13F Pro

Hedge Funds Similar to Beaton

13F Portfolio OverlapQ2 2026Beaton portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Beaton Management Co. Inc. is an institutional investor managing $245M across 157 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 Beaton are Long Road Investment Counsel, Strategic Wealth Investment Group, JLB & ASSOCIATES, with shared positions in $ORLY, $PEP, $STT, $TMO, $BA, $NEE. The full ranking of 25 similar funds is below.

#1Long Road Investment Counsel, LLCActive
Some overlap · 4 shared positions
$ORLY$PEP$STT$TMO
$271M
80 positions
#2Strategic Wealth Investment Group, LLCPassive
Some overlap · 5 shared positions
$ORLY$PEP$TMO$BA$NEE
$825M
104 positions
#3JLB & ASSOCIATES INCPassive
Some overlap · 4 shared positions
$ORLY$APH$PEP$NOC
$748M
68 positions
#4Coign Capital Advisors LLCActive
Some overlap · 5 shared positions
$APH$ORLY$TMO$PM$NOC
$222M
88 positions
#5HARVEY INVESTMENT CO LLCActive
Some overlap · 4 shared positions
$ORLY$APH$PEP$MMM
$918M
99 positions
#6DB Fitzpatrick & Co, IncActive
Some overlap · 4 shared positions
$ORLY$DE$TMO$BA
$124M
100 positions
#7DMKC Advisory Services, LLCActive
Some overlap · 5 shared positions
$DE$PEP$STT$MMM$BA
$530M
92 positions
#8Allied Investment Advisors, LLCPassive
Some overlap · 5 shared positions
$DE$PEP$STT$MMM$BA
$797M
110 positions
#9Cohen Capital Management, Inc.Active
Some overlap · 5 shared positions
$DE$PEP$TMO$MMM$NEE
$735M
152 positions
#10Osprey Private Wealth LLCPassive
Some overlap · 6 shared positions
$PEP$TMO$DIS$APH$DE$NEE
$387M
88 positions
#11REUTER JAMES WEALTH MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$APH$DE$BA$TMO$PEP$ORLY
$760M
229 positions
#12Lorne Steinberg Wealth Management Inc.Passive
Some overlap · 3 shared positions
$TD$STT$DIS
$487M
72 positions
#13Fortune Financial Advisors, LLCPassive
Some overlap · 4 shared positions
$ORLY$APH$PM$NOC
$234M
163 positions
#14Ironvine Capital Partners, LLCActive
Some overlap · 5 shared positions
$ORLY$APH$TMO$DIS$DE
$1.1B
57 positions
#15Cardinal Point Capital Management, ULCPassive
Some overlap · 3 shared positions
$TD$PEP$PM
$1.8B
294 positions
#16BRADLEY FOSTER & SARGENT INC/CTActive
Some overlap · 4 shared positions
$APH$DE$TMO$PEP
$7.1B
535 positions
#17WINDWARD CAPITAL MANAGEMENT CO /CAActive
Some overlap · 6 shared positions
$PEP$TMO$DIS$NEE$DE$BA
$1.3B
73 positions
#18Baer Investment Advisory LLCPassive
Some overlap · 4 shared positions
$APH$DE$TMO$NEE
$119M
43 positions
#19DKRT Investments Corp.Active
Some overlap · 5 shared positions
$TD$TMO$MMM$BA$DIS
$409M
50 positions
#20BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$DE$TMO$PEP$NEE$APH
$8.0B
1,334 positions
#21GODSEY & GIBB, INCPassive
Some overlap · 3 shared positions
$TD$PEP$STT
$1.2B
383 positions
#22AMICA MUTUAL INSURANCE COActive
Some overlap · 5 shared positions
$APH$STT$PM$TMO$NEE
$1.2B
142 positions
#23BRANT POINT INVESTMENT MANAGEMENT LLCActive
Some overlap · 3 shared positions
$ORLY$APH$TMO
$813M
120 positions
#24Pacifica Partners Inc.Passive
Some overlap · 4 shared positions
$TD$PEP$TMO$BA
$332M
424 positions
#25WOODSTOCK CORPActive
Some overlap · 4 shared positions
$ORLY$STT$PEP$NEE
$1.2B
163 positions

Compare Beaton’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Beaton’s holdings

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.