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Hedge Funds Similar to Beacon

13F Portfolio OverlapQ3 2026Beacon portfolio →
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Most similar hedge funds by 13F overlap

Beacon Capital Management, LLC is an institutional investor managing $716M across 169 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Beacon are Duncan Williams Asset, CINCINNATI INSURANCE, TMB Partners, with shared positions in $RF, $PNFP, $MPC, $CMI, $DUK, $PM. The full ranking of 25 similar funds is below.

#1Duncan Williams Asset Management, LLCActive
Slight overlap · 3 shared positions
$RF$PNFP$MPC
$444M
172 positions
#2CINCINNATI INSURANCE COActive
Slight overlap · 3 shared positions
$RF$CMI$DUK
$6.9B
64 positions
#3TMB Capital Partners, LLCPassive
Slight overlap · 3 shared positions
$RF$MPC$CMI
$329M
181 positions
#4Belleair Asset Management, LLCActive
Slight overlap · 3 shared positions
$RF$PM$DUK
$119M
84 positions
#5Nalls Sherbakoff Group, LLCPassive
Slight overlap · 3 shared positions
$RF$DUK$SLV
$141M
378 positions
#6Royal Palms Capital LLCPassive
Slight overlap · 3 shared positions
$RF$AFL$SLV
$113M
55 positions
#7LEE DANNER & BASS INCActive
Slight overlap · 3 shared positions
$PNFP$HCA$PM
$1.7B
250 positions
#8Jefferson Bridge Capital, LLCPassive
Slight overlap · 3 shared positions
$PNFP$HCA$DUK
$115M
53 positions
#9WOODMONT INVESTMENT COUNSEL LLCActive
Slight overlap · 3 shared positions
$PNFP$HCA$DUK
$1.8B
287 positions
#10CAHABA WEALTH MANAGEMENT, INC.Smart money
Slight overlap · 3 shared positions
$PNFP$HCA$AFL
$1.7B
169 positions
#11Stonebridge Financial Group, LLCPassive
Slight overlap · 3 shared positions
$RF$CMI$AFL
$1.4B
275 positions
#12Aull & Monroe Investment Management CorpPassive
Slight overlap · 3 shared positions
$RF$CMI$DUK
$231M
125 positions
#13WealthTrust Asset Management, LLCActive
Slight overlap · 3 shared positions
$CHRW$HCA$MPC
$181M
106 positions
#14AGP FRANKLIN, LLCPassive
Slight overlap · 4 shared positions
$PNFP$DUK$AFL$SLV
$231M
93 positions
#15First Eagle Investment Management, LLCActive
Slight overlap · 3 shared positions
$CHRW$HCA$PM
$59.9B
424 positions
#16SMITH SHELLNUT WILSON LLC /ADVPassive
Slight overlap · 3 shared positions
$RF$PM$AFL
$262M
155 positions
#17Carson Advisory Inc.Passive
Slight overlap · 3 shared positions
$PNFP$DUK$AFL
$218M
204 positions
#18M Holdings Securities, Inc.Active
Slight overlap · 3 shared positions
$PNFP$DUK$SLV
$731M
148 positions
#19KIRR MARBACH & CO LLC /IN/Active
Slight overlap · 3 shared positions
$CHRW$MPC$CMI
$530M
57 positions
#20Invera Wealth Advisors, LLCPassive
Slight overlap · 3 shared positions
$HCA$MPC$CMI
$186M
132 positions
#21Ronald Blue Trust, Inc.Active
Slight overlap · 3 shared positions
$HCA$PNFP$AFL
$9.5B
2,524 positions
#22Great Diamond Partners, LLCPassive
Slight overlap · 3 shared positions
$CHRW$CMI$AFL
$596M
238 positions
#23Palisades Hudson Asset Management, L.P.Active
Slight overlap · 3 shared positions
$CHRW$CMI$SLV
$286M
108 positions
#24Twelve Points Wealth Management LLCPassive
Slight overlap · 3 shared positions
$CHRW$CMI$SLV
$499M
213 positions
#25CINCINNATI CASUALTY COSmart money
Slight overlap · 3 shared positions
$RF$CMI$DUK
$188M
24 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.