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Hedge Funds Similar to Herold Advisors

13F Portfolio OverlapQ3 2026Herold Advisors portfolio →
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Most similar hedge funds by 13F overlap

Herold Advisors, Inc. is an institutional investor managing $512M across 269 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Herold Advisors are DAVIS R M, PCB, DEARBORN PARTNERS, with shared positions in $APH, $ETN, $CB, $PSX, $NEE, $VZ. The full ranking of 25 similar funds is below.

#1DAVIS R M INCActive
Some overlap · 5 shared positions
$APH$ETN$CB$PSX$NEE
$6.3B
280 positions
#2PCB Capital LLCPassive
Some overlap · 5 shared positions
$APH$VZ$CTAS$ISRG$KLAC
$82M
114 positions
#3DEARBORN PARTNERS LLCPassive
Some overlap · 5 shared positions
$APH$VZ$CTAS$NEE$QCOM
$1.8B
269 positions
#4Cornerstone Capital, Inc.Active
Some overlap · 4 shared positions
$APH$VZ$ETN$GLW
$1.1B
120 positions
#5ST GERMAIN D J CO INCPassive
Some overlap · 6 shared positions
$VZ$CB$GLW$ETN$NEE$QCOM
$2.8B
914 positions
#6ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INCPassive
Some overlap · 5 shared positions
$APH$CB$PSX$NEE$KLAC
$409M
182 positions
#7CABOT WEALTH MANAGEMENT INCPassive
Some overlap · 4 shared positions
$APH$VZ$CTAS$KLAC
$982M
142 positions
#8CALIBER WEALTH MANAGEMENT, LLC / KSActive
Some overlap · 5 shared positions
$VZ$ETN$APH$CB$NEE
$1.0B
300 positions
#9MOTCOPassive
Some overlap · 4 shared positions
$APH$ETN$GLW$NEE
$1.2B
840 positions
#10KANAWHA CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$APH$CB$VZ$QCOM
$1.6B
228 positions
#11LightSquare Wealth Management, LLCActive
Some overlap · 5 shared positions
$VZ$ETN$CB$APH$NEE
$145M
104 positions
#12MCDANIEL TERRY & COActive
Some overlap · 4 shared positions
$APH$ETN$CTAS$ISRG
$1.3B
81 positions
#13Keyes, Stange & Wooten Wealth Management, LLCActive
Some overlap · 5 shared positions
$VZ$ETN$CB$GLW$NEE
$251M
74 positions
#14First Long Island Investors, LLCActive
Some overlap · 4 shared positions
$APH$ETN$NEE$QCOM
$1.4B
73 positions
#15YHB Investment Advisors, Inc.Passive
Some overlap · 4 shared positions
$APH$ETN$ISRG$NEE
$1.6B
314 positions
#16Winthrop Partners - WNY, LLCPassive
Some overlap · 5 shared positions
$VZ$ETN$CB$GLW$NEE
$202M
87 positions
#17Ascent Wealth Partners, LLCActive
Some overlap · 5 shared positions
$APH$ETN$CTAS$KLAC$QCOM
$1.0B
214 positions
#18Nan Shan Life Insurance Co., Ltd.Active
Some overlap · 5 shared positions
$VZ$ETN$GLW$ISRG$QCOM
$3.2B
82 positions
#19Princeton Global Asset Management LLCPassive
Some overlap · 4 shared positions
$APH$ETN$CB$NEE
$692M
829 positions
#20Guinness Atkinson Asset Management IncPassive
Some overlap · 4 shared positions
$APH$ETN$KLAC$QCOM
$223M
107 positions
#21Hutchens & Kramer Investment Management Group, LLCActive
Some overlap · 5 shared positions
$APH$ETN$CTAS$KLAC$ISRG
$335M
156 positions
#22Wilian Securities, LLCPassive
Some overlap · 4 shared positions
$APH$CTAS$ISRG$NEE
$169M
89 positions
#23Strong Retirement Solutions LLCPassive
Some overlap · 4 shared positions
$APH$CTAS$ISRG$NEE
$178M
84 positions
#24Community Financial Services Group, LLCPassive
Some overlap · 5 shared positions
$APH$ETN$GLW$NEE$KLAC
$655M
539 positions
#25Penobscot Investment Management Company, Inc.Passive
Some overlap · 4 shared positions
$APH$GLW$NEE$KLAC
$1.4B
322 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.