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Hedge Funds Similar to Beaumont Financial Advisors

13F Portfolio OverlapQ2 2026Beaumont Financial Advisors portfolio →
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Most similar hedge funds by 13F overlap

Beaumont Financial Advisors, LLC is an institutional investor managing $1.6B across 383 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 Beaumont Financial Advisors are Hubbell Strickland Wealth, Stokes Advisors, Beacon Harbor Wealth Advisors, with shared positions in $MCD, $FBTC, $ABT, $PEP, $PHYS, $PM. The full ranking of 25 similar funds is below.

#1Hubbell Strickland Wealth Management, LLCSmart money
Notable overlap · 6 shared positions
$MCD$FBTC$ABT$PEP$PHYS$PM
$277M
87 positions
#2Stokes Capital Advisors, LLCPassive
Some overlap · 6 shared positions
$MCD$PEP$ABT$TJX$NEE$AXP
$467M
118 positions
#3Beacon Harbor Wealth Advisors, Inc.Passive
Some overlap · 5 shared positions
$MCD$PEP$ABT$NEE$PM
$513M
70 positions
#4Financial & Tax Architects, LLCPassive
Some overlap · 5 shared positions
$MCD$PEP$ABT$NEE$GD
$474M
110 positions
#5Tandem Investment Advisors, Inc.Passive
Some overlap · 5 shared positions
$MCD$PEP$ABT$NEE$WCN
$1.5B
68 positions
#6HUTNER CAPITAL MANAGEMENT INCActive
Some overlap · 5 shared positions
$MCD$PEP$ABT$PM$AXP
$252M
43 positions
#7Sterling Wealth Management, Inc.Active
Some overlap · 5 shared positions
$MCD$PEP$AEP$DE$AXP
$402M
116 positions
#8HALL CAPITAL MANAGEMENT CO INCPassive
Some overlap · 6 shared positions
$MCD$PEP$ABT$TJX$NEE$AXP
$321M
107 positions
#9B&D White Capital Company, LLCActive
Some overlap · 4 shared positions
$MCD$PEP$ABT$CRM
$1.0B
94 positions
#10RBO & CO LLCActive
Some overlap · 4 shared positions
$MCD$PEP$ABT$PM
$628M
56 positions
#11PANORAMIC INVESTMENT ADVISORS, LLCPassive
Some overlap · 3 shared positions
$FBTC$PEP$ABT
$209M
141 positions
#12Miramar Capital, LLCPassive
Some overlap · 4 shared positions
$MCD$PEP$ABT$GD
$455M
57 positions
#13ABSHER WEALTH MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$MCD$PEP$ABT$DE
$878M
73 positions
#14Guild Investment Management, Inc.Passive
Some overlap · 6 shared positions
$FBTC$GBTC$PHYS$NEE$BTC$DELL
$146M
59 positions
#15Mills Wealth Advisors LLCActive
Some overlap · 3 shared positions
$FBTC$GBTC$MCD
$318M
76 positions
#16Welch Group, LLCPassive
Some overlap · 5 shared positions
$MCD$PEP$AEP$NEE$DE
$2.9B
326 positions
#17Sky Investment Group LLCPassive
Some overlap · 7 shared positions
$PEP$MCD$ABT$DELL$PM$GD
$637M
146 positions
#18FIRST FINANCIAL BANKSHARES INCActive
Some overlap · 4 shared positions
$MCD$PEP$AEP$NEE
$5.3B
210 positions
#19LETSON INVESTMENT MANAGEMENT, INC.Passive
Some overlap · 5 shared positions
$MCD$PEP$ABT$PM$AXP
$273M
104 positions
#20Slagle Financial, LLCPassive
Some overlap · 6 shared positions
$PEP$MCD$TJX$NEE$DELL$PM
$334M
127 positions
#21Patrick Mauro Investment Advisor, INC.Active
Some overlap · 3 shared positions
$MCD$PEP$AEP
$199M
38 positions
#22RESOURCES MANAGEMENT CORP /CT/ /ADVPassive
Some overlap · 5 shared positions
$MCD$PEP$ABT$TJX$NEE
$794M
188 positions
#23SPRING CAPITAL MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$MCD$PEP$NEE$DE$DELL
$205M
55 positions
#24Focused Investors LLCActive
Some overlap · 4 shared positions
$MCD$PEP$TJX$AXP
$3.0B
23 positions
#25Coston, McIsaac & PartnersPassive
Some overlap · 4 shared positions
$MCD$PEP$NEE$PM
$497M
948 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.