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Hedge Funds Similar to Atlas Legacy Advisors

13F Portfolio OverlapQ2 2026Atlas Legacy Advisors portfolio →
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Most similar hedge funds by 13F overlap

Atlas Legacy Advisors, LLC is an institutional investor managing $678M across 213 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 Atlas Legacy Advisors are S Harris Financial Group, MATTERN, Strategic Wealth Advisors, with shared positions in $ALL, $MS, $GWW, $LIN, $ADI, $COR. The full ranking of 25 similar funds is below.

#1S Harris Financial Group, LLCActive
Some overlap · 4 shared positions
$ALL$MS$GWW$LIN
$129M
124 positions
#2MATTERN CAPITAL MANAGEMENT, LLCPassive
Some overlap · 7 shared positions
$GWW$ADI$COR$LIN$AFL$CB
$857M
166 positions
#3Strategic Wealth Advisors LLCActive
Some overlap · 4 shared positions
$ALL$MS$GWW$AFL
$117M
260 positions
#4Networth Advisors, LLCActive
Some overlap · 3 shared positions
$ALL$MS$PLTR
$172M
383 positions
#5Lorne Steinberg Wealth Management Inc.Passive
Some overlap · 3 shared positions
$ALL$MS$RY
$474M
72 positions
#6Northwest Bancshares, Inc.Active
Some overlap · 3 shared positions
$ALL$MS$CB
$555M
175 positions
#7Nicholson Wealth Management Group, LLCPassive
Some overlap · 6 shared positions
$GWW$ADI$LIN$AFL$CB$TXN
$170M
111 positions
#8Comprehensive Financial Consultants Institutional, Inc.Passive
Some overlap · 4 shared positions
$ALL$MS$ADI$CB
$371M
198 positions
#9Andrews Advisory Associates, LLCActive
Some overlap · 4 shared positions
$ALL$GWW$AFL$TXN
$215M
84 positions
#10Hurlow Wealth Management Group, Inc.Active
Some overlap · 5 shared positions
$MS$GWW$ADI$LIN$AFL
$481M
125 positions
#11Somerset Trust CoPassive
Some overlap · 5 shared positions
$MS$ADI$LIN$AFL$CB
$354M
186 positions
#12Silver Coast Investments LLCActive
Some overlap · 4 shared positions
$ALL$MS$LIN$AFL
$336M
121 positions
#13Cyndeo Wealth Partners, LLCPassive
Slight overlap · 5 shared positions
$MS$ADI$LIN$CB$TXN
$2.2B
562 positions
#14Commonwealth Retirement Investments LLCPassive
Slight overlap · 3 shared positions
$ALL$MS$AFL
$370M
129 positions
#15BDF-GESTIONActive
Slight overlap · 4 shared positions
$MS$ALL$ADI$LIN
$738M
145 positions
#16Cushing Capital Partners, LLCPassive
Slight overlap · 5 shared positions
$GWW$ADI$LIN$AFL$CB
$163M
113 positions
#17Vann Equity Management LLCPassive
Slight overlap · 4 shared positions
$MS$GWW$PLTR$CB
$168M
174 positions
#18BKM Wealth Management, LLCPassive
Slight overlap · 5 shared positions
$GWW$ADI$LIN$CB$DBC
$309M
154 positions
#19Aster Capital Management (DIFC) LtdPassive
Slight overlap · 5 shared positions
$PLTR$MS$LIN$AFL$CB
$470M
808 positions
#20OFI INVEST ASSET MANAGEMENTActive
Slight overlap · 4 shared positions
$MS$PLTR$ADI$TXN
$10.0B
365 positions
#21Aventura Private Wealth, LLCPassive
Slight overlap · 4 shared positions
$MS$PLTR$ADI$TXN
$326M
986 positions
#22Meridian Wealth Advisors, LLCPassive
Slight overlap · 3 shared positions
$ALL$MS$ADI
$880M
211 positions
#23MEEDER ASSET MANAGEMENT INCPassive
Slight overlap · 4 shared positions
$ALL$GWW$ADI$TXN
$2.0B
930 positions
#24Knights of Columbus Asset Advisors LLCPassive
Slight overlap · 4 shared positions
$MS$ALL$LIN$TXN
$2.0B
386 positions
#25CONNORS INVESTOR SERVICES INCPassive
Slight overlap · 4 shared positions
$MS$PLTR$LIN$CB
$1.2B
153 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.