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 Wealth Managment

13F Portfolio OverlapQ2 2026Legacy Wealth Managment portfolio →

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Most similar hedge funds by 13F overlap

Legacy Wealth Managment, LLC/ID is an institutional investor managing $243M across 196 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 Wealth Managment are EXCHANGE TRADED CONCEPTS, Franchise GP Ltd, Compass Wealth, with shared positions in $SNDK, $WDC, $IBIT, $GLDM, $DUOL, $SLV. The full ranking of 25 similar funds is below.

#1EXCHANGE TRADED CONCEPTS, LLCPassive

Notable overlap · 3 shared positions

$SNDK $WDC $IBIT

$21.9B

1,580 positions

#2Franchise GP LtdActive

Notable overlap · 3 shared positions

$SNDK $WDC $IBIT

$215M

39 positions

#3Compass Wealth Management, LLC/GAActive

Some overlap · 3 shared positions

$SNDK $WDC $GLDM

$251M

74 positions

#4Whale Rock Capital Management LLCActive

Some overlap · 3 shared positions

$SNDK $WDC $DUOL

$12.5B

35 positions

#5Polymer Capital Management (HK) LTDActive

Some overlap · 3 shared positions

$SNDK $WDC $DUOL

$2.0B

143 positions

#6Rakuten Securities, Inc.Active

Some overlap · 3 shared positions

$SNDK $WDC $GLDM

$430M

914 positions

#7January Capital Advisors LLCActive

Some overlap · 3 shared positions

$SNDK $GLDM $WDC

$120M

55 positions

#8IMC-Chicago, LLCPassive

Some overlap · 3 shared positions

$SNDK $WDC $SLV

$418.7B

6,591 positions

#9Virtu Financial LLCActive

Some overlap · 3 shared positions

$SNDK $WDC $GLDM

$3.2B

1,548 positions

#10Providence First Trust CoPassive

Some overlap · 3 shared positions

$WDC $SNDK $SLV

$358M

196 positions

#11Elequin Securities, LLCActive

Some overlap · 3 shared positions

$WDC $IBIT $HIMS

$3.4B

693 positions

#12Lake Hills Wealth Management, LLCActive

Some overlap · 3 shared positions

$SLV $SNDK $WDC

$220M

62 positions

#13Hopwood Nicholas HunterActive

Some overlap · 4 shared positions

$SLV $GLDM $CICB $IBIT

$365M

131 positions

#14McAlvany Wealth Management LLCPassive

Some overlap · 3 shared positions

$SLV $GLDM $VNOM

$134M

48 positions

#15China Universal Asset Management Co., Ltd.Passive

Some overlap · 3 shared positions

$SNDK $GLDM $WDC

$1.7B

513 positions

#16Verde Servicos Internacionais S.A.Active

Some overlap · 3 shared positions

$SLV $GLDM $IBIT

$273M

49 positions

#17Copia Wealth ManagementPassive

Some overlap · 3 shared positions

$SLV $GLDM $IBIT

$166M

570 positions

#18PALLADIEM, LLCActive

Some overlap · 3 shared positions

$SLV $GLDM $IBIT

$103M

136 positions

#19Encompass More Asset ManagementPassive

Some overlap · 3 shared positions

$SLV $GLDM $IBIT

$687M

283 positions

#20LifeGoal Investments, LLCActive

Some overlap · 3 shared positions

$GLDM $WDC $SNDK

$218M

155 positions

#21Friday FinancialActive

Some overlap · 4 shared positions

$SNDK $WDC $IBIT $WEC

$373M

108 positions

#22SIG BROKERAGE, LPPassive

Some overlap · 3 shared positions

$SNDK $WDC $SLV

$5.1B

905 positions

#23GROUP ONE TRADING, L.P.Passive

Some overlap · 3 shared positions

$SNDK $SLV $WDC

$71.1B

7,824 positions

#24SUSQUEHANNA INTERNATIONAL GROUP, LLPPassive

Some overlap · 3 shared positions

$SNDK $WDC $SLV

$1.3T

13,275 positions

#25Greenwich Wealth Management LLCActive

Some overlap · 3 shared positions

$SNDK $WDC $SLV

$2.7B

296 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.