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Hedge Funds Similar to Beacon Pointe Advisors

13F Portfolio OverlapQ2 2026Beacon Pointe Advisors portfolio →
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Most similar hedge funds by 13F overlap

Beacon Pointe Advisors, LLC is an institutional investor managing $21.5B across 1,916 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 Pointe Advisors are CENTRAL, CAMPBELL NEWMAN ASSET, Slagle Financial, with shared positions in $PHYS, $IAU, $MCD, $PEP, $PM, $LII. The full ranking of 25 similar funds is below.

#1CENTRAL TRUST CoPassive
Slight overlap · 5 shared positions
$PHYS$IAU$MCD$PEP$PM
$5.5B
1,568 positions
#2CAMPBELL NEWMAN ASSET MANAGEMENT INCActive
Slight overlap · 3 shared positions
$LII$WFC$PEP
$1.3B
99 positions
#3Slagle Financial, LLCPassive
Slight overlap · 5 shared positions
$PM$WFC$AMGN$MCD$PEP
$334M
127 positions
#4MBA Advisors LLCPassive
Slight overlap · 5 shared positions
$PM$AMGN$IAU$MCD$PEP
$297M
166 positions
#5Invariant Investment ManagementActive
Slight overlap · 3 shared positions
$LII$PHYS$PM
$171M
68 positions
#6Royal Capital Wealth Management, LLCActive
Slight overlap · 5 shared positions
$WFC$AMGN$MCD$PEP$PM
$178M
101 positions
#7Verity Asset Management, Inc.Passive
Slight overlap · 4 shared positions
$PHYS$PM$AMGN$IAU
$264M
223 positions
#8R.H. Investment Group, LLCActive
Slight overlap · 5 shared positions
$PM$WFC$AMGN$MCD$PEP
$133M
47 positions
#9SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLCActive
Slight overlap · 4 shared positions
$PHYS$PM$WFC$MCD
$524M
174 positions
#10Phraction Management LLCActive
Slight overlap · 4 shared positions
$PHYS$PM$WFC$PEP
$596M
66 positions
#11Hubbell Strickland Wealth Management, LLCSmart money
Slight overlap · 4 shared positions
$PHYS$PM$MCD$PEP
$277M
87 positions
#12Beaumont Financial Advisors, LLCPassive
Slight overlap · 4 shared positions
$PHYS$PM$MCD$PEP
$1.6B
383 positions
#13MKT Advisors LLCActive
Slight overlap · 4 shared positions
$PHYS$PM$AMGN$MCD
$322M
155 positions
#14BOK Financial Private Wealth, Inc.Active
Slight overlap · 3 shared positions
$LII$IAU$PEP
$1.9B
792 positions
#15Richmond Brothers, Inc.Passive
Slight overlap · 4 shared positions
$PM$WFC$AMGN$MCD
$192M
96 positions
#16Phillips Wealth Planners LLCPassive
Slight overlap · 4 shared positions
$PM$WFC$AMGN$MCD
$136M
217 positions
#17Paradigm Capital Management, LLC/NVActive
Slight overlap · 4 shared positions
$PM$WFC$AMGN$MCD
$116M
65 positions
#18Accretive Wealth Partners, LLCPassive
Slight overlap · 4 shared positions
$PM$WFC$IAU$MCD
$412M
181 positions
#19ProVise Management Group, LLCPassive
Slight overlap · 4 shared positions
$PM$WFC$AMGN$PEP
$1.5B
282 positions
#20SHRIER WEALTH MANAGEMENT, LLCPassive
Slight overlap · 4 shared positions
$PM$WFC$IAU$PEP
$296M
134 positions
#21TENET WEALTH PARTNERS, LLCActive
Slight overlap · 4 shared positions
$PM$WFC$IAU$PEP
$134M
101 positions
#22Elevated Capital Advisors, LLCPassive
Slight overlap · 4 shared positions
$PM$WFC$AMGN$MCD
$364M
849 positions
#23Novak & Powell Financial Services, Inc.Passive
Slight overlap · 4 shared positions
$PM$AMGN$IAU$MCD
$212M
171 positions
#24Independent Solutions Wealth Management, LLCActive
Slight overlap · 4 shared positions
$PM$AMGN$IAU$MCD
$766M
194 positions
#25Cypress Capital GroupPassive
Slight overlap · 4 shared positions
$PM$AMGN$IAU$MCD
$1.1B
314 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.