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Hedge Funds Similar to Legacy Edge Advisors,

13F Portfolio OverlapQ1 2026Legacy Edge Advisors, portfolio →
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Most similar hedge funds by 13F overlap

Legacy Edge Advisors, LLC is an institutional investor managing $951M across 223 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 Edge Advisors, are Longview Financial Advisors, Shotwell Rutter Baer, Golden Bell Financial Planning, with shared positions in $USB, $SNOW, $COP, $LRCX, $AMN, $NOW. The full ranking of 25 similar funds is below.

#1Longview Financial Advisors LLCActive
Notable overlap · 4 shared positions
$USB$SNOW$COP$LRCX
$184M
157 positions
#2Shotwell Rutter Baer IncActive
Notable overlap · 6 shared positions
$USB$AMN$COP$NOW$MUFG$NU
$170M
38 positions
#3Golden Bell Financial Planning LLCActive
Notable overlap · 3 shared positions
$USB$DDOG$AMN
$125M
37 positions
#4Foundation Wealth Management, LLC\PAActive
Notable overlap · 8 shared positions
$USB$COP$SNOW$AMN$CTVA$UNIT
$284M
91 positions
#5Financial Futures Ltd Liability Co.Active
Notable overlap · 7 shared positions
$USB$SNOW$AMN$DDOG$MUFG$NOW
$228M
72 positions
#6Benchmark Financial, LLCActive
Notable overlap · 5 shared positions
$USB$SNOW$DDOG$COP$MUFG
$111M
52 positions
#7Insight Wealth Partners, LLCSmart money
Notable overlap · 3 shared positions
$USB$AMN$COP
$713M
120 positions
#8Hassell Wealth Management, LLCSmart money
Notable overlap · 4 shared positions
$USB$DDOG$COP$GMM
$298M
28 positions
#9KEYVANTAGE WEALTH, LLCActive
Notable overlap · 4 shared positions
$USB$COP$DDOG$LRCX
$227M
92 positions
#10Aspen Capital Management, LLCSmart money
Notable overlap · 3 shared positions
$USB$AMN$LRCX
$404M
77 positions
#11SpringVest Wealth Management LLCActive
Notable overlap · 3 shared positions
$USB$COP$DDOG
$146M
67 positions
#12DecisionPoint Financial, LLCActive
Notable overlap · 4 shared positions
$USB$COP$AXP$MAR
$464M
679 positions
#13Pioneer Wealth Management GroupSmart money
Notable overlap · 6 shared positions
$USB$NOW$DDOG$NU$UNIT$MAR
$357M
50 positions
#14NEPC LLCSmart money
Notable overlap · 4 shared positions
$USB$COP$NOW$DDOG
$5.0B
51 positions
#15BRANDYWINE OAK PRIVATE WEALTH LLCActive
Notable overlap · 8 shared positions
$USB$SNOW$DDOG$NOW$COP$CTVA
$1.2B
229 positions
#16Bishop & Co Investment Management, LLCSmart money
Notable overlap · 4 shared positions
$USB$SNOW$CTVA$UNIT
$292M
26 positions
#17Newton One Investments LLCActive
Notable overlap · 4 shared positions
$USB$DDOG$SNOW$UNIT
$368M
121 positions
#1825 LLCActive
Notable overlap · 3 shared positions
$USB$DDOG$UNIT
$324M
69 positions
#19Sagace Wealth Management LLCPassive
Notable overlap · 4 shared positions
$USB$SNOW$COP$UNIT
$149M
70 positions
#20CYPRESS FINANCIAL PLANNING LLCActive
Notable overlap · 3 shared positions
$USB$COP$DDOG
$363M
102 positions
#21Rosenberg Matthew HamiltonActive
Notable overlap · 5 shared positions
$USB$SNOW$COP$GMM$MAR
$488M
799 positions
#22MilWealth Group LLCSmart money
Notable overlap · 4 shared positions
$USB$CTVA$UNIT$COP
$420M
81 positions
#23Equita Financial Network, Inc.Active
Notable overlap · 8 shared positions
$USB$DDOG$AMN$COP$NOW$MUFG
$318M
87 positions
#24VERUS WEALTH MANAGEMENT, LLCActive
Notable overlap · 4 shared positions
$USB$DDOG$COP$AMN
$108M
49 positions
#25Marshall & Sterling Wealth Advisors Inc.Passive
Notable overlap · 4 shared positions
$USB$COP$AXP$MAR
$153M
344 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.