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Hedge Funds Similar to Storen Legacy Partners

13F Portfolio OverlapQ2 2026Storen Legacy Partners portfolio →
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Most similar hedge funds by 13F overlap

Storen Legacy Partners, LLC is an institutional investor managing $367M across 116 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 Storen Legacy Partners are MAIMON WEALTH LTD., Cobblestone Asset, LifePlan Financial, with shared positions in $IAU, $PM, $MO, $MDLZ, $MMM, $BMY. The full ranking of 25 similar funds is below.

#1MAIMON WEALTH MANAGEMENT LTD.Active
Notable overlap · 5 shared positions
$IAU$PM$MO$MDLZ$MMM
$130M
80 positions
#2Cobblestone Asset Management LLCActive
Notable overlap · 4 shared positions
$IAU$PM$MO$BMY
$248M
77 positions
#3LifePlan Financial, LLCPassive
Notable overlap · 6 shared positions
$IAU$DHR$MDLZ$CTVA$MAS$CVS
$141M
91 positions
#4Nolet Wealth Management, LLCActive
Notable overlap · 5 shared positions
$DHR$FTV$PM$IAU$VLTO
$181M
111 positions
#5BCWM, LLCPassive
Some overlap · 5 shared positions
$IAU$MO$NOC$BMY$PEP
$342M
57 positions
#6Aurdan Capital Management, LLCActive
Some overlap · 6 shared positions
$MRSH$PM$MO$PNC$BMY$CVS
$394M
99 positions
#7Skyline Advisors, Inc.Active
Some overlap · 5 shared positions
$IAU$PM$MO$PNC$PEP
$319M
123 positions
#8Forthright Family Wealth Advisory LLCActive
Some overlap · 3 shared positions
$IAU$PM$MO
$177M
57 positions
#9Verus Financial Partners, Inc.Smart money
Some overlap · 3 shared positions
$IAU$PM$MO
$1.2B
127 positions
#10Highland Financial Advisors, LLCActive
Some overlap · 3 shared positions
$IAU$PM$MO
$469M
82 positions
#11Gibson Capital, LLCSmart money
Some overlap · 5 shared positions
$IAU$PM$MO$MMM$PNC
$589M
92 positions
#12Wills Financial Group LLCPassive
Some overlap · 4 shared positions
$IAU$DHR$PEP$KMB
$275M
82 positions
#13CORTLAND ASSOCIATES INC/MOActive
Some overlap · 3 shared positions
$DHR$PM$MO
$692M
62 positions
#14ETF Store, Inc.Active
Some overlap · 4 shared positions
$IAU$MO$ORLY$BMY
$122M
109 positions
#15FLOSSBACH VON STORCH SEActive
Some overlap · 4 shared positions
$DHR$FTV$RAL$PEP
$22.1B
106 positions
#16CPA Asset Management LLCActive
Some overlap · 4 shared positions
$IAU$DHR$PNC$PEP
$357M
86 positions
#17Summit Place Financial Advisors, LLCPassive
Some overlap · 4 shared positions
$IAU$DHR$VMRK$CTVA
$221M
117 positions
#18TENET WEALTH PARTNERS, LLCActive
Some overlap · 4 shared positions
$IAU$PM$MO$PEP
$142M
107 positions
#19MBA Advisors LLCPassive
Some overlap · 4 shared positions
$IAU$MO$PM$PEP
$297M
166 positions
#20Shah Wealth Advisors, LLCActive
Some overlap · 5 shared positions
$IAU$PM$MO$PEP$CVS
$433M
79 positions
#21White Lighthouse Investment Management Inc.Active
Some overlap · 3 shared positions
$IAU$PM$MO
$829M
148 positions
#22Ipsen Advisor Group LLCPassive
Some overlap · 5 shared positions
$IAU$PNC$BMY$PEP$KMB
$155M
107 positions
#23Holland Advisory Services, Inc.Active
Some overlap · 4 shared positions
$PM$MO$MMM$MDLZ
$96M
50 positions
#24Koa Wealth Management, LLCActive
Some overlap · 3 shared positions
$DHR$PM$IAU
$154M
55 positions
#25Family Legacy Financial Solutions, LLCActive
Some overlap · 4 shared positions
$DHR$FTV$VLTO$RAL
$173M
51 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.