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Hedge Funds Similar to Highland Investment Advisors

13F Portfolio OverlapQ2 2026Highland Investment Advisors portfolio →
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Most similar hedge funds by 13F overlap

Highland Investment Advisors LLC is an institutional investor managing $229M across 734 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 Highland Investment Advisors are BRANDYWINE, HOGE FINANCIAL SERVICES, Orcam Financial Group, with shared positions in $DOV, $PM, $MO, $MDLZ, $MCD, $DE. The full ranking of 25 similar funds is below.

#1BRANDYWINE TRUST COSmart money
Substantial overlap · 4 shared positions
$DOV$PM$MO$MDLZ
$621M
33 positions
#2HOGE FINANCIAL SERVICES, LLCActive
Substantial overlap · 3 shared positions
$DOV$MCD$MO
$209M
83 positions
#3Orcam Financial GroupActive
Substantial overlap · 3 shared positions
$DOV$DE$IAU
$205M
105 positions
#4Five Pine Wealth ManagementActive
Substantial overlap · 3 shared positions
$DOV$SLV$IAU
$177M
51 positions
#5Sageworth Trust CoActive
Substantial overlap · 3 shared positions
$DOV$IAU$DHR
$2.5B
127 positions
#6PARTNERS CAPITAL INVESTMENT GROUP, LLPActive
Substantial overlap · 3 shared positions
$DOV$DE$IAU
$2.8B
186 positions
#7Noble Wealth Partners LLCPassive
Substantial overlap · 3 shared positions
$DOV$PM$MO
$115M
76 positions
#8Intelligent Financial StrategiesSmart money
Substantial overlap · 5 shared positions
$DOV$MCD$PM$PHYS$MDLZ
$208M
60 positions
#93EDGE Asset Management, LPActive
Substantial overlap · 3 shared positions
$DOV$PHYS$IAU
$2.2B
94 positions
#10American National Bank of TexasActive
Substantial overlap · 3 shared positions
$DOV$PM$MCD
$110M
56 positions
#11Catalyst Investment Management LLCPassive
Notable overlap · 3 shared positions
$DOV$DE$IAU
$110M
73 positions
#12Luminist Capital LLCActive
Notable overlap · 3 shared positions
$DOV$SLV$MCD
$89M
418 positions
#13TSG Advice Partners, LLC
Notable overlap · 3 shared positions
$DOV$MCD$PM
$667M
135 positions
#14Wealth Management NebraskaSmart money
Notable overlap · 4 shared positions
$DOV$PM$DE$MDLZ
$1.1B
106 positions
#15PLANNING DIRECTIONS INCActive
Notable overlap · 3 shared positions
$DOV$MCD$DE
$216M
110 positions
#16Vantage Point Financial LLCPassive
Notable overlap · 5 shared positions
$DOV$SLV$MCD$MO$IAU
$328M
188 positions
#17Bernardo Wealth Planning LLCActive
Notable overlap · 3 shared positions
$DOV$PM$MCD
$585M
139 positions
#1849 WEALTH MANAGEMENT, LLCPassive
Notable overlap · 4 shared positions
$DOV$PHYS$PM$WEC
$524M
189 positions
#19ALONGSIDE, LLCPassive
Notable overlap · 4 shared positions
$DOV$PHYS$PM$WEC
$525M
190 positions
#20Weil Company, Inc.Passive
Notable overlap · 3 shared positions
$DOV$MCD$IAU
$568M
133 positions
#21Silver Coast Investments LLCActive
Notable overlap · 3 shared positions
$DOV$DE$MO
$336M
121 positions
#22CINCINNATI CASUALTY COSmart money
Notable overlap · 3 shared positions
$DOV$WEC$ADI
$188M
24 positions
#23Newton One Investments LLCActive
Notable overlap · 4 shared positions
$DOV$PM$MCD$DE
$397M
146 positions
#24AA Financial Advisors, LLCPassive
Notable overlap · 3 shared positions
$DOV$PM$MCD
$832M
230 positions
#25Albar Capital Partners LLPActive
Notable overlap · 3 shared positions
$DOV$CTVA$ADI
$767M
38 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.