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Hedge Funds Similar to Heck Advisors,

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

Heck Capital Advisors, LLC is an institutional investor managing $1.7B across 214 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 Heck Advisors, are Myriad Asset US, Myriad Asset Advisors, Reliant Wealth Planning, with shared positions in $IAUM, $USB, $ASML, $LEN, $SNOW, $IAU. The full ranking of 25 similar funds is below.

#1Myriad Asset Management US LPActive
Notable overlap · 4 shared positions
$IAUM$USB$ASML$LEN
$67M
46 positions
#2Myriad Asset Management Advisors LLCActive
Notable overlap · 4 shared positions
$IAUM$USB$ASML$LEN
$339M
47 positions
#3Reliant Wealth PlanningActive
Notable overlap · 4 shared positions
$IAUM$SNOW$IAU$LEN
$331M
51 positions
#4SFM, LLCActive
Notable overlap · 3 shared positions
$IAUM$WT$IAU
$165M
63 positions
#5Johnson Bixby & Associates, LLCActive
Notable overlap · 3 shared positions
$DIA$SE$COP
$806M
127 positions
#6Spectrum Strategic Capital Management, LLCActive
Notable overlap · 3 shared positions
$IAUM$SE$YMM
$186M
76 positions
#7United Community BankPassive
Some overlap · 4 shared positions
$IAUM$SNOW$IAU$USB
$300M
565 positions
#8Latko Wealth Management, Ltd.Smart money
Some overlap · 4 shared positions
$DIA$WT$SNOW$COP
$205M
36 positions
#9TCP Asset Management, LLCActive
Some overlap · 5 shared positions
$DIA$WT$AGQ$IAU$SNOW
$778M
133 positions
#10Bedminster, LLCActive
Some overlap · 4 shared positions
$SE$DIA$IAU$IAUM
$107M
53 positions
#11Stonekeep Investments, LLCActive
Some overlap · 5 shared positions
$SE$WT$SNOW$UPST$COP
$154M
66 positions
#12Triad Wealth Partners, LLCPassive
Some overlap · 7 shared positions
$SE$SNOW$WT$IAU$RF$SONY
$1.3B
478 positions
#13Shakespeare Wealth Management, LLCActive
Some overlap · 4 shared positions
$SE$WT$SNOW$CTVA
$422M
98 positions
#14BLUELINE ADVISORS LLCActive
Some overlap · 6 shared positions
$SE$WT$COP$UPST$USB$CTVA
$129M
217 positions
#15RETIREMENT FINANCIAL SOLUTIONS, LLCActive
Some overlap · 5 shared positions
$DIA$IAUM$UPST$USB$WT
$350M
53 positions
#16Catalyst Investment Management LLCPassive
Some overlap · 4 shared positions
$SE$WT$RF$IAU
$90M
65 positions
#17Worth Asset Management, LLCPassive
Some overlap · 3 shared positions
$DIA$WT$USB
$268M
182 positions
#18Daviman Financial, LLCPassive
Some overlap · 5 shared positions
$SE$WT$SNOW$AGQ$LEN
$169M
84 positions
#19Addison Capital CoPassive
Some overlap · 5 shared positions
$SE$WT$SNOW$COP$CTVA
$562M
182 positions
#20Echo45 Advisors LLCActive
Some overlap · 4 shared positions
$DIA$SNOW$UPST$USB
$178M
76 positions
#21Lionsbridge Wealth Management LLCPassive
Some overlap · 7 shared positions
$DIA$WT$SNOW$AGQ$COP$USB
$99M
59 positions
#22Fourth Dimension Wealth, LLCPassive
Some overlap · 5 shared positions
$DIA$WT$COP$SNOW$USB
$264M
596 positions
#23Sound Stewardship, LLCActive
Some overlap · 3 shared positions
$SE$WT$IAU
$218M
63 positions
#24Capital Advisor Network LLCActive
Some overlap · 5 shared positions
$DIA$SNOW$SE$WT$IAU
$85M
149 positions
#25Clarity Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$DIA$SNOW$AGQ
$486M
108 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.