How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Legend Advisors

13F Portfolio OverlapQ1 2026Legend Advisors portfolio →

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Most similar hedge funds by 13F overlap

Legend Capital Advisors LLC is an institutional investor managing $160M across 159 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 Legend Advisors are Heritage Financial Services,, Passive ,, NavPoint Financial,, with shared positions in $SNOW, $MCD, $AXP, $KKR, $PLTR, $UNH. The full ranking of 25 similar funds is below.

#1Heritage Financial Services, LLC

Substantial overlap · 3 shared positions

$SNOW $MCD $AXP

$1.2B

126 positions

#2Passive Capital Management, LLC.Active

Substantial overlap · 3 shared positions

$SNOW $KKR $MCD

$335M

104 positions

#3NavPoint Financial, Inc.Active

Notable overlap · 5 shared positions

$SNOW $PLTR $UNH $AXP $MCD

$247M

71 positions

#4Francis Financial, Inc.Active

Notable overlap · 5 shared positions

$SNOW $KKR $AXP $MCD $AMD

$539M

115 positions

#5HOGE FINANCIAL SERVICES, LLCActive

Notable overlap · 3 shared positions

$SNOW $PLTR $MCD

$187M

72 positions

#6MFA WEALTH ADVISORS, LLCActive

Notable overlap · 3 shared positions

$SNOW $AMD $AXP

$508M

88 positions

#7FIDUCIARY FINANCIAL GROUP, LLCPassive

Notable overlap · 3 shared positions

$SNOW $PLTR $MCD

$754M

345 positions

#8Abacus Wealth Partners, LLCActive

Notable overlap · 4 shared positions

$NU $FIGR $AMD $SNOW

$1.1B

504 positions

#9Courage Miller Partners, LLCActive

Notable overlap · 3 shared positions

$SNOW $KKR $MCD

$354M

92 positions

#10Wealth Advisory Team LLC

Notable overlap · 3 shared positions

$SNOW $KKR $MCD

$113M

39 positions

#11a16z Perennial Management, L.P.Smart money

Notable overlap · 4 shared positions

$NU $AXP $CRWD $PLTR

$1.2B

152 positions

#12Ethos Capital Management, Inc.Active

Notable overlap · 3 shared positions

$SNOW $AMD $PLTR

$117M

56 positions

#13Equity Wealth Partners, LLCActive

Notable overlap · 5 shared positions

$SNOW $PLTR $KKR $CRWD $AMD

$155M

76 positions

#14IFC & Insurance Marketing, Inc.Active

Notable overlap · 4 shared positions

$SNOW $CRWD $PLTR $UNH

$96M

72 positions

#15Leo H. Evart, Inc.Passive

Notable overlap · 3 shared positions

$SNOW $KKR $UNH

$117M

298 positions

#16GLYNN CAPITAL MANAGEMENT LLCActive

Notable overlap · 5 shared positions

$NU $SNOW $CRWD $PLTR $AMD

$209M

42 positions

#17WINEBRENNER CAPITAL MANAGEMENT LLCPassive

Notable overlap · 4 shared positions

$SNOW $KKR $AXP $MCD

$156M

139 positions

#18Unison Asset Management LLCActive

Notable overlap · 4 shared positions

$NU $UNH $AXP $KKR

$219M

32 positions

#19Jeter Robert S IIActive

Notable overlap · 4 shared positions

$SNOW $AMD $CRWD $PLTR

$100M

43 positions

#20MBA Advisors LLCPassive

Notable overlap · 3 shared positions

$SNOW $KKR $MCD

$260M

146 positions

#21Blue Sky Capital Consultants Group, Inc.Passive

Notable overlap · 3 shared positions

$SNOW $PLTR $KKR

$210M

76 positions

#22Bernardo Wealth Planning LLCActive

Notable overlap · 3 shared positions

$SNOW $KKR $MCD

$511M

129 positions

#23Milestone Investment Advisors LLCActive

Notable overlap · 3 shared positions

$SNOW $KKR $NU

$414M

139 positions

#24Andrews Advisory Associates, LLCActive

Notable overlap · 4 shared positions

$SNOW $KKR $UNH $MCD

$190M

82 positions

#25Lionshead Wealth Management, LLCPassive

Some overlap · 3 shared positions

$SNOW $AMD $PLTR

$136M

108 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.