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Hedge Funds Similar to LEGACY SOLUTIONS,

13F Portfolio OverlapQ1 2026LEGACY SOLUTIONS, portfolio →
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Most similar hedge funds by 13F overlap

LEGACY SOLUTIONS, LLC is an institutional investor managing $124M across 88 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 SOLUTIONS, are Heritage Family Offices, LLP, My Portfolio Guide,, Marathon Strategic Advisors,, with shared positions in $GMM, $GLDM, $BTC, $MSI, $COP, $AEP. The full ranking of 25 similar funds is below.

#1Heritage Family Offices, LLPPassive
Some overlap · 4 shared positions
$GMM$GLDM$BTC$MSI
$225M
196 positions
#2My Portfolio Guide, LLCActive
Some overlap · 3 shared positions
$GMM$GLDM$COP
$181M
166 positions
#3Marathon Strategic Advisors, LLCActive
Some overlap · 3 shared positions
$GMM$COP$AEP
$139M
52 positions
#4CAPITAL FINANCIAL GROUP INC\CO\ /ADVPassive
Some overlap · 3 shared positions
$GMM$GLDM$LHX
$182M
106 positions
#5Walsh & Associates, LLCPassive
Some overlap · 3 shared positions
$GMM$CEG$EXC
$101M
287 positions
#6WealthTrak Capital Management LLCPassive
Some overlap · 3 shared positions
$GMM$ARKO$GLDM
$140M
80 positions
#7JNBA Financial AdvisorsActive
Some overlap · 3 shared positions
$GMM$GLDM$COP
$1.2B
819 positions
#8Archer Investment Management, LLCPassive
Some overlap · 3 shared positions
$GMM$MS$GLDM
$238M
108 positions
#9Valtinson Bruner Financial Planning LLCActive
Some overlap · 3 shared positions
$GMM$GLDM$GBTC
$364M
171 positions
#10Phoenix Wealth AdvisorsActive
Some overlap · 5 shared positions
$GMM$JCI$MSI$APD$ARKO
$253M
126 positions
#11Tranquilli Financial Advisor LLCPassive
Some overlap · 3 shared positions
$GMM$MS$COP
$171M
132 positions
#12Roan Capital PartnersPassive
Some overlap · 3 shared positions
$GMM$GLDM$LHX
$108M
77 positions
#13NavPoint Financial, Inc.Active
Some overlap · 5 shared positions
$GLDM$GMM$COP$GBTC$ARKO
$247M
71 positions
#14Atlas Private Wealth AdvisorsPassive
Some overlap · 3 shared positions
$GMM$MS$ARKO
$425M
132 positions
#15Partnership Wealth Management, LLCActive
Some overlap · 4 shared positions
$GMM$CEG$EXC$APD
$131M
66 positions
#16TRB Wealth Management, LLCPassive
Some overlap · 3 shared positions
$GMM$MS$COP
$704M
285 positions
#17Upper Left Wealth Management, LLCPassive
Some overlap · 4 shared positions
$GLDM$GMM$BTC$GBTC
$169M
68 positions
#18Compton Financial Group, LLCActive
Some overlap · 3 shared positions
$GMM$CEG$EXC
$453M
71 positions
#19Livet Wealth, LLCPassive
Some overlap · 3 shared positions
$GMM$COP$GLDM
$157M
117 positions
#20VICUS CAPITALActive
Some overlap · 3 shared positions
$GMM$MS$COP
$1.4B
250 positions
#21Financial Engines Advisors L.L.C.Active
Some overlap · 3 shared positions
$GMM$COP$MS
$49.2B
530 positions
#22Wolff Financial Management LLCActive
Some overlap · 4 shared positions
$GMM$MS$COP$AEP
$453M
103 positions
#23Hollow Brook Wealth Management LLCActive
Some overlap · 3 shared positions
$GLDM$CEG$AEP
$392M
70 positions
#24RCW Management, LLCPassive
Some overlap · 3 shared positions
$GLDM$GMM$COP
$98M
68 positions
#25Safe Harbor Wealth Advisors, LLC
Some overlap · 4 shared positions
$GLDM$MS$COP$ARKO
$103M
96 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.