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Hedge Funds Similar to Legacy Advisors

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

Legacy Advisors, LLC is an institutional investor managing $1.1B across 337 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 Legacy Advisors are DC Investments, Objectivity Squared, Gs Investments, with shared positions in $MDY, $UBER, $MELI, $ASML, $EPD, $APH. The full ranking of 25 similar funds is below.

#1DC Investments Management, LLCActive
Some overlap · 4 shared positions
$MDY$UBER$MELI$ASML
$293M
55 positions
#2Objectivity Squared, LLCActive
Some overlap · 5 shared positions
$UBER$MDY$EPD$APH$ASML
$178M
56 positions
#3Gs Investments, Inc.Passive
Some overlap · 3 shared positions
$MTZ$UBER$WMB
$138M
133 positions
#4Canopy Partners, LLCPassive
Some overlap · 4 shared positions
$MDY$APH$PNC$ASML
$332M
256 positions
#5WEST PACES ADVISORS INC.Active
Some overlap · 4 shared positions
$MDY$MCD$PNC$WMB
$596M
765 positions
#6Powerhouse Assets LLCSmart money
Some overlap · 3 shared positions
$MDY$MCD$APH
$123M
57 positions
#7COMMUNITY TRUST & INVESTMENT COActive
Some overlap · 3 shared positions
$MTZ$UBER$APH
$1.9B
144 positions
#8Gavilan Investment Partners LLCActive
Some overlap · 4 shared positions
$UBER$RBLX$MELI$ASML
$411M
15 positions
#9Hyperion Capital Advisors LPActive
Some overlap · 3 shared positions
$VERX$RBLX$EPD
$222M
67 positions
#10FIDUCIENT ADVISORS LLCActive
Some overlap · 3 shared positions
$UBER$MDY$EPD
$698M
153 positions
#11Volterra Technologies LPPassive
Some overlap · 4 shared positions
$UBER$MCD$RBLX$PNC
$694M
303 positions
#12WASHINGTON TRUST CoPassive
Some overlap · 3 shared positions
$MDY$UBER$ASML
$3.2B
296 positions
#13Veracity Capital LLCPassive
Some overlap · 4 shared positions
$MDY$MTZ$ASML$WMB
$370M
223 positions
#14G&S Capital LLCPassive
Some overlap · 3 shared positions
$MDY$MCD$WMB
$345M
155 positions
#15TKG Advisors, LLCPassive
Some overlap · 3 shared positions
$MDY$MCD$WMB
$288M
94 positions
#16Ahara Advisors LLCActive
Some overlap · 4 shared positions
$UBER$RBLX$MELI$ASML
$152M
56 positions
#17Portland Global Advisors LLCActive
Some overlap · 3 shared positions
$MDY$MELI$APH
$1.1B
154 positions
#18Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.PActive
Some overlap · 3 shared positions
$MDY$APH$WMB
$849M
165 positions
#19Asio Capital, LLCActive
Some overlap · 4 shared positions
$UBER$APH$MELI$ASML
$781M
109 positions
#20SHELTON WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$UBER$APH$MELI$ASML
$255M
144 positions
#21Lansing Street AdvisorsActive
Some overlap · 3 shared positions
$MTZ$MCD$ASML
$472M
167 positions
#22Bell Asset Management LtdPassive
Some overlap · 4 shared positions
$UBER$MCD$APH$MELI
$375M
63 positions
#23Disciplined Investments, LLCPassive
Some overlap · 3 shared positions
$MDY$EPD$WMB
$310M
144 positions
#24OFS Enterprise LLCActive
Some overlap · 3 shared positions
$MDY$MCD$PNC
$392M
106 positions
#25VIRTUE ASSET MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$MDY$UBER$ASML
$142M
108 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.