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, LLC is an institutional investor managing $683M across 175 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 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

$321M

177 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

$114M

57 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

158 positions

#11Stonebridge Financial Group, LLCPassive

Slight overlap · 3 shared positions

$RF $CMI $AFL

$1.3B

275 positions

#12Aull & Monroe Investment Management CorpPassive

Slight overlap · 3 shared positions

$RF $CMI $DUK

$239M

126 positions

#13WealthTrust Asset Management, LLCActive

Slight overlap · 3 shared positions

$CHRW $HCA $MPC

$185M

111 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

$268M

161 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

$594M

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

2,447 positions

#22Great Diamond Partners, LLCPassive

Slight overlap · 3 shared positions

$CHRW $CMI $AFL

$582M

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.