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Hedge Funds Similar to Heartwood Wealth Advisors

13F Portfolio OverlapQ3 2026Heartwood Wealth Advisors portfolio →
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Most similar hedge funds by 13F overlap

Heartwood Wealth Advisors LLC is an institutional investor managing $1.3B across 223 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Heartwood Wealth Advisors are Smart Portfolios, Columbia Asset, Signature Wealth Group, with shared positions in $YMM, $MCD, $AMGN, $NKE, $TGT, $UNP. The full ranking of 25 similar funds is below.

#1Smart Portfolios, LLC
Some overlap · 4 shared positions
$YMM$MCD$AMGN$NKE
$100M
99 positions
#2Columbia Asset ManagementActive
Some overlap · 7 shared positions
$AMGN$TGT$UNP$PFE$MCD$UPS
$576M
168 positions
#3Signature Wealth Management Group
Some overlap · 6 shared positions
$TGT$MCD$UPS$KMB$PFE$NKE
$263M
128 positions
#4Catherine Avery Investment Management LLCPassive
Some overlap · 5 shared positions
$MCD$AMGN$TGT$UPS$PFE
$116M
172 positions
#5ADVOCATE GROUP LLCPassive
Some overlap · 5 shared positions
$MCD$TGT$UPS$PFE$UNP
$646M
122 positions
#6Rayburn West Financial Services LLCPassive
Some overlap · 5 shared positions
$MCD$AMGN$TGT$UPS$PFE
$181M
81 positions
#7COWA, LLCPassive
Some overlap · 5 shared positions
$PWR$UPS$KMB$AMGN$TGT
$399M
181 positions
#8First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 5 shared positions
$MCD$AMGN$PFE$UNP$LOW
$529M
75 positions
#9Range Financial Group LLCPassive
Some overlap · 5 shared positions
$MCD$AMGN$KMB$NVO$LOW
$361M
207 positions
#10Peloton Wealth StrategistsPassive
Some overlap · 5 shared positions
$AMGN$TGT$KMB$NVO$NKE
$271M
91 positions
#11DKRT Investments Corp.Active
Some overlap · 6 shared positions
$UPS$UNP$TGT$NVO$NKE$PFE
$409M
50 positions
#12Newman Dignan & Sheerar, Inc.Passive
Some overlap · 5 shared positions
$PWR$AMGN$UNP$LOW$MCD
$525M
180 positions
#13Martin Capital Partners, LLCPassive
Some overlap · 5 shared positions
$AMGN$PFE$UNP$NVO$NKE
$279M
73 positions
#14PROMETHIUM ADVISORS,LLCPassive
Some overlap · 4 shared positions
$MCD$PWR$UPS$PFE
$203M
118 positions
#15PENN DAVIS MCFARLAND INCActive
Some overlap · 6 shared positions
$TGT$KMB$AMGN$UPS$MCD$PFE
$1.2B
74 positions
#16Cohen Investment Advisors LLCPassive
Some overlap · 4 shared positions
$MCD$AMGN$UPS$PFE
$233M
81 positions
#17OLD REPUBLIC INTERNATIONAL CORPActive
Some overlap · 4 shared positions
$MCD$UPS$KMB$PFE
$2.2B
70 positions
#18GRANITE ISLANDS PRIVATE WEALTH, LLCPassive
Some overlap · 4 shared positions
$MCD$AMGN$UPS$PFE
$170M
86 positions
#19SMITH CHAS P & ASSOCIATES PA CPASActive
Some overlap · 5 shared positions
$MCD$AMGN$UNP$NVO$LOW
$2.0B
194 positions
#20Ranch Capital Advisors Inc.Passive
Some overlap · 4 shared positions
$AMGN$TGT$UPS$PFE
$316M
157 positions
#21Verity & Verity, LLCActive
Some overlap · 4 shared positions
$AMGN$TGT$UPS$PFE
$1.5B
139 positions
#22New England Research & Management, Inc.Passive
Some overlap · 4 shared positions
$PWR$AMGN$KMB$UNP
$259M
131 positions
#23P.A.W. CAPITAL CORPPassive
Some overlap · 4 shared positions
$AMGN$UPS$KMB$PFE
$133M
66 positions
#24Econ Financial Services CorpPassive
Some overlap · 4 shared positions
$AMGN$UPS$KMB$PFE
$239M
85 positions
#25Bell BankActive
Some overlap · 4 shared positions
$AMGN$UPS$KMB$PFE
$2.7B
204 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.