Hedge Funds Similar to Legacy Financial Advisors

13F Portfolio OverlapQ2 2026Legacy Financial Advisors portfolio →

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Most similar hedge funds by 13F overlap

Legacy Financial Advisors, Inc. is an institutional investor managing $820M across 435 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 Financial Advisors are Palisades Hudson Asset, SALZHAUER MICHAEL, VISTA INVESTMENT PARTNERS, with shared positions in $FITB, $PNC, $KLAC, $BA, $C. The full ranking of 22 similar funds is below.

#1Palisades Hudson Asset Management, L.P.Active

Slight overlap · 4 shared positions

$FITB $PNC $KLAC $BA

$286M

108 positions

#2SALZHAUER MICHAELSmart money

Slight overlap · 3 shared positions

$292M

89 positions

#3VISTA INVESTMENT PARTNERS LLCPassive

Slight overlap · 3 shared positions

$PNC $FITB $KLAC

$397M

172 positions

#4Alecta Tjanstepension OmsesidigtActive

Slight overlap · 3 shared positions

$PNC $FITB $KLAC

$23.8B

91 positions

#5VISTA INVESTMENT PARTNERS II, LLCPassive

Slight overlap · 3 shared positions

$PNC $FITB $KLAC

$255M

160 positions

#6Gibson Capital, LLCSmart money

Slight overlap · 3 shared positions

$PNC $FITB $KLAC

$610M

94 positions

#7Aspen Wealth Strategies, LLCActive

Slight overlap · 3 shared positions

$207M

89 positions

#8CERTUITY, LLCActive

Slight overlap · 3 shared positions

$2.0B

674 positions

#9Teza Capital Management LLCPassive

Slight overlap · 3 shared positions

$52M

119 positions

#10Eurizon Capital SGR S.p.A.Passive

Slight overlap · 3 shared positions

$37.3B

1,237 positions

#11FORT WASHINGTON INVESTMENT ADVISORS INC /OH/Active

Slight overlap · 3 shared positions

$FITB $KLAC $BA

$19.9B

421 positions

#12NISSAY ASSET MANAGEMENT CORP /JAPANActive

Slight overlap · 3 shared positions

$23.7B

687 positions

#13Skyline Advisors, Inc.Active

Slight overlap · 3 shared positions

$319M

123 positions

#14BESSEMER GROUP INCPassive

Slight overlap · 3 shared positions

$72.7B

2,558 positions

#15GARDNER LEWIS ASSET MANAGEMENT L PPassive

Slight overlap · 3 shared positions

$449M

75 positions

#16WEDBUSH SECURITIES INCPassive

Slight overlap · 3 shared positions

$3.9B

1,309 positions

#17TOWER TRUST & INVESTMENT CoPassive

Slight overlap · 3 shared positions

$165M

247 positions

#18MARSICO CAPITAL MANAGEMENT LLCActive

Slight overlap · 3 shared positions

$3.8B

69 positions

#19HORIZON BANCORP INC /IN/Active

Slight overlap · 3 shared positions

$213M

197 positions

#20CITIZENS & NORTHERN CORPActive

Slight overlap · 3 shared positions

$438M

117 positions

#21Walleye Capital LLCPassive

Slight overlap · 3 shared positions

$28.0B

4,674 positions

#221248 Management, LLCActive

Slight overlap · 3 shared positions

$256M

149 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.