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Hedge Funds Similar to Legacy Wealth Managment, /ID

13F Portfolio OverlapQ1 2026Legacy Wealth Managment, /ID portfolio →
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Most similar hedge funds by 13F overlap

Legacy Wealth Managment, LLC/ID is an institutional investor managing $201M across 1,043 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 Wealth Managment, /ID are Centennial Wealth Advisory, IMG Wealth ,, FISCHER INVESTMENT STRATEGIES,, with shared positions in $BTSG, $WT, $SLV, $USB, $RELX, $NTRB. The full ranking of 25 similar funds is below.

#1Centennial Wealth Advisory LLCPassive
Notable overlap · 4 shared positions
$BTSG$WT$SLV$USB
$413M
160 positions
#2IMG Wealth Management, Inc.Passive
Notable overlap · 3 shared positions
$BTSG$RELX$SLV
$157M
506 positions
#3FISCHER INVESTMENT STRATEGIES, LLCActive
Some overlap · 3 shared positions
$BTSG$NTRB$IBIT
$171M
45 positions
#4Legacy Financial Group LLCActive
Some overlap · 3 shared positions
$BTSG$USB$WT
$795M
121 positions
#5Sherry Group, Inc.Active
Some overlap · 3 shared positions
$RELX$WT$SLV
$92M
41 positions
#6New Vernon Capital Holdings II LLCActive
Some overlap · 3 shared positions
$RELX$WT$IBIT
$136M
77 positions
#7MJT & Associates Financial Advisory Group, Inc.Active
Some overlap · 3 shared positions
$RELX$WT$USB
$136M
442 positions
#8Kohlberg Kravis Roberts & Co. L.P.Smart money
Some overlap · 4 shared positions
$BTSG$FSK$WEC$WDC
$5.3B
92 positions
#9IAM Advisory, LLCActive
Some overlap · 4 shared positions
$AGQ$WT$USB$SNDK
$446M
95 positions
#10MOULTON WEALTH MANAGEMENT, INCActive
Some overlap · 4 shared positions
$AGQ$WT$USB$SLV
$147M
52 positions
#11Global View Capital Management LLCActive
Some overlap · 4 shared positions
$AGQ$WT$USB$SLV
$377M
140 positions
#12WT Wealth ManagementPassive
Some overlap · 3 shared positions
$RELX$WT$USB
$336M
138 positions
#13CASTLE WEALTH MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$RELX$WT$USB$SLV
$309M
132 positions
#14Camarda Financial Advisors, LLCPassive
Some overlap · 4 shared positions
$AGQ$WDC$SNDK$USB
$190M
104 positions
#15FORTE ASSET MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$RELX$USB$IBIT
$228M
76 positions
#16Lionsbridge Wealth Management LLCPassive
Some overlap · 4 shared positions
$WT$AGQ$RELX$USB
$99M
59 positions
#17Avant Capital LLCPassive
Some overlap · 3 shared positions
$AGQ$WT$NTRB
$142M
76 positions
#18REUTER JAMES WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$AGQ$WT$USB
$697M
218 positions
#19Centurion Wealth Management LLCPassive
Some overlap · 4 shared positions
$AGQ$WT$USB$IBIT
$444M
316 positions
#20Sherman Wealth Management LLCPassive
Some overlap · 3 shared positions
$AGQ$WT$NTRB
$116M
80 positions
#21RoundAngle Advisors LLCPassive
Some overlap · 5 shared positions
$AGQ$USB$WT$SLV$IBIT
$134M
60 positions
#22SMITH, MOORE & CO.Passive
Some overlap · 4 shared positions
$AGQ$WT$USB$SLV
$1.4B
558 positions
#23Anson Capital, Inc.Passive
Some overlap · 3 shared positions
$AGQ$WT$USB
$146M
90 positions
#24ATX Financial Planning, LLCPassive
Some overlap · 4 shared positions
$AGQ$RELX$WT$IBIT
$132M
81 positions
#25Arta Finance Wealth Management LLCPassive
Some overlap · 3 shared positions
$AGQ$WT$USB
$202M
95 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.