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 , /CA/

13F Portfolio OverlapQ1 2026Heritage Wealth , /CA/ portfolio →

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Most similar hedge funds by 13F overlap

Heritage Wealth Management, Inc. /CA/ is an institutional investor managing $181M across 94 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 , /CA/ are Cornerstone Wealth Advisors,, GEN Financial ,, ARK & TLK INVESTMENTS,, with shared positions in $UPST, $SNOW, $SE, $DDOG, $IAU, $AMN. The full ranking of 25 similar funds is below.

#1Cornerstone Wealth Advisors, Inc.Smart money

Notable overlap · 3 shared positions

$UPST $SNOW $SE

$434M

49 positions

#2GEN Financial Management, INC.Active

Notable overlap · 4 shared positions

$UPST $DDOG $IAU $AMN

$162M

51 positions

#3ARK & TLK INVESTMENTS, LLCActive

Notable overlap · 5 shared positions

$UPST $SNOW $AMN $SYK $SE

$370M

119 positions

#4Compass Planning Associates IncSmart money

Notable overlap · 3 shared positions

$UPST $SNOW $DDOG

$156M

30 positions

#5Bear Mountain Capital, Inc.Active

Notable overlap · 5 shared positions

$UPST $SE $DDOG $PLTR $INTC

$333M

198 positions

#6MASTER'S WEALTH MANAGEMENT INC.Active

Notable overlap · 3 shared positions

$UPST $DDOG $AMN

$295M

82 positions

#7Calder Financial LLCActive

Notable overlap · 3 shared positions

$UPST $SNOW $MU

$101M

40 positions

#8Orgel Wealth Management, LLCActive

Notable overlap · 3 shared positions

$UPST $DDOG $SNOW

$4.6B

95 positions

#9Level Financial AdvisorsActive

Notable overlap · 3 shared positions

$UPST $AMN $SNOW

$392M

92 positions

#10Chemistry Wealth Management LLCPassive

Notable overlap · 3 shared positions

$UPST $IAU $MU

$569M

204 positions

#11INSIGHT 2811, INC.Active

Notable overlap · 3 shared positions

$UPST $SNOW $INTC

$239M

101 positions

#12Kure Advisory, LLCActive

Notable overlap · 3 shared positions

$UPST $IAU $PLTR

$184M

56 positions

#13Cornerstone Financial Management LLCPassive

Notable overlap · 4 shared positions

$UPST $SNOW $DDOG $SE

$109M

1,311 positions

#14AMI INVESTMENT MANAGEMENT INCActive

Notable overlap · 3 shared positions

$UPST $DDOG $SYK

$445M

77 positions

#15SCRATCH CAPITAL LLCActive

Notable overlap · 3 shared positions

$UPST $SNOW $MU

$175M

45 positions

#16Arlington Trust Co LLCActive

Notable overlap · 3 shared positions

$UPST $IAU $SE

$1.1B

844 positions

#17Cordant, Inc.Active

Notable overlap · 3 shared positions

$UPST $INTC $SNOW

$246M

75 positions

#18Altiora Financial Group, LLCActive

Notable overlap · 5 shared positions

$UPST $SNOW $SE $DDOG $IAU

$607M

110 positions

#19GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC.Smart money

Notable overlap · 3 shared positions

$UPST $DDOG $AMN

$128M

42 positions

#20McLean Asset Management CorpActive

Notable overlap · 4 shared positions

$UPST $AMN $SNOW $SE

$572M

165 positions

#21Tillman Hartley LLCActive

Notable overlap · 4 shared positions

$UPST $SNOW $AMN $IAU

$398M

88 positions

#22WEBSTERROGERS FINANCIAL ADVISORS, LLCActive

Notable overlap · 3 shared positions

$UPST $DDOG $SNOW

$350M

95 positions

#23Cascade Wealth Advisors, IncActive

Notable overlap · 3 shared positions

$UPST $DDOG $SNOW

$228M

60 positions

#24Klaas Financial Asset Advisors, LLCSmart money

Notable overlap · 3 shared positions

$UPST $SE $AMN

$724M

59 positions

#25Berkshire BankPassive

Notable overlap · 3 shared positions

$UPST $SNOW $SYK

$488M

157 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.