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Hedge Funds Similar to Heck Advisors

13F Portfolio OverlapQ2 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 Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Heck Advisors are BOK Financial Private Wealth, TABLEAUX, Red Tortoise, with shared positions in $IAUM, $IAU, $LHX, $UNP, $DE, $MPC. The full ranking of 25 similar funds is below.

#1BOK Financial Private Wealth, Inc.Active
Notable overlap · 4 shared positions
$IAUM$IAU$LHX$UNP
$1.9B
792 positions
#2TABLEAUX LLCPassive
Notable overlap · 3 shared positions
$IAUM$DE$MPC
$238M
120 positions
#3Red Tortoise LLC
Some overlap · 4 shared positions
$IAUM$YMM$MPC$APP
$240M
591 positions
#4Permanens Capital L.P.Active
Some overlap · 4 shared positions
$IAUM$IAU$COP$ASML
$972M
100 positions
#5Cushing Capital Partners, LLCPassive
Some overlap · 3 shared positions
$IAUM$IAU$PSX
$145M
99 positions
#6Upper Left Wealth Management, LLCActive
Some overlap · 3 shared positions
$IAUM$IAU$DE
$180M
73 positions
#7Firestone Capital ManagementActive
Some overlap · 3 shared positions
$IAUM$IAU$UNP
$537M
168 positions
#8Versant Capital Management, IncPassive
Some overlap · 3 shared positions
$IAUM$IAU$ASML
$1.1B
2,745 positions
#9Ariston Services GroupActive
Some overlap · 4 shared positions
$SPCX$IAU$COP$DE
$181M
70 positions
#10FDx Advisors, Inc.Passive
Some overlap · 5 shared positions
$IAU$SPCX$ASML$NVS$APP
$332M
179 positions
#11ADKINS SEALE CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$IAU$ASML$COP$PSX$UNP
$112M
236 positions
#12SPINNAKER TRUSTActive
Some overlap · 4 shared positions
$IAU$YMM$ASML$DE
$2.1B
309 positions
#13Parkside Investments, LLCActive
Some overlap · 4 shared positions
$IAU$YMM$COP$UNP
$902M
91 positions
#14Evelyn Partners Asset Management Ltd
Some overlap · 3 shared positions
$IAU$YMM$ASML
$406M
308 positions
#15Greenline Partners, LLCActive
Some overlap · 3 shared positions
$IAUM$IAU$DE
$983M
149 positions
#16Brookwood Investment Group LLCPassive
Slight overlap · 3 shared positions
$IAU$YMM$ASML
$888M
538 positions
#17Stegent Equity Advisors, Inc.Passive
Slight overlap · 5 shared positions
$IAU$COP$PSX$TMUS$NVS
$140M
112 positions
#18Wealth Management Partners, LLCPassive
Slight overlap · 3 shared positions
$IAU$SPCX$ASML
$425M
154 positions
#19China Universal Asset Management Co., Ltd.Passive
Slight overlap · 3 shared positions
$IAU$IAUM$ASML
$1.7B
513 positions
#20RiverGlades Family Offices LLCActive
Slight overlap · 4 shared positions
$IAU$IAUM$NVS$MPC
$218M
108 positions
#21Avid Wealth Partners LLCActive
Slight overlap · 3 shared positions
$IAU$YMM$ASML
$207M
77 positions
#22BW Gestao de Investimentos Ltda.Active
Slight overlap · 3 shared positions
$SPCX$ASML$YMM
$5.1B
307 positions
#23FIRST AMERICAN TRUST, FSBPassive
Slight overlap · 3 shared positions
$IAU$ASML$COP
$1.7B
307 positions
#24Generation Capital Management LLCPassive
Slight overlap · 3 shared positions
$SPCX$IAU$UNP
$163M
83 positions
#25FLYWHEEL PRIVATE WEALTH LLCActive
Slight overlap · 4 shared positions
$IAU$ASML$PSX$NVS
$203M
109 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.