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Hedge Funds Similar to Heritage Family Offices, LLP

13F Portfolio OverlapQ2 2026Heritage Family Offices, LLP portfolio →
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Most similar hedge funds by 13F overlap

Heritage Family Offices, LLP is an institutional investor managing $259M across 233 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 Family Offices, LLP are Pacific Excel Wealth Advisors, CAMPBELL NEWMAN ASSET, Keebeck Wealth, with shared positions in $BTC, $XPEL, $GLDM, $KLAC, $APH, $WFC. The full ranking of 25 similar funds is below.

#1Pacific Excel Wealth Advisors, Inc.Passive
Substantial overlap · 18 shared positions
$BTC$XPEL$GLDM$KLAC$APH$WFC
$258M
228 positions
#2CAMPBELL NEWMAN ASSET MANAGEMENT INCActive
Notable overlap · 10 shared positions
$KLAC$APH$WFC$ADI$ETN$TXN
$1.3B
99 positions
#3Keebeck Wealth ManagementPassive
Notable overlap · 9 shared positions
$KLAC$APH$TXN$ADI$ETN$STT
$1.0B
471 positions
#4R. W. Roge & Company, Inc.Active
Some overlap · 3 shared positions
$BTC$GLDM$PM
$239M
69 positions
#5Phraction Management LLCActive
Some overlap · 8 shared positions
$WFC$SNPS$ADI$TXN$PM$WMB
$545M
67 positions
#6Strategic Financial Services, Inc.Smart money
Some overlap · 4 shared positions
$GLDM$KLAC$SNPS$MCK
$2.3B
157 positions
#7Apriem AdvisorsActive
Some overlap · 5 shared positions
$GLDM$BTC$KLAC$BA$ETN
$1.2B
182 positions
#8Ascension Capital Advisors, Inc.Active
Some overlap · 5 shared positions
$BTC$GLDM$APH$ETN$LOW
$356M
97 positions
#9Upper Left Wealth Management, LLCActive
Some overlap · 4 shared positions
$BTC$GLDM$STT$IBIT
$193M
68 positions
#10OAK ASSOCIATES LTD /OH/Active
Some overlap · 6 shared positions
$KLAC$APH$SNPS$LOW$STT$MCK
$1.8B
139 positions
#11INVESCO, LLCActive
Some overlap · 5 shared positions
$KLAC$APH$ADI$MCK$TXN
$321M
131 positions
#12Community Financial Services Group, LLCPassive
Some overlap · 6 shared positions
$KLAC$ADI$ETN$APH$EMR$LOW
$655M
539 positions
#13GLOBALT Investments LLC / GAActive
Some overlap · 8 shared positions
$ADI$TXN$EMR$STT$KLAC$ETN
$3.0B
213 positions
#14Parcion Private Wealth LLCPassive
Some overlap · 4 shared positions
$GLDM$KLAC$ETN$STT
$1.8B
529 positions
#15AMICA MUTUAL INSURANCE COActive
Some overlap · 5 shared positions
$KLAC$APH$TXN$PM$STT
$1.2B
142 positions
#16Verde Capital ManagementActive
Some overlap · 3 shared positions
$BTC$SNPS$IBIT
$541M
80 positions
#17Railway Pension Investments LtdActive
Some overlap · 5 shared positions
$KLAC$APH$TXN$MCK$ADI
$8.0B
102 positions
#18Chatterton & Associates Inc.Active
Some overlap · 4 shared positions
$GLDM$KLAC$BA$ETN
$170M
101 positions
#19ShoreHaven Wealth Partners, LLCActive
Some overlap · 3 shared positions
$BTC$GLDM$PM
$326M
102 positions
#20Norway Savings BankPassive
Some overlap · 5 shared positions
$KLAC$APH$ADI$BA$LOW
$244M
103 positions
#21ALKEON CAPITAL MANAGEMENT LLCSmart money
Some overlap · 4 shared positions
$KLAC$APH$SNPS$ADI
$74.1B
109 positions
#22Leelyn Smith, LLCActive
Some overlap · 5 shared positions
$KLAC$ADI$ETN$TXN$BA
$822M
157 positions
#23Alecta Tjanstepension OmsesidigtActive
Some overlap · 5 shared positions
$APH$KLAC$ADI$TXN$SNPS
$23.8B
91 positions
#24Cushing Capital Partners, LLCPassive
Some overlap · 3 shared positions
$BTC$ADI$LOW
$163M
113 positions
#25VALLEY NATIONAL ADVISERS INCPassive
Some overlap · 6 shared positions
$KLAC$ADI$PM$APH$LOW$MCK
$909M
1,715 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.