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Hedge Funds Similar to Legacy Advisors,

13F Portfolio OverlapQ1 2026Legacy Advisors, portfolio →
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Most similar hedge funds by 13F overlap

Legacy Advisors, LLC is an institutional investor managing $848M across 279 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 Advisors, are First Washington, Hyperion Advisors, GABLES, with shared positions in $MTZ, $BRZE, $UBER, $VERX, $AMTM, $RBLX. The full ranking of 25 similar funds is below.

#1First Washington CORPActive
Some overlap · 3 shared positions
$MTZ$BRZE$UBER
$353M
50 positions
#2Hyperion Capital Advisors LPActive
Some overlap · 4 shared positions
$VERX$AMTM$RBLX$EPD
$208M
68 positions
#3GABLES CAPITAL MANAGEMENT INC.Passive
Some overlap · 3 shared positions
$MTZ$KKR$MCD
$236M
472 positions
#4COMMUNITY TRUST & INVESTMENT COActive
Some overlap · 4 shared positions
$MTZ$UBER$KKR$HCA
$1.8B
140 positions
#5Pacific Center for Financial ServicesActive
Some overlap · 3 shared positions
$MDY$BRZE$KKR
$394M
513 positions
#6Cushing Capital Partners, LLCPassive
Some overlap · 4 shared positions
$BRZE$KKR$MDLZ$MCD
$130M
96 positions
#7Infusive Asset Management Inc.Passive
Some overlap · 4 shared positions
$MDLZ$UBER$MCD$MELI
$207M
32 positions
#8Juno Financial Group LLCActive
Some overlap · 4 shared positions
$BRZE$UBER$KKR$FULT
$255M
70 positions
#9Harbour Trust & Investment Management CoActive
Some overlap · 4 shared positions
$MDLZ$MDY$MCD$WMB
$943M
155 positions
#10FLAGSTAR ADVISORS INC.Passive
Some overlap · 3 shared positions
$MDY$BRZE$KKR
$276M
174 positions
#11Gridiron Partners, LLCSmart money
Some overlap · 3 shared positions
$MDY$BRZE$KKR
$164M
47 positions
#12Gs Investments, Inc.Passive
Some overlap · 4 shared positions
$MTZ$UBER$MELI$WMB
$175M
134 positions
#13Runnymede Capital Advisors, Inc.Passive
Some overlap · 3 shared positions
$MDLZ$MDY$KKR
$116M
75 positions
#14Madison Park Capital Advisors, LLCActive
Some overlap · 3 shared positions
$MDY$BRZE$WMB
$127M
62 positions
#15Ballast Rock Private Wealth LLCPassive
Some overlap · 6 shared positions
$BRZE$MCD$KKR$MDLZ$MELI$ET
$181M
177 positions
#16DC Investments Management, LLCActive
Some overlap · 3 shared positions
$MDY$UBER$MELI
$261M
76 positions
#17Marin Bay Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$MDY$MDLZ$MCD
$166M
127 positions
#18BOYAR ASSET MANAGEMENT INC.Passive
Some overlap · 3 shared positions
$MDLZ$UBER$MCD
$176M
78 positions
#19PROSPERITY BANCSHARES INCPassive
Some overlap · 3 shared positions
$BRZE$MDY$KKR
$125M
414 positions
#20ORBA Wealth Advisors, L.L.C.Passive
Some overlap · 4 shared positions
$MDY$KKR$EPD$ET
$84M
65 positions
#21WASHINGTON TRUST CoActive
Slight overlap · 3 shared positions
$MDY$KKR$UBER
$3.0B
281 positions
#22Intelligent Financial StrategiesSmart money
Slight overlap · 4 shared positions
$MDY$BRZE$MCD$MDLZ
$192M
62 positions
#23SEMITAM BONAM LLCActive
Slight overlap · 3 shared positions
$MDY$BRZE$KKR
$122M
44 positions
#24UNION SAVINGS BANKActive
Slight overlap · 3 shared positions
$MDY$KKR$MCD
$228M
320 positions
#25ADIRONDACK TRUST COPassive
Slight overlap · 3 shared positions
$MDY$MDLZ$MCD
$298M
544 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.