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Hedge Funds Similar to Legacy Financial Group

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

Legacy Financial Group LLC is an institutional investor managing $795M across 121 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 Financial Group are Centennial Wealth Advisory, GW HENSSLER & ASSOCIATES LTD, Legacy Wealth Managment, /ID, with shared positions in $BTSG, $USB, $WT, $PFG, $TRV, $SE. The full ranking of 25 similar funds is below.

#1Centennial Wealth Advisory LLCPassive
Notable overlap · 3 shared positions
$BTSG$USB$WT
$413M
160 positions
#2GW HENSSLER & ASSOCIATES LTDPassive
Some overlap · 4 shared positions
$BTSG$USB$PFG$TRV
$2.1B
232 positions
#3Legacy Wealth Managment, LLC/IDPassive
Some overlap · 3 shared positions
$BTSG$USB$WT
$201M
1,043 positions
#4WESCAP Management Group, Inc.Active
Some overlap · 4 shared positions
$USB$SE$IAU$WT
$508M
107 positions
#5FINANCIAL MANAGEMENT NETWORK INCPassive
Some overlap · 4 shared positions
$USB$SE$IAU$WT
$653M
191 positions
#6Richmond Investment Services, LLCPassive
Some overlap · 3 shared positions
$USB$BTSG$SE
$619M
255 positions
#7STOLZ & ASSOCIATES, PSSmart money
Some overlap · 3 shared positions
$USB$SE$IAU
$143M
30 positions
#8BLUELINE ADVISORS LLCActive
Some overlap · 4 shared positions
$USB$SE$WT$TRV
$129M
217 positions
#9Foundation Wealth Management, LLC\PAActive
Some overlap · 3 shared positions
$USB$SE$IAU
$284M
91 positions
#10Dodds Wealth, LLCSmart money
Some overlap · 3 shared positions
$USB$SE$IAU
$407M
51 positions
#11Aspen Capital Management, LLCSmart money
Some overlap · 3 shared positions
$USB$CASY$DE
$404M
77 positions
#12MOON CAPITAL MANAGEMENT LPActive
Some overlap · 3 shared positions
$USB$SE$IAU
$166M
13 positions
#13TAGStone Capital, Inc.Passive
Some overlap · 4 shared positions
$USB$SE$IAU$WT
$283M
137 positions
#14TME FINANCIAL, INC.Passive
Some overlap · 3 shared positions
$USB$SE$IAU
$144M
65 positions
#15Williams & Novak, LLCPassive
Some overlap · 4 shared positions
$USB$SE$IAU$WT
$134M
143 positions
#16MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive
Some overlap · 5 shared positions
$USB$IAU$WM$WT$WFC
$1.3B
143 positions
#17Powers Advisory Group, LLCActive
Some overlap · 4 shared positions
$USB$WM$DE$WT
$284M
125 positions
#18DAVIS SELECTED ADVISERSActive
Some overlap · 3 shared positions
$USB$SE$WFC
$21.8B
112 positions
#19Essex LLCActive
Some overlap · 4 shared positions
$USB$WM$DE$EMR
$566M
175 positions
#20Braun-Bostich & Associates Inc.Passive
Some overlap · 3 shared positions
$USB$SE$IAU
$160M
126 positions
#21Net Worth Advisory GroupPassive
Some overlap · 3 shared positions
$USB$SE$TRV
$482M
436 positions
#22Gladwyn Financial Advisors, Inc.Active
Some overlap · 3 shared positions
$USB$SE$WM
$160M
82 positions
#23DMKC Advisory Services, LLCPassive
Some overlap · 4 shared positions
$USB$DE$PFG$WFC
$240M
84 positions
#24North Forty Two & Co.Passive
Some overlap · 4 shared positions
$USB$IAU$WT$WFC
$108M
97 positions
#25Clearwater Capital Advisors, LLCActive
Some overlap · 3 shared positions
$USB$SE$WT
$1.2B
177 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.