Hedge Funds Similar to Heritage Wealth Advisors

13F Portfolio OverlapQ2 2026Heritage Wealth Advisors portfolio →

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Most similar hedge funds by 13F overlap

Heritage Wealth Advisors is an institutional investor managing $2.9B across 703 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 Wealth Advisors are Hubbell Strickland Wealth, Evanson Asset, Evanson Financial, with shared positions in $PHYS, $DOV, $MCD, $PM, $EPD, $UNP. The full ranking of 25 similar funds is below.

#1Hubbell Strickland Wealth Management, LLCSmart money

Notable overlap · 4 shared positions

$PHYS $DOV $MCD $PM

$277M

87 positions

#2Evanson Asset Management, LLC

Notable overlap · 4 shared positions

$PHYS $DOV $EPD $MCD

$1.9B

321 positions

#3Evanson Financial, LLCPassive

Notable overlap · 4 shared positions

$PHYS $DOV $EPD $PM

$2.0B

325 positions

#4MACROVIEW INVESTMENT MANAGEMENT LLCPassive

Notable overlap · 4 shared positions

$PHYS $DOV $UNP $GLDM

$162M

106 positions

#53EDGE Asset Management, LPActive

Notable overlap · 3 shared positions

$PHYS $DOV $GLDM

$2.2B

94 positions

#6TrustWell Financial Advisors, LLCActive

Notable overlap · 3 shared positions

$PHYS $DOV $CSX

$118M

78 positions

#7SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLCActive

Notable overlap · 3 shared positions

$524M

174 positions

#8Entruity Wealth, LLCActive

Notable overlap · 3 shared positions

$PHYS $UNP $GLDM

$155M

54 positions

#9WEALTHCARE CAPITAL MANAGEMENT LLCSmart money

Notable overlap · 3 shared positions

$PHYS $PM $GLDM

$1.1B

105 positions

#10Meixler Investment Management, Ltd.Passive

Notable overlap · 3 shared positions

$PHYS $EPD $LOW

$181M

90 positions

#11Pekin Hardy Strauss, Inc.Passive

Notable overlap · 3 shared positions

$PHYS $EPD $MUFG

$1.1B

511 positions

#12O'Brien Greene & Co. IncPassive

Notable overlap · 3 shared positions

$PHYS $UNP $WMB

$362M

141 positions

#13ALONGSIDE, LLCPassive

Notable overlap · 3 shared positions

$525M

190 positions

#1449 WEALTH MANAGEMENT, LLCPassive

Notable overlap · 3 shared positions

$524M

189 positions

#15Elevate Capital Advisors, LLCPassive

Notable overlap · 3 shared positions

$182M

77 positions

#16Slocum, Gordon & Co LLPPassive

Some overlap · 5 shared positions

$DUK $COP $MCD $WMB $UNP

$151M

70 positions

#17MCDONALD CAPITAL INVESTORS INC/CASmart money

Some overlap · 3 shared positions

$1.4B

20 positions

#18HAMEL ASSOCIATES, INC.Passive

Some overlap · 4 shared positions

$COP $UNP $MCD $DUK

$363M

92 positions

#19Parkside Investments, LLCActive

Some overlap · 3 shared positions

$902M

91 positions

#20R.H. Investment Group, LLCActive

Some overlap · 5 shared positions

$COP $UNP $MCD $EPD $PM

$133M

47 positions

#21Adalta Capital Management LLCPassive

Some overlap · 4 shared positions

$BN $UNP $DUK $MKL

$228M

103 positions

#22CENTRAL TRUST CoPassive

Some overlap · 4 shared positions

$PHYS $UNP $MCD $PM

$5.5B

1,568 positions

#23Rinkey InvestmentsActive

Some overlap · 5 shared positions

$BN $PGR $DOV $MO $CSX

$425M

128 positions

#24Partners Group Holding AGActive

Some overlap · 4 shared positions

$BN $UNP $WMB $CSX

$1.5B

52 positions

#25REBALANCE, LLCSmart money

Some overlap · 3 shared positions

$PHYS $DOV $LOW

$1.9B

103 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.