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Hedge Funds Similar to Legacy Advisory Services,

13F Portfolio OverlapQ1 2026Legacy Advisory Services, portfolio →
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Most similar hedge funds by 13F overlap

Legacy Advisory Services, LLC is an institutional investor managing $131M across 49 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 Advisory Services, are RBA Wealth ,, Creegan & Nassoura Financial Group,, Third View Private Wealth,, with shared positions in $TMUS, $CROX, $MDT, $EWBC, $MAR, $PLD. The full ranking of 25 similar funds is below.

#1RBA Wealth Management, LLCPassive
Some overlap · 6 shared positions
$TMUS$CROX$MDT$EWBC$MAR$PLD
$278M
92 positions
#2Creegan & Nassoura Financial Group, LLC
Slight overlap · 5 shared positions
$MDT$ETN$UNP$DIS$EPD
$154M
78 positions
#3Third View Private Wealth, LLCPassive
Slight overlap · 5 shared positions
$SHOP$UNP$DIS$TMUS$MRSH
$730M
267 positions
#4HARTLINE INVESTMENT CORP/Active
Slight overlap · 5 shared positions
$SHOP$ETN$UNP$MAR$VST
$909M
112 positions
#5VISIONARY HORIZONS, LLCPassive
Slight overlap · 4 shared positions
$TMUS$MDT$EWBC$AN
$203M
128 positions
#6Davis Capital ManagementPassive
Slight overlap · 4 shared positions
$AN$MDT$ETN$UNP
$148M
589 positions
#7NEW VERNON INVESTMENT MANAGEMENT LLCActive
Slight overlap · 5 shared positions
$MDT$UNP$MAR$EPD$MRSH
$94M
39 positions
#8MMBG INVESTMENT ADVISORS CO.Active
Slight overlap · 4 shared positions
$SHOP$ETN$DIS$MAR
$1.1B
172 positions
#9Brandywine Global Investment Management, LLC
Slight overlap · 4 shared positions
$MDT$TMUS$UNP$DIS
$14.9B
601 positions
#10CULLEN INVESTMENT GROUP, LTD.Active
Slight overlap · 4 shared positions
$MDT$ETN$UNP$EPD
$758M
179 positions
#11Clear Trail Advisors, LLCPassive
Slight overlap · 4 shared positions
$MDT$ETN$UNP$EPD
$601M
149 positions
#12Brentview Investment Management LLCPassive
Slight overlap · 4 shared positions
$TMUS$MDT$UNP$MRSH
$231M
63 positions
#13OMERS ADMINISTRATION CorpActive
Slight overlap · 4 shared positions
$TMUS$ETN$UNP$PLD
$15.6B
1,096 positions
#14CDM FINANCIAL COUNSELING SERVICES, INC.Active
Slight overlap · 4 shared positions
$NTRB$UNP$MAR$PLD
$105M
80 positions
#15Karras Company, Inc.Active
Slight overlap · 4 shared positions
$TMUS$UNP$VST$EPD
$99M
61 positions
#16Palouse Capital Management, Inc.Passive
Slight overlap · 4 shared positions
$MDT$EWBC$DIS$MRSH
$151M
135 positions
#17CREATIVE FINANCIAL DESIGNS INC /ADVPassive
Slight overlap · 3 shared positions
$NTRB$SHOP$MAR
$1.6B
2,162 positions
#18Resolute Advisors LLCActive
Slight overlap · 3 shared positions
$NTRB$SHOP$MAR
$242M
90 positions
#19Clifford Group, LLCActive
Slight overlap · 4 shared positions
$NTRB$UNP$MAR$PLD
$130M
80 positions
#20Northside Capital Management, LLCActive
Slight overlap · 4 shared positions
$MDT$UNP$VST$EPD
$1.1B
193 positions
#21Bowman & Co S.C.
Slight overlap · 3 shared positions
$NTRB$MDT$ETN
$237M
118 positions
#22Clearbridge Investments, LLCPassive
Slight overlap · 4 shared positions
$ETN$TMUS$UNP$MRSH
$114.9B
690 positions
#23Rare Wolf Capital LLCPassive
Slight overlap · 3 shared positions
$SHOP$CROX$DIS
$154M
127 positions
#24Sicart Associates LLCActive
Slight overlap · 3 shared positions
$NTRB$MDT$DIS
$389M
74 positions
#25Quilter PlcActive
Slight overlap · 4 shared positions
$TMUS$UNP$MAR$MRSH
$5.7B
124 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.