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Hedge Funds Similar to LEGACY FINANCIAL GROUP

13F Portfolio OverlapQ3 2026LEGACY FINANCIAL GROUP portfolio →
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Most similar hedge funds by 13F overlap

LEGACY FINANCIAL GROUP, INC. is an institutional investor managing $444M across 108 U.S. equity positions as of Q3 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 Heronetta, SL ADVISORS, KAYNE ANDERSON ADVISORS, with shared positions in $OKE, $WMB, $ET, $EPD, $MCD, $BANF. The full ranking of 25 similar funds is below.

#1Heronetta Management, L.P.Active
Notable overlap · 4 shared positions
$OKE$WMB$ET$EPD
$109M
15 positions
#2SL ADVISORS, LLCActive
Notable overlap · 5 shared positions
$OKE$WMB$ET$MCD$EPD
$51M
31 positions
#3KAYNE ANDERSON CAPITAL ADVISORS LPActive
Notable overlap · 4 shared positions
$OKE$WMB$ET$EPD
$5.1B
53 positions
#4SENTINEL WEALTH MANAGEMENT, INC.Active
Notable overlap · 3 shared positions
$OKE$ET$EPD
$142M
39 positions
#5SeedSafe Financial LLCActive
Notable overlap · 3 shared positions
$OKE$ET$EPD
$139M
39 positions
#6Recurrent Investment Advisors LLCActive
Notable overlap · 4 shared positions
$OKE$WMB$ET$EPD
$1.6B
71 positions
#7Addis & Hill, IncSmart money
Notable overlap · 4 shared positions
$OKE$WMB$ET$EPD
$181M
29 positions
#8Retirement Investment Advisors, Inc.Smart money
Notable overlap · 7 shared positions
$OKE$WMB$BANF$OGE$MCD$ET
$1.4B
66 positions
#9CHICKASAW CAPITAL MANAGEMENT LLCSmart money
Notable overlap · 5 shared positions
$OKE$WMB$ET$EPD$PM
$2.8B
95 positions
#10TORTOISE CAPITAL ADVISORS, L.L.C.Active
Notable overlap · 4 shared positions
$OKE$WMB$ET$EPD
$9.8B
91 positions
#11Olistico Wealth, LLCPassive
Some overlap · 6 shared positions
$OKE$PLTR$MCD$ET$EPD$AXP
$239M
354 positions
#12CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENTActive
Some overlap · 4 shared positions
$OKE$WMB$ET$EPD
$2.2B
73 positions
#13Autumn Glory Partners, LLCPassive
Some overlap · 3 shared positions
$OKE$WMB$OGE
$360M
191 positions
#14Energy Income Partners, LLCActive
Some overlap · 6 shared positions
$OKE$WMB$OGE$ET$EPD$NEE
$6.4B
88 positions
#15Pinnacle Holdings, LLCPassive
Some overlap · 7 shared positions
$WMB$OKE$MCD$ET$EPD$AXP
$324M
237 positions
#16EAGLE GLOBAL ADVISORS LLCActive
Some overlap · 7 shared positions
$WMB$OKE$PM$ET$EPD$AXP
$3.0B
277 positions
#17Cambridge Financial Group, Inc.Active
Some overlap · 3 shared positions
$OKE$WMB$MCD
$287M
33 positions
#18Jackson Hole Capital Partners, LLC
Some overlap · 5 shared positions
$OKE$WMB$ET$EPD$ARLP
$605M
313 positions
#19Cadent Capital Advisors, LLCPassive
Some overlap · 3 shared positions
$OKE$WMB$AXP
$466M
186 positions
#20Disciplined Investments, LLCActive
Some overlap · 4 shared positions
$OKE$WMB$ET$EPD
$310M
144 positions
#21Argyle Capital Partners, LLCPassive
Some overlap · 5 shared positions
$OKE$WMB$ET$EPD$NEE
$162M
175 positions
#22Corps Capital Advisors, LLCPassive
Some overlap · 4 shared positions
$OKE$PLTR$ET$EPD
$124M
99 positions
#23DIVIDEND ASSETS CAPITAL, LLCPassive
Some overlap · 5 shared positions
$OKE$WMB$ET$EPD$NEE
$517M
137 positions
#24Sovereign Investment Advisors, LLCActive
Some overlap · 3 shared positions
$OKE$EPD$NEE
$533M
109 positions
#25COWA, LLCPassive
Some overlap · 3 shared positions
$OKE$EPD$ARLP
$399M
181 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.