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Hedge Funds Similar to Legend Financial Advisors

13F Portfolio OverlapQ2 2026Legend Financial Advisors portfolio →
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Most similar hedge funds by 13F overlap

Legend Financial Advisors, Inc. is an institutional investor managing $176M across 40 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 Legend Financial Advisors are Midwest Advisors, Ridge Creek Global, Financial Sense Advisors, with shared positions in $IAU, $CRDO, $NEE, $FSLR, $PAAS, $B. The full ranking of 13 similar funds is below.

#1Midwest Capital Advisors, LLCActive
Notable overlap · 3 shared positions
$IAU$CRDO$NEE
$246M
210 positions
#2Ridge Creek Global, IncPassive
Some overlap · 3 shared positions
$IAU$FSLR$NEE
$129M
94 positions
#3Financial Sense Advisors, Inc.Passive
Some overlap · 4 shared positions
$IAU$PAAS$B$NEE
$508M
137 positions
#4Downshift Financial, LLCPassive
Some overlap · 3 shared positions
$CRDO$IAU$NEE
$223M
668 positions
#5CROBANPassive
Slight overlap · 3 shared positions
$EVR$DJP$NEE
$227M
81 positions
#6Crescent Grove Advisors, LLCPassive
Slight overlap · 3 shared positions
$IAU$PAAS$B
$1.2B
298 positions
#7City Center Advisors, LLCPassive
Slight overlap · 3 shared positions
$CRDO$IAU$NEE
$123M
170 positions
#8McAlvany Wealth Management LLCPassive
Slight overlap · 3 shared positions
$PAAS$B$IAU
$134M
48 positions
#9SAX WEALTH ADVISORS, LLCPassive
Slight overlap · 3 shared positions
$DJP$IAU$NEE
$2.5B
537 positions
#10Enclave Advisors LLCActive
Slight overlap · 3 shared positions
$B$PAAS$NEE
$790M
133 positions
#11Royal Palms Capital LLCPassive
Slight overlap · 3 shared positions
$PAAS$B$PPL
$114M
57 positions
#12U S GLOBAL INVESTORS INCActive
Slight overlap · 3 shared positions
$PAAS$B$CPA
$1.0B
127 positions
#13Hamilton Capital Partners Inc.Active
Slight overlap · 3 shared positions
$B$PAAS$NEE
$3.4B
214 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.