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Hedge Funds Similar to Tanglewood Legacy Advisors,

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

Tanglewood Legacy Advisors, LLC is an institutional investor managing $276M across 269 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 Tanglewood Legacy Advisors, are Accuvest Global Advisors, KP, MinichMacGregor Wealth ,, with shared positions in $HEI, $GE, $GEV, $KKR, $NEE, $HUM. The full ranking of 25 similar funds is below.

#1Accuvest Global AdvisorsPassive
Some overlap · 4 shared positions
$HEI$GE$GEV$KKR
$107M
57 positions
#2KP Management LLCPassive
Some overlap · 3 shared positions
$HEI$GE$GEV
$409M
83 positions
#3MinichMacGregor Wealth Management, LLCPassive
Some overlap · 3 shared positions
$HEI$GE$GEV
$567M
136 positions
#4One Madison Group LLCActive
Some overlap · 3 shared positions
$HEI$GE$GEV
$866M
28 positions
#5Chancellor Financial Group WB LPPassive
Some overlap · 6 shared positions
$GE$NEE$HEI$HUM$GEV$DE
$141M
140 positions
#6Crown Oak Advisors, LLCSmart money
Some overlap · 3 shared positions
$HEI$GE$DE
$199M
23 positions
#7PFS Partners, LLCActive
Some overlap · 3 shared positions
$HEI$GE$GEV
$218M
590 positions
#8New Covenant Trust Company, N.A.Active
Some overlap · 6 shared positions
$GE$NEE$KKR$GEV$COP$DE
$112M
96 positions
#9GABELLI FUNDS LLCPassive
Some overlap · 6 shared positions
$NEE$GE$KKR$LEN$DE$AXP
$14.8B
1,264 positions
#10UPTICK PARTNERS, LLCPassive
Some overlap · 3 shared positions
$HEI$KKR$HUM
$502M
293 positions
#11Schubert & CoActive
Slight overlap · 6 shared positions
$NEE$KKR$GE$GEV$COP$AXP
$123M
69 positions
#12CoreCommodity Management, LLCSmart money
Slight overlap · 3 shared positions
$SM$COP$DE
$538M
119 positions
#13KDT Advisors, LLCPassive
Slight overlap · 5 shared positions
$NEE$KKR$HUM$LEN$GEV
$63M
69 positions
#14Nova R Wealth, Inc.Active
Slight overlap · 3 shared positions
$LUV$NEE$HUM
$313M
90 positions
#15Cambridge Financial Group, Inc.Active
Slight overlap · 3 shared positions
$LUV$GE$GEV
$267M
33 positions
#16PALISADE CAPITAL MANAGEMENT, LPPassive
Slight overlap · 3 shared positions
$HEI$SM$CFR
$3.0B
303 positions
#17MAGNOLIA CAPITAL ADVISORS LLCPassive
Slight overlap · 3 shared positions
$LUV$NEE$GEV
$509M
281 positions
#18SMART Wealth LLCPassive
Slight overlap · 3 shared positions
$HEI$GE$GBTC
$341M
207 positions
#19SUTTON PLACE INVESTORS LLCPassive
Slight overlap · 5 shared positions
$NEE$HUM$LEN$GE$GEV
$183M
136 positions
#20VUB Generali dochodkova spravcovska spolocnost, a.s.Passive
Slight overlap · 5 shared positions
$GE$NEE$GEV$COP$DE
$127M
91 positions
#21Sandbox Financial Partners, LLCActive
Slight overlap · 6 shared positions
$HUM$LEN$GEV$NEE$GE$KKR
$356M
117 positions
#22Strategic Investment Solutions, Inc. /ILPassive
Slight overlap · 5 shared positions
$NEE$HUM$GEV$GE$COP
$414M
694 positions
#23MOKAN Wealth Management Inc.Passive
Slight overlap · 5 shared positions
$GE$KKR$HUM$COP$DE
$226M
109 positions
#24WEALTHSPAN PARTNERS, LLCPassive
Slight overlap · 5 shared positions
$NEE$KKR$HUM$COP$DE
$284M
123 positions
#25Hershey Financial Advisers, LLCPassive
Slight overlap · 3 shared positions
$LUV$GEV$COP
$116M
80 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.