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Hedge Funds Similar to BEACON FINANCIAL GROUP

13F Portfolio OverlapQ3 2026BEACON FINANCIAL GROUP portfolio →
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Most similar hedge funds by 13F overlap

BEACON FINANCIAL GROUP is an institutional investor managing $1.1B across 385 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 GROUP are VIRGINIA WEALTH GROUP, Banco de Sabadell, S.A, BRADY FAMILY WEALTH, with shared positions in $KMI, $BLK, $DUK, $PSX, $QCOM, $CB. The full ranking of 25 similar funds is below.

#1VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Some overlap · 9 shared positions
$KMI$BLK$DUK$PSX$QCOM$CB
$203M
58 positions
#2Banco de Sabadell, S.APassive
Some overlap · 7 shared positions
$ETN$TXN$BLK$QCOM$APD$AMGN
$170M
61 positions
#3BRADY FAMILY WEALTH, LLCPassive
Some overlap · 8 shared positions
$TXN$BLK$PSX$ETN$APD$CB
$346M
113 positions
#4Walsky Investment Management, Inc.Passive
Some overlap · 7 shared positions
$ETN$TXN$QCOM$WFC$APD$AMGN
$108M
52 positions
#5MITCHELL & PAHL PRIVATE WEALTH, LLCPassive
Some overlap · 8 shared positions
$TXN$BLK$WM$PSX$APD$CB
$277M
147 positions
#6Phoenix Wealth AdvisorsActive
Some overlap · 8 shared positions
$ETN$WFC$APD$CB$TXN$AMGN
$297M
129 positions
#7CAMDEN NATIONAL BANKPassive
Some overlap · 7 shared positions
$TXN$KMI$RSG$DUK$CB$IAU
$767M
184 positions
#8NEW ENGLAND ASSET MANAGEMENT INCPassive
Some overlap · 7 shared positions
$LAMR$WFC$TXN$DUK$QCOM$UL
$863M
131 positions
#9Haverford Financial Services, Inc.Active
Some overlap · 6 shared positions
$ETN$TXN$BLK$WM$MCK$APD
$339M
49 positions
#10PRING TURNER CAPITAL GROUP INCPassive
Some overlap · 5 shared positions
$ETN$TXN$WFC$KMI$MCK
$175M
73 positions
#11Scissortail Wealth Management, LLCPassive
Some overlap · 7 shared positions
$ETN$WFC$PSX$APD$CB$O
$520M
106 positions
#12SKBA CAPITAL MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$TXN$WFC$KMI$PSX$APD$AMGN
$606M
79 positions
#13TriCert Investment Counsel Inc.Passive
Some overlap · 7 shared positions
$ETN$RSG$DUK$APD$UL$AMGN
$1.1B
88 positions
#14PINKERTON WEALTH, LLCActive
Some overlap · 7 shared positions
$TXN$WM$DUK$PSX$QCOM$UL
$1.2B
103 positions
#15SHERMAN PORFOLIOS, LLCSmart money
Some overlap · 7 shared positions
$TXN$WM$DUK$PSX$QCOM$UL
$1.3B
97 positions
#16ProVise Management Group, LLCPassive
Some overlap · 8 shared positions
$WFC$BLK$MCK$UL$DUK$NVS
$1.5B
282 positions
#17BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Some overlap · 7 shared positions
$ETN$WM$DUK$CB$AMGN$QCOM
$8.0B
1,334 positions
#18STRATEGY ASSET MANAGERS LLCPassive
Some overlap · 5 shared positions
$TXN$ETN$KMI$WM$DUK
$650M
262 positions
#19Kesler, Norman & Wride, LLCPassive
Some overlap · 7 shared positions
$TXN$BLK$PSX$APD$CB$AMGN
$631M
271 positions
#20Portland Global Advisors LLCActive
Some overlap · 6 shared positions
$ETN$TXN$UL$CB$AMGN$ADI
$1.1B
154 positions
#21HARRELL INVESTMENT PARTNERS, LLCPassive
Some overlap · 7 shared positions
$ETN$TXN$WFC$APD$CB$O
$465M
139 positions
#22Cannon Financial Strategists, Inc.Active
Some overlap · 6 shared positions
$ETN$KMI$TXN$DUK$PSX$AMGN
$885M
136 positions
#23Measured Risk Portfolios, Inc.Active
Some overlap · 6 shared positions
$TXN$KMI$DUK$QCOM$PSX$O
$94M
64 positions
#24Crescent Sterling, Ltd.Passive
Some overlap · 7 shared positions
$TXN$DUK$PSX$QCOM$APD$CB
$122M
92 positions
#25LIBERTY ONE INVESTMENT MANAGEMENT, LLCActive
Some overlap · 7 shared positions
$RSG$WM$DUK$MCK$TXN$CB
$1.0B
154 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.