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Hedge Funds Similar to Heritage Family Offices, LLP

13F Portfolio OverlapQ1 2026Heritage Family Offices, LLP portfolio →
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Most similar hedge funds by 13F overlap

Heritage Family Offices, LLP is an institutional investor managing $225M across 196 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 Family Offices, LLP are CAMPBELL NEWMAN ASSET, LEGACY SOLUTIONS,, McNamara Financial Services,, with shared positions in $WFC, $KLAC, $APH, $ETN, $WEC, $LOW. The full ranking of 25 similar funds is below.

#1CAMPBELL NEWMAN ASSET MANAGEMENT INCActive
Notable overlap · 13 shared positions
$WFC$KLAC$APH$ETN$WEC$LOW
$1.2B
103 positions
#2LEGACY SOLUTIONS, LLCActive
Some overlap · 4 shared positions
$GMM$GLDM$BTC$MSI
$108M
77 positions
#3McNamara Financial Services, Inc.Smart money
Some overlap · 5 shared positions
$GMM$TXN$DDOG$SNPS$ADI
$528M
99 positions
#4Tradewinds Capital Management, LLCActive
Some overlap · 3 shared positions
$GMM$GLDM$WFC
$504M
719 positions
#5Sterneck Capital Management, LLCActive
Some overlap · 3 shared positions
$GMM$WMB$WFC
$223M
116 positions
#6Cobblestone Asset Management LLCPassive
Some overlap · 3 shared positions
$GMM$IBIT$MCK
$222M
73 positions
#7BlueStem Wealth Partners, LLCActive
Some overlap · 3 shared positions
$GMM$SNPS$WFC
$900M
124 positions
#8Values Added Financial LLCPassive
Some overlap · 3 shared positions
$GMM$DDOG$MSI
$238M
134 positions
#9Walsh & Associates, LLCPassive
Some overlap · 3 shared positions
$GMM$WEC$WFC
$101M
287 positions
#10Phoenix Wealth AdvisorsActive
Some overlap · 5 shared positions
$GMM$WFC$ETN$ADI$MSI
$253M
126 positions
#11Uptown Financial Advisors LLCActive
Some overlap · 3 shared positions
$GMM$TXN$WFC
$126M
76 positions
#12Archer Investment Management, LLCPassive
Some overlap · 4 shared positions
$GMM$IBIT$DDOG$GLDM
$238M
108 positions
#13MATAURO, LLCActive
Some overlap · 3 shared positions
$GMM$BTC$IBIT
$692M
145 positions
#14Phraction Management LLCActive
Some overlap · 8 shared positions
$WFC$WMB$ADI$TXN$SNPS$ICE
$483M
65 positions
#15Schwallier Wealth Management LLCActive
Some overlap · 3 shared positions
$GMM$DDOG$BTC
$137M
58 positions
#16BRIGHTON SECURITIES CORP.Smart money
Some overlap · 4 shared positions
$GMM$SNPS$DDOG$ADI
$208M
47 positions
#17Valtinson Bruner Financial Planning LLCActive
Some overlap · 4 shared positions
$GMM$WFC$GLDM$MCK
$364M
171 positions
#18KNIGHTSBRIDGE ASSET MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$GMM$WFC$APH
$743M
262 positions
#19Keebeck Wealth ManagementPassive
Some overlap · 9 shared positions
$KLAC$APH$LOW$DDOG$ETN$ADI
$889M
426 positions
#20JNBA Financial AdvisorsActive
Some overlap · 3 shared positions
$GMM$GLDM$DDOG
$1.2B
819 positions
#21INVESCO, LLCPassive
Some overlap · 6 shared positions
$KLAC$APH$MCK$ADI$TXN$ICE
$286M
132 positions
#22Brio Consultants, LLCActive
Some overlap · 3 shared positions
$GMM$WFC$DDOG
$818M
152 positions
#23TPG Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$GMM$DDOG$TXN
$307M
76 positions
#24HORIZON FINANCIAL SERVICES, LLCPassive
Some overlap · 5 shared positions
$GMM$GLDM$SNPS$LOW$APH
$226M
425 positions
#25Hartford Funds Management Co LLCSmart money
Some overlap · 6 shared positions
$KLAC$WFC$LOW$WMB$ICE$MSI
$1.2B
96 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.