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Hedge Funds Similar to Beta Wealth Group

13F Portfolio OverlapQ2 2026Beta Wealth Group portfolio →
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Most similar hedge funds by 13F overlap

Beta Wealth Group, Inc. is an institutional investor managing $267M across 114 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 Beta Wealth Group are Noble Wealth PBC, ALBION FINANCIAL GROUP, Harrington Investments, with shared positions in $PDI, $PTY, $NOW, $PLTR, $TJX, $C. The full ranking of 25 similar funds is below.

#1Noble Wealth Management PBCPassive
Notable overlap · 4 shared positions
$PDI$PTY$NOW$PLTR
$223M
778 positions
#2ALBION FINANCIAL GROUP /UTPassive
Notable overlap · 8 shared positions
$TJX$C$MS$SBUX$UBER$DIS
$1.7B
652 positions
#3Harrington Investments, INCPassive
Notable overlap · 6 shared positions
$QCOM$TJX$GILD$EMR$SBUX$SCHW
$206M
82 positions
#4Capital Investment Services of America, Inc.Active
Notable overlap · 4 shared positions
$QCOM$NOW$TJX$SBUX
$1.0B
83 positions
#5Mandatum Life Insurance Co LtdSmart money
Some overlap · 7 shared positions
$TJX$C$EMR$ANET$DIS$PLTR
$540M
90 positions
#6GRIFFIN ASSET MANAGEMENT, INC.Passive
Some overlap · 7 shared positions
$TJX$QCOM$SBUX$WFC$BX$DIS
$949M
245 positions
#7Greystone Financial Group, LLCPassive
Some overlap · 5 shared positions
$NOW$TJX$EMR$MS$SBUX
$358M
74 positions
#8Richwood Investment Advisors, LLCActive
Some overlap · 6 shared positions
$NOW$C$MS$DAL$GILD$WFC
$142M
106 positions
#9Core Alternative CapitalPassive
Some overlap · 6 shared positions
$TJX$QCOM$NOW$DHI$MS$SO
$334M
201 positions
#10Bluebird Wealth Management LLCPassive
Some overlap · 5 shared positions
$ANET$TJX$C$NOW$UBER
$115M
89 positions
#11Insight Inv LLCPassive
Some overlap · 5 shared positions
$QCOM$TJX$C$EMR$MS
$212M
109 positions
#12Clarus Wealth AdvisorsPassive
Some overlap · 6 shared positions
$NOW$TJX$C$PLTR$QCOM$EMR
$260M
86 positions
#13EDGAR LOMAX CO/VAActive
Some overlap · 7 shared positions
$GILD$MS$SO$SBUX$CVS$SCHW
$1.3B
58 positions
#14LifeWealth Investments, LLCActive
Some overlap · 3 shared positions
$PDI$DIS$PLTR
$374M
136 positions
#15Parrish Capital LLC
Some overlap · 6 shared positions
$QCOM$GILD$EMR$BX$SO$SCHW
$104M
87 positions
#16SPIREPOINT PRIVATE CLIENT, LLCPassive
Some overlap · 7 shared positions
$ANET$TJX$GILD$SO$PLTR$UBER
$1.2B
332 positions
#17United BankPassive
Some overlap · 7 shared positions
$TJX$C$SO$CVS$BX$DIS
$329M
122 positions
#18GLOBALT Investments LLC / GAActive
Some overlap · 7 shared positions
$TJX$C$MS$EMR$ANET$GILD
$3.0B
213 positions
#19RETIREMENT GUYS FORMULA LLCPassive
Some overlap · 5 shared positions
$ANET$TJX$NOW$GILD$SO
$266M
158 positions
#20SWP Investment Management LLCPassive
Some overlap · 5 shared positions
$TJX$C$EMR$DAL$BX
$145M
43 positions
#21Gleason Group, Inc.Active
Some overlap · 4 shared positions
$QCOM$C$GILD$SO
$1.1B
449 positions
#22Bell & Brown Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$QCOM$C$SBUX$WFC$DIS
$330M
73 positions
#23Torrey Growth & Income AdvisorsActive
Some overlap · 4 shared positions
$QCOM$NOW$PLTR$UBER
$294M
108 positions
#24Oliver Luxxe Assets LLCPassive
Some overlap · 6 shared positions
$C$MS$GILD$CVS$SCHW$WFC
$680M
199 positions
#25Wagner Wealth Management, LLCActive
Some overlap · 4 shared positions
$PDI$GILD$SO$ANET
$541M
282 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.