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Hedge Funds Similar to BEAM WEALTH ADVISORS

13F Portfolio OverlapQ2 2026BEAM WEALTH ADVISORS portfolio →
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Most similar hedge funds by 13F overlap

BEAM WEALTH ADVISORS, INC. is an institutional investor managing $453M across 117 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 BEAM WEALTH ADVISORS are Beaird Harris Wealth, KALEIDOSCOPE, Arkos Global Advisors, with shared positions in $BITB, $FBTC, $PHYS, $PSLV, $T, $FETH. The full ranking of 25 similar funds is below.

#1Beaird Harris Wealth Management, LLCActive
Notable overlap · 5 shared positions
$BITB$FBTC$PHYS$PSLV$T
$1.6B
707 positions
#2KALEIDOSCOPE CAPITAL LPSmart money
Notable overlap · 3 shared positions
$BITB$FBTC$FETH
$271M
16 positions
#3Arkos Global AdvisorsActive
Notable overlap · 5 shared positions
$FBTC$IAU$PSLV$PHYS$EPD
$844M
124 positions
#4Wiser Wealth Management, IncSmart money
Notable overlap · 3 shared positions
$BITB$ETHW$FBTC
$523M
75 positions
#5KDK Private Wealth Management, LLCSmart money
Notable overlap · 5 shared positions
$FBTC$FETH$STT$EPD$KMI
$121M
57 positions
#6New Harbor Financial Group, LLCActive
Notable overlap · 4 shared positions
$PSLV$IAU$PHYS$BITB
$633M
68 positions
#7UNIQUE WEALTH, LLCActive
Some overlap · 3 shared positions
$BITB$IAU$PHYS
$858M
201 positions
#8COURAGE CAPITAL MANAGEMENT LLCActive
Some overlap · 3 shared positions
$FBTC$IAU$PHYS
$67M
16 positions
#9SENTINEL PENSION ADVISORS, LLCActive
Some overlap · 4 shared positions
$ALPS$PHYS$IAU$FBTC
$762M
147 positions
#10Upper Left Wealth Management, LLCActive
Some overlap · 4 shared positions
$IAU$STT$FBTC$BITB
$180M
73 positions
#11Cobblestone Asset Management LLCActive
Some overlap · 3 shared positions
$PSLV$IAU$PHYS
$240M
74 positions
#12Madden Advisory Services, Inc.Active
Some overlap · 3 shared positions
$ALPS$IAU$STT
$279M
110 positions
#13Grand Central Investment GroupPassive
Some overlap · 3 shared positions
$PSLV$IAU$PHYS
$120M
40 positions
#14American Alpha Advisors, LLCPassive
Some overlap · 3 shared positions
$ALPS$T$PFE
$185M
95 positions
#15Stonehearth Capital Management, LLCActive
Some overlap · 3 shared positions
$ALPS$HBAN$PFE
$293M
94 positions
#16Hurley Capital, LLCPassive
Some overlap · 4 shared positions
$PSLV$PHYS$EPD$ET
$193M
678 positions
#17FLOW TRADERS U.S. LLCPassive
Some overlap · 5 shared positions
$STT$IAU$FBTC$PSLV$ALPS
$2.4B
979 positions
#18Fielder Capital Group LLCPassive
Some overlap · 3 shared positions
$IAU$BITB$PSLV
$462M
303 positions
#19SENTINEL TRUST CO LBASmart money
Some overlap · 3 shared positions
$HBAN$IAU$ET
$1.1B
136 positions
#20Milestone Asset Management Group, LLCPassive
Some overlap · 3 shared positions
$FBTC$STT$T
$199M
133 positions
#21BCWM, LLCPassive
Some overlap · 4 shared positions
$IAU$KMI$T$PFE
$342M
57 positions
#22Farringdon Capital, Ltd.Passive
Some overlap · 3 shared positions
$BITB$PHYS$FBTC
$202M
184 positions
#23Old Port AdvisorsPassive
Some overlap · 3 shared positions
$ALPS$IAU$PFE
$508M
267 positions
#24TRU INDEPENDENCE ASSET MANAGEMENT 2, LLCPassive
Some overlap · 4 shared positions
$IAU$FBTC$EPD$ETHE
$185M
97 positions
#25Meixler Investment Management, Ltd.Passive
Some overlap · 4 shared positions
$KMI$PHYS$EPD$ET
$181M
90 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.