What hedge funds are most similar to Williamson Legacy Group, LLC?

The funds with the most similar 13F portfolios to Williamson Legacy Group, LLC are Amanah, Goldstream Ltd, Markin Volterra Fund, based on overlapping conviction holdings in the latest SEC filings.

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 Williamson Legacy Group,

13F Portfolio OverlapQ1 2026Williamson Legacy Group, portfolio →

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Most similar hedge funds by 13F overlap

Williamson Legacy Group, LLC is an institutional investor managing $133M across 81 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 Williamson Legacy Group, are Amanah, Goldstream Ltd, Markin Volterra Fund, with shared positions in $LITE, $CIEN, $SNDK, $WDC, $STX, $GEV. The full ranking of 25 similar funds is below.

#1Amanah Holdings TrustSmart money

Substantial overlap · 8 shared positions

$LITE $CIEN $SNDK $WDC $STX $GEV

$908M

20 positions

#2Goldstream Capital Management LtdActive

Substantial overlap · 10 shared positions

$LITE $CIEN $SNDK $GEV $MU $TER

$120M

30 positions

#3Markin Volterra Fund LPActive

Substantial overlap · 10 shared positions

$LITE $SNDK $WDC $STX $GEV $MU

$65M

34 positions

#4Anther Capital LtdActive

Substantial overlap · 9 shared positions

$LITE $SNDK $WDC $STX $MU $GLW

$3.8B

31 positions

#5WT Asset Management LtdActive

Substantial overlap · 9 shared positions

$LITE $SNDK $WDC $STX $MU $GLW

$4.8B

32 positions

#6Trivest Advisors LtdSmart money

Substantial overlap · 10 shared positions

$LITE $WDC $STX $BE $MU $GLW

$1.4B

29 positions

#7Grand Alliance Asset Management LtdActive

Substantial overlap · 8 shared positions

$LITE $SNDK $WDC $BE $MU $GLW

$165M

13 positions

#8Retireful, LLCPassive

Substantial overlap · 14 shared positions

$WDC $TPR $MU $GLW $GEV $SNDK

$71M

84 positions

#9Virtus Wealth Solutions LLCActive

Substantial overlap · 10 shared positions

$CIEN $SNDK $GEV $LITE $MU $TER

$525M

54 positions

#10CloudAlpha Capital Management Limited/Hong KongActive

Notable overlap · 8 shared positions

$LITE $SNDK $CIEN $MTZ $TER $COHR

$2.9B

56 positions

#11VMS Asset Management LimitedActive

Notable overlap · 8 shared positions

$LITE $CIEN $SNDK $GLW $TER $LRCX

$164M

23 positions

#12Science & Technology Partners, L.P.Active

Notable overlap · 11 shared positions

$LITE $CIEN $BE $SNDK $MU $LRCX

$382M

43 positions

#13CHAPIN DAVIS, INC.Passive

Notable overlap · 9 shared positions

$WDC $STX $HWM $CIEN $GLW $LITE

$449M

261 positions

#14Anatole Investment Management LtdActive

Notable overlap · 5 shared positions

$LITE $CIEN $SNDK $SEDG $MU

$716M

15 positions

#15BERKSHIRE CAPITAL HOLDINGS INCActive

Notable overlap · 11 shared positions

$LITE $GEV $BE $GLW $TER $COHR

$277M

114 positions

#16Hel Ved Capital Management LtdActive

Notable overlap · 7 shared positions

$SNDK $CIEN $LITE $MTZ $GLW $COHR

$844M

56 positions

#17Persistent Asset Partners LtdPassive

Notable overlap · 7 shared positions

$LITE $SNDK $CIEN $MU $GLW $TER

$268M

322 positions

#18Polar Capital Holdings PlcActive

Notable overlap · 11 shared positions

$SNDK $LITE $GLW $STX $MU $LRCX

$28.2B

242 positions

#19Value Aligned Research Advisors, LLCActive

Notable overlap · 11 shared positions

$LITE $BE $STX $WDC $MU $LRCX

$20.7B

107 positions

#20Dorsey Wright & AssociatesPassive

Notable overlap · 11 shared positions

$GEV $HWM $FTI $TPR $MTZ $ALB

$807M

158 positions

#21Dilation Capital Management LPActive

Notable overlap · 4 shared positions

$LITE $SNDK $WDC $HWM

$199M

20 positions

#22PINNBROOK CAPITAL MANAGEMENT LPActive

Notable overlap · 11 shared positions

$WDC $MTZ $FIVE $FTI $BWXT $LRCX

$384M

45 positions

#23M & L Capital Management LtdActive

Notable overlap · 7 shared positions

$LITE $CIEN $LRCX $COHR $GEV $VRT

$407M

19 positions

#24Tairen Capital LtdActive

Notable overlap · 8 shared positions

$LITE $SNDK $MU $GLW $TER $LRCX

$924M

44 positions

#25Talos Eurisko Asset Management LPActive

Notable overlap · 5 shared positions

$LITE $SNDK $WDC $GLW $VRT

$585M

23 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.