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Hedge Funds Similar to Heritage Investment Group

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

Heritage Investment Group, Inc. is an institutional investor managing $744M across 135 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 Investment Group are Zhang Financial, PLANNING DIRECTIONS, Wealth Nebraska, with shared positions in $DOV, $AMGN, $IBIT, $AXP, $COHR, $UNP. The full ranking of 25 similar funds is below.

#1Zhang Financial LLCActive
Notable overlap · 4 shared positions
$DOV$AMGN$IBIT$AXP
$3.4B
392 positions
#2PLANNING DIRECTIONS INCActive
Notable overlap · 3 shared positions
$DOV$COHR$AXP
$216M
110 positions
#3Wealth Management NebraskaSmart money
Notable overlap · 3 shared positions
$DOV$UNP$AXP
$1.1B
106 positions
#4American National Bank of TexasActive
Notable overlap · 3 shared positions
$DOV$UNP$AMGN
$110M
56 positions
#5Intelligent Financial StrategiesSmart money
Notable overlap · 3 shared positions
$DOV$UNP$AXP
$208M
60 positions
#6Neumann Capital Management, LLCActive
Notable overlap · 3 shared positions
$DOV$UNP$WFC
$151M
58 positions
#7Newton One Investments LLCActive
Notable overlap · 3 shared positions
$DOV$ALL$ADP
$397M
146 positions
#8NavPoint Financial, Inc.Active
Notable overlap · 3 shared positions
$DOV$IBIT$AXP
$270M
74 positions
#9Kastel Capital Advisors, LLCActive
Notable overlap · 3 shared positions
$DOV$IBIT$BWXT
$158M
57 positions
#10Junk Investment Group, LLCActive
Notable overlap · 5 shared positions
$DOV$AMGN$ADP$AXP$WFC
$226M
97 positions
#11Optivise Advisory Services LLCPassive
Some overlap · 3 shared positions
$DOV$IBIT$WFC
$197M
228 positions
#12Silver Oak Advisory Group, Inc.Active
Some overlap · 3 shared positions
$DOV$WFC$UNP
$254M
86 positions
#13Wilson & Boucher Capital Management, LLC
Some overlap · 4 shared positions
$DOV$AMGN$UNP$WFC
$170M
121 positions
#14Foster Group, Inc.Active
Some overlap · 4 shared positions
$DOV$CASY$WFC$AXP
$3.8B
318 positions
#15HFR Wealth Management, LLCActive
Some overlap · 4 shared positions
$DOV$AMGN$UNP$ADP
$410M
53 positions
#16Copia Wealth Management
Some overlap · 3 shared positions
$DOV$IBIT$AMGN
$166M
570 positions
#17Vanguard National Trust CoSmart money
Some overlap · 3 shared positions
$DOV$ADP$AXP
$1.8B
787 positions
#18Colter Lewis Investment Partners LLCActive
Some overlap · 3 shared positions
$DOV$IBIT$AXP
$225M
114 positions
#19WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADVPassive
Some overlap · 4 shared positions
$DOV$AMGN$AXP$WFC
$405M
169 positions
#20Park Edge Advisors, LLCActive
Some overlap · 3 shared positions
$DOV$COHR$WFC
$475M
154 positions
#21STUDIO INVESTMENT MANAGEMENT LLCActive
Some overlap · 4 shared positions
$DOV$AMGN$UNP$CACI
$592M
181 positions
#22Tudor Financial Inc.Passive
Some overlap · 4 shared positions
$AMGN$DOV$ALL$WFC
$222M
152 positions
#23Stillwater Private Wealth, LLCActive
Some overlap · 3 shared positions
$DOV$AMGN$ADP
$153M
83 positions
#24Compass Ion Advisors, LLCActive
Some overlap · 3 shared positions
$DOV$IBIT$AMGN
$1.2B
297 positions
#25Brendel Financial Advisors LLCPassive
Some overlap · 3 shared positions
$DOV$WST$AXP
$216M
101 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.