13F Pro

Hedge Funds Similar to Legacy

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

Legacy Trust is an institutional investor managing $522M across 203 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 are WD RUTHERFORD, Railway Pension Investments Ltd, Cornerstone Investment Partners,, with shared positions in $CMI, $PANW, $SYK, $URI, $ISRG, $AXP. The full ranking of 25 similar funds is below.

#1WD RUTHERFORD LLCPassive
Notable overlap · 7 shared positions
$CMI$PANW$SYK$URI$ISRG$AXP
$225M
71 positions
#2Railway Pension Investments LtdActive
Notable overlap · 6 shared positions
$PANW$LNG$SYK$EXPE$GWW$KLAC
$7.0B
103 positions
#3Cornerstone Investment Partners, LLCActive
Some overlap · 5 shared positions
$URI$AXP$CMI$TTWO$KLAC
$2.4B
291 positions
#4Sandhill Capital Partners LLCActive
Some overlap · 6 shared positions
$PANW$SYK$ISRG$UBER$USB$AXP
$1.2B
95 positions
#5NZS Capital, LLCActive
Some overlap · 5 shared positions
$URI$SYK$ISRG$UBER$KLAC
$3.0B
58 positions
#6MOGY JOEL R INVESTMENT COUNSEL INCActive
Some overlap · 5 shared positions
$PANW$SYK$ISRG$CRM$GWW
$1.6B
114 positions
#7Dundas Partners LLPActive
Some overlap · 4 shared positions
$SYK$AXP$GWW$CRM
$1.3B
49 positions
#8EAGLE ROCK INVESTMENT COMPANY, LLCActive
Some overlap · 6 shared positions
$AXP$CMI$TTWO$URI$KLAC$DIS
$688M
158 positions
#9SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIActive
Some overlap · 5 shared positions
$SYK$AXP$ISRG$USB$UBER
$1.3B
158 positions
#10NOESIS CAPITAL MANGEMENT CORPPassive
Some overlap · 4 shared positions
$SYK$AXP$CMI$DIS
$676M
125 positions
#11CONSCIOUS WEALTH INVESTMENTS, LLCPassive
Some overlap · 5 shared positions
$PANW$AXP$CRM$USB$KLAC
$180M
58 positions
#12Benchmark Investment Advisors LLCPassive
Some overlap · 5 shared positions
$URI$PANW$USB$UBER$KLAC
$172M
76 positions
#13MARCO INVESTMENT MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$PANW$AXP$SYK$USB$KLAC
$1.3B
232 positions
#14Gs Investments, Inc.Passive
Some overlap · 6 shared positions
$SYK$PANW$CRM$USB$UBER$KLAC
$175M
134 positions
#15SFE Investment CounselPassive
Some overlap · 4 shared positions
$PANW$CMI$URI$USB
$635M
143 positions
#16LGT CAPITAL PARTNERS LTD.Active
Some overlap · 4 shared positions
$PANW$SYK$ISRG$URI
$1.9B
38 positions
#17Kerusso Capital Management LLCPassive
Some overlap · 3 shared positions
$LNG$URI$AXP
$200M
53 positions
#18McLaughlin Asset Management, Inc.Passive
Some overlap · 5 shared positions
$PANW$AXP$ISRG$LNG$KLAC
$105M
91 positions
#19MayTech Global Investments, LLCSmart money
Some overlap · 4 shared positions
$PANW$SYK$ISRG$UBER
$820M
23 positions
#20Gouws Capital LLCActive
Some overlap · 3 shared positions
$LNG$SYK$PANW
$189M
58 positions
#21Martin Investment Management, LLCActive
Some overlap · 3 shared positions
$LNG$AXP$SYK
$334M
46 positions
#22CMH Wealth Management LLCPassive
Some overlap · 5 shared positions
$PANW$SYK$LEN$CRM$USB
$583M
113 positions
#23CUMBERLAND ADVISORS INCActive
Some overlap · 4 shared positions
$URI$CMI$LEN$DIS
$255M
48 positions
#24PARNASSUS INVESTMENTS, LLCActive
Some overlap · 4 shared positions
$GWW$SYK$CRM$KLAC
$34.1B
135 positions
#25WORMSER FRERES GESTIONActive
Some overlap · 5 shared positions
$PANW$SYK$ISRG$KLAC$CRM
$139M
42 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.