How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to First Heartland Consultants,

13F Portfolio OverlapQ1 2026First Heartland Consultants, portfolio →

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Most similar hedge funds by 13F overlap

First Heartland Consultants, Inc. is an institutional investor managing $1.5B across 589 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to First Heartland Consultants, are TrueWealth Advisors,, Lionsbridge Wealth, Wealth Advisory Team, with shared positions in $DUK, $GRWG, $FCFS, $DIA, $REGN, $HUM. The full ranking of 25 similar funds is below.

#1TrueWealth Advisors, LLCPassive

Notable overlap · 6 shared positions

$DUK $GRWG $FCFS $DIA $REGN $HUM

$398M

233 positions

#2Lionsbridge Wealth Management LLCPassive

Some overlap · 6 shared positions

$GRWG $DIA $SNOW $BRZE $REGN $WT

$99M

59 positions

#3Wealth Advisory Team LLC

Some overlap · 3 shared positions

$DUK $FCFS $SNOW

$113M

39 positions

#4EdgeRock Capital LLCActive

Some overlap · 4 shared positions

$DUK $FCFS $HUM $BRZE

$370M

126 positions

#5GUARDIAN WEALTH ADVISORS, LLC / NCPassive

Some overlap · 5 shared positions

$DUK $BRZE $WT $HUM $DIA

$1.6B

611 positions

#6MBE Wealth Management, LLCActive

Some overlap · 6 shared positions

$DUK $SNOW $FCFS $HUM $WT $REGN

$241M

141 positions

#7Financial Guidance Group, Inc.Passive

Some overlap · 5 shared positions

$DUK $REGN $HUM $DIA $SNOW

$249M

89 positions

#8Future Financial Wealth Managment LLCActive

Some overlap · 3 shared positions

$DUK $SNOW $HUM

$155M

128 positions

#9Diversified Enterprises, LLCActive

Some overlap · 3 shared positions

$DUK $SNOW $HUM

$1.8B

413 positions

#10McGrath & Associates, Inc.Active

Some overlap · 3 shared positions

$DUK $BRZE $WT

$68M

41 positions

#11HARBOUR INVESTMENTS, INC.Passive

Some overlap · 6 shared positions

$FCFS $REGN $WT $CRM $HUM $BRZE

$6.5B

4,673 positions

#12Compass Ion Advisors, LLCActive

Some overlap · 4 shared positions

$DUK $HUM $MSTR $MKL

$1.0B

279 positions

#13Bienville Capital Management, LLCPassive

Some overlap · 3 shared positions

$DUK $SNOW $HUM

$550M

74 positions

#14Renasant BankPassive

Some overlap · 4 shared positions

$DUK $SNOW $CRM $EPAM

$141M

137 positions

#15Clarity Wealth Advisors, LLCPassive

Some overlap · 5 shared positions

$DIA $SNOW $BRZE $CRM $HUM

$486M

108 positions

#16HBW Advisory Services LLCPassive

Some overlap · 5 shared positions

$FCFS $SNOW $REGN $WT $CRM

$949M

444 positions

#17Aptus Capital Advisors, LLCPassive

Some overlap · 3 shared positions

$DUK $BRZE $FCFS

$12.7B

1,671 positions

#18SMITH, MOORE & CO.Passive

Some overlap · 5 shared positions

$GRWG $SNOW $WT $CRM $HUM

$1.4B

558 positions

#19Csenge Advisory GroupPassive

Some overlap · 6 shared positions

$FCFS $REGN $WT $DIA $DUK $HUM

$2.2B

747 positions

#20RETIREMENT FINANCIAL SOLUTIONS, LLCActive

Some overlap · 5 shared positions

$GRWG $DIA $BRZE $MKL $WT

$350M

53 positions

#21Anderson Financial Strategies, LLCActive

Some overlap · 3 shared positions

$DUK $WT $SHOP

$182M

32 positions

#22Second Half Financial Partners, LLCActive

Some overlap · 3 shared positions

$DUK $DIA $CRM

$222M

96 positions

#23Valley Financial Group, Inc.Active

Some overlap · 5 shared positions

$GRWG $SNOW $BRZE $MKL $CRM

$185M

63 positions

#24Holos Integrated Wealth LLCPassive

Some overlap · 4 shared positions

$FCFS $GRWG $WT $REGN

$198M

412 positions

#25Urban Wealth Management, LLCPassive

Some overlap · 3 shared positions

$DUK $HUM $MSTR

$98M

93 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.