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Hedge Funds Similar to Heartwood Wealth Advisors

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

Heartwood Wealth Advisors LLC is an institutional investor managing $1.3B across 227 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 Heartwood Wealth Advisors are Seneca Financial Advisors, Tilson Financial Group,, VSM Wealth Advisory,, with shared positions in $KKR, $DDOG, $AMGN, $MCD, $VZ, $UPS. The full ranking of 25 similar funds is below.

#1Seneca Financial Advisors LLCActive
Notable overlap · 4 shared positions
$KKR$DDOG$AMGN$MCD
$341M
64 positions
#2Tilson Financial Group, Inc.Active
Notable overlap · 5 shared positions
$KKR$DDOG$MCD$VZ$UPS
$333M
79 positions
#3VSM Wealth Advisory, LLCPassive
Notable overlap · 3 shared positions
$KKR$DDOG$UNIT
$335M
505 positions
#4Dickmeyer Boyce Financial Management, Inc.Passive
Notable overlap · 4 shared positions
$KKR$DDOG$AMGN$VZ
$170M
125 positions
#5Wolff Financial Management LLCActive
Notable overlap · 6 shared positions
$KKR$UNIT$MCD$PFE$DDOG$VZ
$453M
103 positions
#6ACT WEALTH MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$KKR$DDOG$UNP
$298M
62 positions
#7Forum Private Client Group LLCActive
Some overlap · 4 shared positions
$KKR$DDOG$DHR$VZ
$300M
80 positions
#8KDT Advisors, LLCPassive
Some overlap · 5 shared positions
$KKR$UNIT$MCD$DHR$UNP
$63M
69 positions
#9Cherry Tree Wealth Management, LLCPassive
Some overlap · 4 shared positions
$KKR$DDOG$UNIT$DHR
$473M
582 positions
#10MARINO, STRAM & ASSOCIATES LLCActive
Some overlap · 5 shared positions
$KKR$UNIT$MCD$KO$VZ
$557M
185 positions
#11SWAN Capital LLCPassive
Some overlap · 4 shared positions
$KKR$UNIT$MCD$PFE
$272M
554 positions
#12White Lighthouse Investment Management Inc.Active
Some overlap · 4 shared positions
$KKR$UNIT$DHR$DDOG
$721M
145 positions
#13Wharton Business Group, LLCActive
Some overlap · 4 shared positions
$KKR$UNIT$PWR$UNP
$2.6B
141 positions
#14Berkeley Capital Partners, LLCActive
Some overlap · 4 shared positions
$KKR$ALPS$MCD$PFE
$431M
184 positions
#15Pinnacle Financial Group, LLC / ILPassive
Some overlap · 3 shared positions
$KKR$UNIT$MCD
$365M
111 positions
#16SPRENG CAPITAL MANAGEMENT, INC.Active
Some overlap · 5 shared positions
$KKR$KO$VZ$AMGN$UNP
$212M
66 positions
#17Alliance Wealth Advisors, LLC /UTPassive
Some overlap · 4 shared positions
$KKR$MCD$DHR$VZ
$462M
228 positions
#18INSPIRION WEALTH ADVISORS, LLCActive
Some overlap · 3 shared positions
$KKR$UNIT$PFE
$803M
181 positions
#19Operose Advisors LLCActive
Some overlap · 4 shared positions
$KKR$MCD$VZ$PFE
$431M
593 positions
#20Piedmont Capital Management, LLCActive
Some overlap · 4 shared positions
$KKR$KO$AMGN$VZ
$197M
50 positions
#21GSG Advisors LLCActive
Some overlap · 3 shared positions
$KKR$DDOG$DHR
$385M
137 positions
#22Elevation Advisory Partners LLCActive
Some overlap · 3 shared positions
$KKR$DDOG$UNP
$107M
97 positions
#23Sterling Financial Planning, Inc.Active
Some overlap · 3 shared positions
$KKR$DDOG$UNIT
$337M
117 positions
#24FIDUCIARY ADVISORS, INC.Active
Some overlap · 5 shared positions
$KKR$UNIT$DHR$KO$PFE
$133M
121 positions
#25WEST BANCORPORATION INCPassive
Some overlap · 3 shared positions
$KKR$MCD$PFE
$200M
98 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.