How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Legacy Private

13F Portfolio OverlapQ1 2026Legacy Private portfolio →

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Most similar hedge funds by 13F overlap

Legacy Private Trust Co. is an institutional investor managing $1.6B across 260 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Legacy Private are Cynosure ,, Northwest Financial Advisors, PRING TURNER GROUP, with shared positions in $JHG, $BRZE, $WFC, $UNP, $GE, $AGQ. The full ranking of 25 similar funds is below.

#1Cynosure Management, LLCActive

Some overlap · 5 shared positions

$JHG $BRZE $WFC $UNP $GE

$800M

198 positions

#2Northwest Financial AdvisorsPassive

Some overlap · 4 shared positions

$JHG $BRZE $AGQ $GE

$52M

66 positions

#3PRING TURNER CAPITAL GROUP INCPassive

Some overlap · 7 shared positions

$AGQ $WFC $UNP $MCK $GE $TXN

$166M

72 positions

#4Haverford Trust CoActive

Some overlap · 6 shared positions

$JHG $MCK $BRZE $TXN $LOW $TMO

$10.9B

419 positions

#5GENESIS PRIVATE WEALTH, LLCPassive

Some overlap · 4 shared positions

$JHG $BRZE $TXN $GE

$318M

182 positions

#6Magnolia Private Wealth, LLCPassive

Some overlap · 4 shared positions

$JHG $BRZE $TXN $GE

$150M

134 positions

#7New England Private Wealth Advisors LLCActive

Some overlap · 4 shared positions

$JHG $BRZE $AGQ $COP

$866M

194 positions

#8Value Investment Professionals, LLCPassive

Some overlap · 3 shared positions

$JHG $BRZE $MCK

$89M

81 positions

#9MACROVIEW INVESTMENT MANAGEMENT LLCPassive

Some overlap · 4 shared positions

$JHG $BRZE $AGQ $UNP

$144M

99 positions

#10Seed Wealth Management, Inc.Active

Some overlap · 3 shared positions

$JHG $BRZE $MCK

$145M

98 positions

#11Stirlingshire Investments, Inc.Passive

Some overlap · 5 shared positions

$JHG $LEN $GE $AGQ $COP

$114M

196 positions

#12Obermeyer Wealth PartnersPassive

Some overlap · 3 shared positions

$JHG $BRZE $TXN

$2.2B

299 positions

#13LifeWealth Investments, LLCPassive

Some overlap · 4 shared positions

$JHG $BRZE $COP $GE

$335M

141 positions

#14Paladin Wealth, LLCPassive

Some overlap · 5 shared positions

$JHG $AGQ $LOW $COP $TMO

$145M

125 positions

#15Fire Capital Management LLCPassive

Some overlap · 4 shared positions

$BRZE $JHG $UNP $TMO

$214M

108 positions

#16Towneley Capital Management, Inc / DESmart money

Some overlap · 3 shared positions

$JHG $BRZE $COP

$478M

42 positions

#17Dogwood Wealth Management LLCPassive

Some overlap · 4 shared positions

$JHG $LEN $AGQ $GE

$230M

860 positions

#18VISTA INVESTMENT MANAGEMENTPassive

Some overlap · 5 shared positions

$JHG $WFC $LOW $COP $TMO

$301M

176 positions

#19Atlantic Edge Private Wealth Management, LLCPassive

Some overlap · 5 shared positions

$JHG $MCK $LOW $COP $TMO

$407M

601 positions

#20KG&L Capital Management,LLCPassive

Some overlap · 4 shared positions

$JHG $UNP $MCK $GE

$139M

123 positions

#21Medallion Wealth Advisors, LLCPassive

Some overlap · 3 shared positions

$JHG $BRZE $UNP

$306M

1,121 positions

#22BROWN WEALTH MANAGEMENT, LLCActive

Some overlap · 3 shared positions

$JHG $LEN $AGQ

$389M

116 positions

#23Mesirow Financial Investment Management, Inc.Active

Some overlap · 6 shared positions

$BRZE $UNP $LOW $COP $LIN $TMO

$6.2B

517 positions

#24NBZ Investment Advisors LLCActive

Some overlap · 3 shared positions

$JHG $LEN $WFC

$229M

73 positions

#25VIAWEALTH, LLCPassive

Some overlap · 4 shared positions

$JHG $AGQ $TXN $COP

$180M

159 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.