13F Pro

Hedge Funds Similar to BEACON FINANCIAL PLANNING

13F Portfolio OverlapQ2 2026BEACON FINANCIAL PLANNING portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

BEACON FINANCIAL PLANNING, INC is an institutional investor managing $295M across 85 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 FINANCIAL PLANNING are Fairfield Financial Advisors, LTD, GARRISON BRADFORD & ASSOCIATES, MIROVA, with shared positions in $WELL, $ISRG, $VRT, $PWR, $TJX, $ECL. The full ranking of 25 similar funds is below.

#1Fairfield Financial Advisors, LTDActive
Some overlap · 3 shared positions
$WELL$ISRG$VRT
$254M
66 positions
#2GARRISON BRADFORD & ASSOCIATES INCActive
Some overlap · 3 shared positions
$WELL$PWR$TJX
$92M
35 positions
#3MIROVAActive
Slight overlap · 4 shared positions
$ISRG$VRT$ECL$PWR
$2.7B
185 positions
#4BRAUN STACEY ASSOCIATES INCActive
Slight overlap · 4 shared positions
$WELL$VRT$PWR$TJX
$3.5B
113 positions
#5Mirova US LLCActive
Slight overlap · 4 shared positions
$ISRG$VRT$ECL$TJX
$9.3B
45 positions
#6D L CARLSON INVESTMENT GROUP INCActive
Slight overlap · 3 shared positions
$WELL$ISRG$PWR
$628M
133 positions
#7TCW GROUP INCActive
Slight overlap · 3 shared positions
$VRT$WELL$ISRG
$14.9B
640 positions
#8WORMSER FRERES GESTIONPassive
Slight overlap · 3 shared positions
$ISRG$VRT$ECL
$177M
66 positions
#9Traynor Capital Management, Inc.Active
Slight overlap · 3 shared positions
$ISRG$VRT$PWR
$2.2B
369 positions
#10Bouvel Investment Partners, LLCPassive
Slight overlap · 3 shared positions
$ISRG$VRT$PWR
$442M
84 positions
#11DARA CAPITAL US, INC.Passive
Slight overlap · 3 shared positions
$ISRG$VRT$PWR
$145M
110 positions
#12McBroom & Associates, LLCActive
Slight overlap · 3 shared positions
$ISRG$VRT$TJX
$199M
37 positions
#13Transamerica Financial Advisors, LLC
Slight overlap · 3 shared positions
$WELL$ECL$TJX
$1.2B
2,188 positions
#14Longbow Finance SAPassive
Slight overlap · 3 shared positions
$WELL$PWR$TJX
$782M
59 positions
#15LYELL WEALTH MANAGEMENT, LPPassive
Slight overlap · 3 shared positions
$ISRG$VRT$PWR
$1.6B
232 positions
#16Broadleaf Partners, LLCPassive
Slight overlap · 3 shared positions
$ISRG$VRT$PWR
$517M
86 positions
#17Williams Jones Wealth Management, LLC.Active
Slight overlap · 5 shared positions
$VRT$ISRG$ECL$PWR$TJX
$8.9B
547 positions
#18DZ BANK AG Deutsche Zentral Genossenschafts Bank, FrankfurtActive
Slight overlap · 3 shared positions
$WELL$PWR$TJX
$130.4B
1,077 positions
#19CONNORS INVESTOR SERVICES INCPassive
Slight overlap · 3 shared positions
$WELL$PWR$TJX
$1.2B
153 positions
#20SYCOMORE ASSET MANAGEMENTActive
Slight overlap · 3 shared positions
$VRT$ISRG$PWR
$932M
72 positions
#21SIERRA SUMMIT ADVISORS LLCPassive
Slight overlap · 4 shared positions
$VRT$ISRG$DIS$PWR
$895M
185 positions
#22Trifecta Capital Advisors, LLCPassive
Slight overlap · 3 shared positions
$VRT$ISRG$TJX
$776M
493 positions
#23Spears Abacus Advisors LLCPassive
Slight overlap · 5 shared positions
$VRT$BN$DIS$PWR$TJX
$5.6B
445 positions
#24Saranac Partners LtdPassive
Slight overlap · 4 shared positions
$ISRG$DIS$ECL$TJX
$343M
117 positions
#25RDA Financial NetworkPassive
Slight overlap · 3 shared positions
$ISRG$WELL$TJX
$459M
286 positions

Compare BEACON FINANCIAL PLANNING’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View BEACON FINANCIAL PLANNING’s holdings

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.