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Hedge Funds Similar to Heritage Wealth Architects,

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

Heritage Wealth Architects, Inc. is an institutional investor managing $251M across 72 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 Architects, are MOUNTAIN PACIFIC INVESTMENT ADVISERS, Progressive Investment, Birchwood Financial Partners,, with shared positions in $FAST, $DHR, $GGG, $MU, $MMM, $USB. The full ranking of 25 similar funds is below.

#1MOUNTAIN PACIFIC INVESTMENT ADVISERS LLCActive
Slight overlap · 4 shared positions
$FAST$DHR$GGG$MU
$584M
141 positions
#2Progressive Investment Management CorpActive
Slight overlap · 4 shared positions
$FAST$DHR$MMM$MU
$379M
58 positions
#3Birchwood Financial Partners, Inc.Passive
Slight overlap · 5 shared positions
$FAST$GGG$USB$XEL$MMM
$104M
348 positions
#4Edge Financial Advisors LLC
Slight overlap · 4 shared positions
$DHR$SOLV$MDY$USB
$238M
135 positions
#5Baird Financial Group, Inc.Passive
Slight overlap · 3 shared positions
$FAST$DHR$USB
$64.0B
1,826 positions
#6TrueNorth, Inc.Passive
Slight overlap · 3 shared positions
$FAST$DHR$MU
$1.0B
1,033 positions
#7US BANCORP \DE\Passive
Slight overlap · 5 shared positions
$DHR$MDY$USB$MMM$MU
$82.4B
4,164 positions
#8MAIRS & POWER INCActive
Slight overlap · 3 shared positions
$FAST$GGG$MMM
$9.8B
245 positions
#9SITTNER & NELSON, LLCPassive
Slight overlap · 3 shared positions
$FAST$USB$BAH
$274M
569 positions
#10Ballast Financial Advisors LLCActive
Slight overlap · 3 shared positions
$DHR$SOLV$USB
$98M
68 positions
#11PCB Capital LLCPassive
Slight overlap · 3 shared positions
$FAST$USB$MU
$63M
101 positions
#12POSTROCK PARTNERS LLCActive
Slight overlap · 3 shared positions
$FAST$DHR$MU
$216M
82 positions
#13Everest Management Corp.Active
Slight overlap · 3 shared positions
$DHR$SOLV$MU
$197M
72 positions
#14NBT BANK N A /NYPassive
Slight overlap · 3 shared positions
$DHR$MDY$USB
$1.5B
1,074 positions
#15Firestone Capital ManagementPassive
Slight overlap · 3 shared positions
$DHR$MDY$USB
$480M
160 positions
#16SIGNAL TREE FINANCIAL PARTNERS LLCActive
Slight overlap · 3 shared positions
$DHR$MDY$USB
$132M
47 positions
#17Element Wealth, LLCPassive
Slight overlap · 3 shared positions
$DHR$MDY$BAH
$242M
207 positions
#18Beacon Bridge Wealth Partners, LLCPassive
Slight overlap · 3 shared positions
$DHR$MDY$SOLV
$299M
101 positions
#19TRUE Private Wealth AdvisorsPassive
Slight overlap · 4 shared positions
$DHR$USB$MMM$MU
$1.0B
266 positions
#20Breakwater Capital GroupPassive
Slight overlap · 3 shared positions
$SOLV$MDY$USB
$747M
373 positions
#21Aristotle Capital Management, LLCActive
Slight overlap · 3 shared positions
$DHR$USB$XEL
$47.8B
191 positions
#22Argyle Capital Partners, LLCPassive
Slight overlap · 3 shared positions
$DHR$USB$BAH
$139M
160 positions
#23WIREGRASS INVESTMENT MANAGEMENT LLCPassive
Slight overlap · 3 shared positions
$FAST$MMM$MU
$121M
96 positions
#24Savant Capital, LLCActive
Slight overlap · 3 shared positions
$SOLV$DHR$USB
$20.7B
1,500 positions
#25Capstone Financial Advisors, Inc.Smart money
Slight overlap · 3 shared positions
$DHR$MDY$MU
$1.9B
187 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.