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Hedge Funds Similar to LEGACY WEALTH

13F Portfolio OverlapQ2 2026LEGACY WEALTH portfolio →
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Most similar hedge funds by 13F overlap

LEGACY CAPITAL WEALTH MANAGEMENT, LLC is an institutional investor managing $218M across 80 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 LEGACY WEALTH are Smith Group Asset, Davidson, FCF Advisors, with shared positions in $KLAC, $ANET, $PH, $MCK, $TJX, $EME. The full ranking of 25 similar funds is below.

#1Smith Group Asset Management, LLCActive
Notable overlap · 5 shared positions
$KLAC$ANET$PH$MCK$TJX
$2.5B
166 positions
#2Davidson Capital Management Inc.Active
Notable overlap · 7 shared positions
$KLAC$ANET$EME$ORLY$TJX$MCK
$624M
96 positions
#3FCF Advisors LLCPassive
Notable overlap · 5 shared positions
$KLAC$ANET$STRL$MCK$EME
$544M
58 positions
#4VISTA INVESTMENT PARTNERS II, LLCPassive
Notable overlap · 4 shared positions
$KLAC$PH$ORLY$TJX
$255M
160 positions
#5Bensler, LLCPassive
Notable overlap · 4 shared positions
$KLAC$STRL$ANET$VRTX
$1.1B
198 positions
#6VISTA INVESTMENT PARTNERS LLCPassive
Notable overlap · 4 shared positions
$KLAC$PH$ORLY$TJX
$397M
172 positions
#7TILIA FIDUCIARY PARTNERS, INC.
Notable overlap · 4 shared positions
$KLAC$EME$MCK$PH
$211M
127 positions
#8AMJ Financial Wealth ManagementActive
Notable overlap · 4 shared positions
$ORLY$NEM$ANET$TJX
$424M
86 positions
#9BNC WEALTH MANAGEMENT, LLCPassive
Notable overlap · 5 shared positions
$KLAC$ANET$TJX$BE$PLTR
$414M
106 positions
#10Alcosta Capital Management, Inc.Active
Notable overlap · 3 shared positions
$KLAC$ANET$TJX
$148M
22 positions
#11GLR Partners, LLCPassive
Notable overlap · 4 shared positions
$KLAC$PH$ANET$ORLY
$215M
111 positions
#12Westerkirk Capital Inc.Active
Notable overlap · 4 shared positions
$KLAC$TJX$ANET$PH
$1.0B
212 positions
#13Benchmark Investment Advisors LLCPassive
Notable overlap · 5 shared positions
$KLAC$ANET$EME$PH$PLTR
$228M
70 positions
#14STRATEGIC PLANNING GROUP, LLCActive
Notable overlap · 5 shared positions
$ANET$STRL$TJX$NEM$VRTX
$918M
75 positions
#15Bristol Gate Capital Partners Inc.Active
Notable overlap · 3 shared positions
$KLAC$EME$MCK
$1.4B
33 positions
#16JLB & ASSOCIATES INCPassive
Notable overlap · 3 shared positions
$KLAC$ORLY$TJX
$748M
68 positions
#17FORTEM FINANCIAL GROUP, LLCPassive
Notable overlap · 5 shared positions
$KLAC$EME$NEM$ANET$PLTR
$490M
188 positions
#18BARLOW WEALTH PARTNERS, INC.Active
Notable overlap · 4 shared positions
$EME$TJX$MCK$VRTX
$926M
149 positions
#19BEESE FULMER INVESTMENT MANAGEMENT, INC.Passive
Notable overlap · 4 shared positions
$KLAC$TJX$ORLY$ANET
$1.7B
401 positions
#20Railway Pension Investments LtdActive
Some overlap · 4 shared positions
$KLAC$ANET$MCK$PH
$8.0B
102 positions
#21Ayrshire Capital Management LLCPassive
Some overlap · 4 shared positions
$KLAC$TJX$ANET$SPGI
$214M
50 positions
#22Seascape Capital ManagementPassive
Some overlap · 4 shared positions
$ANET$ORLY$AEP$KLAC
$417M
96 positions
#23Horizon Investment Services, LLCPassive
Some overlap · 4 shared positions
$KLAC$STRL$EME$AEP
$360M
143 positions
#24Mezzasalma Advisors, LLCPassive
Some overlap · 6 shared positions
$ANET$EME$RCL$KLAC$BE$SLV
$498M
171 positions
#25EVEXIA WEALTH LLCPassive
Some overlap · 3 shared positions
$KLAC$PH$EME
$369M
77 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.