13F Pro

Hedge Funds Similar to HERITAGE INVESTORS

13F Portfolio OverlapQ2 2026HERITAGE INVESTORS portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

HERITAGE INVESTORS MANAGEMENT CORP is an institutional investor managing $3.6B across 257 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to HERITAGE INVESTORS are Henshaw, ABNER HERRMAN & BROCK, First Fiduciary Investment Counsel, with shared positions in $MAR, $AXP, $BLK, $MDY, $CRM, $C. The full ranking of 25 similar funds is below.

#1Henshaw Capital LLCActive
Notable overlap · 10 shared positions
$MAR$AXP$BLK$MDY$CRM$C
$3.1B
160 positions
#2ABNER HERRMAN & BROCK LLCActive
Some overlap · 6 shared positions
$MAR$AXP$MS$C$MCD$BA
$1.0B
121 positions
#3First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 6 shared positions
$MAR$DIS$BLK$EQIX$COF$MCD
$529M
75 positions
#4WINDWARD CAPITAL MANAGEMENT CO /CAActive
Some overlap · 6 shared positions
$MAR$DIS$BLK$CRM$TMO$BA
$1.3B
73 positions
#5Bell & Brown Wealth Advisors, LLCPassive
Some overlap · 7 shared positions
$AXP$DIS$C$FDX$COF$MCD
$320M
72 positions
#6Richwood Investment Advisors, LLCActive
Some overlap · 7 shared positions
$AXP$MS$C$FDX$COF$MCD
$142M
106 positions
#7CDM FINANCIAL COUNSELING SERVICES, INC.Active
Some overlap · 6 shared positions
$MAR$AXP$MDY$TMO$MCD$MS
$119M
77 positions
#8Elevated Financial Group LLCActive
Some overlap · 6 shared positions
$MAR$AXP$BLK$CRM$FDX$SYF
$357M
117 positions
#9LEGACY FINANCIAL INDEPENDENT ADVISORS LLCPassive
Some overlap · 5 shared positions
$MAR$AXP$MLM$COF$DIS
$213M
124 positions
#10BOYAR ASSET MANAGEMENT INC.Active
Some overlap · 6 shared positions
$MAR$DIS$C$AXP$CRM$MCD
$174M
77 positions
#11FRANKLIN STREET ADVISORS INC /NCActive
Some overlap · 6 shared positions
$AXP$DIS$BLK$MLM$TMO$BA
$1.8B
165 positions
#12Pegasus Asset Management, Inc.Passive
Some overlap · 6 shared positions
$MAR$DIS$BLK$MDY$CRM$BA
$351M
75 positions
#13ALBION FINANCIAL GROUP /UTPassive
Some overlap · 6 shared positions
$MS$BLK$C$DIS$TMO$MCD
$1.8B
792 positions
#14Fi3 FINANCIAL ADVISORS, LLCPassive
Some overlap · 7 shared positions
$AXP$BLK$MDY$FDX$COF$DIS
$418M
232 positions
#15Focused Investors LLCActive
Some overlap · 5 shared positions
$AXP$MS$DIS$FDX$MCD
$3.0B
23 positions
#16Hosking Partners LLPActive
Some overlap · 5 shared positions
$AXP$MS$C$SYF$COF
$2.8B
102 positions
#17Kearns & Associates LLCSmart money
Some overlap · 6 shared positions
$AXP$MS$EQIX$TMO$COF$MDY
$218M
39 positions
#18Stonebridge Capital Advisors LLCPassive
Some overlap · 6 shared positions
$BLK$DIS$MAR$TMO$MCD$BA
$1.6B
215 positions
#19DCM Advisors, LLCActive
Some overlap · 5 shared positions
$AXP$MS$DIS$MCD$BA
$253M
38 positions
#20Chesley Taft & Associates LLCPassive
Some overlap · 6 shared positions
$AXP$C$COF$TMO$DIS$CRM
$2.6B
365 positions
#21VIKING GLOBAL INVESTORS LPActive
Some overlap · 6 shared positions
$DIS$MS$FDX$TMO$MCD$BA
$35.1B
90 positions
#22BFI Infinity Ltd.Active
Some overlap · 4 shared positions
$MAR$MS$FDX$MCD
$212M
72 positions
#23BEACON INVESTMENT ADVISORS LLCPassive
Some overlap · 4 shared positions
$MAR$AXP$FDX$COF
$318M
178 positions
#24Lincoln Capital LLCActive
Some overlap · 5 shared positions
$MAR$DIS$AXP$MCD$BLK
$570M
138 positions
#25Destination Wealth ManagementPassive
Some overlap · 5 shared positions
$AXP$DIS$COF$TMO$MCD
$4.3B
344 positions

Compare HERITAGE INVESTORS’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View HERITAGE INVESTORS’s holdings

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.