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Hedge Funds Similar to Heritage Wealth , /Texas

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

Heritage Wealth Management, Inc./Texas is an institutional investor managing $260M across 44 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 , /Texas are Boothe Investment Group, Socorro Asset, Nan Shan Life Insurance , Ltd., with shared positions in $PFE, $SLB, $BDJ, $SPGI, $SO, $TRGP. The full ranking of 7 similar funds is below.

#1Boothe Investment Group, Inc.Active
Notable overlap · 3 shared positions
$PFE$SLB$BDJ
$317M
38 positions
#2Socorro Asset Management LPActive
Notable overlap · 3 shared positions
$PFE$SLB$SPGI
$223M
33 positions
#3Nan Shan Life Insurance Co., Ltd.Active
Some overlap · 3 shared positions
$PFE$SPGI$SLB
$3.2B
82 positions
#4Ruffer LLPPassive
Some overlap · 3 shared positions
$SLB$SPGI$PFE
$2.8B
187 positions
#5First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 3 shared positions
$SO$SLB$PFE
$529M
75 positions
#6Artesa Financial Group, LLCActive
Slight overlap · 3 shared positions
$TRGP$PFE$SO
$117M
62 positions
#7Disciplina Capital Management LLCSmart money
Slight overlap · 3 shared positions
$TRGP$SPGI$SLB
$968M
68 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.