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Hedge Funds Similar to Heritage Wealth , /Texas

13F Portfolio OverlapQ1 2026Heritage Wealth , /Texas portfolio →
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Most similar hedge funds by 13F overlap

Heritage Wealth Management, Inc./Texas is an institutional investor managing $234M across 41 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 , /Texas are Passive ,, Gibson ,, SWAN, with shared positions in $SCHW, $WT, $NKE, $IAU, $HUM, $SO. The full ranking of 25 similar funds is below.

#1Passive Capital Management, LLC.Active
Substantial overlap · 3 shared positions
$SCHW$WT$NKE
$335M
104 positions
#2Gibson Capital, LLCSmart money
Substantial overlap · 3 shared positions
$SCHW$IAU$HUM
$537M
87 positions
#3SWAN Capital LLCPassive
Notable overlap · 3 shared positions
$SCHW$HUM$SO
$272M
554 positions
#4BAYSHORE ASSET MANAGEMENT, LLCSmart money
Notable overlap · 4 shared positions
$SCHW$NKE$IAU$HUM
$251M
40 positions
#5DecisionPoint Financial, LLCActive
Notable overlap · 3 shared positions
$SCHW$IAU$NKE
$464M
679 positions
#6VISTA CAPITAL PARTNERS, INC.Smart money
Notable overlap · 3 shared positions
$SCHW$NKE$SO
$994M
156 positions
#7Archvest Wealth Advisors, Inc.Active
Notable overlap · 3 shared positions
$SCHW$NKE$HUM
$155M
74 positions
#8Horizons Wealth ManagementActive
Notable overlap · 4 shared positions
$SCHW$IAU$WT$HUM
$152M
170 positions
#9Austin Asset Management Co IncSmart money
Notable overlap · 3 shared positions
$SCHW$NKE$IAU
$608M
85 positions
#10Whelan FinancialActive
Notable overlap · 3 shared positions
$SCHW$NKE$IAU
$322M
88 positions
#11Schoolcraft Capital LLCActive
Notable overlap · 3 shared positions
$SCHW$NKE$WT
$516M
65 positions
#12MOLLER WEALTH PARTNERSActive
Notable overlap · 3 shared positions
$SCHW$WT$T
$507M
67 positions
#13AWM CAPITAL, LLCActive
Notable overlap · 5 shared positions
$SCHW$NKE$IAU$TRGP$HUM
$1.1B
113 positions
#14Johnson Wealth Management, LLCSmart money
Notable overlap · 3 shared positions
$SCHW$IAU$HUM
$207M
49 positions
#15Note Advisors, LLCActive
Notable overlap · 4 shared positions
$SCHW$IAU$HUM$MS
$200M
85 positions
#16Magnolia Wealth Management, LLCActive
Notable overlap · 4 shared positions
$SCHW$SO$IAU$MS
$172M
212 positions
#17Frankly Finances, LLCActive
Notable overlap · 4 shared positions
$SCHW$NKE$IAU$WT
$110M
64 positions
#18ELEVATE WEALTH ADVISORY, INCActive
Notable overlap · 5 shared positions
$SCHW$NKE$SO$IAU$MS
$158M
125 positions
#19Opus Financial Solutions LLCPassive
Notable overlap · 5 shared positions
$NKE$SCHW$WT$HUM$IAU
$106M
103 positions
#20Falcon Wealth PlanningActive
Notable overlap · 3 shared positions
$SCHW$NKE$WT
$1.5B
236 positions
#21Financial Futures Ltd Liability Co.Active
Notable overlap · 3 shared positions
$SCHW$NKE$IAU
$228M
72 positions
#22Tillman Hartley LLCActive
Notable overlap · 4 shared positions
$NKE$SCHW$IAU$WT
$398M
88 positions
#23SVRN Asset Management, LLCActive
Notable overlap · 3 shared positions
$SCHW$MS$HUM
$103M
37 positions
#24TOBIAS FINANCIAL ADVISORS, INC.Active
Notable overlap · 4 shared positions
$NKE$SCHW$WT$HUM
$718M
143 positions
#25Wrenne Financial Planning LLCSmart money
Notable overlap · 4 shared positions
$SCHW$HUM$MS$WT
$255M
49 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.