13F Pro

Hedge Funds Similar to Legacy

13F Portfolio OverlapQ2 2026Legacy portfolio →
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Most similar hedge funds by 13F overlap

Legacy Trust is an institutional investor managing $566M across 210 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 are Cornerstone Investment Partners, EAGLE ROCK INVESTMENT COMPANY, NOESIS MANGEMENT, with shared positions in $URI, $AXP, $SYK, $CMI, $KLAC, $TTWO. The full ranking of 25 similar funds is below.

#1Cornerstone Investment Partners, LLCActive
Notable overlap · 6 shared positions
$URI$AXP$SYK$CMI$KLAC$TTWO
$3.0B
312 positions
#2EAGLE ROCK INVESTMENT COMPANY, LLCActive
Notable overlap · 7 shared positions
$AXP$URI$KLAC$CMI$SYK$TTWO
$808M
156 positions
#3NOESIS CAPITAL MANGEMENT CORPActive
Notable overlap · 5 shared positions
$CMI$AXP$SYK$QCOM$DIS
$832M
124 positions
#4Stone Summit Wealth LLCPassive
Notable overlap · 5 shared positions
$CMI$AXP$SYK$QCOM$DIS
$394M
144 positions
#5Ironwood Investment Counsel, LLCPassive
Notable overlap · 7 shared positions
$AXP$QCOM$KLAC$CMI$USB$CRM
$762M
267 positions
#6Kerusso Capital Management LLCPassive
Notable overlap · 4 shared positions
$URI$AXP$LNG$QCOM
$274M
58 positions
#7NZS Capital, LLCActive
Notable overlap · 6 shared positions
$URI$SYK$KLAC$ISRG$UBER$SNOW
$3.9B
61 positions
#8Eley Financial Management, IncPassive
Notable overlap · 3 shared positions
$URI$CMI$KLAC
$309M
72 positions
#9Railway Pension Investments LtdActive
Notable overlap · 6 shared positions
$LNG$QCOM$SYK$KLAC$GWW$EXPE
$8.0B
102 positions
#10Essential Investment Partners LLCPassive
Notable overlap · 4 shared positions
$URI$SYK$QCOM$KLAC
$125M
312 positions
#11SFE Investment CounselPassive
Notable overlap · 6 shared positions
$CMI$URI$QCOM$USB$KLAC$UBER
$742M
152 positions
#12Karani Asset Management LLCPassive
Notable overlap · 5 shared positions
$CMI$AXP$KLAC$SYK$CRM
$139M
57 positions
#13RBA Wealth Management, LLCPassive
Some overlap · 4 shared positions
$URI$CMI$QCOM$CRM
$273M
80 positions
#14CUMBERLAND ADVISORS INCActive
Some overlap · 3 shared positions
$URI$CMI$DIS
$284M
49 positions
#15MWA Asset ManagementPassive
Some overlap · 4 shared positions
$URI$CMI$GWW$KLAC
$221M
129 positions
#16Mendel Capital Management LLCActive
Some overlap · 4 shared positions
$GWW$SYK$QCOM$AXP
$222M
99 positions
#17SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIActive
Some overlap · 5 shared positions
$AXP$SYK$ISRG$USB$UBER
$1.5B
160 positions
#18Dundas Partners LLPActive
Some overlap · 4 shared positions
$AXP$SYK$GWW$CRM
$1.4B
31 positions
#19Fairvoy Private Wealth, LLCPassive
Some overlap · 5 shared positions
$CMI$URI$KLAC$INCY$WYNN
$495M
200 positions
#20Eukles Asset ManagementPassive
Some overlap · 3 shared positions
$URI$CMI$USB
$242M
228 positions
#21ARGUS INVESTORS' COUNSEL, INC.Passive
Some overlap · 5 shared positions
$URI$KLAC$AXP$UBER$SNOW
$130M
106 positions
#22OLD REPUBLIC INTERNATIONAL CORPActive
Some overlap · 3 shared positions
$CMI$GWW$QCOM
$2.7B
54 positions
#23MARCO INVESTMENT MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$QCOM$AXP$KLAC$SYK$CRM
$1.5B
245 positions
#24SIGMA INVESTMENT COUNSELORS INCActive
Some overlap · 4 shared positions
$SYK$URI$KLAC$ISRG
$2.1B
218 positions
#25Columbus Macro, LLCPassive
Some overlap · 4 shared positions
$CMI$QCOM$GWW$KLAC
$1.0B
207 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.