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Hedge Funds Similar to Legacy Wealth Partners,

13F Portfolio OverlapQ1 2026Legacy Wealth Partners, portfolio →
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Most similar hedge funds by 13F overlap

Legacy Wealth Partners, LLC is an institutional investor managing $399M across 176 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 Wealth Partners, are Archer Investment ,, Schwallier Wealth, AMERICAN FINANCIAL & TAX STRATEGIES, with shared positions in $DDOG, $WT, $GMM, $MKL, $SOLV, $SE. The full ranking of 25 similar funds is below.

#1Archer Investment Management, LLCPassive
Some overlap · 6 shared positions
$DDOG$WT$GMM$MKL$SOLV$SE
$238M
108 positions
#2Schwallier Wealth Management LLCActive
Some overlap · 5 shared positions
$DDOG$WT$GMM$AGQ$VLTO
$137M
58 positions
#3AMERICAN FINANCIAL & TAX STRATEGIES INCPassive
Some overlap · 5 shared positions
$DDOG$WT$GMM$MKL$SE
$206M
97 positions
#4NewEdge Advisors, LLCPassive
Some overlap · 5 shared positions
$DDOG$WT$GMM$EPD$SE
$2.2B
1,217 positions
#5Avidian Wealth Solutions, LLCActive
Some overlap · 6 shared positions
$DDOG$WT$AGQ$SNOW$MKL$SOLV
$3.2B
676 positions
#6K2 Financial Inc.Passive
Some overlap · 4 shared positions
$DDOG$WT$GMM$SNOW
$138M
59 positions
#7Aprio Wealth Management, LLCPassive
Some overlap · 3 shared positions
$DDOG$AGQ$WT
$1.8B
613 positions
#8Kestra Investment Management, LLCActive
Some overlap · 5 shared positions
$DDOG$WT$SNOW$VLTO$MKL
$5.8B
439 positions
#9TAGStone Capital, Inc.Passive
Some overlap · 4 shared positions
$DDOG$WT$GMM$SE
$283M
137 positions
#10THEORY FINANCIAL LLCPassive
Some overlap · 4 shared positions
$DDOG$WT$GMM$SE
$285M
94 positions
#11Cascade Financial Partners, LLCActive
Some overlap · 5 shared positions
$WT$GMM$AGQ$DDOG$SE
$970M
263 positions
#12Opes Wealth Management LLCActive
Some overlap · 4 shared positions
$WT$DDOG$GMM$SNOW
$609M
146 positions
#13Centurion Wealth Management LLCPassive
Some overlap · 5 shared positions
$AGQ$WT$SNOW$VLTO$SE
$444M
316 positions
#14RCS Financial Planning, LLCPassive
Some overlap · 5 shared positions
$DDOG$GMM$SNOW$VLTO$SE
$193M
98 positions
#15Sherman Wealth Management LLCPassive
Some overlap · 3 shared positions
$AGQ$WT$GMM
$116M
80 positions
#16CLIFTONLARSONALLEN WEALTH ADVISORS, LLCActive
Some overlap · 6 shared positions
$DDOG$AGQ$MKL$SNOW$WT$SE
$6.8B
222 positions
#17Millington Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$AGQ$WT$GMM
$237M
119 positions
#18JFS WEALTH ADVISORS, LLCPassive
Some overlap · 4 shared positions
$DDOG$WT$SNOW$EPD
$1.8B
1,889 positions
#19One Capital Management, LLCPassive
Some overlap · 4 shared positions
$DDOG$WT$SNOW$SOLV
$3.6B
524 positions
#20Allodium Investment Consultants, LLCActive
Some overlap · 3 shared positions
$DDOG$AGQ$SNOW
$209M
52 positions
#21PURE PORTFOLIOS HOLDINGS LLC
Some overlap · 3 shared positions
$DDOG$AGQ$SNOW
$332M
104 positions
#22BROWN WEALTH MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$DDOG$AGQ$SNOW
$389M
116 positions
#23ForthRight Wealth Management, LLCActive
Some overlap · 3 shared positions
$DDOG$AGQ$SNOW
$353M
75 positions
#24TRB Wealth Management, LLCPassive
Some overlap · 5 shared positions
$WT$GMM$DDOG$SNOW$SE
$704M
285 positions
#25Bravias Capital Group, LLCActive
Some overlap · 3 shared positions
$AGQ$WT$GMM
$153M
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.