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Hedge Funds Similar to Herold Advisors,

13F Portfolio OverlapQ1 2026Herold Advisors, portfolio →
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Most similar hedge funds by 13F overlap

Herold Advisors, Inc. is an institutional investor managing $455M across 263 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 Herold Advisors, are Beacon Harbor Wealth Advisors,, Del-Sette ,, CASTLE WEALTH, with shared positions in $WT, $APH, $NKE, $VZ, $NEE, $IBM. The full ranking of 25 similar funds is below.

#1Beacon Harbor Wealth Advisors, Inc.Passive
Some overlap · 5 shared positions
$WT$APH$NKE$VZ$NEE
$477M
70 positions
#2Del-Sette Capital Management, LLCActive
Some overlap · 4 shared positions
$WT$NKE$IBM$AMN
$167M
44 positions
#3CASTLE WEALTH MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$WT$NKE$AMN$NEE$ETN
$309M
132 positions
#4LWM Advisory Services, LLCPassive
Some overlap · 6 shared positions
$WT$T$NEE$APH$IBM$ETN
$94M
76 positions
#5Kane Co Wealth Management, Inc.Active
Some overlap · 4 shared positions
$WT$NKE$AMN$NEE
$119M
51 positions
#6PURSUIT WEALTH STRATEGIES, LLCPassive
Some overlap · 5 shared positions
$WT$IBM$ETN$VZ$PSX
$72M
109 positions
#7Winter & Associates, Inc.Passive
Some overlap · 4 shared positions
$WT$NKE$ISRG$IBM
$114M
84 positions
#8Capital Planning Advisors, LLCPassive
Some overlap · 5 shared positions
$WT$IBM$AMN$ETN$APH
$692M
146 positions
#9Vantage Point Financial LLCPassive
Some overlap · 4 shared positions
$WT$NKE$NEE$CB
$285M
176 positions
#10Boothe Investment Group, Inc.Active
Some overlap · 4 shared positions
$WT$IBM$VZ$NEE
$311M
40 positions
#11Falcon Wealth PlanningActive
Some overlap · 4 shared positions
$WT$NKE$AMN$ISRG
$1.5B
236 positions
#12Kondo Wealth Advisors, Inc.Active
Some overlap · 4 shared positions
$WT$NKE$AMN$VZ
$266M
69 positions
#13Consolidated Planning CorpActive
Some overlap · 3 shared positions
$WT$APH$VZ
$617M
144 positions
#14BROOKS, MOORE & ASSOCIATES, INC.Passive
Some overlap · 5 shared positions
$WT$IBM$VZ$CB$NEE
$199M
110 positions
#15SKBA CAPITAL MANAGEMENT LLCActive
Some overlap · 5 shared positions
$NKE$IBM$VZ$T$PSX
$728M
79 positions
#16Kestra Investment Management, LLCActive
Some overlap · 4 shared positions
$WT$NKE$NEE$AMN
$5.8B
439 positions
#17Mraz, Amerine & Associates, Inc.Active
Some overlap · 3 shared positions
$WT$NKE$AMN
$678M
190 positions
#18Richard C. Young & CO., LTD.Active
Some overlap · 5 shared positions
$APH$IBM$VZ$T$PSX
$1.2B
93 positions
#19Estabrook Capital ManagementPassive
Some overlap · 6 shared positions
$IBM$VZ$T$CB$ETN$NEE
$685M
380 positions
#20Smartleaf Asset Management LLCPassive
Some overlap · 3 shared positions
$WT$NKE$AMN
$2.8B
3,510 positions
#21Evanson Asset Management, LLCActive
Some overlap · 4 shared positions
$WT$NKE$NEE$AMN
$1.9B
321 positions
#22Haven Private, LLCPassive
Some overlap · 4 shared positions
$WT$AMN$VZ$CTAS
$230M
166 positions
#23Wolfstich Capital, LLCActive
Some overlap · 4 shared positions
$WT$IBM$VZ$PSX
$114M
45 positions
#24Causey Wealth LLCPassive
Some overlap · 4 shared positions
$WT$NKE$IBM$ISRG
$236M
81 positions
#25Good Harbor Advisors, Inc.Passive
Some overlap · 4 shared positions
$WT$VZ$NEE$CB
$92M
82 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.