13F Pro

Hedge Funds Similar to Heritage Financial Services,

13F Portfolio OverlapQ4 2025Heritage Financial Services, portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Heritage Financial Services, LLC is an institutional investor managing $1.2B across 126 U.S. equity positions as of Q4 2025. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Heritage Financial Services, are Schiavi &, Williams Financial,, Moisand Fitzgerald Tamayo,, with shared positions in $SNOW, $IBM, $DDOG, $WT, $AMN, $EPAM. The full ranking of 25 similar funds is below.

#1Schiavi & Co LLCSmart money
Highly similar · 3 shared positions
$SNOW$IBM$DDOG
$337M
50 positions
#2Williams Financial, LLCSmart money
Highly similar · 3 shared positions
$SNOW$WT$IBM
$172M
25 positions
#3Moisand Fitzgerald Tamayo, LLCActive
Substantial overlap · 7 shared positions
$SNOW$AMN$EPAM$AXP$WT$KO
$931M
518 positions
#4Holcombe Financial, Inc.Active
Substantial overlap · 3 shared positions
$SNOW$AMN$KO
$170M
49 positions
#5True Link Financial Advisors, LLCActive
Substantial overlap · 4 shared positions
$SNOW$HUM$WT$IBM
$1.6B
418 positions
#6ACCESS FINANCIAL SERVICES, INC.Active
Substantial overlap · 4 shared positions
$SNOW$IBM$KO$DDOG
$282M
95 positions
#7BetterWealth, LLCSmart money
Substantial overlap · 6 shared positions
$SNOW$AMN$NEE$AMAT$ES$HUM
$510M
85 positions
#8Family Investment Center, Inc.Active
Substantial overlap · 4 shared positions
$SNOW$AMN$HUM$WT
$520M
91 positions
#9Legend Capital Advisors LLCActive
Substantial overlap · 3 shared positions
$SNOW$MCD$AXP
$160M
159 positions
#10Frankly Finances, LLCActive
Substantial overlap · 3 shared positions
$SNOW$AMN$WT
$110M
64 positions
#11VanWeelden Wealth Management, LLCActive
Substantial overlap · 3 shared positions
$SNOW$KO$MCD
$125M
31 positions
#12Passive Capital Management, LLC.Active
Substantial overlap · 5 shared positions
$SNOW$AMN$MCD$DDOG$WT
$335M
104 positions
#13Pearl Planning LLCActive
Substantial overlap · 3 shared positions
$SNOW$AMN$IBM
$187M
52 positions
#14BCM ADVISORS, LLCSmart money
Substantial overlap · 3 shared positions
$SNOW$KO$WT
$507M
78 positions
#15Planned Solutions, Inc.Active
Substantial overlap · 6 shared positions
$SNOW$AMN$IBM$MCD$AMAT$HUM
$306M
139 positions
#16SOUTHERN MICHIGAN BANK & TRUSTActive
Substantial overlap · 4 shared positions
$SNOW$MCD$DDOG$WT
$261M
424 positions
#17Scott Capital Advisors, LLCActive
Substantial overlap · 3 shared positions
$SNOW$DDOG$HUM
$493M
58 positions
#18MFA WEALTH ADVISORS, LLCActive
Substantial overlap · 5 shared positions
$SNOW$AMN$KO$TJX$AXP
$508M
88 positions
#19Sage Financial Management Group, Inc.Active
Substantial overlap · 3 shared positions
$SNOW$IBM$KO
$325M
57 positions
#20BRIGHTON SECURITIES CORP.Smart money
Substantial overlap · 3 shared positions
$SNOW$DDOG$HUM
$208M
47 positions
#21NavPoint Financial, Inc.Active
Notable overlap · 5 shared positions
$SNOW$MCD$KO$IBM$AXP
$247M
71 positions
#22CHRISTINE MESSMER PCActive
Notable overlap · 4 shared positions
$SNOW$DDOG$NEE$HUM
$156M
80 positions
#23Francis Financial, Inc.Active
Notable overlap · 4 shared positions
$SNOW$MCD$IBM$AXP
$539M
115 positions
#24FMA Wealth Management, LLCActive
Notable overlap · 4 shared positions
$SNOW$NEE$HUM$MFC
$150M
38 positions
#25High Probability Advisors, LLCActive
Notable overlap · 5 shared positions
$SNOW$AMN$EPAM$DDOG$NEE
$781M
67 positions

Compare Heritage Financial Services,’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 Financial Services,’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.