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Hedge Funds Similar to Heritage Wealth

13F Portfolio OverlapQ2 2026Heritage Wealth portfolio →
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Most similar hedge funds by 13F overlap

Heritage Wealth Management, Inc. is an institutional investor managing $401M across 272 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 are OneAscent Wealth, Flagstone Financial, DMKC Advisory Services, with shared positions in $USB, $KLAC, $VLO, $CB, $T, $DE. The full ranking of 25 similar funds is below.

#1OneAscent Wealth Management LLCActive
Notable overlap · 5 shared positions
$USB$KLAC$VLO$CB$T
$336M
169 positions
#2Flagstone Financial ManagementSmart money
Notable overlap · 5 shared positions
$USB$DE$ETN$VLO$PM
$447M
77 positions
#3DMKC Advisory Services, LLCActive
Some overlap · 4 shared positions
$USB$ALL$DE$ETN
$530M
92 positions
#4Eliot Finkel Investment Counsel, LLCActive
Some overlap · 6 shared positions
$USB$ADI$DE$ETN$MCD$DUK
$214M
33 positions
#5Keystone Financial Planning, Inc.Active
Some overlap · 4 shared positions
$USB$MCD$PM$T
$388M
39 positions
#6DAVIS SELECTED ADVISERSActive
Some overlap · 3 shared positions
$USB$CB$COP
$23.3B
112 positions
#7Weitzel Financial Services, Inc.Active
Some overlap · 3 shared positions
$USB$DE$ETN
$294M
51 positions
#8MORTON COMMUNITY BANKPassive
Some overlap · 7 shared positions
$ALL$USB$DE$ETN$PM$COP
$491M
120 positions
#9VAUGHAN DAVID INVESTMENTS LLC/ILActive
Some overlap · 7 shared positions
$ALL$USB$DE$ETN$PM$COP
$5.0B
245 positions
#10R.H. Investment Group, LLCActive
Some overlap · 4 shared positions
$USB$MCD$PM$COP
$133M
47 positions
#11Banco de Sabadell, S.APassive
Some overlap · 5 shared positions
$USB$VLO$ADI$ETN$MCD
$170M
61 positions
#12REIK & CO., LLCSmart money
Some overlap · 3 shared positions
$USB$CTAS$ADI
$384M
60 positions
#13Kentucky Trust CoPassive
Some overlap · 3 shared positions
$USB$DUK$T
$208M
316 positions
#14Paradigm Capital Management, LLC/NVActive
Some overlap · 6 shared positions
$USB$MCD$ETN$PM$DUK$T
$116M
65 positions
#15LCNB CORPPassive
Some overlap · 6 shared positions
$CINF$USB$DE$ETN$ADI$DUK
$326M
184 positions
#16Lakeside Advisors, INC.Active
Some overlap · 4 shared positions
$USB$CB$MCD$T
$159M
65 positions
#17CINCINNATI INSURANCE COActive
Some overlap · 5 shared positions
$USB$VLO$ADI$MCD$DUK
$6.9B
64 positions
#18FIDUCIARY ADVISORS, INC.Active
Some overlap · 3 shared positions
$USB$DE$COP
$149M
155 positions
#19OLD REPUBLIC INTERNATIONAL CORPActive
Some overlap · 5 shared positions
$CINF$VLO$ETN$MCD$DUK
$2.7B
54 positions
#20Signet Investment Advisory Group, Inc.Passive
Some overlap · 4 shared positions
$USB$ETN$MCD$COP
$227M
73 positions
#21Summit Financial Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$USB$VLO$ETN$PM$T
$782M
225 positions
#22Farmers National BankPassive
Some overlap · 6 shared positions
$ALL$ADI$ETN$MCD$DUK$T
$479M
180 positions
#23RE ADVISERS CORPActive
Some overlap · 5 shared positions
$ALL$CB$DE$ETN$COP
$4.0B
124 positions
#24Integras Partners LLCPassive
Some overlap · 3 shared positions
$USB$MCD$DUK
$181M
100 positions
#25S Harris Financial Group, LLCActive
Some overlap · 5 shared positions
$ALL$KLAC$VLO$DE$ETN
$129M
124 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.