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Hedge Funds Similar to Family Legacy Financial Solutions,

13F Portfolio OverlapQ1 2026Family Legacy Financial Solutions, portfolio →
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Most similar hedge funds by 13F overlap

Family Legacy Financial Solutions, LLC is an institutional investor managing $164M 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 Family Legacy Financial Solutions, are Lunt ,, Catalyst Investment, Boothe Investment Group,, with shared positions in $WT, $PANW, $DHR, $DUK, $DOV, $AMD. The full ranking of 25 similar funds is below.

#1Lunt Capital Management, Inc.Active
Substantial overlap · 4 shared positions
$WT$PANW$DHR$DUK
$260M
97 positions
#2Catalyst Investment Management LLCPassive
Notable overlap · 3 shared positions
$WT$DHR$DOV
$90M
65 positions
#3Boothe Investment Group, Inc.Active
Notable overlap · 3 shared positions
$WT$AMD$VRT
$311M
40 positions
#4McGuire Investment Group, LLCActive
Notable overlap · 5 shared positions
$WT$AMD$ADI$SYK$CMI
$885M
121 positions
#5Grey Ledge Advisors, LLCPassive
Notable overlap · 4 shared positions
$WT$AMD$CMI$VLTO
$443M
239 positions
#6IAM Advisory, LLCActive
Notable overlap · 5 shared positions
$WT$AMD$WM$PANW$VRT
$446M
95 positions
#7Goldenstone Wealth Management LLCActive
Notable overlap · 4 shared positions
$WT$AMD$MRVL$VRT
$137M
89 positions
#8WORMSER FRERES GESTIONActive
Notable overlap · 3 shared positions
$DHR$PANW$SYK
$139M
42 positions
#9Bravias Capital Group, LLCActive
Notable overlap · 3 shared positions
$WT$WM$DHR
$153M
96 positions
#10OPTIMA CAPITAL LLCPassive
Notable overlap · 3 shared positions
$WT$AMD$DOV
$215M
159 positions
#11Premier Private Wealth Management LLCPassive
Notable overlap · 3 shared positions
$WT$DHR$DUK
$95M
53 positions
#12Baker Chad RActive
Notable overlap · 7 shared positions
$AMD$ADI$DHR$WM$CARR$SYK
$530M
56 positions
#13Quattro Advisors LLCActive
Notable overlap · 3 shared positions
$WT$PANW$AMD
$115M
51 positions
#14TopTier Wealth Management, LLCPassive
Notable overlap · 3 shared positions
$WT$SYK$DHR
$163M
795 positions
#15Marathon Mission, Inc.Active
Notable overlap · 4 shared positions
$WT$VRT$MRVL$AMD
$200M
57 positions
#16Phillip James Consulting Co.Passive
Notable overlap · 3 shared positions
$WT$AMD$DHR
$132M
378 positions
#17SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.Smart money
Notable overlap · 3 shared positions
$WT$AMD$CARR
$139M
37 positions
#18HALL LAURIE J TRUSTEEPassive
Notable overlap · 7 shared positions
$SYK$ADI$WM$DHR$AMD$CARR
$283M
104 positions
#19RESOLUTE CAPITAL, LLCActive
Notable overlap · 3 shared positions
$WT$DUK$DHR
$247M
57 positions
#20ESL Trust Services, LLCSmart money
Notable overlap · 4 shared positions
$WT$SYK$LIN$ED
$524M
258 positions
#21Serenus Wealth Advisors, LLCSmart money
Notable overlap · 3 shared positions
$WT$AMD$PANW
$501M
68 positions
#22Trilogy Capital Inc.Passive
Notable overlap · 3 shared positions
$WT$VRT$DUK
$2.3B
390 positions
#23Carroll Investors, IncActive
Notable overlap · 3 shared positions
$AMD$PANW$VRT
$187M
31 positions
#24PARK NATIONAL CORP /OH/Passive
Notable overlap · 4 shared positions
$WT$ADI$WM$PANW
$3.3B
381 positions
#25Robocap Asset Management LtdActive
Notable overlap · 3 shared positions
$AMD$PANW$MRVL
$94M
23 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.