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Hedge Funds Similar to Heritage Investment Group,

13F Portfolio OverlapQ1 2026Heritage Investment Group, portfolio →
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Most similar hedge funds by 13F overlap

Heritage Investment Group, Inc. is an institutional investor managing $661M across 123 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 Investment Group, are Vested Financial Planning,, Ackerman Advisors,, Sunflower Bank, N.A., with shared positions in $DDOG, $DOV, $MAR, $IBIT, $UNP, $CASY. The full ranking of 25 similar funds is below.

#1Vested Financial Planning, LLCSmart money
Notable overlap · 3 shared positions
$DDOG$DOV$MAR
$131M
27 positions
#2Ackerman Capital Advisors, LLCActive
Notable overlap · 4 shared positions
$DDOG$DOV$IBIT$UNP
$488M
115 positions
#3Sunflower Bank, N.A.Active
Notable overlap · 3 shared positions
$DDOG$MAR$UNP
$392M
155 positions
#4West Financial Advisors, LLCActive
Notable overlap · 6 shared positions
$DDOG$CASY$IBIT$DOV$AMGN$UNP
$589M
193 positions
#5Seneca Financial Advisors LLCActive
Notable overlap · 3 shared positions
$DDOG$AMGN$DIA
$341M
64 positions
#6Gutierrez Wealth Advisory, LLCActive
Notable overlap · 3 shared positions
$DDOG$DOV$AMGN
$161M
70 positions
#7Forum Financial Management, LPSmart money
Some overlap · 3 shared positions
$DDOG$MAR$AMGN
$7.1B
331 positions
#8Midwestern Financial, LLC /IAActive
Some overlap · 3 shared positions
$DDOG$DOV$MAR
$127M
54 positions
#9Mustard Seed Financial, LLCPassive
Some overlap · 3 shared positions
$DDOG$DOV$MAR
$167M
92 positions
#10Divergent Planning, LLC
Some overlap · 3 shared positions
$DDOG$DOV$MAR
$392M
36 positions
#11CERTIOR FINANCIAL GROUP, LLCPassive
Some overlap · 3 shared positions
$DDOG$DOV$MAR
$157M
130 positions
#12Compass Advisory Group LLCActive
Some overlap · 3 shared positions
$DOV$DDOG$MAR
$374M
86 positions
#13CLIFTONLARSONALLEN WEALTH ADVISORS, LLCActive
Some overlap · 3 shared positions
$DDOG$ADP$DOV
$6.8B
222 positions
#14Financial Planning Navigators CORPSmart money
Some overlap · 3 shared positions
$DDOG$DOV$IBIT
$228M
51 positions
#15LAUREL OAK WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$DOV$DDOG$MAR
$595M
360 positions
#16RIVERSEDGE ADVISORS, LLCPassive
Some overlap · 3 shared positions
$DDOG$MAR$IBIT
$618M
216 positions
#17CONQUIS FINANCIAL LLCSmart money
Some overlap · 3 shared positions
$DDOG$AMGN$WFC
$121M
54 positions
#18Financial Plan, Inc.Active
Some overlap · 3 shared positions
$DOV$DDOG$MAR
$933M
94 positions
#19Orcam Financial GroupSmart money
Some overlap · 3 shared positions
$DOV$DDOG$MAR
$141M
62 positions
#20Long Island Wealth Management, Inc.Active
Some overlap · 4 shared positions
$DOV$MAR$DDOG$AMGN
$216M
89 positions
#21Dickmeyer Boyce Financial Management, Inc.Passive
Some overlap · 3 shared positions
$DDOG$AMGN$WFC
$170M
125 positions
#22Novak & Powell Financial Services, Inc.Passive
Some overlap · 4 shared positions
$DOV$DIA$AMGN$MAR
$186M
163 positions
#23AMI INVESTMENT MANAGEMENT INCActive
Some overlap · 4 shared positions
$DDOG$MAR$UNP$WFC
$445M
77 positions
#24Colter Lewis Investment Partners LLCPassive
Some overlap · 5 shared positions
$DOV$MAR$AMGN$IBIT$UNP
$106M
111 positions
#25Heartwood Wealth Advisors LLCPassive
Some overlap · 3 shared positions
$DDOG$AMGN$UNP
$1.1B
223 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.