13F Pro

Hedge Funds Similar to Atlas Legacy Advisors,

13F Portfolio OverlapQ1 2026Atlas Legacy Advisors, portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Atlas Legacy Advisors, LLC is an institutional investor managing $550M across 195 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 Atlas Legacy Advisors, are White Lighthouse Investment, Vermillion Wealth ,, APS Group,, with shared positions in $MAR, $KKR, $DHR, $BRZE, $SCHW, $MS. The full ranking of 25 similar funds is below.

#1White Lighthouse Investment Management Inc.Active
Some overlap · 5 shared positions
$MAR$KKR$DHR$BRZE$SCHW
$721M
145 positions
#2Vermillion Wealth Management, Inc.Passive
Some overlap · 4 shared positions
$MAR$KKR$BRZE$SCHW
$255M
1,563 positions
#3APS Management Group, Inc.Passive
Some overlap · 4 shared positions
$MAR$KKR$DHR$MS
$117M
72 positions
#4Baker Ellis Asset Management LLCPassive
Some overlap · 3 shared positions
$MAR$KKR$DHR
$842M
254 positions
#5Capital Advisors Wealth Management, LLCPassive
Some overlap · 4 shared positions
$MAR$KKR$SCHW$PLTR
$745M
219 positions
#6SWAN Capital LLCPassive
Some overlap · 4 shared positions
$MAR$KKR$SCHW$PLTR
$272M
554 positions
#7LAUREL OAK WEALTH MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$KKR$MAR$BRZE$LEN$PLTR
$595M
360 positions
#8John A. Wolfe & Associates, Inc.Active
Some overlap · 3 shared positions
$MAR$KKR$BRZE
$65M
42 positions
#9VANTAGEPOINT INVESTMENT ADVISERS LLCActive
Some overlap · 3 shared positions
$MAR$KKR$MS
$11.8B
55 positions
#10Financial Perspectives, IncPassive
Some overlap · 3 shared positions
$MAR$KKR$MS
$358M
716 positions
#11Triangle Securities Wealth ManagementPassive
Some overlap · 3 shared positions
$MAR$KKR$LIN
$441M
206 positions
#12FOUNDERS GROVE WEALTH PARTNERS, LLCPassive
Some overlap · 3 shared positions
$MAR$KKR$SCHW
$440M
162 positions
#13Gross & Hartman Investments LLCSmart money
Some overlap · 4 shared positions
$MAR$KKR$PLTR$MS
$192M
72 positions
#14Eldridge Investment Advisors, Inc.Passive
Some overlap · 4 shared positions
$MAR$KKR$DHR$MS
$456M
154 positions
#15Stony Point Wealth Management Inc.Passive
Some overlap · 3 shared positions
$KKR$MAR$SCHW
$252M
96 positions
#16Raab & Moskowitz Asset Management LLCPassive
Some overlap · 3 shared positions
$KKR$MAR$BRZE
$450M
187 positions
#17MontVue Capital Management, Inc.Active
Some overlap · 4 shared positions
$MAR$DHR$BRZE$SCHW
$147M
67 positions
#18DAGCO, INC.Passive
Some overlap · 4 shared positions
$KKR$MAR$MS$DHR
$461M
353 positions
#19Cornerstone Advisory, LLCPassive
Some overlap · 3 shared positions
$KKR$MAR$COR
$1.1B
262 positions
#20JMAC ENTERPRISES LLCPassive
Some overlap · 3 shared positions
$MAR$KKR$MS
$522M
117 positions
#21HOWARD WEALTH MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$KKR$BRZE$SCHW$MAR$PLTR$DHR
$238M
142 positions
#22Juno Financial Group LLCActive
Some overlap · 4 shared positions
$KKR$DHR$BRZE$SCHW
$255M
70 positions
#23Donalies Financial Planning, LLCActive
Some overlap · 4 shared positions
$KKR$MAR$BRZE$SCHW
$117M
74 positions
#24CVA Family Office, LLCPassive
Some overlap · 3 shared positions
$MAR$KKR$MS
$950M
1,838 positions
#25CORNERSTONE ADVISORS ASSET MANAGEMENT, LLCActive
Some overlap · 5 shared positions
$MAR$KKR$BRZE$CTVA$MS
$648M
134 positions

Compare Atlas Legacy Advisors,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Atlas Legacy Advisors,’s holdings

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.