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Hedge Funds Similar to HERITAGE INVESTORS

13F Portfolio OverlapQ2 2026HERITAGE INVESTORS portfolio →
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Most similar hedge funds by 13F overlap

HERITAGE INVESTORS MANAGEMENT CORP is an institutional investor managing $3.6B across 257 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 INVESTORS are Henshaw, ABNER HERRMAN & BROCK, First Fiduciary Investment Counsel, with shared positions in $MAR, $AXP, $BLK, $MDY, $CRM, $C. The full ranking of 25 similar funds is below.

#1Henshaw Capital LLCActive
Notable overlap · 10 shared positions
$MAR$AXP$BLK$MDY$CRM$C
$3.1B
160 positions
#2ABNER HERRMAN & BROCK LLCActive
Some overlap · 6 shared positions
$MAR$AXP$MS$C$MCD$BA
$1.1B
111 positions
#3First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 6 shared positions
$MAR$DIS$BLK$EQIX$COF$MCD
$529M
75 positions
#4WINDWARD CAPITAL MANAGEMENT CO /CAActive
Some overlap · 6 shared positions
$MAR$DIS$BLK$CRM$TMO$BA
$1.3B
73 positions
#5Bell & Brown Wealth Advisors, LLCPassive
Some overlap · 7 shared positions
$AXP$DIS$C$FDX$COF$MCD
$330M
73 positions
#6Richwood Investment Advisors, LLCActive
Some overlap · 7 shared positions
$AXP$MS$C$FDX$COF$MCD
$142M
106 positions
#7CDM FINANCIAL COUNSELING SERVICES, INC.Active
Some overlap · 6 shared positions
$MAR$AXP$MDY$TMO$MCD$MS
$116M
77 positions
#8Elevated Financial Group LLCActive
Some overlap · 6 shared positions
$MAR$AXP$BLK$CRM$FDX$SYF
$365M
125 positions
#9LEGACY FINANCIAL INDEPENDENT ADVISORS LLCPassive
Some overlap · 5 shared positions
$MAR$AXP$MLM$COF$DIS
$213M
124 positions
#10BOYAR ASSET MANAGEMENT INC.Active
Some overlap · 6 shared positions
$MAR$DIS$C$AXP$CRM$MCD
$174M
77 positions
#11FRANKLIN STREET ADVISORS INC /NCActive
Some overlap · 6 shared positions
$AXP$DIS$BLK$MLM$TMO$BA
$1.8B
176 positions
#12Pegasus Asset Management, Inc.Passive
Some overlap · 6 shared positions
$MAR$DIS$BLK$MDY$CRM$BA
$351M
75 positions
#13ALBION FINANCIAL GROUP /UTPassive
Some overlap · 6 shared positions
$MS$BLK$C$DIS$TMO$MCD
$1.7B
652 positions
#14Fi3 FINANCIAL ADVISORS, LLCPassive
Some overlap · 7 shared positions
$AXP$BLK$MDY$FDX$COF$DIS
$418M
232 positions
#15Focused Investors LLCActive
Some overlap · 5 shared positions
$AXP$MS$DIS$FDX$MCD
$3.0B
23 positions
#16Hosking Partners LLPActive
Some overlap · 5 shared positions
$AXP$MS$C$SYF$COF
$3.0B
98 positions
#17Kearns & Associates LLCSmart money
Some overlap · 6 shared positions
$AXP$MS$EQIX$TMO$COF$MDY
$214M
41 positions
#18Stonebridge Capital Advisors LLCPassive
Some overlap · 6 shared positions
$BLK$DIS$MAR$TMO$MCD$BA
$1.6B
215 positions
#19DCM Advisors, LLCActive
Some overlap · 5 shared positions
$AXP$MS$DIS$MCD$BA
$253M
38 positions
#20Chesley Taft & Associates LLCActive
Some overlap · 6 shared positions
$AXP$C$COF$TMO$DIS$CRM
$2.6B
369 positions
#21VIKING GLOBAL INVESTORS LPActive
Some overlap · 6 shared positions
$DIS$MS$FDX$TMO$MCD$BA
$35.1B
90 positions
#22BFI Infinity Ltd.Active
Some overlap · 4 shared positions
$MAR$MS$FDX$MCD
$337M
64 positions
#23BEACON INVESTMENT ADVISORS LLCPassive
Some overlap · 4 shared positions
$MAR$AXP$FDX$COF
$318M
178 positions
#24Lincoln Capital LLCActive
Some overlap · 5 shared positions
$MAR$DIS$AXP$MCD$BLK
$562M
137 positions
#25Destination Wealth ManagementPassive
Some overlap · 5 shared positions
$AXP$DIS$COF$TMO$MCD
$4.3B
344 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.