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Hedge Funds Similar to Beacon Financial Strategies

13F Portfolio OverlapQ2 2026Beacon Financial Strategies portfolio →
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Most similar hedge funds by 13F overlap

Beacon Financial Strategies CORP is an institutional investor managing $201M across 209 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 Strategies are Coston, McIsaac & Partners, OLD REPUBLIC INTERNATIONAL, Welch Group, with shared positions in $TXN, $PAYX, $DOV, $MCD, $SO, $PFE. The full ranking of 25 similar funds is below.

#1Coston, McIsaac & PartnersPassive
Notable overlap · 5 shared positions
$TXN$PAYX$DOV$MCD$SO
$497M
948 positions
#2OLD REPUBLIC INTERNATIONAL CORPActive
Notable overlap · 6 shared positions
$TXN$PAYX$MCD$PFE$DUK$SO
$2.7B
54 positions
#3Welch Group, LLCPassive
Notable overlap · 6 shared positions
$TXN$PAYX$MCD$PFE$TFC$SO
$2.9B
326 positions
#4Willis Investment CounselActive
Notable overlap · 5 shared positions
$TXN$PAYX$PFE$MCD$AFL
$2.1B
125 positions
#5Walsky Investment Management, Inc.Passive
Some overlap · 6 shared positions
$TXN$MCD$CSX$WFC$SO$TFC
$108M
52 positions
#6Signature Wealth Management Group
Some overlap · 6 shared positions
$TXN$PAYX$PFE$MCD$TFC$SO
$263M
128 positions
#7RAHLFS CAPITAL, LLCPassive
Some overlap · 5 shared positions
$TXN$MCD$DUK$PFE$SO
$136M
86 positions
#8Andrews Advisory Associates, LLCActive
Some overlap · 5 shared positions
$TXN$DOV$MCD$AFL$KR
$208M
86 positions
#9CUTLER INVESTMENT COUNSEL LLCActive
Some overlap · 5 shared positions
$TXN$MCD$KR$PFE$DOV
$1.1B
157 positions
#10Mondrian Investment Partners LTDActive
Some overlap · 3 shared positions
$GSK$TXN$WFC
$6.5B
111 positions
#11BCV Asset Management Inc.Active
Some overlap · 4 shared positions
$TXN$HUM$RY$MCD
$3.3B
116 positions
#12First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 5 shared positions
$TXN$MCD$PFE$MAR$SO
$529M
75 positions
#13Wealth Management NebraskaSmart money
Some overlap · 4 shared positions
$TXN$DOV$SO$CSX
$1.1B
106 positions
#14Drystone LLCActive
Some overlap · 3 shared positions
$TXN$DOV$PFE
$122M
18 positions
#15Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth SActive
Some overlap · 4 shared positions
$TXN$DOV$RY$DUK
$127M
65 positions
#16Guinness Asset Management LTDActive
Some overlap · 3 shared positions
$TXN$PAYX$AFL
$5.9B
141 positions
#17ADVOCATE GROUP LLCPassive
Some overlap · 6 shared positions
$TXN$MCD$PFE$DUK$KR$SO
$665M
122 positions
#18Martin Capital Partners, LLCPassive
Some overlap · 3 shared positions
$TXN$PAYX$PFE
$272M
72 positions
#19FUKOKU MUTUAL LIFE INSURANCE CoActive
Some overlap · 5 shared positions
$TXN$MCD$PFE$DUK$SO
$1.7B
256 positions
#20Shoker Investment Counsel, Inc.Active
Some overlap · 5 shared positions
$TXN$MCD$DUK$PAYX$SO
$398M
113 positions
#21Keystone Financial Planning, Inc.Smart money
Some overlap · 4 shared positions
$GSK$PFE$MCD$HLN
$388M
39 positions
#22Cambridge Financial Group, Inc.Active
Some overlap · 3 shared positions
$TXN$MCD$KR
$287M
33 positions
#23ROFFMAN MILLER ASSOCIATES INC /PA/Active
Some overlap · 4 shared positions
$TXN$MCD$AFL$RPM
$1.9B
88 positions
#24PICTET BANK & TRUST LtdActive
Some overlap · 3 shared positions
$TXN$MCD$WFC
$93M
38 positions
#25Kinsale Capital Group, Inc.Active
Some overlap · 3 shared positions
$TXN$MCD$MAR
$754M
41 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.