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Hedge Funds Similar to Legacy Wealth Advisors,

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

Legacy Wealth Advisors, LLC is an institutional investor managing $196M across 109 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 Advisors, are Prota Financial,, Blake Schutter Theil Wealth Advisors,, Stony Point Wealth, with shared positions in $MS, $BXSL, $TMO, $TJX, $GE, $GEV. The full ranking of 25 similar funds is below.

#1Prota Financial, LLCActive
Some overlap · 6 shared positions
$MS$BXSL$TMO$TJX$GE$GEV
$138M
67 positions
#2Blake Schutter Theil Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$MKL$MS$KKR$BAC
$123M
111 positions
#3Stony Point Wealth Management Inc.Passive
Some overlap · 5 shared positions
$MKL$MAR$KKR$TJX$BAC
$252M
96 positions
#4Gross & Hartman Investments LLCSmart money
Some overlap · 7 shared positions
$MS$MAR$KKR$MKL$TJX$GMM
$192M
72 positions
#5ALBION FINANCIAL GROUP /UTActive
Some overlap · 6 shared positions
$MKL$MS$TMO$TJX$GE$GEV
$1.5B
737 positions
#6Financial Perspectives, IncPassive
Some overlap · 5 shared positions
$MS$MAR$KKR$ASML$UNH
$358M
716 positions
#7Ballast, Inc.Active
Some overlap · 4 shared positions
$MKL$MAR$KKR$UNH
$432M
133 positions
#8CHATHAM CAPITAL GROUP, INC.Passive
Some overlap · 5 shared positions
$MKL$MAR$TJX$GE$GEV
$689M
198 positions
#9Telos Capital Management, Inc.Active
Some overlap · 3 shared positions
$MKL$MS$ASML
$1.0B
191 positions
#10SVRN Asset Management, LLCActive
Some overlap · 3 shared positions
$MKL$MS$TMO
$103M
37 positions
#11Bradyco, Inc.Active
Some overlap · 3 shared positions
$MKL$MS$UNH
$129M
38 positions
#12ESG Planning DBA Harper InvestingPassive
Some overlap · 4 shared positions
$MKL$MAR$TMO$UNH
$229M
75 positions
#13Valley Financial Group, Inc.Active
Some overlap · 3 shared positions
$MKL$MS$GMM
$185M
63 positions
#14Post Resch Tallon Group Inc.Passive
Some overlap · 3 shared positions
$MKL$MS$GMM
$124M
120 positions
#15Riverbend Wealth Management, LLCPassive
Some overlap · 5 shared positions
$MS$MAR$KKR$BAC$GEV
$175M
152 positions
#16TILIA FIDUCIARY PARTNERS, INC.Passive
Some overlap · 4 shared positions
$MKL$MAR$TMO$UNH
$182M
115 positions
#17CORNERSTONE ADVISORS ASSET MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$MKL$MAR$KKR$MS
$648M
134 positions
#18Junk Investment Group, LLCPassive
Some overlap · 3 shared positions
$MKL$MAR$KKR
$191M
88 positions
#19Grove Street Fiduciary, LLCActive
Some overlap · 4 shared positions
$MKL$MAR$GE$GEV
$227M
74 positions
#20FC Advisory LLCActive
Some overlap · 3 shared positions
$MKL$MS$GMM
$342M
115 positions
#21Stratos Investment Management, LLCPassive
Some overlap · 4 shared positions
$MKL$MS$BAC$GEV
$2.5B
371 positions
#22DAGCO, INC.Passive
Some overlap · 4 shared positions
$MS$MAR$KKR$TMO
$461M
353 positions
#23XML Financial, LLCPassive
Some overlap · 4 shared positions
$MS$MAR$KKR$BAC
$1.2B
421 positions
#24VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V.Active
Some overlap · 5 shared positions
$MKL$KKR$TMO$BAC$PLD
$11.4B
240 positions
#25MLP3, LLCPassive
Some overlap · 5 shared positions
$MS$MKL$KKR$GE$GEV
$91M
86 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.