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Hedge Funds Similar to Family Legacy Financial Solutions

13F Portfolio OverlapQ3 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 $173M across 51 U.S. equity positions as of Q3 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 DB Fitzpatrick, Reynders McVeigh, HALL LAURIE J TRUSTEE, with shared positions in $DHR, $SYK, $WM, $DOV, $CMI, $ADI. The full ranking of 25 similar funds is below.

#1DB Fitzpatrick & Co, IncActive
Notable overlap · 5 shared positions
$DHR$SYK$WM$DOV$CMI
$121M
100 positions
#2Reynders McVeigh Capital Management, LLCActive
Notable overlap · 9 shared positions
$SYK$DHR$ADI$WM$VRT$CARR
$2.3B
196 positions
#3HALL LAURIE J TRUSTEEPassive
Notable overlap · 7 shared positions
$SYK$WM$DHR$ADI$CARR$VLTO
$314M
98 positions
#4WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive
Notable overlap · 5 shared positions
$SYK$DHR$DOV$CARR$ABT
$2.1B
131 positions
#5FLOSSBACH VON STORCH SEActive
Notable overlap · 7 shared positions
$DHR$SYK$ADI$FTV$LIN$RAL
$22.1B
106 positions
#6Robeco Schweiz AGActive
Notable overlap · 8 shared positions
$MRVL$ADI$DHR$VRT$WM$VLTO
$5.5B
135 positions
#7Baker Chad RActive
Some overlap · 8 shared positions
$DHR$WM$ADI$SYK$CARR$VLTO
$612M
52 positions
#8LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive
Some overlap · 4 shared positions
$SYK$DHR$ADI$ABT
$10.8B
564 positions
#9Nolet Wealth Management, LLCActive
Some overlap · 4 shared positions
$DHR$MRVL$FTV$VLTO
$181M
111 positions
#10L. Roy Papp & Associates, LLPPassive
Some overlap · 5 shared positions
$MRVL$SYK$ADI$LIN$WM
$981M
193 positions
#11TANDEM CAPITAL MANAGEMENT CORP /ADVPassive
Some overlap · 5 shared positions
$MRVL$SYK$DHR$WM$ABT
$226M
113 positions
#12MAR VISTA INVESTMENT PARTNERS LLCActive
Some overlap · 4 shared positions
$SYK$DHR$ADI$LIN
$1.0B
33 positions
#13NZS Capital, LLCActive
Some overlap · 5 shared positions
$DHR$SYK$MRVL$LIN$ARM
$3.9B
61 positions
#14GPM Growth Investors, Inc.Active
Some overlap · 4 shared positions
$SYK$WM$ADI$CARR
$239M
43 positions
#15Sivik Global Healthcare LLCActive
Some overlap · 3 shared positions
$DHR$SYK$ABT
$175M
35 positions
#16NORRIS PERNE & FRENCH LLP/MIActive
Some overlap · 5 shared positions
$DHR$WM$SYK$LIN$ABT
$2.3B
156 positions
#17LDIC Inc.Active
Some overlap · 3 shared positions
$SYK$WM$ADI
$166M
19 positions
#18WEITZ INVESTMENT MANAGEMENT, INC.Active
Some overlap · 4 shared positions
$DHR$ADI$VLTO$TECH
$1.4B
50 positions
#19ARTHUR M. COHEN & ASSOCIATES, LLCActive
Some overlap · 4 shared positions
$DHR$MRVL$VLTO$VRT
$666M
135 positions
#20Kimelman & Baird, LLCActive
Some overlap · 4 shared positions
$MRVL$WM$DOV$LIN
$1.3B
261 positions
#21MeadowBrook Investment Advisors LLCPassive
Some overlap · 4 shared positions
$MRVL$SYK$DOV$LIN
$126M
196 positions
#22Stack Financial Management, IncActive
Some overlap · 4 shared positions
$SYK$WM$DOV$DHR
$1.3B
54 positions
#23Wilson & Boucher Capital Management, LLCPassive
Some overlap · 4 shared positions
$SYK$DOV$CMI$ABT
$170M
121 positions
#24Capital Investment Services of America, Inc.Active
Some overlap · 3 shared positions
$DHR$SYK$FTV
$1.0B
83 positions
#25Storen Legacy Partners, LLCActive
Some overlap · 4 shared positions
$DHR$FTV$VLTO$RAL
$367M
116 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.