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Hedge Funds Similar to Heritage Wealth Advisors

13F Portfolio OverlapQ1 2026Heritage Wealth Advisors portfolio →
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Most similar hedge funds by 13F overlap

Heritage Wealth Advisors is an institutional investor managing $2.6B across 692 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 Heritage Wealth Advisors are VAN DEN BERG I,, TrustWell Financial Advisors,, Evanson Asset ,, with shared positions in $PHYS, $BN, $COP, $DOV, $MKL, $CSX. The full ranking of 25 similar funds is below.

#1VAN DEN BERG MANAGEMENT I, INCPassive
Notable overlap · 3 shared positions
$PHYS$BN$COP
$436M
133 positions
#2TrustWell Financial Advisors, LLCActive
Notable overlap · 5 shared positions
$PHYS$DOV$COP$MKL$CSX
$106M
70 positions
#3Evanson Asset Management, LLCActive
Notable overlap · 5 shared positions
$PHYS$DOV$MKL$COP$EPD
$1.9B
321 positions
#4O'Brien Greene & Co. IncPassive
Notable overlap · 3 shared positions
$PHYS$UNP$WMB
$353M
133 positions
#5Valued Retirements, Inc.Passive
Some overlap · 4 shared positions
$PHYS$MKL$EPD$HUM
$102M
90 positions
#6SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLCActive
Some overlap · 3 shared positions
$PHYS$MCD$PM
$482M
173 positions
#7MACROVIEW INVESTMENT MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$PHYS$DOV$UNP$HUM
$144M
99 positions
#8Entruity Wealth, LLCActive
Some overlap · 3 shared positions
$PHYS$UNP$GLDM
$147M
46 positions
#9Meixler Investment Management, Ltd.Passive
Some overlap · 3 shared positions
$PHYS$EPD$LOW
$186M
93 positions
#10Elevate Capital Advisors, LLCPassive
Some overlap · 3 shared positions
$PHYS$MCD$PM
$155M
72 positions
#11Lifetime Wealth Management P.C.Passive
Some overlap · 3 shared positions
$PHYS$EPD$MDLZ
$176M
86 positions
#12CENTRAL TRUST CoPassive
Some overlap · 4 shared positions
$PHYS$UNP$MCD$HUM
$5.1B
1,562 positions
#13Slocum, Gordon & Co LLPPassive
Some overlap · 5 shared positions
$COP$DUK$MCD$WMB$UNP
$147M
64 positions
#14HAMEL ASSOCIATES, INC.Passive
Some overlap · 4 shared positions
$COP$DUK$UNP$MCD
$351M
81 positions
#15SouthState Bank CorpPassive
Some overlap · 5 shared positions
$PHYS$COP$UNP$MKL$HUM
$2.1B
1,278 positions
#16Hubbell Strickland Wealth Management, LLCActive
Some overlap · 5 shared positions
$PHYS$MCD$DOV$HUM$PM
$251M
83 positions
#17Persium Advisors, LLCActive
Some overlap · 4 shared positions
$COP$DUK$UNP$MCD
$127M
60 positions
#18R.H. Investment Group, LLCPassive
Some overlap · 5 shared positions
$COP$UNP$MCD$EPD$PM
$130M
45 positions
#19Estabrook Capital ManagementPassive
Some overlap · 4 shared positions
$COP$UNP$DUK$WMB
$685M
380 positions
#20Adalta Capital Management LLCPassive
Some overlap · 4 shared positions
$BN$DUK$UNP$MKL
$209M
97 positions
#21WULFF, HANSEN & CO.Passive
Some overlap · 6 shared positions
$BN$COP$DUK$PM$MDLZ$CSX
$98M
98 positions
#22American Money Management, LLCActive
Some overlap · 4 shared positions
$COP$UNP$MCD$PM
$632M
168 positions
#23Stonebridge Capital Advisors LLCPassive
Some overlap · 4 shared positions
$COP$MCD$DUK$MKL
$1.4B
211 positions
#24Bruce G. Allen Investments, LLCPassive
Some overlap · 3 shared positions
$PHYS$UNP$HUM
$153M
1,084 positions
#25Mosaic Advisors LLCPassive
Some overlap · 6 shared positions
$COP$WMB$DOV$MKL$HUM$CSX
$67M
42 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.