How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Legacy Group California,

13F Portfolio OverlapQ1 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 $263M across 277 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 Group California, are Kovitz Investment Group Partners,, Qsemble ,, Severin Investments,, with shared positions in $C, $NEM, $GD, $GM, $CAH, $ALL. The full ranking of 25 similar funds is below.

#1Kovitz Investment Group Partners, LLCPassive

Some overlap · 10 shared positions

$C $NEM $GD $GM $CAH $ALL

$4.3B

484 positions

#2Qsemble Capital Management, LPPassive

Some overlap · 9 shared positions

$C $ALL $HWM $GM $BAC $NTR

$1.3B

430 positions

#3Severin Investments, LLCPassive

Some overlap · 7 shared positions

$C $NEM $HWM $BAC $IBM $MU

$116M

171 positions

#4Hickory Point Bank & TrustPassive

Some overlap · 7 shared positions

$C $NEM $GD $BAC $DIS $CMI

$152M

456 positions

#5Exeter Financial, LLCPassive

Some overlap · 7 shared positions

$CAH $GD $CVS $BAC $APD $RELX

$245M

98 positions

#6Vinva Investment Management LtdPassive

Some overlap · 8 shared positions

$BAC $HWM $GM $DVN $TPR $JBL

$8.1B

435 positions

#7AFFINITY INVESTMENT ADVISORS, LLCPassive

Some overlap · 7 shared positions

$NEM $CVS $BAC $TPR $JBL $IBM

$160M

137 positions

#8COOKSON PEIRCE & CO INCPassive

Some overlap · 6 shared positions

$C $CAH $HWM $GLW $JBL $MU

$2.4B

303 positions

#9Insight Inv LLCPassive

Some overlap · 6 shared positions

$C $GD $ALL $GLW $MRVL $IBM

$183M

104 positions

#10Qube Research & Technologies LtdPassive

Some overlap · 8 shared positions

$BAC $GM $C $MRVL $TPR $MU

$89.9B

3,479 positions

#11PBU - The Pension Fund of Early Childhood & Youth EducatorsActive

Some overlap · 7 shared positions

$NEM $C $BAC $DIS $IBM $MU

$7.7B

190 positions

#12LOS ANGELES CAPITAL MANAGEMENT LLCPassive

Some overlap · 6 shared positions

$NEM $GD $ALL $HWM $GM $MRVL

$25.4B

2,374 positions

#13CORNERCAP INVESTMENT COUNSEL INC

Some overlap · 5 shared positions

$C $NEM $CAH $CVS $BAC

$203M

151 positions

#14Te Ahumairangi Investment Management LtdActive

Some overlap · 5 shared positions

$C $NEM $CAH $GM $DIS

$597M

86 positions

#15Brandywine Global Investment Management, LLC

Some overlap · 6 shared positions

$C $GM $CVS $BAC $DIS $IBM

$14.9B

601 positions

#16Ranch Capital Advisors Inc.Passive

Some overlap · 5 shared positions

$C $CAH $GD $IBM $CMI

$277M

154 positions

#17Dorsey Wright & AssociatesPassive

Some overlap · 5 shared positions

$CAH $NEM $HWM $GM $TPR

$807M

158 positions

#1844 WEALTH MANAGEMENT LLCPassive

Some overlap · 6 shared positions

$C $CVS $TPR $IBM $MU $CMI

$286M

183 positions

#19Adams Asset Advisors, LLCActive

Some overlap · 5 shared positions

$C $NEM $BAC $DINO $CMI

$891M

88 positions

#20CASTLEKEEP INVESTMENT ADVISORS LLCActive

Some overlap · 5 shared positions

$C $CAH $GD $DIS $IBM

$184M

66 positions

#21Knights of Columbus Asset Advisors LLCPassive

Some overlap · 6 shared positions

$ALL $GM $C $BAC $IBM $CMI

$1.8B

397 positions

#22HIGHLAND CAPITAL MANAGEMENT, LLCPassive

Some overlap · 5 shared positions

$C $NEM $BAC $GLW $MU

$1.9B

416 positions

#23FORTEM FINANCIAL GROUP, LLCPassive

Some overlap · 5 shared positions

$CAH $NEM $HWM $TPR $CMI

$399M

173 positions

#24Murphy Pohlad Asset Management LLCPassive

Some overlap · 5 shared positions

$C $GD $NTR $DVN $CMI

$279M

134 positions

#25Wellington Shields & Co., LLCPassive

Some overlap · 5 shared positions

$C $NEM $DIS $GLW $IBM

$392M

321 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.