What hedge funds are most similar to BEACON INVESTMENT ADVISORY SERVICES, INC.?

The funds with the most similar 13F portfolios to BEACON INVESTMENT ADVISORY SERVICES, INC. are Front Row Advisors, Axecap Investments, LVM LTD, based on overlapping conviction holdings in the latest SEC filings.

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 INVESTMENT ADVISORY SERVICES

13F Portfolio OverlapQ2 2026BEACON INVESTMENT ADVISORY SERVICES portfolio →

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Most similar hedge funds by 13F overlap

BEACON INVESTMENT ADVISORY SERVICES, INC. is an institutional investor managing $2.7B across 812 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 ADVISORY SERVICES are Front Row Advisors, Axecap Investments, LVM LTD, with shared positions in $FTNT, $TJX, $ADI, $ANET, $AMGN, $ETN. The full ranking of 25 similar funds is below.

#1Front Row Advisors LLCPassive

Notable overlap · 9 shared positions

$FTNT $TJX $ADI $ANET $AMGN $ETN

$345M

576 positions

#2Axecap Investments, LLCPassive

Notable overlap · 5 shared positions

$ADI $MS $FTNT $ROST $ANET

$181M

73 positions

#3LVM CAPITAL MANAGEMENT LTD/MIActive

Notable overlap · 7 shared positions

$MS $IAU $FTNT $VRTX $AMGN $SYK

$1.2B

163 positions

#4Private Harbour Investment Management & Counsel, LLCActive

Notable overlap · 5 shared positions

$IAU $TJX $VRTX $ETN $SYK

$84M

36 positions

#5NIXON PEABODY TRUST COActive

Notable overlap · 7 shared positions

$MS $TJX $ETN $BKNG $ANET $SYK

$1.4B

177 positions

#6SIGMA INVESTMENT COUNSELORS INCActive

Notable overlap · 8 shared positions

$TJX $IAU $ANET $SYK $VRTX $URI

$2.1B

218 positions

#7FORBES J M & CO LLPActive

Notable overlap · 4 shared positions

$IAU $TJX $ANET $ETN

$1.3B

159 positions

#8PAYDEN & RYGELPassive

Notable overlap · 5 shared positions

$MS $ADI $TJX $ETN $GILD

$1.3B

131 positions

#9Bigelow Investment Advisors, LLCPassive

Notable overlap · 5 shared positions

$IAU $TJX $ANET $ETN $DHR

$276M

157 positions

#10A4 Wealth Advisors LLCActive

Notable overlap · 5 shared positions

$IAU $MS $ETN $AMGN $VRTX

$151M

92 positions

#11VCI Wealth Management LLCPassive

Notable overlap · 5 shared positions

$IAU $MS $TJX $GILD $DHR

$399M

99 positions

#12Hamilton Point Investment Advisors, LLCPassive

Notable overlap · 5 shared positions

$IAU $AMGN $TJX $ETN $DHR

$710M

193 positions

#13LGT CAPITAL PARTNERS LTD.Active

Notable overlap · 7 shared positions

$ROST $IDXX $MS $DXCM $SYK $URI

$2.0B

38 positions

#14BRADY FAMILY WEALTH, LLCPassive

Some overlap · 5 shared positions

$ADI $AMGN $TJX $ETN $SYK

$346M

113 positions

#15Banco de Sabadell, S.APassive

Some overlap · 5 shared positions

$ADI $TJX $AMGN $ETN $SYK

$170M

61 positions

#16HALL LAURIE J TRUSTEEPassive

Some overlap · 6 shared positions

$ADI $TJX $MS $VRTX $SYK $DHR

$322M

103 positions

#17QUEST INVESTMENT MANAGEMENT LLCActive

Some overlap · 5 shared positions

$IAU $ANET $ETN $TJX $DHR

$856M

115 positions

#18Alpha Zero LLCActive

Some overlap · 6 shared positions

$IAU $FTNT $TJX $ISRG $ANET $VRTX

$264M

107 positions

#19SECTORAL ASSET MANAGEMENT INCActive

Some overlap · 7 shared positions

$AMGN $VRTX $DXCM $SYK $ISRG $GILD

$143M

82 positions

#20Bellevue Group AGActive

Some overlap · 7 shared positions

$AMGN $VRTX $DXCM $SYK $ISRG $GILD

$4.8B

148 positions

#21STRATEGIC PLANNING GROUP, LLCActive

Some overlap · 6 shared positions

$MS $TJX $ANET $VRTX $ETN $ISRG

$918M

75 positions

#22Smith Group Asset Management, LLCActive

Some overlap · 5 shared positions

$ADI $TJX $ANET $BKNG $DXCM

$2.5B

166 positions

#23NORTHSTAR ASSET MANAGEMENT INCActive

Some overlap · 7 shared positions

$TJX $IDXX $ETN $ANET $SYK $DLR

$341M

91 positions

#24Alcosta Capital Management, Inc.Active

Some overlap · 4 shared positions

$MS $TJX $ROST $ANET

$148M

22 positions

#25GLOBALT Investments LLC / GAActive

Some overlap · 7 shared positions

$TJX $MS $ADI $AMGN $ANET $ETN

$3.0B

213 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.