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 Harbor Wealth Advisors

13F Portfolio OverlapQ2 2026Beacon Harbor Wealth Advisors portfolio →

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Most similar hedge funds by 13F overlap

Beacon Harbor Wealth Advisors, Inc. is an institutional investor managing $513M across 70 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 Harbor Wealth Advisors are TORRAY, Catherine Avery Investment, Coston, McIsaac & Partners, with shared positions in $AMGN, $NEE, $PFE, $PEP, $PLD, $APH. The full ranking of 25 similar funds is below.

#1TORRAY LLCActive

Notable overlap · 6 shared positions

$AMGN $NEE $PFE $PEP $PLD $APH

$741M

91 positions

#2Catherine Avery Investment Management LLCPassive

Notable overlap · 6 shared positions

$BMY $AMGN $NEE $MCD $PFE $VZ

$229M

166 positions

#3Coston, McIsaac & PartnersPassive

Notable overlap · 5 shared positions

$PM $NEE $MCD $PEP $VZ

$497M

948 positions

#4Keystone Financial Planning, Inc.Smart money

Notable overlap · 6 shared positions

$BMY $VZ $PFE $PM $MCD $AMGN

$388M

39 positions

#5PCB Capital LLCPassive

Notable overlap · 7 shared positions

$FLEX $APH $APP $VZ $PFE $PM

$82M

114 positions

#6Miramar Capital, LLCPassive

Notable overlap · 5 shared positions

$VZ $MCD $PEP $BMY $ABT

$455M

57 positions

#7Dorsey Wright & AssociatesPassive

Notable overlap · 5 shared positions

$APH $FIX $FLEX $HWM $LITE

$590M

131 positions

#8Patrick Mauro Investment Advisor, INC.Active

Notable overlap · 5 shared positions

$VZ $MCD $PFE $PEP $BMY

$199M

38 positions

#9OPUS INVESTMENT MANAGEMENT INCActive

Notable overlap · 4 shared positions

$NEE $MCD $AMGN $PEP

$183M

31 positions

#10Cornerstone Capital, Inc.Active

Notable overlap · 7 shared positions

$APH $AMGN $VRT $VZ $ABT $PEP

$1.1B

120 positions

#11Tandem Investment Advisors, Inc.Passive

Notable overlap · 5 shared positions

$NEE $APH $MCD $PEP $ABT

$1.5B

68 positions

#12TrueMark Investments, LLCPassive

Notable overlap · 5 shared positions

$VZ $PM $NEE $PEP $ABT

$798M

187 positions

#13Verity & Verity, LLCActive

Notable overlap · 6 shared positions

$AMGN $PFE $PEP $NEE $VZ $PLD

$1.5B

138 positions

#14Arnhold LLCActive

Notable overlap · 5 shared positions

$LITE $VRT $BMY $PFE $VZ

$1.4B

113 positions

#15Jericho Capital Asset Management L.P.Active

Notable overlap · 4 shared positions

$LITE $FOX $FFIV $APP

$12.1B

29 positions

#16Incline Global Management LLCActive

Notable overlap · 3 shared positions

$LITE $FLEX $VRT

$357M

20 positions

#17Seascape Capital ManagementPassive

Notable overlap · 5 shared positions

$FLEX $VRT $APP $APH $PLD

$417M

96 positions

#18P.A.W. CAPITAL CORPPassive

Notable overlap · 7 shared positions

$AMGN $VZ $PM $BMY $PEP $PFE

$133M

66 positions

#19Integras Partners LLCPassive

Notable overlap · 4 shared positions

$AMGN $BMY $MCD $NEE

$181M

100 positions

#20First Long Island Investors, LLCActive

Notable overlap · 7 shared positions

$APH $PM $AMGN $ABT $NEE $PEP

$1.4B

73 positions

#21Carolina Wealth Advisors, LLCPassive

Notable overlap · 5 shared positions

$AMGN $PM $BMY $VZ $PEP

$255M

278 positions

#22Munro PartnersActive

Notable overlap · 5 shared positions

$LITE $FLEX $HWM $FIX $NEE

$4.5B

61 positions

#23MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 5 shared positions

$PM $MCD $PEP $VZ $PLD

$233M

122 positions

#24Slocum, Gordon & Co LLPPassive

Notable overlap · 4 shared positions

$NEE $VZ $MCD $PFE

$151M

70 positions

#25EDGAR LOMAX CO/VAActive

Notable overlap · 6 shared positions

$NEE $PFE $BMY $AMGN $PEP $ABT

$1.3B

58 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.