Hedge Funds Similar to Heirloom Wealth

13F Portfolio OverlapQ2 2026Heirloom Wealth portfolio →

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Most similar hedge funds by 13F overlap

Heirloom Wealth Management is an institutional investor managing $690M across 61 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 Heirloom Wealth are C WorldWide Group Holding A/S, Night Squared, ZEVIN ASSET, with shared positions in $LIN, $RSG, $PH, $MELI, $VRTX, $ASML. The full ranking of 25 similar funds is below.

#1C WorldWide Group Holding A/SActive

Notable overlap · 5 shared positions

$LIN $RSG $PH $MELI $VRTX

$4.1B

97 positions

#2Night Squared LPPassive

Notable overlap · 4 shared positions

$RSG $PH $ASML $ANET

$930M

69 positions

#3ZEVIN ASSET MANAGEMENT LLCPassive

Notable overlap · 5 shared positions

$ASML $MELI $LIN $AZN $ACN

$713M

97 positions

#4EDGEWOOD MANAGEMENT LLCActive

Notable overlap · 3 shared positions

$ASML $VRTX $LIN

$9.7B

90 positions

#5JACOBSON & SCHMITT ADVISORS, LLCPassive

Notable overlap · 3 shared positions

$ASML $MELI $LIN

$612M

81 positions

#6JOHNSTON ASSET MANAGEMENT CORPActive

Notable overlap · 3 shared positions

$ASML $MELI $VRTX

$2.9B

77 positions

#7GUYASUTA INVESTMENT ADVISORS INCActive

Notable overlap · 3 shared positions

$RSG $ASML $LIN

$1.9B

276 positions

#8WCM INVESTMENT MANAGEMENT, LLCActive

Notable overlap · 3 shared positions

$ASML $LIN $VRTX

$55.2B

266 positions

#9Phraction Management LLCActive

Notable overlap · 3 shared positions

$ASML $LIN $EPD

$596M

66 positions

#10HENDLEY & CO INCActive

Notable overlap · 3 shared positions

$283M

47 positions

#11Miller Capital Partners, Inc.Active

Notable overlap · 3 shared positions

$257M

258 positions

#12CAISSE DES DEPOTS ET CONSIGNATIONSActive

Notable overlap · 3 shared positions

$5.9B

235 positions

#13WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive

Notable overlap · 3 shared positions

$ASML $AZN $ACN

$2.1B

131 positions

#14SCOPUS ASSET MANAGEMENT, L.P.Passive

Notable overlap · 3 shared positions

$7.1B

265 positions

#15Karras Company, Inc.Active

Notable overlap · 5 shared positions

$ASML $AZN $LIN $EPD $ACN

$110M

61 positions

#16Saturna Capital CORPActive

Some overlap · 3 shared positions

$ASML $AZN $LIN

$8.2B

140 positions

#17KIRTLAND HILLS CAPITAL MANAGEMENT, LLCPassive

Some overlap · 5 shared positions

$ASML $PH $MELI $LIN $RSG

$351M

166 positions

#18FIGURE 8 INVESTMENT STRATEGIES LLCPassive

Some overlap · 4 shared positions

$ASML $LIN $AZN $MELI

$118M

56 positions

#19CHANNEL WEALTH LLCPassive

Some overlap · 4 shared positions

$ASML $MELI $AZN $LIN

$446M

188 positions

#20Ayrshire Capital Management LLCPassive

Some overlap · 3 shared positions

$LIN $RSG $ANET

$214M

50 positions

#21AMF Tjanstepension ABActive

Some overlap · 4 shared positions

$LIN $PH $MELI $VRTX

$16.9B

121 positions

#22Capital Group Investment Management Pte. Ltd.Passive

Some overlap · 5 shared positions

$AZN $VRTX $ASML $LIN $MELI

$664M

143 positions

#23Orion Investment CoActive

Some overlap · 3 shared positions

$343M

73 positions

#24CAPITAL INTERNATIONAL LTD /CA/Active

Some overlap · 5 shared positions

$AZN $VRTX $ASML $LIN $MELI

$3.1B

150 positions

#25Pictet North America Advisors SAActive

Some overlap · 3 shared positions

$AZN $MELI $ASML

$1.1B

154 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.