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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. /CA/ is an institutional investor managing $263M across 100 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 Clarus Wealth Advisors, Atlas Private Wealth Advisors, CAMPBELL NEWMAN ASSET, with shared positions in $STT, $PLTR, $QCOM, $TXN, $SYK, $PEP. The full ranking of 25 similar funds is below.

#1Clarus Wealth AdvisorsActive
Some overlap · 3 shared positions
$STT$PLTR$QCOM
$275M
86 positions
#2Atlas Private Wealth AdvisorsActive
Some overlap · 3 shared positions
$STT$PLTR$TXN
$462M
149 positions
#3CAMPBELL NEWMAN ASSET MANAGEMENT INCActive
Some overlap · 5 shared positions
$STT$SYK$PEP$SBUX$TXN
$1.3B
99 positions
#4Aster Capital Management (DIFC) LtdPassive
Some overlap · 5 shared positions
$PLTR$SYK$QCOM$PEP$SBUX
$470M
808 positions
#5VERITY Wealth AdvisorsSmart money
Some overlap · 4 shared positions
$STT$CPNG$QCOM$PEP
$166M
81 positions
#6Compass Wealth Management, LLC/GAActive
Some overlap · 3 shared positions
$STT$PLTR$PEP
$251M
74 positions
#7TOEWS CORP /ADVActive
Some overlap · 3 shared positions
$STT$PLTR$QCOM
$686M
151 positions
#8Foguth Wealth Management, LLC.Active
Some overlap · 4 shared positions
$STT$PLTR$AXON$TXN
$986M
227 positions
#9Walsky Investment Management, Inc.Passive
Some overlap · 4 shared positions
$STT$QCOM$PEP$TXN
$108M
52 positions
#10Van Cleef Asset Management,IncActive
Some overlap · 4 shared positions
$PLTR$SYK$PEP$SBUX
$1.0B
120 positions
#11FARMERS TRUST CO
Some overlap · 3 shared positions
$STT$PLTR$PEP
$637M
203 positions
#12StrongBox Wealth, LLCPassive
Some overlap · 3 shared positions
$STT$PLTR$PEP
$351M
267 positions
#13CONNORS INVESTOR SERVICES INCPassive
Some overlap · 3 shared positions
$PLTR$SYK$PEP
$1.2B
153 positions
#14COLTON GROOME FINANCIAL ADVISORS, LLCActive
Some overlap · 3 shared positions
$STT$QCOM$PEP
$427M
162 positions
#1510Elms LLPActive
Some overlap · 3 shared positions
$STT$QCOM$PEP
$236M
526 positions
#16Friday FinancialActive
Some overlap · 3 shared positions
$STT$PLTR$TXN
$506M
119 positions
#17CWC Advisors, LLC.Passive
Some overlap · 3 shared positions
$STT$QCOM$TXN
$215M
159 positions
#18Financial Engines Advisors L.L.C.Active
Some overlap · 3 shared positions
$STT$PLTR$AXON
$56.3B
552 positions
#19Verity & Verity, LLCActive
Some overlap · 3 shared positions
$STT$PEP$TXN
$1.5B
139 positions
#20Avantax Planning Partners, Inc.Active
Some overlap · 3 shared positions
$STT$PEP$TXN
$4.0B
454 positions
#21Arch Global Advisors, LLCActive
Some overlap · 3 shared positions
$STT$PEP$QCOM
$240M
59 positions
#22ESG Planning DBA Harper InvestingPassive
Some overlap · 3 shared positions
$STT$QCOM$TXN
$323M
86 positions
#23SENTINEL TRUST CO LBASmart money
Some overlap · 3 shared positions
$PLTR$PEP$TXN
$1.1B
136 positions
#24MARK SHEPTOFF FINANCIAL PLANNING, LLCPassive
Some overlap · 3 shared positions
$PLTR$PEP$TXN
$188M
513 positions
#25NTV ASSET MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$PLTR$STT$PEP
$1.1B
331 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.