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Hedge Funds Similar to First Heartland Consultants

13F Portfolio OverlapQ2 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 Q2 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 LifeGoal Investments, DE BURLO GROUP, Q3 Asset, with shared positions in $SNPS, $FBTC, $GLDM, $ORLY, $WY, $TGT. The full ranking of 12 similar funds is below.

#1LifeGoal Investments, LLCPassive
Slight overlap · 3 shared positions
$SNPS$FBTC$GLDM
$218M
155 positions
#2DE BURLO GROUP INCPassive
Slight overlap · 3 shared positions
$SNPS$ORLY$WY
$547M
90 positions
#3Q3 Asset ManagementActive
Slight overlap · 3 shared positions
$SNPS$TGT$GLDM
$546M
70 positions
#4Alpha Financial Partners, LLCActive
Slight overlap · 3 shared positions
$FBTC$ORLY$GLDM
$190M
118 positions
#5Havemeyer Place LPPassive
Slight overlap · 3 shared positions
$ORLY$TGT$CARR
$1.0B
495 positions
#6Bauman Advisory Group, LLCActive
Slight overlap · 3 shared positions
$FBTC$FLEX$GLDM
$189M
81 positions
#7Parcion Private Wealth LLCPassive
Slight overlap · 3 shared positions
$FBTC$GLDM$WY
$1.8B
529 positions
#8Richardson Capital Management LLCActive
Slight overlap · 3 shared positions
$CARR$FLEX$GLDM
$234M
243 positions
#9Betterment LLCActive
Slight overlap · 3 shared positions
$SNPS$GLDM$FBTC
$59.1B
675 positions
#10ABSOLUTE CAPITAL MANAGEMENT, LLCPassive
Slight overlap · 3 shared positions
$GLDM$FLEX$SNPS
$401M
162 positions
#11TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICAActive
Slight overlap · 3 shared positions
$GLDM$FBTC$FLEX
$91M
76 positions
#12Glassman Wealth ServicesActive
Slight overlap · 3 shared positions
$GLDM$FBTC$SNPS
$835M
236 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.