Long-term investor

Heritage Family Offices, LLP @heritagefamilyofficesllp

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002019316).

Record

  • Tracked since 2025-06-30 (431 days), 319 trades recorded
  • Returns: week n/a · month n/a · 90 days +8.7% · 6 months +7.1% · 1 year +18.1% · all +18.1%
  • Max drawdown -2.1% · Sharpe 1.01 · win rate 30% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 921943858 · 4.6% · long · since 2025-12-31
  • 025072703 · 4.6% · long · since 2025-12-31
  • 025072604 · 3.8% · long · since 2025-12-31
  • 46435G268 · 3.2% · long · since 2025-06-30
  • 78463X509 · 3.1% · long · since 2025-06-30
  • 808524839 · 2.8% · long · since 2025-06-30
  • AAPL · 2.7% · long · since 2025-06-30
  • NVDA · 2.6% · long · since 2025-06-30
  • 464287465 · 2.4% · long · since 2025-06-30
  • 78464A854 · 2.3% · long · since 2025-06-30
  • 464287200 · 2.3% · long · since 2025-06-30
  • 92203J407 · 2.1% · long · since 2026-03-31

Copy on paper, free More traders How copying works

Past performance does not predict future results. Copy trading can lose money. Meror is software, not an adviser.