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Hedge Funds Similar to Storen Legacy Partners,

13F Portfolio OverlapQ1 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 Q1 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 Dynasty Wealth ,, Interactive Financial Advisors, Madson Wealth Advisors, with shared positions in $SE, $XYZ, $MS, $IAU, $SAN, $DHR. The full ranking of 25 similar funds is below.

#1Dynasty Wealth Management, LLCActive
Some overlap · 7 shared positions
$SE$XYZ$MS$IAU$SAN$DHR
$11.5B
333 positions
#2Interactive Financial AdvisorsActive
Some overlap · 6 shared positions
$SE$APP$IAU$SAN$MS$CTVA
$153M
78 positions
#3Madson Wealth Advisors IncPassive
Some overlap · 5 shared positions
$SE$MS$DHR$IAU$MDLZ
$120M
84 positions
#4Catalyst Investment Management LLCPassive
Some overlap · 4 shared positions
$SE$MS$DHR$IAU
$90M
65 positions
#5Beacon Bridge Wealth Partners, LLCPassive
Some overlap · 7 shared positions
$MS$SE$IAU$DHR$SAN$COP
$299M
101 positions
#6Philadelphia Investment Partners, LLCPassive
Some overlap · 4 shared positions
$APP$XYZ$IAU$PM
$147M
189 positions
#7SAGESPRING WEALTH PARTNERS, LLCActive
Some overlap · 7 shared positions
$XYZ$SE$IAU$SAN$MS$MDLZ
$5.5B
791 positions
#8WCM INVESTMENT MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$APP$SE$PM$CTVA
$43.8B
263 positions
#9Centerline Wealth Advisors, LLCActive
Some overlap · 4 shared positions
$SE$XYZ$IAU$SAN
$278M
73 positions
#10Proem Advisors LLCSmart money
Some overlap · 3 shared positions
$APP$SE$XYZ
$1.7B
36 positions
#11D1 Capital Partners L.P.Active
Some overlap · 3 shared positions
$SE$APP$DHR
$11.2B
44 positions
#12MMA ASSET MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$SE$XYZ$COP$MO$MRSH$CTVA
$284M
179 positions
#13SFAM, LLCActive
Some overlap · 5 shared positions
$APP$MS$DHR$COP$ORLY
$108M
269 positions
#14CLEAR INVESTMENT RESEARCH, LLCPassive
Some overlap · 5 shared positions
$APP$IAU$MS$DHR$SE
$64M
241 positions
#15CYPRESS FINANCIAL PLANNING LLCActive
Some overlap · 3 shared positions
$APP$MS$COP
$363M
102 positions
#16Coign Capital Advisors LLCActive
Some overlap · 5 shared positions
$SE$MS$COP$PM$ORLY
$190M
80 positions
#17TD PRIVATE CLIENT WEALTH LLCPassive
Some overlap · 5 shared positions
$SE$MS$COP$PM$VLTO
$4.8B
1,649 positions
#18Destiny Wealth Partners, LLCPassive
Some overlap · 4 shared positions
$XYZ$APP$MS$VLTO
$914M
1,148 positions
#19Emissary Wealth LLCPassive
Some overlap · 3 shared positions
$APP$MS$PM
$107M
54 positions
#20Asempa Wealth AdvisorsPassive
Some overlap · 4 shared positions
$SE$DHR$IAU$MDLZ
$115M
115 positions
#21ALTERNA WEALTH MANAGEMENT, INCPassive
Some overlap · 5 shared positions
$SE$IAU$SAN$MS$MDLZ
$132M
105 positions
#22Ballast Financial Advisors LLCActive
Some overlap · 4 shared positions
$MS$DHR$IAU$COP
$98M
68 positions
#23TIGER GLOBAL MANAGEMENT LLCActive
Some overlap · 3 shared positions
$SE$APP$XYZ
$22.8B
54 positions
#24Capital Investment Advisors, LLCActive
Some overlap · 4 shared positions
$APP$MS$MRSH$MO
$6.2B
693 positions
#25WealthCare Investment Partners, LLCPassive
Some overlap · 5 shared positions
$SE$IAU$SAN$MO$MS
$360M
191 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.