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 Advisors,

13F Portfolio OverlapQ1 2026Legacy Financial Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Legacy Financial Advisors, Inc. is an institutional investor managing $715M across 404 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 Advisors, are Stenger Family Office,, INVENIO WEALTH PARTNERS, tru Independence, with shared positions in $WT, $MS, $GE, $MU, $BAC, $FITB. The full ranking of 25 similar funds is below.

#1Stenger Family Office, LLCPassive

Notable overlap · 3 shared positions

$WT $MS $GE

$566M

117 positions

#2INVENIO WEALTH PARTNERS LLCActive

Notable overlap · 4 shared positions

$WT $MU $GE $BAC

$252M

89 positions

#3tru Independence LLCPassive

Notable overlap · 3 shared positions

$WT $FITB $BAC

$202M

102 positions

#4IAM Advisory, LLCActive

Notable overlap · 3 shared positions

$WT $PNC $TXN

$446M

95 positions

#5COLUMBIA ADVISORY PARTNERS LLCActive

Notable overlap · 3 shared positions

$WT $MU $COP

$157M

92 positions

#6Prestige Wealth Management Group LLCPassive

Notable overlap · 3 shared positions

$WT $BAC $TXN

$509M

1,123 positions

#7MB, LEVIS & ASSOCIATES, LLCPassive

Notable overlap · 3 shared positions

$WT $PNC $COP

$240M

234 positions

#8Lauer Wealth, LLCActive

Notable overlap · 3 shared positions

$WT $COP $MU

$126M

67 positions

#9ACT Advisors, LLC.Active

Notable overlap · 3 shared positions

$WT $MS $COP

$235M

78 positions

#10Wealthcare Capital Partners, LLCActive

Notable overlap · 3 shared positions

$WT $GE $COP

$213M

153 positions

#11Fiduciary Planning LLCActive

Notable overlap · 4 shared positions

$WT $MU $BAC $COP

$331M

76 positions

#12SYM FINANCIAL CorpActive

Notable overlap · 3 shared positions

$WT $GE $MU

$1.0B

415 positions

#13Team Financial Group, LLCActive

Notable overlap · 3 shared positions

$WT $COP $GE

$220M

273 positions

#14Nvest Wealth Strategies, Inc.Active

Notable overlap · 3 shared positions

$WT $MS $GE

$143M

395 positions

#15Hamilton Capital, LLCSmart money

Notable overlap · 3 shared positions

$WT $COP $MS

$1.9B

152 positions

#16Compass Financial Services IncActive

Notable overlap · 3 shared positions

$WT $FITB $MS

$231M

56 positions

#17Goldenstone Wealth Management LLCActive

Notable overlap · 4 shared positions

$WT $MS $NKE $AMAT

$137M

89 positions

#18truNorth Financial Services, Inc.Active

Notable overlap · 3 shared positions

$WT $MS $COP

$97M

49 positions

#19WealthPoint Financial, LLCPassive

Notable overlap · 3 shared positions

$WT $COP $BAC

$115M

117 positions

#20Catalyst Investment Management LLCPassive

Notable overlap · 3 shared positions

$WT $MS $BAC

$90M

65 positions

#21Sanchez Wealth Management GroupActive

Notable overlap · 3 shared positions

$WT $AMAT $MS

$462M

53 positions

#22WIN ADVISORS, INCPassive

Notable overlap · 3 shared positions

$WT $FITB $AMAT

$219M

78 positions

#23ESL Trust Services, LLCSmart money

Notable overlap · 3 shared positions

$WT $NKE $GE

$524M

258 positions

#24Vantage Point Financial LLCPassive

Notable overlap · 3 shared positions

$WT $NKE $AMAT

$285M

176 positions

#25KNIGHTSBRIDGE ASSET MANAGEMENT, LLCPassive

Notable overlap · 3 shared positions

$WT $MS $BAC

$743M

262 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.