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Hedge Funds Similar to Legacy Group California

13F Portfolio OverlapQ2 2026Legacy Group California portfolio →
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Most similar hedge funds by 13F overlap

Legacy Capital Group California, Inc. is an institutional investor managing $332M across 299 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Legacy Group California are Kovitz Investment Group Partners, LSV ASSET, Genus, with shared positions in $C, $CAH, $CVS, $GD, $ALL, $NEM. The full ranking of 25 similar funds is below.

#1Kovitz Investment Group Partners, LLCPassive
Some overlap · 8 shared positions
$C$CAH$CVS$GD$ALL$NEM
$4.5B
478 positions
#2LSV ASSET MANAGEMENTActive
Some overlap · 7 shared positions
$C$CVS$CFG$NEM$ALL$HPE
$55.1B
889 positions
#3Genus Capital Management Inc.Passive
Some overlap · 6 shared positions
$CAH$C$BNY$STX$GLW$HPE
$1.0B
204 positions
#4TABR Capital Management, LLCActive
Some overlap · 7 shared positions
$NBIS$HWM$GLW$JBL$HPE$RKLB
$117M
54 positions
#5Dorsey Wright & AssociatesPassive
Some overlap · 6 shared positions
$CAH$BNY$STX$HWM$NEM$GM
$590M
131 positions
#6Williamson Legacy Group, LLCPassive
Some overlap · 6 shared positions
$C$BNY$STX$HWM$GLW$BE
$201M
75 positions
#7Caitong International Asset Management Co., LtdPassive
Some overlap · 7 shared positions
$NBIS$ASML$STX$GLW$BE$NEM
$729M
2,999 positions
#8FLORIDA FINANCIAL ADVISORS, LLCPassive
Some overlap · 6 shared positions
$CAH$STX$HWM$GLW$VSAT$BE
$592M
362 positions
#9COZAD ASSET MANAGEMENT INCPassive
Some overlap · 6 shared positions
$CAH$CVS$ASML$GLW$JBL$HPE
$1.5B
453 positions
#10Veracity Capital LLCPassive
Some overlap · 6 shared positions
$ASML$STX$HWM$GLW$JBL$HPE
$370M
223 positions
#11Mount Lucas Management LPPassive
Some overlap · 5 shared positions
$CAH$BNY$GD$NBIS$NEM
$281M
166 positions
#12COOKSON PEIRCE & CO INCPassive
Some overlap · 5 shared positions
$CAH$C$HWM$GLW$JBL
$3.0B
317 positions
#13AFFINITY INVESTMENT ADVISORS, LLCPassive
Some overlap · 5 shared positions
$C$CVS$STX$NEM$JBL
$197M
140 positions
#14WILLIAM JOHN SEMPOLINSKIActive
Some overlap · 6 shared positions
$NBIS$ASML$GLW$RKLB$CFG$STX
$248M
106 positions
#15Sterling Investment Counsel, LLCActive
Some overlap · 5 shared positions
$C$CFG$STX$GLW$CAH
$425M
197 positions
#16Athena Wealth Management, LLCActive
Some overlap · 5 shared positions
$C$ALL$ASML$STX$GM
$134M
104 positions
#17Severin Investments, LLCPassive
Some overlap · 5 shared positions
$C$ASML$HWM$NEM$JBL
$133M
174 positions
#18Axecap Investments, LLCPassive
Some overlap · 5 shared positions
$C$CFG$BNY$JBL$HWM
$181M
73 positions
#19NAVELLIER & ASSOCIATES INCPassive
Some overlap · 5 shared positions
$CAH$STX$HWM$BTSG$BE
$1.3B
322 positions
#20PARADIGM ASSET MANAGEMENT CO LLCPassive
Some overlap · 5 shared positions
$C$BNY$ASML$NEM$GM
$468M
419 positions
#21Bellwether Advisors, LLCPassive
Some overlap · 5 shared positions
$CAH$NBIS$STX$GLW$HPE
$675M
167 positions
#22WCM INVESTMENT MANAGEMENT, LLCActive
Some overlap · 5 shared positions
$CAH$ASML$STX$GLW$UBS
$55.2B
266 positions
#23Sound Capital Solutions LLCPassive
Some overlap · 4 shared positions
$IBRX$STX$NEM$HPE
$427M
309 positions
#24Legacy Bridge, LLCPassive
Some overlap · 5 shared positions
$BNY$NBIS$ASML$STX$HPE
$324M
322 positions
#25PATTON FUND MANAGEMENT, INC.Passive
Some overlap · 5 shared positions
$CVS$STX$HWM$GLW$JBL
$462M
86 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.