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Hedge Funds Similar to Heritage

13F Portfolio OverlapQ2 2026Heritage portfolio →
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Most similar hedge funds by 13F overlap

Heritage Trust Co is an institutional investor managing $1.2B across 313 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 Heritage are VIKING FUND, LSV ASSET, Lifeworks Advisors, with shared positions in $MO, $HPE, $QCOM, $DELL, $PSX, $GPC. The full ranking of 25 similar funds is below.

#1VIKING FUND MANAGEMENT LLCPassive
Some overlap · 7 shared positions
$MO$HPE$QCOM$DELL$PSX$GPC
$1.1B
141 positions
#2LSV ASSET MANAGEMENTActive
Some overlap · 6 shared positions
$QCOM$DELL$HPE$GM$MO$VZ
$55.1B
889 positions
#3Lifeworks Advisors, LLCPassive
Some overlap · 5 shared positions
$MO$QCOM$HPE$DELL$PCAR
$955M
337 positions
#4Argyle Capital Management, LLCPassive
Some overlap · 6 shared positions
$HPE$DELL$GM$PSX$GPC$VZ
$347M
138 positions
#5Optimist Retirement Group LLCActive
Some overlap · 5 shared positions
$QCOM$MO$DELL$PCAR$VZ
$259M
118 positions
#6SHERMAN PORFOLIOS, LLCSmart money
Some overlap · 6 shared positions
$QCOM$ADP$PSX$GPC$VZ$ABT
$1.3B
97 positions
#7PINKERTON WEALTH, LLCActive
Some overlap · 6 shared positions
$QCOM$ADP$PSX$GPC$VZ$ABT
$1.2B
103 positions
#8BENEDICT FINANCIAL ADVISORS INCPassive
Some overlap · 5 shared positions
$QCOM$MO$SBUX$AXP$VZ
$504M
136 positions
#9McKinney Capital Management, LLCActive
Some overlap · 5 shared positions
$HPE$MO$DELL$GPC$VZ
$254M
87 positions
#10Palouse Capital Management, Inc.Passive
Some overlap · 4 shared positions
$QCOM$HPE$DELL$VZ
$160M
124 positions
#11Paradiem, LLCPassive
Some overlap · 5 shared positions
$QCOM$ADP$PCAR$GPC$ABT
$464M
68 positions
#12Mendel Capital Management LLCActive
Some overlap · 5 shared positions
$QCOM$ADP$SBUX$VZ$AXP
$222M
99 positions
#13NEW ENGLAND ASSET MANAGEMENT INCPassive
Some overlap · 5 shared positions
$QCOM$ADP$VZ$ABT$USB
$863M
131 positions
#14MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 5 shared positions
$QCOM$SBUX$ADP$USB$ABT
$1.2B
100 positions
#15Capital Investment Advisors, LLCPassive
Some overlap · 4 shared positions
$QCOM$MO$AXP$VZ
$7.7B
793 positions
#16Baugh & Associates, LLCActive
Some overlap · 4 shared positions
$QCOM$MO$VZ$ABT
$221M
41 positions
#17Bill Few Associates, Inc.Passive
Some overlap · 6 shared positions
$ADP$AXP$SBUX$VZ$ABT$USB
$485M
234 positions
#18TODD ASSET MANAGEMENT LLCActive
Some overlap · 4 shared positions
$QCOM$DELL$MO$URI
$5.5B
177 positions
#19Hudson Capital Management LLCPassive
Some overlap · 4 shared positions
$QCOM$GM$ADP$PCAR
$405M
78 positions
#20Wolff Financial Management LLCActive
Some overlap · 4 shared positions
$QCOM$MO$VZ$USB
$494M
102 positions
#21FUKOKU MUTUAL LIFE INSURANCE CoActive
Some overlap · 4 shared positions
$QCOM$MO$VZ$USB
$1.7B
256 positions
#22GHE, LLCSmart money
Some overlap · 5 shared positions
$QCOM$SBUX$ADP$AXP$ABT
$265M
57 positions
#23GRIMES & Co WEALTH MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$QCOM$HPE$AXP$VZ
$4.6B
449 positions
#24FORA Capital, LLCPassive
Some overlap · 4 shared positions
$HPE$DELL$GM$QCOM
$1.5B
345 positions
#25Philip James Wealth Mangement, LLCActive
Some overlap · 4 shared positions
$QCOM$MO$ABT$USB
$906M
147 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.