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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, INC. is an institutional investor managing $378M across 89 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 Ariston Services Group, CURIO WEALTH,, Frankly Finances,, with shared positions in $IAU, $SCHW, $WMB, $COP, $AMN, $PLTR. The full ranking of 25 similar funds is below.

#1Ariston Services GroupActive
Notable overlap · 4 shared positions
$IAU$SCHW$WMB$COP
$167M
71 positions
#2CURIO WEALTH, LLCActive
Notable overlap · 6 shared positions
$IAU$SCHW$AMN$PLTR$NEE$COP
$293M
1,255 positions
#3Frankly Finances, LLCActive
Notable overlap · 3 shared positions
$IAU$SCHW$AMN
$110M
64 positions
#4Kure Advisory, LLCActive
Notable overlap · 4 shared positions
$IAU$SCHW$PLTR$COP
$184M
56 positions
#5DecisionPoint Financial, LLCActive
Notable overlap · 4 shared positions
$SCHW$IAU$MAR$COP
$464M
679 positions
#6FMB WEALTH MANAGEMENTActive
Notable overlap · 5 shared positions
$IAU$SCHW$AMN$MAR$NEE
$242M
73 positions
#7Note Advisors, LLCActive
Some overlap · 3 shared positions
$SCHW$IAU$MCD
$200M
85 positions
#8Tillman Hartley LLCActive
Some overlap · 5 shared positions
$SCHW$IAU$AMN$PM$COP
$398M
88 positions
#9Rockwood Wealth Management, LLCSmart money
Some overlap · 6 shared positions
$SCHW$IAU$AMN$MAR$EPD$COP
$1.4B
118 positions
#10WESCAP Management Group, Inc.Active
Some overlap · 3 shared positions
$IAU$SCHW$COP
$508M
107 positions
#11BOS Asset Management, LLCPassive
Some overlap · 4 shared positions
$OKE$SCHW$MAR$VZ
$392M
200 positions
#12Hurlow Wealth Management Group, Inc.Active
Some overlap · 5 shared positions
$SCHW$IAU$MCD$NEE$COP
$420M
120 positions
#13Sprinkle Financial Consultants LLCPassive
Some overlap · 5 shared positions
$OKE$IAU$WMB$SCHW$VZ
$217M
99 positions
#14Elwood & Goetz Wealth Advisory Group, LLCActive
Some overlap · 4 shared positions
$IAU$SCHW$MAR$NEE
$589M
138 positions
#15Oceanside Advisors LLCActive
Some overlap · 4 shared positions
$IAU$AMN$SCHW$NEE
$175M
53 positions
#16GRAND WEALTH MANAGEMENT, LLCSmart money
Some overlap · 5 shared positions
$IAU$AMN$OKE$EPD$COP
$212M
87 positions
#17American Investment Services, Inc.Active
Some overlap · 5 shared positions
$IAU$SCHW$NEE$VZ$MAR
$448M
132 positions
#18Burk Holdings LLCPassive
Some overlap · 4 shared positions
$IAU$AMN$OKE$SCHW
$233M
676 positions
#19Disciplined Investments, LLCPassive
Some overlap · 6 shared positions
$IAU$SCHW$OKE$NEE$ARLP$COP
$279M
141 positions
#20Highland Financial Advisors, LLCActive
Some overlap · 4 shared positions
$IAU$AMN$MAR$PM
$379M
67 positions
#21Chandler Asset Management, Inc.Smart money
Some overlap · 3 shared positions
$SCHW$IAU$COP
$659M
23 positions
#22ACORN FINANCIAL ADVISORY SERVICES INC /ADVPassive
Some overlap · 4 shared positions
$IAU$AMN$MAR$PLTR
$730M
215 positions
#23Modus Advisors, LLCPassive
Some overlap · 4 shared positions
$IAU$PLTR$NEE$MCD
$363M
117 positions
#24WEALTHSPAN PARTNERS, LLCPassive
Some overlap · 5 shared positions
$IAU$NEE$MCD$COP$OKE
$284M
123 positions
#25Rather & Kittrell, Inc.Active
Some overlap · 5 shared positions
$IAU$PGR$PM$NEE$VZ
$648M
113 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.