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Hedge Funds Similar to LEGACY SOLUTIONS

13F Portfolio OverlapQ3 2026LEGACY SOLUTIONS portfolio →
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Most similar hedge funds by 13F overlap

LEGACY SOLUTIONS, LLC is an institutional investor managing $131M across 91 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to LEGACY SOLUTIONS are Analysts, Cullen, SKBA, with shared positions in $MS, $C, $JCI, $COP, $MSI, $AEP. The full ranking of 25 similar funds is below.

#1Capital Analysts, LLCPassive
Notable overlap · 11 shared positions
$MS$C$JCI$COP$MSI$AEP
$4.3B
1,536 positions
#2Cullen Capital Management, LLCActive
Some overlap · 4 shared positions
$MS$C$JCI$COP
$10.2B
208 positions
#3SKBA CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$C$COP$AEP$LHX$APD
$606M
79 positions
#4Insight Inv LLCPassive
Some overlap · 4 shared positions
$MS$C$JCI$EOG
$210M
108 positions
#5Nexus Investment Management ULCActive
Some overlap · 5 shared positions
$MS$C$AEP$EOG$EXC
$767M
72 positions
#6Fullerton Fund Management Co Ltd.Active
Some overlap · 3 shared positions
$GLDM$MS$SPGI
$1.6B
119 positions
#7Hollow Brook Wealth Management LLCActive
Some overlap · 3 shared positions
$GLDM$CEG$AEP
$504M
78 positions
#8Socorro Asset Management LPActive
Some overlap · 4 shared positions
$MS$JCI$APD$SPGI
$223M
33 positions
#9Hobbs Group Advisors, LLCActive
Some overlap · 3 shared positions
$GLDM$C$MS
$380M
164 positions
#10Copley Financial Group, Inc.Active
Some overlap · 4 shared positions
$GLDM$C$MS$EOG
$165M
118 positions
#11Newton One Investments LLCActive
Some overlap · 4 shared positions
$CEG$EXC$MS$APD
$392M
150 positions
#12Scissortail Wealth Management, LLCPassive
Some overlap · 4 shared positions
$JCI$MSI$COP$APD
$520M
106 positions
#13American Trust Investment Advisors, LLCPassive
Some overlap · 3 shared positions
$CEG$C$COP
$203M
81 positions
#14FIRST FINANCIAL BANKSHARES INCActive
Some overlap · 4 shared positions
$C$AEP$COP$LHX
$5.3B
210 positions
#15Nemes Rush Group LLCPassive
Some overlap · 5 shared positions
$JCI$MSI$CEG$DHI$LHX
$1.2B
954 positions
#16Comprehensive Financial Consultants Institutional, Inc.Passive
Some overlap · 4 shared positions
$JCI$MSI$MS$APD
$371M
198 positions
#17SAGE PRIVATE WEALTH GROUP, LLCActive
Some overlap · 4 shared positions
$GLDM$MSI$JCI$APD
$298M
135 positions
#18Gradient Investments LLCPassive
Some overlap · 3 shared positions
$GLDM$MS$COP
$7.0B
457 positions
#19Paladin Wealth, LLCPassive
Some overlap · 3 shared positions
$GLDM$MS$COP
$185M
156 positions
#20Blake Schutter Theil Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$MS$JCI$C
$148M
110 positions
#21Covington Investment Advisors Inc.Active
Some overlap · 5 shared positions
$COP$LHX$APD$SPGI$CEG
$774M
73 positions
#22Fortis Advisors, LLCActive
Some overlap · 3 shared positions
$GLDM$C$COP
$214M
122 positions
#23MILLER HOWARD INVESTMENTS INC /NYActive
Some overlap · 3 shared positions
$EXC$C$COP
$3.7B
159 positions
#24Allen Mooney & Barnes Investment Advisors LLCPassive
Some overlap · 4 shared positions
$C$AEP$LHX$EOG
$673M
158 positions
#25CRAWFORD INVESTMENT COUNSEL INCActive
Some overlap · 4 shared positions
$JCI$AEP$MSI$SPGI
$6.0B
306 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.