13F Pro

Hedge Funds Similar to Heritage

13F Portfolio OverlapQ1 2026Heritage portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Heritage Trust Co is an institutional investor managing $997M across 308 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 are EDGAR LOMAX /VA, Applied /FL, Center for Wealth Advisory, with shared positions in $USB, $UNH, $T, $SBUX, $GILD, $ABT. The full ranking of 25 similar funds is below.

#1EDGAR LOMAX CO/VAActive
Some overlap · 6 shared positions
$USB$UNH$T$SBUX$GILD$ABT
$1.4B
56 positions
#2Applied Capital LLC/FLActive
Some overlap · 6 shared positions
$MO$USB$UNH$PCAR$AXP$GPC
$212M
92 positions
#3Center for Wealth Management AdvisoryActive
Some overlap · 5 shared positions
$USB$MO$UNH$ADP$ABT
$139M
62 positions
#4RHODES INVESTMENT ADVISORS INC /ADVPassive
Some overlap · 5 shared positions
$USB$UNH$DELL$SBUX$AXP
$116M
116 positions
#5Argyle Capital Management, LLCPassive
Some overlap · 6 shared positions
$GM$T$DELL$PSX$HPE$GPC
$308M
137 positions
#6Lakeside Advisors, INC.Active
Some overlap · 5 shared positions
$USB$T$SBUX$PCAR$GILD
$150M
65 positions
#7MONARCH CAPITAL MANAGEMENT INCPassive
Some overlap · 5 shared positions
$USB$ADP$GPC$GILD$ABT
$409M
127 positions
#8FUKOKU MUTUAL LIFE INSURANCE CoPassive
Some overlap · 4 shared positions
$USB$MO$T$GILD
$1.5B
235 positions
#9HOTCHKIS & WILEY CAPITAL MANAGEMENT LLCActive
Some overlap · 4 shared positions
$USB$GM$UNH$PCAR
$32.4B
465 positions
#10Ellsworth Advisors, LLCPassive
Some overlap · 4 shared positions
$USB$MO$T$DELL
$532M
164 positions
#11MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADVPassive
Some overlap · 4 shared positions
$USB$MO$PSX$GILD
$115M
98 positions
#12Distillate Capital Partners LLCPassive
Some overlap · 5 shared positions
$MO$UNH$PCAR$ADP$ABT
$1.9B
118 positions
#13VIKING FUND MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$MO$T$PSX$HPE$GPC
$976M
142 positions
#14Lifeworks Advisors, LLCPassive
Some overlap · 5 shared positions
$MO$DELL$PCAR$HPE$GILD
$779M
297 positions
#15SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIActive
Some overlap · 5 shared positions
$USB$SBUX$ADP$AXP$ABT
$1.3B
158 positions
#16DCM Advisors, LLCActive
Some overlap · 5 shared positions
$T$DELL$USB$PSX$AXP
$220M
38 positions
#17Keystone Financial Planning, Inc.Smart money
Some overlap · 4 shared positions
$USB$MO$GPC$T
$374M
40 positions
#18Cravens & Co Advisors, LLCActive
Some overlap · 4 shared positions
$USB$UNH$SBUX$ABT
$154M
64 positions
#19Palouse Capital Management, Inc.Passive
Some overlap · 5 shared positions
$UNH$T$DELL$SBUX$HPE
$151M
135 positions
#20Hudson Capital Management LLCPassive
Some overlap · 5 shared positions
$GM$T$PCAR$GILD$ADP
$387M
75 positions
#21COERENTE CAPITAL MANAGEMENTActive
Some overlap · 4 shared positions
$USB$SBUX$ADP$ABT
$537M
47 positions
#22MARCO INVESTMENT MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$USB$UNH$PSX$AXP
$1.3B
232 positions
#23ARBOR CAPITAL MANAGEMENT INC /ADVPassive
Some overlap · 4 shared positions
$USB$UNH$AXP$ABT
$123M
101 positions
#24HALL CAPITAL MANAGEMENT CO INCPassive
Some overlap · 4 shared positions
$USB$ADP$AXP$ABT
$280M
107 positions
#25HARBOUR INVESTMENT MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$PSX$SBUX$PCAR$ADP$ABT
$184M
101 positions

Compare Heritage’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Heritage’s holdings

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.