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Hedge Funds Similar to BEACON INVESTMENT ADVISORS

13F Portfolio OverlapQ2 2026BEACON INVESTMENT ADVISORS portfolio →
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Most similar hedge funds by 13F overlap

BEACON INVESTMENT ADVISORS LLC is an institutional investor managing $318M across 178 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 INVESTMENT ADVISORS are Moisand Fitzgerald Tamayo, TILIA FIDUCIARY PARTNERS, Fruth Investment, with shared positions in $DE, $AXP, $VLO, $RCL, $LHX, $MAR. The full ranking of 25 similar funds is below.

#1Moisand Fitzgerald Tamayo, LLCActive
Some overlap · 5 shared positions
$DE$AXP$VLO$RCL$LHX
$1.0B
537 positions
#2TILIA FIDUCIARY PARTNERS, INC.Passive
Some overlap · 4 shared positions
$MAR$AXP$VLO$INTU
$211M
127 positions
#3Fruth Investment ManagementPassive
Some overlap · 5 shared positions
$CASY$DE$VLO$AXP$DRI
$421M
225 positions
#4LEGACY FINANCIAL INDEPENDENT ADVISORS LLCPassive
Some overlap · 4 shared positions
$MAR$AXP$LMT$COF
$213M
124 positions
#5Foster Group, Inc.Active
Some overlap · 4 shared positions
$CASY$DE$AXP$FDX
$3.8B
318 positions
#6Richwood Investment Advisors, LLCActive
Some overlap · 5 shared positions
$DE$AXP$LMT$FDX$COF
$142M
106 positions
#7Willis Investment CounselActive
Some overlap · 5 shared positions
$GNRC$VLO$AXP$LMT$DRI
$2.1B
125 positions
#8Minneapolis Portfolio Management Group, LLCActive
Some overlap · 3 shared positions
$GNRC$DE$LMT
$1.1B
34 positions
#9PERRYMAN FINANCIAL ADVISORY INC /ADPassive
Some overlap · 4 shared positions
$MAR$DE$LMT$UPS
$751M
191 positions
#10Frederick Financial Consultants, LLCActive
Some overlap · 4 shared positions
$MAR$DE$LMT$COF
$236M
121 positions
#11BIRMINGHAM CAPITAL MANAGEMENT CO INC/ALActive
Some overlap · 4 shared positions
$DE$AXP$LMT$FDX
$263M
90 positions
#12HERITAGE INVESTORS MANAGEMENT CORPActive
Some overlap · 4 shared positions
$MAR$AXP$FDX$COF
$3.6B
257 positions
#13Rayburn West Financial Services LLCPassive
Some overlap · 4 shared positions
$DE$AXP$LMT$UPS
$181M
81 positions
#14MinichMacGregor Wealth Management, LLCPassive
Some overlap · 3 shared positions
$MAR$VLO$LMT
$659M
150 positions
#15Unified Investment ManagementPassive
Some overlap · 4 shared positions
$GNRC$AXP$FDX$COF
$108M
145 positions
#16Legacy Financial Group LLCActive
Some overlap · 4 shared positions
$CASY$DE$GNRC$LPLA
$888M
133 positions
#17Townsend & Associates, IncActive
Some overlap · 5 shared positions
$GNRC$DEO$UPS$LMT$NVR
$1.2B
115 positions
#18Mathes Company, Inc.Passive
Some overlap · 3 shared positions
$DE$AXP$VLO
$322M
129 positions
#19Trinity Legacy Partners, LLCPassive
Some overlap · 3 shared positions
$AXP$DE$VLO
$500M
110 positions
#20Karani Asset Management LLCPassive
Some overlap · 4 shared positions
$DE$AXP$INTU$MAR
$139M
57 positions
#21PROMETHIUM ADVISORS,LLCPassive
Some overlap · 4 shared positions
$CASY$MAR$AXP$UPS
$208M
122 positions
#22J. R. Prunier Capital Management LLC
Some overlap · 5 shared positions
$DE$FDX$INTU$COF$LHX
$235M
67 positions
#23Wealth Advisors of Iowa, LLCActive
Some overlap · 3 shared positions
$CASY$DE$MAR
$369M
90 positions
#24Junto Capital Management LPPassive
Some overlap · 4 shared positions
$AXP$RCL$FFIV$COF
$5.7B
81 positions
#25CDM FINANCIAL COUNSELING SERVICES, INC.Active
Some overlap · 3 shared positions
$MAR$DE$AXP
$116M
77 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.