What hedge funds are most similar to Legacy Financial Strategies, LLC?

The funds with the most similar 13F portfolios to Legacy Financial Strategies, LLC are PENINSULA ASSET, MATTERN, Cushing Partners, based on overlapping conviction holdings in the latest SEC filings.

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 Financial Strategies

13F Portfolio OverlapQ3 2026Legacy Financial Strategies portfolio →

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Most similar hedge funds by 13F overlap

Legacy Financial Strategies, LLC is an institutional investor managing $615M across 145 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Legacy Financial Strategies are PENINSULA ASSET, MATTERN, Cushing Partners, with shared positions in $AFL, $SHW, $NEE, $NDSN, $CTAS, $GWW. The full ranking of 25 similar funds is below.

#1PENINSULA ASSET MANAGEMENT INCActive

Substantial overlap · 13 shared positions

$AFL $SHW $NEE $NDSN $CTAS $GWW

$209M

54 positions

#2MATTERN CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 11 shared positions

$GWW $AFL $LIN $LOW $NEE $ADP

$857M

166 positions

#3Cushing Capital Partners, LLCPassive

Notable overlap · 10 shared positions

$CTAS $GWW $ADP $LOW $NEE $AFL

$163M

113 positions

#4Somerset Trust CoPassive

Notable overlap · 8 shared positions

$AFL $NEE $LIN $LOW $ADP $MCD

$354M

186 positions

#5DEARBORN PARTNERS LLCPassive

Notable overlap · 9 shared positions

$ATO $SHW $ADP $MCD $ABT $ECL

$1.8B

269 positions

#6COMPASS CAPITAL MANAGEMENT, INCActive

Notable overlap · 7 shared positions

$LIN $SHW $CTAS $FAST $ADP $ITW

$1.7B

91 positions

#7ALBERT D MASON INCPassive

Notable overlap · 7 shared positions

$LIN $ATO $GWW $SHW $MCD $ADP

$176M

139 positions

#8Kinloch Capital, LLCPassive

Notable overlap · 6 shared positions

$CINF $AFL $ATO $NEE $ADP $NUE

$274M

79 positions

#9TOTH FINANCIAL ADVISORY CORPPassive

Notable overlap · 8 shared positions

$GWW $SHW $ECL $AFL $LOW $FAST

$1.0B

1,024 positions

#10Liberty Capital Management, Inc.Passive

Notable overlap · 7 shared positions

$AFL $CTAS $FAST $ECL $MCD $ITW

$582M

184 positions

#11Sound Financial Strategies Group, LLCActive

Notable overlap · 8 shared positions

$LIN $NEE $NUE $MCD $GWW $CINF

$157M

121 positions

#12MATHER GROUP, LLC.Active

Notable overlap · 9 shared positions

$MCD $CINF $ADP $AFL $FAST $ABT

$11.8B

2,251 positions

#13Tandem Investment Advisors, Inc.Passive

Notable overlap · 7 shared positions

$NEE $JKHY $CTAS $MCD $BRO $ABT

$1.5B

68 positions

#14JGP Wealth Management, LLCActive

Notable overlap · 7 shared positions

$NEE $GWW $LOW $ADP $AFL $ITW

$1.1B

242 positions

#15S.E.E.D. Planning Group LLCPassive

Notable overlap · 6 shared positions

$LIN $SHW $NEE $LOW $ADP $FAST

$408M

98 positions

#16CFS Investment Advisory Services, LLCPassive

Notable overlap · 9 shared positions

$GWW $CTAS $LIN $AFL $NUE $NEE

$1.5B

361 positions

#17Financial & Tax Architects, LLCPassive

Notable overlap · 6 shared positions

$SHW $NEE $LOW $ADP $MCD $ABT

$486M

109 positions

#18CARDEROCK CAPITAL MANAGEMENT INCPassive

Notable overlap · 6 shared positions

$SHW $LIN $GWW $CTAS $ADP $ITW

$435M

70 positions

#19BOSTON RESEARCH & MANAGEMENT INCPassive

Notable overlap · 6 shared positions

$LIN $NEE $FAST $LOW $MCD $ABT

$453M

121 positions

#20Nicholson Wealth Management Group, LLCPassive

Notable overlap · 7 shared positions

$GWW $LIN $AFL $NEE $ATO $SHW

$170M

111 positions

#21First Long Island Investors, LLCActive

Notable overlap · 7 shared positions

$FAST $ADP $LOW $ABT $NEE $ITW

$1.4B

73 positions

#22Loudon Investment Management, LLCPassive

Notable overlap · 6 shared positions

$NEE $LOW $FAST $ADP $ITW $ABT

$204M

95 positions

#23Stokes Capital Advisors, LLCPassive

Notable overlap · 6 shared positions

$SHW $NEE $LIN $MCD $ADP $ABT

$455M

118 positions

#24SECURITY NATIONAL BANK OF SO DAKPassive

Notable overlap · 6 shared positions

$AFL $LIN $NUE $ADP $ABT $ITW

$217M

287 positions

#25Brendel Financial Advisors LLCPassive

Notable overlap · 5 shared positions

$SHW $NEE $NDSN $CTAS $PLTR

$216M

101 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.