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Hedge Funds Similar to Legacy Wealth Partners,

13F Portfolio OverlapQ1 2026Legacy Wealth Partners, portfolio →
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Most similar hedge funds by 13F overlap

Legacy Capital Wealth Partners, LLC is an institutional investor managing $485M across 385 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 Wealth Partners, are Hexagon Partners, Robinson Value , Ltd., RAHLFS ,, with shared positions in $JBHT, $USB, $VZ, $PM, $DHI, $EOG. The full ranking of 25 similar funds is below.

#1Hexagon Capital Partners LLCActive
Some overlap · 4 shared positions
$JBHT$USB$VZ$PM
$683M
252 positions
#2Robinson Value Management, Ltd.Passive
Some overlap · 4 shared positions
$JBHT$DHI$EOG$GLDM
$180M
73 positions
#3RAHLFS CAPITAL, LLCPassive
Some overlap · 6 shared positions
$EOG$JHG$INTC$USB$VZ$PM
$136M
86 positions
#4BCWM, LLCPassive
Some overlap · 3 shared positions
$DHI$USB$VZ
$353M
57 positions
#5NOTTINGHAM ADVISORS, INC.Active
Some overlap · 5 shared positions
$JHG$GLDM$GSAT$AMN$USB
$777M
112 positions
#6Sitrin Capital Management LLCPassive
Some overlap · 3 shared positions
$DHI$LRCX$INTC
$200M
39 positions
#7Fulcrum Capital LLCActive
Some overlap · 3 shared positions
$DHI$EOG$LRCX
$461M
101 positions
#8Merkkuri Wealth Advisors LLCPassive
Some overlap · 5 shared positions
$JHG$GLDM$AMN$USB$AGQ
$151M
399 positions
#9Paragon Advisors, LLCActive
Some overlap · 5 shared positions
$JHG$BAH$AMN$AGQ$LRCX
$371M
76 positions
#10Nova Wealth Management, Inc.Passive
Some overlap · 4 shared positions
$JHG$GLDM$GSAT$AGQ
$154M
545 positions
#11WT Wealth ManagementPassive
Some overlap · 4 shared positions
$JHG$GLDM$GSAT$USB
$336M
138 positions
#12Ipsen Advisor Group LLCPassive
Some overlap · 4 shared positions
$JHG$EOG$GSAT$AGQ
$143M
104 positions
#13Paladin Wealth, LLCPassive
Some overlap · 4 shared positions
$JHG$GLDM$AGQ$LRCX
$145M
125 positions
#14Magnolia Private Wealth, LLCPassive
Some overlap · 4 shared positions
$JHG$GLDM$AMN$PM
$150M
134 positions
#154WEALTH ADVISORS, INC.Passive
Slight overlap · 4 shared positions
$JHG$GLDM$AGQ$USB
$117M
142 positions
#16New England Private Wealth Advisors LLCActive
Slight overlap · 4 shared positions
$JHG$GLDM$AMN$AGQ
$866M
194 positions
#17PCG Wealth Advisors, LLCPassive
Slight overlap · 5 shared positions
$JHG$GSAT$BAH$AMN$USB
$395M
164 positions
#18Financial Enhancement Group LLCPassive
Slight overlap · 4 shared positions
$JHG$GLDM$GSAT$USB
$807M
135 positions
#19Horizon Advisory Services, Inc.Smart money
Slight overlap · 3 shared positions
$JHG$EOG$DHI
$195M
48 positions
#20KWB WealthActive
Slight overlap · 4 shared positions
$JHG$GLDM$BAH$AMN
$1.0B
166 positions
#21Lynx Investment AdvisoryPassive
Slight overlap · 5 shared positions
$GLDM$JHG$AGQ$USB$VZ
$209M
181 positions
#22AA Financial Advisors, LLCPassive
Slight overlap · 5 shared positions
$GLDM$BAH$AGQ$USB$PM
$710M
221 positions
#23CFC Planning Co LLCPassive
Slight overlap · 4 shared positions
$EOG$AGQ$VZ$PM
$140M
72 positions
#24Modern Wealth Management, LLCPassive
Slight overlap · 4 shared positions
$JHG$BAH$GSAT$AMN
$5.8B
877 positions
#25Total Clarity Wealth Management, Inc.Passive
Slight overlap · 4 shared positions
$JHG$INTC$BAH$AGQ
$426M
311 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.