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Hedge Funds Similar to Legacy Wealth Asset ,

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

Legacy Wealth Asset Management, LLC is an institutional investor managing $456M across 380 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 Wealth Asset , are Citrine, Atlas Wealth Partners,, Alamea Verwaltungs GmbH, with shared positions in $FBTC, $GBTC, $AON, $MSTR, $ORLY, $MU. The full ranking of 25 similar funds is below.

#1Citrine Capital LLCActive
Some overlap · 4 shared positions
$FBTC$GBTC$AON$MSTR
$231M
58 positions
#2Atlas Wealth Partners, LLCActive
Some overlap · 3 shared positions
$FBTC$GBTC$MSTR
$97M
65 positions
#3Alamea Verwaltungs GmbHActive
Some overlap · 3 shared positions
$FBTC$GBTC$ORLY
$135M
82 positions
#4AVAII WEALTH MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$FBTC$MU$WT$AMD$TXN
$287M
158 positions
#5SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.Smart money
Some overlap · 4 shared positions
$FBTC$MSTR$WT$AMD
$139M
37 positions
#6SIH Partners, LLLPActive
Some overlap · 8 shared positions
$ADI$AMD$MSTR$BHP$ALC$MU
$7.6B
291 positions
#7STF Management LP
Some overlap · 7 shared positions
$LRCX$LIN$ADI$AMD$MU$TXN
$107M
101 positions
#8CANTOR FITZGERALD, L. P.Active
Some overlap · 3 shared positions
$FBTC$MSTR$AMD
$6.8B
259 positions
#9GF FUND MANAGEMENT CO. LTD.Active
Some overlap · 7 shared positions
$LRCX$ASML$LIN$AMD$MU$TXN
$6.0B
624 positions
#10Timber Creek Capital Management LLCPassive
Some overlap · 7 shared positions
$LIN$ASML$MU$SAP$SGOL$UBS
$412M
78 positions
#11Avanda Investment Management Pte. Ltd.Active
Some overlap · 6 shared positions
$LIN$LRCX$ASML$AMD$MU$TXN
$63M
24 positions
#12Smart Money Group LLCSmart money
Some overlap · 4 shared positions
$FBTC$ASML$TXN$WT
$344M
84 positions
#13OLD MISSION CAPITAL LLCActive
Some overlap · 6 shared positions
$MSTR$LRCX$ASML$AMD$WT$HDB
$6.3B
1,062 positions
#14Quadrature Capital LtdPassive
Some overlap · 7 shared positions
$ASML$AMD$MU$SAP$MSTR$LRCX
$8.4B
1,313 positions
#15Progressive Investment Management CorpActive
Some overlap · 6 shared positions
$LRCX$LIN$ASML$AMD$MU$TXN
$379M
58 positions
#16Defiance ETFs, LLCPassive
Some overlap · 5 shared positions
$MSTR$LRCX$ASML$ADI$MU
$7.0B
366 positions
#17Rafferty Asset Management, LLCActive
Some overlap · 6 shared positions
$LRCX$ASML$ADI$AMD$MU$TXN
$24.6B
1,057 positions
#18BANQUE PICTET & CIE SAActive
Some overlap · 8 shared positions
$LIN$TXN$AMD$ORLY$UBS$MU
$14.2B
385 positions
#19Western Financial Corp/CAActive
Some overlap · 6 shared positions
$LRCX$ASML$ADI$AMD$MU$ORLY
$255M
127 positions
#20Pictet North America Advisors SAActive
Some overlap · 7 shared positions
$ASML$AMD$ALC$MU$ORLY$UBS
$1.0B
154 positions
#21Nippon Life Global Investors Americas, Inc.Active
Some overlap · 6 shared positions
$LIN$LRCX$AON$ORLY$MDT$EQIX
$2.2B
106 positions
#22ZEVIN ASSET MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$LIN$ASML$ADI$AON$CL$HDB
$723M
93 positions
#23PROFUND ADVISORS LLCPassive
Some overlap · 6 shared positions
$LRCX$AMD$MU$ADI$LIN$TXN
$2.7B
1,092 positions
#24ProShare Advisors LLCActive
Some overlap · 6 shared positions
$LIN$LRCX$AMD$MU$TXN$ADI
$67.5B
1,865 positions
#25Stanley-Laman Group, Ltd.Passive
Some overlap · 5 shared positions
$LIN$LRCX$ASML$ADI$AMD
$814M
294 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.