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 , / MS

13F Portfolio OverlapQ1 2026Legacy Wealth , / MS portfolio →

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Most similar hedge funds by 13F overlap

Legacy Wealth Management, LLC / MS is an institutional investor managing $390M across 114 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 , / MS are Covea Finance, CONNORS INVESTOR SERVICES, NIXON PEABODY, with shared positions in $LHX, $TJX, $PANW, $TMO, $BAC, $ABT. The full ranking of 25 similar funds is below.

#1Covea FinanceActive

Some overlap · 8 shared positions

$LHX $TJX $PANW $TMO $BAC $ABT

$2.9B

146 positions

#2CONNORS INVESTOR SERVICES INCActive

Some overlap · 6 shared positions

$TJX $PLTR $PANW $CB $ABT $LOW

$1.1B

149 positions

#3NIXON PEABODY TRUST COActive

Some overlap · 7 shared positions

$TJX $PANW $BAC $SYK $IQV $DHR

$1.3B

161 positions

#4Mirova US LLCActive

Some overlap · 7 shared positions

$TJX $PANW $BSX $TMO $HUBB $DHR

$8.8B

42 positions

#5RE ADVISERS CORPActive

Some overlap · 8 shared positions

$TJX $CB $BSX $BAC $ABT $HON

$3.7B

111 positions

#6InTrack Investment Management IncPassive

Some overlap · 7 shared positions

$PANW $PLTR $CB $SYK $DHR $LOW

$175M

108 positions

#7Alecta Tjanstepension OmsesidigtActive

Some overlap · 7 shared positions

$TJX $BSX $BAC $TMO $SYK $PANW

$20.5B

78 positions

#8Unisphere EstablishmentActive

Some overlap · 7 shared positions

$TJX $BSX $TMO $BAC $AJG $HON

$11.9B

50 positions

#9SFE Investment CounselPassive

Some overlap · 7 shared positions

$PANW $LHX $IQV $ABT $HON $DHR

$635M

143 positions

#10WELCH & FORBES LLCActive

Some overlap · 7 shared positions

$TJX $CB $SYK $AJG $ABT $DHR

$7.7B

368 positions

#11Town & Country Bank & Trust CO dba First Bankers Trust COPassive

Some overlap · 7 shared positions

$LHX $TJX $TMO $CB $SYK $ABT

$296M

146 positions

#12Chesley Taft & Associates LLCPassive

Some overlap · 7 shared positions

$PANW $CB $TMO $SYK $ABT $HON

$2.4B

370 positions

#13ARBOR TRUST WEALTH ADVISORS, LLCPassive

Some overlap · 8 shared positions

$TJX $SYK $PANW $ABT $HON $LOW

$228M

90 positions

#14BARTLETT & CO. WEALTH MANAGEMENT LLCPassive

Some overlap · 7 shared positions

$TJX $CB $TMO $PANW $ABT $LOW

$7.8B

1,278 positions

#15Trifecta Capital Advisors, LLCPassive

Some overlap · 5 shared positions

$PANW $PLTR $TJX $TMO $LHX

$646M

274 positions

#16Harbour Trust & Investment Management CoActive

Some overlap · 7 shared positions

$TJX $PANW $SYK $TMO $LOW $MCD

$943M

155 positions

#17Stokes Capital Advisors, LLCPassive

Some overlap · 7 shared positions

$TJX $CB $SYK $ABT $HON $MCD

$446M

104 positions

#18ELLERSON GROUP INC /ADVPassive

Some overlap · 5 shared positions

$PANW $PLTR $LHX $TMO $DHR

$153M

61 positions

#19DAVIS R M INCActive

Some overlap · 5 shared positions

$TJX $PANW $CB $TMO $DHR

$5.6B

273 positions

#20BEESE FULMER INVESTMENT MANAGEMENT, INC.Passive

Some overlap · 7 shared positions

$TJX $CB $BSX $SYK $MCD $UNP

$1.6B

435 positions

#21NEW VERNON INVESTMENT MANAGEMENT LLCActive

Some overlap · 7 shared positions

$TJX $CB $AJG $SYK $ABT $UNP

$94M

39 positions

#22Wallington Asset Management, LLCActive

Some overlap · 6 shared positions

$TJX $PANW $BAC $HON $LOW $UNP

$752M

61 positions

#23McLaughlin Asset Management, Inc.Passive

Some overlap · 5 shared positions

$TJX $PANW $BSX $TMO $HUBB

$105M

91 positions

#24WHALEROCK POINT PARTNERS, LLCActive

Some overlap · 6 shared positions

$TJX $PANW $TMO $BAC $MCD $UNP

$518M

197 positions

#25Boit C F DavidPassive

Some overlap · 8 shared positions

$CB $BAC $SYK $ABT $TMO $DHR

$225M

117 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.