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Hedge Funds Similar to Legacy CG,

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

Legacy CG, LLC is an institutional investor managing $360M across 45 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 CG, are Winthrop Partners - WNY,, Envision Financial Planning,, PIER 88 INVESTMENT PARTNERS, with shared positions in $HLT, $MSI, $JCI, $NEE, $NUE, $UBER. The full ranking of 25 similar funds is below.

#1Winthrop Partners - WNY, LLCPassive
Notable overlap · 4 shared positions
$HLT$MSI$JCI$NEE
$188M
87 positions
#2Envision Financial Planning, LLCActive
Notable overlap · 3 shared positions
$HLT$NEE$NUE
$276M
51 positions
#3PIER 88 INVESTMENT PARTNERS LLCPassive
Some overlap · 3 shared positions
$NEE$UBER$WELL
$402M
112 positions
#4Ark Wealth Advisors LLCPassive
Some overlap · 4 shared positions
$NEE$CVS$NUE$AFL
$101M
80 positions
#5Volterra Technologies LPPassive
Some overlap · 4 shared positions
$DVN$UBER$MSI$NEE
$823M
301 positions
#6WINDWARD CAPITAL MANAGEMENT CO /CAActive
Some overlap · 3 shared positions
$NEE$CVS$WELL
$1.2B
69 positions
#7PENINSULA ASSET MANAGEMENT INCPassive
Some overlap · 3 shared positions
$NEE$NUE$AFL
$196M
53 positions
#8Summit Asset Management, LLCActive
Some overlap · 3 shared positions
$HLT$JCI$NEE
$719M
172 positions
#9BUTENSKY & COHEN FINANCIAL SECURITY, INCPassive
Some overlap · 3 shared positions
$NEE$JCI$NUE
$380M
98 positions
#10Kaufman Rossin Wealth, LLCActive
Some overlap · 3 shared positions
$NEE$JCI$DVN
$174M
98 positions
#11CLOVERFIELDS CAPITAL GROUP, LPPassive
Some overlap · 3 shared positions
$UBER$HLT$CVS
$309M
91 positions
#12GREATMARK INVESTMENT PARTNERS, INC.Active
Some overlap · 3 shared positions
$DVN$CVS$AFL
$854M
145 positions
#13Wealth Intelligence, LLCActive
Some overlap · 4 shared positions
$JCI$MSI$CVS$AFL
$208M
58 positions
#14HARRELL INVESTMENT PARTNERS, LLCPassive
Some overlap · 3 shared positions
$MSI$JCI$NEE
$419M
144 positions
#15Meiji Yasuda America IncActive
Some overlap · 3 shared positions
$WELL$NEE$UBER
$404M
57 positions
#16Kinloch Capital, LLCPassive
Some overlap · 3 shared positions
$NEE$NUE$AFL
$245M
83 positions
#17Phoenix Wealth AdvisorsActive
Some overlap · 3 shared positions
$MSI$JCI$NEE
$253M
126 positions
#18Clear Trail Advisors, LLCPassive
Some overlap · 3 shared positions
$MSI$JCI$NEE
$601M
149 positions
#19Scissortail Wealth Management, LLCPassive
Some overlap · 3 shared positions
$JCI$MSI$DVN
$498M
115 positions
#20RATIONAL ADVISORS, INC.Active
Some overlap · 3 shared positions
$UBER$NEE$WELL
$980M
179 positions
#21TANDEM CAPITAL MANAGEMENT CORP /ADVPassive
Some overlap · 3 shared positions
$UBER$MSI$CVS
$200M
110 positions
#22Strong Retirement Solutions LLCPassive
Some overlap · 3 shared positions
$UBER$MSI$NEE
$143M
86 positions
#23VIRTUE ASSET MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$NEE$UBER$AFL
$126M
106 positions
#24TCTC Holdings, LLCActive
Some overlap · 4 shared positions
$UBER$NEE$CVS$AFL
$3.5B
220 positions
#25Tulsa Wealth Advisors, INCActive
Some overlap · 3 shared positions
$MSI$JCI$NEE
$570M
150 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.