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Hedge Funds Similar to Legacy Financial Strategies,

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

Legacy Financial Strategies, LLC is an institutional investor managing $554M across 140 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 Financial Strategies, are PENINSULA ASSET, Retirement Systems, JGP Wealth ,, with shared positions in $SHW, $AFL, $NEE, $CTAS, $LOW, $NDSN. The full ranking of 25 similar funds is below.

#1PENINSULA ASSET MANAGEMENT INCPassive
Notable overlap · 13 shared positions
$SHW$AFL$NEE$CTAS$LOW$NDSN
$196M
53 positions
#2Retirement Management Systems Inc.Active
Notable overlap · 3 shared positions
$MS$SHW$JHG
$415M
51 positions
#3JGP Wealth Management, LLCPassive
Notable overlap · 8 shared positions
$MS$NEE$AFL$LOW$ABT$GWW
$961M
223 positions
#4MATTERN CAPITAL MANAGEMENT, LLCPassive
Notable overlap · 13 shared positions
$SHW$AFL$ATO$NEE$LIN$LOW
$835M
170 positions
#5Stonebridge Financial Group, LLCPassive
Notable overlap · 7 shared positions
$MS$NEE$AFL$LIN$MCD$LOW
$1.2B
262 positions
#6Talisman Wealth Advisors LLCPassive
Notable overlap · 4 shared positions
$MS$NEE$ADP$MCD
$124M
101 positions
#7Meridian Financial Partners LLCActive
Notable overlap · 3 shared positions
$MS$NEE$LIN
$263M
121 positions
#8Ritter Daniher Financial Advisory LLC / DEActive
Notable overlap · 4 shared positions
$MS$CTAS$JHG$NEE
$589M
590 positions
#9DAGCO, INC.Passive
Notable overlap · 4 shared positions
$MS$SHW$NEE$JHG
$461M
353 positions
#10American TrustActive
Notable overlap · 4 shared positions
$MS$CTAS$NEE$ABT
$1.1B
313 positions
#11Silver Coast Investments LLCActive
Notable overlap · 4 shared positions
$MS$AFL$LIN$LOW
$313M
119 positions
#12SHP Wealth ManagementActive
Notable overlap · 4 shared positions
$MS$JHG$ADP$MCD
$1.3B
1,826 positions
#13SFAM, LLCActive
Notable overlap · 3 shared positions
$MS$ABT$MCD
$108M
269 positions
#14Presidio Capital Management, LLCActive
Notable overlap · 3 shared positions
$MS$JHG$MCD
$344M
79 positions
#15Strategies Wealth Advisors, LLCActive
Notable overlap · 3 shared positions
$MS$PLTR$NEE
$995M
193 positions
#16IFS Advisors, LLCActive
Notable overlap · 3 shared positions
$MS$NEE$ADP
$194M
217 positions
#17Focused Investors LLCActive
Notable overlap · 3 shared positions
$MS$LOW$MCD
$3.1B
22 positions
#18Brendel Financial Advisors LLCPassive
Some overlap · 7 shared positions
$SHW$ATO$NEE$CTAS$NDSN$EXPD
$202M
95 positions
#19Tandem Wealth Advisors LLCActive
Some overlap · 3 shared positions
$MS$LIN$SHW
$224M
47 positions
#20Accel Wealth ManagementPassive
Some overlap · 4 shared positions
$MS$SHW$PLTR$JHG
$383M
290 positions
#21COFG Advisors, LLCPassive
Some overlap · 5 shared positions
$MS$MCD$PLTR$ABT$SHW
$404M
241 positions
#22Hoese & Co LLPActive
Some overlap · 3 shared positions
$MS$ABT$ECL
$135M
135 positions
#23DEARBORN PARTNERS LLCActive
Some overlap · 8 shared positions
$SHW$ATO$NEE$CTAS$MCD$ABT
$1.8B
269 positions
#24Baugh & Associates, LLCActive
Some overlap · 4 shared positions
$MS$NEE$LOW$ABT
$232M
44 positions
#25S.E.E.D. Planning Group LLCPassive
Some overlap · 6 shared positions
$SHW$NEE$LIN$LOW$ADP$FAST
$344M
89 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.