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 LEGACY WEALTH ,

13F Portfolio OverlapQ1 2026LEGACY WEALTH , portfolio →

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Most similar hedge funds by 13F overlap

LEGACY CAPITAL WEALTH MANAGEMENT, LLC is an institutional investor managing $174M across 65 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 , are Smith Group Asset ,, Atlantic Edge Private Wealth ,, NBZ Investment Advisors, with shared positions in $KLAC, $MCK, $TJX, $ANET, $PH, $VRTX. The full ranking of 25 similar funds is below.

#1Smith Group Asset Management, LLCActive

Notable overlap · 7 shared positions

$KLAC $MCK $TJX $ANET $PH $VRTX

$2.0B

162 positions

#2Atlantic Edge Private Wealth Management, LLCPassive

Notable overlap · 5 shared positions

$JHG $KLAC $MCK $AEP $AMD

$407M

601 positions

#3NBZ Investment Advisors LLCActive

Notable overlap · 3 shared positions

$JHG $GRWG $AMD

$229M

73 positions

#4BNB Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$JHG $KLAC $REGN $MU

$156M

90 positions

#5ATWOOD & PALMER INCPassive

Notable overlap · 4 shared positions

$JHG $VRTX $REGN $PLTR

$1.8B

531 positions

#6Passumpsic Savings Bank

Notable overlap · 6 shared positions

$ANET $PH $AEP $TJX $EME $MU

$183M

90 positions

#7Value Investment Professionals, LLCPassive

Notable overlap · 4 shared positions

$JHG $STRL $MCK $REGN

$89M

81 positions

#8Prasad Wealth Partners, LLCPassive

Notable overlap · 6 shared positions

$JHG $PH $AGQ $MU $PLTR $SLV

$367M

146 positions

#9ALLIANZ SEActive

Notable overlap · 3 shared positions

$JHG $NEM $AMD

$9.0B

473 positions

#10Accel Wealth ManagementPassive

Notable overlap · 6 shared positions

$JHG $AGQ $MU $NEM $PLTR $SLV

$383M

290 positions

#11Geneva Partners, LLCPassive

Notable overlap · 5 shared positions

$STRL $KLAC $PH $ORLY $GRWG

$208M

63 positions

#12NORTHBRIDGE FINANCIAL GROUP, LLCPassive

Notable overlap · 5 shared positions

$JHG $REGN $PH $PLTR $AMD

$232M

168 positions

#13Axecap Investments, LLCPassive

Notable overlap · 6 shared positions

$KLAC $TJX $MCK $ANET $MU $AMD

$145M

69 positions

#14Orion Capital Management LLCPassive

Notable overlap · 4 shared positions

$JHG $ORLY $PLTR $AMD

$290M

485 positions

#15Westview Management dba Westview Investment AdvisorsPassive

Notable overlap · 4 shared positions

$JHG $TJX $VRTX $AMD

$192M

70 positions

#16Signature Wealth Management Partners, LLCPassive

Notable overlap · 4 shared positions

$JHG $NEM $AGQ $PLTR

$199M

116 positions

#17Boomfish Wealth Group, LLCPassive

Notable overlap · 4 shared positions

$JHG $KLAC $ANET $VRTX

$187M

87 positions

#18Sanchez Wealth Management GroupActive

Notable overlap · 3 shared positions

$JHG $REGN $AGQ

$462M

53 positions

#19VISTA INVESTMENT PARTNERS II, LLCPassive

Notable overlap · 4 shared positions

$KLAC $PH $ORLY $TJX

$223M

157 positions

#20MinichMacGregor Wealth Management, LLCPassive

Notable overlap · 5 shared positions

$KLAC $TJX $ORLY $PH $AMD

$567M

136 positions

#21Sun Financial IncPassive

Notable overlap · 6 shared positions

$GRWG $KLAC $ANET $TJX $REGN $AMD

$200M

159 positions

#22Longbow Finance SAPassive

Notable overlap · 4 shared positions

$KLAC $TJX $MCK $PH

$552M

55 positions

#23Crumly & Associates Inc.Passive

Notable overlap · 4 shared positions

$JHG $KLAC $NEM $SLV

$476M

200 positions

#24Comprehensive Financial Planning, Inc./PAPassive

Notable overlap · 4 shared positions

$JHG $MU $PLTR $SLV

$144M

387 positions

#25Mezzasalma Advisors, LLCPassive

Notable overlap · 7 shared positions

$EME $ANET $RCL $MU $REGN $PLTR

$391M

155 positions

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View LEGACY WEALTH ,’s holdings

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.