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Hedge Funds Similar to Legacy Wealth Advisors

13F Portfolio OverlapQ2 2026Legacy Wealth Advisors portfolio →
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Most similar hedge funds by 13F overlap

Legacy Wealth Advisors, LLC is an institutional investor managing $231M across 148 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 Advisors are Prota Financial, Mirae Asset Global Investments , Ltd., STRATEGIC PLANNING GROUP, with shared positions in $BXSL, $ASML, $KLAC, $PGR, $SPCX, $DIS. The full ranking of 25 similar funds is below.

#1Prota Financial, LLCActive
Some overlap · 4 shared positions
$BXSL$ASML$KLAC$PGR
$152M
70 positions
#2Mirae Asset Global Investments Co., Ltd.Active
Some overlap · 3 shared positions
$SPCX$ASML$KLAC
$67.7B
1,670 positions
#3STRATEGIC PLANNING GROUP, LLCActive
Some overlap · 3 shared positions
$SPCX$ASML$PGR
$918M
75 positions
#4FMR LLCPassive
Some overlap · 3 shared positions
$SPCX$KLAC$ASML
$2.3T
5,572 positions
#525 LLCActive
Some overlap · 3 shared positions
$SPCX$KLAC$DIS
$365M
80 positions
#6Feynman Point Asset Management LLCActive
Slight overlap · 3 shared positions
$SPCX$ASML$KLAC
$55M
28 positions
#7Avanda Investment Management Pte. Ltd.Active
Slight overlap · 3 shared positions
$SPCX$ASML$KLAC
$299M
39 positions
#8Columbus Macro, LLCPassive
Slight overlap · 3 shared positions
$BXSL$KBDC$KLAC
$1.0B
207 positions
#9KKM Financial LLCPassive
Slight overlap · 3 shared positions
$SPCX$ASML$KLAC
$730M
169 positions
#10Global Strategic Investment Solutions, LLCActive
Slight overlap · 3 shared positions
$BXSL$KLAC$DIS
$1.1B
151 positions
#11Lafayette Investments, Inc.Active
Slight overlap · 4 shared positions
$ASML$KLAC$PGR$DIS
$542M
162 positions
#12ARROWSTREET CAPITAL, LIMITED PARTNERSHIPPassive
Slight overlap · 4 shared positions
$ASML$KLAC$PGR$DIS
$225.4B
1,887 positions
#13AA Financial Advisors, LLCPassive
Slight overlap · 3 shared positions
$SPCX$ASML$KLAC
$832M
230 positions
#14MANE GLOBAL CAPITAL MANAGEMENT LPActive
Slight overlap · 3 shared positions
$SPCX$ASML$DIS
$1.2B
54 positions
#15Venturi Wealth Management, LLCPassive
Slight overlap · 4 shared positions
$ASML$KLAC$PGR$DIS
$2.6B
632 positions
#16PROATHLETE WEALTH MANAGEMENT LLCSmart money
Slight overlap · 3 shared positions
$SPCX$PGR$ASML
$404M
300 positions
#17Manhattan West Asset Management, LLCPassive
Slight overlap · 3 shared positions
$SPCX$ASML$DIS
$599M
185 positions
#18Caitong International Asset Management Co., LtdPassive
Slight overlap · 3 shared positions
$ASML$KLAC$SOC
$729M
2,999 positions
#19JENNISON ASSOCIATES LLCActive
Slight overlap · 3 shared positions
$SPCX$KLAC$DIS
$166.7B
567 positions
#20MARK ASSET MANAGEMENT LPActive
Slight overlap · 3 shared positions
$ASML$SPCX$DIS
$1.5B
42 positions
#21Karani Asset Management LLCPassive
Slight overlap · 3 shared positions
$ASML$KLAC$PGR
$139M
57 positions
#22Bensler, LLCPassive
Slight overlap · 3 shared positions
$ASML$KLAC$PGR
$1.1B
198 positions
#23BANK OF STOCKTONActive
Slight overlap · 3 shared positions
$ASML$KLAC$PGR
$356M
126 positions
#24Freedom Day Solutions, LLCActive
Slight overlap · 3 shared positions
$ASML$KLAC$PGR
$452M
134 positions
#25IPG Investment Advisors LLCPassive
Slight overlap · 3 shared positions
$ASML$KLAC$PGR
$696M
268 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.