How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Heritage Wealth ,

13F Portfolio OverlapQ1 2026Heritage Wealth , portfolio →

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Most similar hedge funds by 13F overlap

Heritage Wealth Management, Inc. is an institutional investor managing $202M across 157 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 Wealth , are Cullen ,, Willis Investment Counsel, William B. Walkup & Associates,, with shared positions in $MS, $CB, $T, $COP, $DUK, $JCI. The full ranking of 25 similar funds is below.

#1Cullen Capital Management, LLCActive

Notable overlap · 7 shared positions

$MS $CB $T $COP $DUK $JCI

$9.8B

213 positions

#2Willis Investment CounselActive

Notable overlap · 7 shared positions

$CB $T $COP $ETN $VLO $DUK

$1.8B

123 positions

#3William B. Walkup & Associates, Inc.Active

Notable overlap · 7 shared positions

$VLO $ALL $MS $COP $ABT $__PARK_1390777

$167M

163 positions

#4Comprehensive Financial Consultants Institutional, Inc.Passive

Notable overlap · 8 shared positions

$CB $ADI $ETN $MPC $MS $AMD

$337M

193 positions

#5Clear Trail Advisors, LLCPassive

Notable overlap · 8 shared positions

$MS $ETN $CB $ADI $MPC $JCI

$601M

149 positions

#6Estabrook Capital ManagementPassive

Notable overlap · 8 shared positions

$CB $COP $ETN $DUK $T $__PARK_1390777

$685M

380 positions

#7Scissortail Wealth Management, LLCPassive

Notable overlap · 7 shared positions

$CB $COP $ADI $ETN $MPC $JCI

$498M

115 positions

#8Bowman & Co S.C.

Notable overlap · 7 shared positions

$AMN $ETN $ADI $CB $MPC $JCI

$237M

118 positions

#9Winthrop Partners - WNY, LLCPassive

Notable overlap · 7 shared positions

$CB $ADI $ETN $MPC $JCI $VZ

$188M

87 positions

#10RE ADVISERS CORPActive

Notable overlap · 6 shared positions

$CB $ETN $COP $ALL $FCX $ABT

$3.7B

111 positions

#11GQG Partners LLCActive

Notable overlap · 6 shared positions

$CB $ALL $T $DUK $VZ $NEE

$63.1B

81 positions

#12CONNORS INVESTOR SERVICES INCActive

Notable overlap · 7 shared positions

$CB $ETN $MS $DUK $ABT $WM

$1.1B

149 positions

#13HARRELL INVESTMENT PARTNERS, LLCPassive

Notable overlap · 7 shared positions

$ADI $ETN $CB $MPC $JCI $VZ

$419M

144 positions

#14MORTON COMMUNITY BANKPassive

Notable overlap · 7 shared positions

$MS $ETN $COP $T $DUK $VZ

$460M

115 positions

#15Norway Savings BankPassive

Notable overlap · 7 shared positions

$ADI $MS $COP $AMD $ABT $JCI

$211M

103 positions

#16Phoenix Wealth AdvisorsActive

Notable overlap · 7 shared positions

$ADI $ETN $CB $MPC $JCI $VZ

$253M

126 positions

#17CrossGen Wealth, LLCPassive

Notable overlap · 5 shared positions

$VLO $CB $ETN $MPC $JCI

$114M

200 positions

#18Stillwater Wealth Management GroupPassive

Notable overlap · 7 shared positions

$MS $CB $REGN $AGQ $WM $VZ

$162M

77 positions

#19BARTLETT & CO. WEALTH MANAGEMENT LLCPassive

Notable overlap · 8 shared positions

$ADI $ETN $CB $DUK $ABT $COP

$7.8B

1,278 positions

#20Hudson Canyon Capital ManagementPassive

Notable overlap · 6 shared positions

$MS $ETN $COP $REGN $MPC $WM

$163M

52 positions

#21DUPONT CAPITAL MANAGEMENT CORPPassive

Notable overlap · 7 shared positions

$T $CB $ADI $MS $FCX $ETN

$879M

101 positions

#22Bank & Trust CoPassive

Some overlap · 6 shared positions

$VLO $ALL $DUK $MPC $T $VZ

$148M

304 positions

#23Tulsa Wealth Advisors, INCActive

Some overlap · 8 shared positions

$ETN $ADI $CB $MPC $JCI $VZ

$570M

150 positions

#24Blake Schutter Theil Wealth Advisors, LLCPassive

Some overlap · 7 shared positions

$MS $COP $DUK $CB $JCI $T

$123M

111 positions

#25CCM INVESTMENT ADVISERS LLCPassive

Some overlap · 6 shared positions

$ETN $CB $DUK $MPC $FCX $AMD

$1.0B

93 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.