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Hedge Funds Similar to Legend Financial Advisors,

13F Portfolio OverlapQ1 2026Legend Financial Advisors, portfolio →
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Most similar hedge funds by 13F overlap

Legend Financial Advisors, Inc. is an institutional investor managing $155M across 38 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 Legend Financial Advisors, are SAGE PRIVATE WEALTH GROUP,, RATIONAL ADVISORS,, WEALTHSPAN PARTNERS,, with shared positions in $IAU, $GSAT, $INTC, $FSLR, $PPL, $NEE. The full ranking of 25 similar funds is below.

#1SAGE PRIVATE WEALTH GROUP, LLCActive
Notable overlap · 4 shared positions
$IAU$GSAT$INTC$FSLR
$199M
97 positions
#2RATIONAL ADVISORS, INC.Active
Some overlap · 3 shared positions
$GSAT$PPL$NEE
$980M
179 positions
#3WEALTHSPAN PARTNERS, LLCPassive
Some overlap · 3 shared positions
$IAU$GSAT$NEE
$284M
123 positions
#4CROBANPassive
Some overlap · 3 shared positions
$DJP$EVR$NEE
$213M
73 positions
#5Old Port AdvisorsPassive
Some overlap · 3 shared positions
$IAU$GSAT$INTC
$434M
239 positions
#6Ridge Creek Global, IncActive
Some overlap · 3 shared positions
$IAU$FSLR$NEE
$118M
85 positions
#7Leslie Global Wealth, LLCActive
Some overlap · 3 shared positions
$IAU$GSAT$NEE
$190M
79 positions
#8JACKSON THORNTON WEALTH MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$IAU$INTC$NEE
$1.1B
286 positions
#9Altiora Financial Group, LLCActive
Some overlap · 3 shared positions
$IAU$GSAT$NEE
$607M
110 positions
#10Comprehensive Money Management Services LLCPassive
Some overlap · 3 shared positions
$GSAT$IAU$B
$152M
193 positions
#11First Financial Group CorpActive
Some overlap · 3 shared positions
$IAU$GSAT$NEE
$122M
80 positions
#12Financial Sense Advisors, Inc.Passive
Some overlap · 4 shared positions
$PAAS$IAU$B$NEE
$493M
142 positions
#13Evergreen Quality Fund GP, Ltd.Smart money
Some overlap · 3 shared positions
$PAAS$INTC$B
$4.4B
40 positions
#14Hedges Asset Management LLC
Some overlap · 3 shared positions
$PAAS$INTC$B
$142M
108 positions
#15FengHe Fund Management Pte. Ltd.Active
Some overlap · 3 shared positions
$MOD$CRDO$B
$724M
31 positions
#16FIDUCIARY FINANCIAL GROUP, LLCPassive
Some overlap · 3 shared positions
$IAU$GSAT$NEE
$754M
345 positions
#17Centerline Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$IAU$NEE$INTC
$278M
73 positions
#18Royal Palms Capital LLCPassive
Some overlap · 3 shared positions
$PAAS$INTC$PPL
$101M
50 positions
#19VAN ECK ASSOCIATES CORPPassive
Some overlap · 3 shared positions
$INTC$B$PAAS
$133M
1,404 positions
#20McAlvany Wealth Management LLCPassive
Slight overlap · 3 shared positions
$PAAS$B$IAU
$149M
42 positions
#21Fiduciary Alliance LLCPassive
Slight overlap · 3 shared positions
$INTC$GSAT$NEE
$1.7B
547 positions
#22BUILDER INVESTMENT GROUP INC /ADVActive
Slight overlap · 3 shared positions
$PAAS$IAU$FISV
$461M
102 positions
#23GROUP ONE TRADING, L.P.Passive
Slight overlap · 4 shared positions
$GSAT$INTC$PAAS$NEE
$52.2B
7,822 positions
#24Leonteq Securities AGPassive
Slight overlap · 3 shared positions
$INTC$B$PAAS
$2.7B
1,279 positions
#25PKO Investment Management Joint-Stock CoPassive
Slight overlap · 3 shared positions
$PAAS$B$INTC
$1.2B
220 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.