UTF $RQI

$228M

89 positions

#2MATRIX PRIVATE CAPITAL GROUP LLCActive

Slight overlap · 3 shared positions

$UTG $UTF $RQI

$230M

143 positions

#3OAK FAMILY ADVISORS, LLCPassive

Slight overlap · 3 shared positions

$UTG $BA $NVO

$391M

111 positions

#4SNS Financial Group, LLCPassive

Slight overlap · 3 shared positions

$UTF $BA $NVO

$5.2B

549 positions

#5Luminist Capital LLCPassive

Slight overlap · 3 shared positions

$UTG $SLV $SPCX

$89M

418 positions

#6AGP FRANKLIN, LLCPassive

Slight overlap · 3 shared positions

$BA $AFL $SLV

$231M

93 positions

#7IFS Group,LLCPassive

Slight overlap · 3 shared positions

$BA $AFL $SLV

$73M

87 positions

#8CenterStar Asset Management, LLCPassive

Slight overlap · 4 shared positions

$BA $SLV $SPCX $NBIS

$589M

234 positions

#9SUSQUEHANNA INTERNATIONAL GROUP, LLPPassive

Slight overlap · 4 shared positions

$BA $SLV $SPCX $NBIS

$1.3T

13,275 positions

#10TUDOR INVESTMENT CORP ET ALPassive

Slight overlap · 3 shared positions

$BA $SLV $SPCX

$71.9B

3,457 positions

#11Aspire Capital Advisors LLCActive

Slight overlap · 3 shared positions

$BA $SLV $SPCX

$514M

134 positions

#12NorthAvenue LLCActive

Slight overlap · 3 shared positions

$BA $SLV $SPCX

$140M

314 positions

#13Knuff & Co LLCPassive

Slight overlap · 3 shared positions

$BA $AFL $NVO

$395M

142 positions

#14GK Wealth Management LLCPassive

Slight overlap · 3 shared positions

$BA $SLV $NBIS

$190M

234 positions

#15Blue Water Asset ManagementActive

Slight overlap · 3 shared positions

$BA $SLV $F

$310M

108 positions

#16DKRT Investments Corp.Active

Slight overlap · 4 shared positions

$BA $SPCX $NVO $A

$409M

50 positions

#17JENNISON ASSOCIATES LLCActive

Slight overlap · 3 shared positions

$BA $SPCX $NBIS

$166.7B

567 positions

#18American Financial Advisors, LLCActive

Slight overlap · 3 shared positions

$BA $SPCX $NBIS

$831M

169 positions

#19DAVIDSON KEMPNER CAPITAL MANAGEMENT LPPassive

Slight overlap · 3 shared positions

$BA $SPCX $SNAP

$8.4B

241 positions

#20Symmetry Investments LPActive

Slight overlap · 3 shared positions

$BA $SPCX $F

$1.5B

152 positions

#21Xcel Wealth Management, LLCPassive

Slight overlap · 3 shared positions

$BA $SPCX $F

$419M

140 positions

#22XY Capital LtdPassive

Slight overlap · 3 shared positions

$BA $NVO $E

$104M

72 positions

#23Militia Capital Management LLCActive

Slight overlap · 3 shared positions

$BA $NVO $SNAP

$3.4B

278 positions

#24Strategic Planning, Inc.

Slight overlap · 3 shared positions

$BA $NVO $F

$199M

54 positions

#25Dedeker Financial LLCActive

Slight overlap · 3 shared positions

$AFL $SLV $SPCX

$176M

55 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.