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 Family Legacy,

13F Portfolio OverlapQ1 2026Family Legacy, portfolio →

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Most similar hedge funds by 13F overlap

Family Legacy, Inc. is an institutional investor managing $333M across 124 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 Family Legacy, are Greystone Financial Group,, JAMISON PRIVATE WEALTH ,, Vertrix Wealth ,, with shared positions in $DUK, $KO, $LOW, $LMT, $AMGN, $SNOW. The full ranking of 25 similar funds is below.

#1Greystone Financial Group, LLCPassive

Notable overlap · 8 shared positions

$DUK $KO $LOW $LMT $AMGN $SNOW

$353M

78 positions

#2JAMISON PRIVATE WEALTH MANAGEMENT, INC.Passive

Notable overlap · 9 shared positions

$AMAT $VMC $LMT $KO $AMGN $SO

$822M

214 positions

#3Vertrix Wealth Management, LLCPassive

Notable overlap · 8 shared positions

$DUK $LOW $LMT $AMGN $SNOW $KO

$272M

95 positions

#4Hudson Canyon Capital ManagementPassive

Notable overlap · 8 shared positions

$AMAT $AMGN $DE $MS $KO $GE

$163M

52 positions

#5EDGAR LOMAX CO/VAActive

Notable overlap · 7 shared positions

$DUK $KO $LMT $MS $AMGN $SO

$1.4B

56 positions

#6TRUSTCO BANK CORP N YActive

Notable overlap · 6 shared positions

$AMAT $GEV $KO $LOW $GE $SO

$113M

71 positions

#7Eliot Finkel Investment Counsel, LLCActive

Notable overlap · 5 shared positions

$AMAT $DUK $LMT $AMGN $DE

$184M

32 positions

#8InTrack Investment Management IncPassive

Notable overlap · 6 shared positions

$NKE $AMAT $DUK $SNOW $WM $LOW

$175M

108 positions

#9Hershey Financial Advisers, LLCPassive

Notable overlap · 5 shared positions

$AMAT $GEV $APP $SNOW $SCHW

$116M

80 positions

#10MOODY LYNN & LIEBERSON, LLCActive

Notable overlap · 7 shared positions

$GEV $MS $NOC $KO $WM $SO

$1.8B

250 positions

#11MATRIX ASSET ADVISORS INC/NYActive

Notable overlap · 6 shared positions

$AMAT $LMT $LOW $AMGN $MS $NKE

$1.1B

105 positions

#12CapWealth Advisors, LLCActive

Notable overlap · 5 shared positions

$GEV $DUK $AMGN $KO $GE

$1.3B

118 positions

#13TANDEM CAPITAL MANAGEMENT CORP /ADVPassive

Notable overlap · 5 shared positions

$AMAT $GEV $GE $SCHW $WM

$200M

110 positions

#14Talbot Financial, LLCActive

Notable overlap · 5 shared positions

$AMAT $GEV $AMGN $NOC $SCHW

$1.2B

66 positions

#15Aull & Monroe Investment Management CorpPassive

Notable overlap · 6 shared positions

$DUK $AMGN $DE $SO $WM $LMT

$215M

125 positions

#16FourThought Financial Partners, LLCPassive

Notable overlap · 6 shared positions

$LMT $LOW $MS $NOC $AMAT $AMGN

$1.2B

384 positions

#17Colonial Trust Co / SCPassive

Some overlap · 8 shared positions

$AMAT $MS $DUK $WM $KO $SCHW

$735M

1,135 positions

#18CULLINAN ASSOCIATES INCActive

Some overlap · 7 shared positions

$KO $AMAT $LOW $DE $LMT $SO

$1.2B

207 positions

#19CONNORS INVESTOR SERVICES INCActive

Some overlap · 6 shared positions

$LOW $DUK $MS $KO $SCHW $WM

$1.1B

149 positions

#20Colonial Trust AdvisorsPassive

Some overlap · 7 shared positions

$AMAT $DUK $MS $WM $KO $DE

$1.3B

726 positions

#21Mendel Money ManagementPassive

Some overlap · 5 shared positions

$GEV $LOW $DUK $DE $MS

$239M

137 positions

#22Roxbury Financial LLCPassive

Some overlap · 6 shared positions

$LOW $LMT $DUK $KO $MS $AMGN

$111M

392 positions

#23Belleair Asset Management, LLCActive

Some overlap · 6 shared positions

$NKE $LOW $WM $DE $DUK $SO

$110M

77 positions

#24Stillwater Wealth Management GroupPassive

Some overlap · 6 shared positions

$KO $LMT $AMGN $MS $WM $NOC

$162M

77 positions

#25SageGuard Financial Group, LLCPassive

Some overlap · 5 shared positions

$DUK $KO $LMT $GE $WM

$646M

196 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.