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 Charis Legacy Partners,

13F Portfolio OverlapQ1 2026Charis Legacy Partners, portfolio →

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Most similar hedge funds by 13F overlap

Charis Legacy Partners, LLC is an institutional investor managing $81M across 28 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 Charis Legacy Partners, are Luminvest Wealth, VANGUARD ADVISERS, Manuka Financial,, with shared positions in $BRZE, $MKL, $KKR, $UPST, $WT, $PSX. The full ranking of 25 similar funds is below.

#1Luminvest Wealth Management LLCSmart money

Substantial overlap · 3 shared positions

$BRZE $MKL $KKR

$382M

55 positions

#2VANGUARD ADVISERS INCSmart money

Substantial overlap · 5 shared positions

$BRZE $MKL $UPST $KKR $WT

$25.5B

668 positions

#3Manuka Financial, LLCActive

Substantial overlap · 3 shared positions

$BRZE $KKR $MKL

$162M

56 positions

#4FIDUCIARY ADVISORS, INC.Active

Notable overlap · 3 shared positions

$BRZE $MKL $KKR

$133M

121 positions

#5Joseph Group Capital ManagementPassive

Notable overlap · 3 shared positions

$BRZE $WT $KKR

$400M

379 positions

#6Towneley Capital Management, Inc / DESmart money

Notable overlap · 3 shared positions

$BRZE $UPST $MKL

$478M

42 positions

#7Verus Financial Partners, Inc.Smart money

Notable overlap · 3 shared positions

$BRZE $MKL $UPST

$1.1B

121 positions

#8Charter Oak Capital Management, LLCActive

Notable overlap · 3 shared positions

$BRZE $MKL $KKR

$1.3B

208 positions

#9Vanguard National Trust CoActive

Notable overlap · 3 shared positions

$BRZE $MKL $KKR

$1.6B

751 positions

#10Breakwater Investment ManagementPassive

Notable overlap · 5 shared positions

$BRZE $MKL $KKR $UPST $WT

$269M

506 positions

#11Gleason Group, Inc.Active

Notable overlap · 3 shared positions

$BRZE $KKR $MKL

$1.0B

229 positions

#12Professional Financial Advisors, LLCActive

Notable overlap · 3 shared positions

$WT $BRZE $MKL

$491M

137 positions

#13RESOLUTE CAPITAL, LLCActive

Notable overlap · 3 shared positions

$WT $BRZE $KKR

$247M

57 positions

#14Pinnacle Financial Group, LLC / ILPassive

Notable overlap · 5 shared positions

$WT $MKL $KKR $BRZE $UPST

$365M

111 positions

#15Winter & Associates, Inc.Passive

Notable overlap · 3 shared positions

$BRZE $WT $UPST

$114M

84 positions

#16Estate Counselors, LLCSmart money

Notable overlap · 3 shared positions

$BRZE $UPST $KKR

$1.1B

97 positions

#17New Covenant Trust Company, N.A.Active

Notable overlap · 3 shared positions

$BRZE $MKL $KKR

$112M

96 positions

#18Glassman Wealth ServicesSmart money

Notable overlap · 4 shared positions

$WT $MKL $BRZE $KKR

$736M

187 positions

#19Value Investment Professionals, LLCPassive

Notable overlap · 3 shared positions

$WT $BRZE $MKL

$89M

81 positions

#20Orcam Financial GroupSmart money

Notable overlap · 3 shared positions

$BRZE $MKL $UPST

$141M

62 positions

#21Ruggaard & Associates LLCPassive

Notable overlap · 3 shared positions

$WT $BRZE $PSX

$252M

122 positions

#22Atlantic Private Wealth, LLCActive

Notable overlap · 3 shared positions

$BRZE $MKL $WT

$153M

315 positions

#23Cornerstone Financial Group, LLC /NE/Active

Notable overlap · 5 shared positions

$BRZE $WT $UPST $MKL $KKR

$156M

73 positions

#24Reality Financial Planning Services, LLCSmart money

Notable overlap · 3 shared positions

$WT $BRZE $KKR

$104M

20 positions

#25Davidson Kahn Capital Management, LLCActive

Notable overlap · 4 shared positions

$BRZE $WT $MKL $KKR

$188M

62 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.