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Hedge Funds Similar to Heritage Wealth Architects

13F Portfolio OverlapQ2 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 Q2 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 Birchwood Financial Partners, Nicollet Investment, Hoese & LLP, with shared positions in $FAST, $MMM, $XEL, $GGG, $MDY, $BAH. The full ranking of 10 similar funds is below.

#1Birchwood Financial Partners, Inc.Passive
Some overlap · 4 shared positions
$FAST$MMM$XEL$GGG
$122M
352 positions
#2Nicollet Investment Management, Inc.Active
Some overlap · 3 shared positions
$MDY$FAST$MMM
$324M
77 positions
#3Hoese & Co LLPActive
Slight overlap · 4 shared positions
$XEL$GGG$MDY$MMM
$154M
183 positions
#4NCM Capital Management, LLCPassive
Slight overlap · 3 shared positions
$BAH$MDY$MMM
$324M
194 positions
#5Guardian Wealth Advisors, LLCActive
Slight overlap · 3 shared positions
$FAST$MMM$GGG
$200M
66 positions
#6MJT & Associates Financial Advisory Group, Inc.Active
Slight overlap · 3 shared positions
$MMM$XEL$FAST
$151M
465 positions
#7BALLAST ADVISORS LLCActive
Slight overlap · 3 shared positions
$BAH$MMM$FAST
$420M
197 positions
#8Focus Financial Network, Inc.Passive
Slight overlap · 3 shared positions
$BAH$MMM$XEL
$3.2B
764 positions
#9Capital Management Associates, IncActive
Slight overlap · 3 shared positions
$MMM$XEL$GGG
$498M
153 positions
#10Integris Wealth Management, LLCActive
Slight overlap · 3 shared positions
$FAST$XEL$MMM
$495M
131 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.