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Hedge Funds Similar to Beacon Financial Advisory

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

Beacon Financial Advisory LLC is an institutional investor managing $529M across 421 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 Financial Advisory are NCM, PYA Waltman, Centerpoint Advisory Group, with shared positions in $BAH, $QCOM, $MCD, $PEP, $CRWD, $IRM. The full ranking of 25 similar funds is below.

#1NCM Capital Management, LLCPassive
Some overlap · 4 shared positions
$BAH$QCOM$MCD$PEP
$324M
194 positions
#2PYA Waltman Capital, LLCActive
Some overlap · 3 shared positions
$BAH$PEP$MCD
$421M
67 positions
#3Centerpoint Advisory GroupPassive
Some overlap · 3 shared positions
$BAH$CRWD$IRM
$161M
120 positions
#4QUANTUM FINANCIAL PARTNERS LLCPassive
Some overlap · 3 shared positions
$BAH$CRWD$MCD
$194M
152 positions
#5Strategic Financial Concepts, LLCPassive
Some overlap · 3 shared positions
$BAH$ALPS$QCOM
$336M
239 positions
#6Southland Equity Partners LLCPassive
Some overlap · 3 shared positions
$BAH$MCD$PEP
$583M
292 positions
#7OLD REPUBLIC INTERNATIONAL CORPActive
Some overlap · 6 shared positions
$MCD$QCOM$AEP$CAH$PEP$PFE
$2.2B
70 positions
#8Wolff Financial Management LLCActive
Some overlap · 6 shared positions
$MCD$QCOM$AEP$USB$PEP$PFE
$494M
102 positions
#9WARNER FINANCIAL, INCActive
Some overlap · 3 shared positions
$BAH$MCD$PFE
$340M
145 positions
#10InvesTrustPassive
Some overlap · 6 shared positions
$MCD$NUE$USB$PEP$TGT$PFE
$247M
91 positions
#11Community Bank of RaymoreActive
Some overlap · 6 shared positions
$QCOM$USB$IRM$NUE$TGT$PFE
$169M
73 positions
#12MainStreet Investment Advisors LLCActive
Some overlap · 5 shared positions
$MCD$QCOM$AEP$USB$PEP
$734M
166 positions
#13FUKOKU MUTUAL LIFE INSURANCE CoActive
Some overlap · 5 shared positions
$MCD$QCOM$AEP$USB$PFE
$1.7B
256 positions
#14Welch Group, LLCPassive
Some overlap · 5 shared positions
$MCD$QCOM$AEP$PEP$PFE
$2.9B
326 positions
#15Stockman Wealth Management, Inc.Passive
Some overlap · 5 shared positions
$MCD$QCOM$USB$PEP$PFE
$968M
178 positions
#16First Nebraska Trust CoActive
Some overlap · 5 shared positions
$QCOM$NUE$CAH$PEP$USB
$1.2B
231 positions
#17JACOBS & CO/CAPassive
Some overlap · 4 shared positions
$CRWD$MCD$QCOM$PEP
$1.2B
132 positions
#18Exeter Financial, LLCPassive
Some overlap · 5 shared positions
$MCD$CAH$USB$PEP$TGT
$265M
100 positions
#19Presper Financial Architects, LLCSmart money
Some overlap · 3 shared positions
$BAH$FE$PEP
$192M
55 positions
#20Granite Group Advisors, LLCActive
Some overlap · 5 shared positions
$QCOM$AEP$USB$PEP$TGT
$158M
78 positions
#21MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 5 shared positions
$QCOM$AEP$USB$PEP$TGT
$1.2B
100 positions
#22HOWE & RUSLING INCPassive
Some overlap · 4 shared positions
$CRWD$MCD$QCOM$PEP
$1.7B
479 positions
#23RESOURCES MANAGEMENT CORP /CT/ /ADVPassive
Some overlap · 4 shared positions
$CRWD$MCD$QCOM$PEP
$794M
188 positions
#24SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/Passive
Some overlap · 4 shared positions
$BAH$QCOM$NUE$PEP
$244M
321 positions
#25Bravera WealthActive
Some overlap · 5 shared positions
$QCOM$AEP$MCD$USB$PEP
$261M
352 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.