What hedge funds are most similar to LEGACY FINANCIAL INDEPENDENT ADVISORS LLC?

The funds with the most similar 13F portfolios to LEGACY FINANCIAL INDEPENDENT ADVISORS LLC are Greystone Financial Group,, Vertrix Wealth ,, Del-Sette ,, based on overlapping conviction holdings in the latest SEC filings.

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 LEGACY FINANCIAL INDEPENDENT ADVISORS

13F Portfolio OverlapQ1 2026LEGACY FINANCIAL INDEPENDENT ADVISORS portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

LEGACY FINANCIAL INDEPENDENT ADVISORS LLC is an institutional investor managing $192M across 113 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 FINANCIAL INDEPENDENT ADVISORS are Greystone Financial Group,, Vertrix Wealth ,, Del-Sette ,, with shared positions in $DUK, $SPG, $WM, $IBM, $MCK, $LMT. The full ranking of 25 similar funds is below.

#1Greystone Financial Group, LLCPassive

Notable overlap · 7 shared positions

$DUK $SPG $WM $IBM $MCK $LMT

$353M

78 positions

#2Vertrix Wealth Management, LLCPassive

Notable overlap · 8 shared positions

$AXP $DUK $SPG $WM $MCK $IBM

$272M

95 positions

#3Del-Sette Capital Management, LLCActive

Notable overlap · 3 shared positions

$ALPS $SPG $IBM

$167M

44 positions

#4LIBERTY ONE INVESTMENT MANAGEMENT, LLCActive

Notable overlap · 4 shared positions

$DUK $SO $WM $MCK

$970M

154 positions

#5ADAPT WEALTH ADVISORS, LLCActive

Notable overlap · 4 shared positions

$ALPS $DUK $WM $SO

$276M

106 positions

#6Welch Group, LLCPassive

Notable overlap · 5 shared positions

$SO $IBM $ED $AEP $LMT

$2.7B

310 positions

#7Energy Income Partners, LLCActive

Notable overlap · 6 shared positions

$SO $PPL $DUK $AEP $AEE $D

$6.2B

87 positions

#8DUFF & PHELPS INVESTMENT MANAGEMENT COActive

Notable overlap · 9 shared positions

$SPG $PSA $AEE $DUK $PPL $MAA

$9.6B

148 positions

#9ANTIPODES PARTNERS LtdActive

Notable overlap · 5 shared positions

$AEP $AEE $COF $DUK $D

$5.2B

126 positions

#10Constitution Capital LLCActive

Notable overlap · 6 shared positions

$DUK $AEP $AXP $WM $SO $LMT

$200M

61 positions

#11PenderFund Capital Management Ltd.Passive

Notable overlap · 3 shared positions

$DUK $SO $PPL

$639M

253 positions

#12Stack Financial Management, IncActive

Notable overlap · 5 shared positions

$AEP $WM $DUK $LMT $AEE

$1.4B

52 positions

#13Aull & Monroe Investment Management CorpPassive

Notable overlap · 5 shared positions

$SO $DUK $WM $LMT $IBM

$215M

125 positions

#14High Point Wealth Management, LLCPassive

Notable overlap · 6 shared positions

$SO $ED $DUK $AEP $AEE $MAR

$104M

250 positions

#15Slocum, Gordon & Co LLPPassive

Notable overlap · 5 shared positions

$AEP $DUK $LMT $IBM $D

$147M

64 positions

#16VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Notable overlap · 4 shared positions

$SO $DUK $MAA $D

$187M

55 positions

#17Carson Advisory Inc.Passive

Notable overlap · 4 shared positions

$SO $DUK $IBM $D

$193M

188 positions

#18Safe Harbor Family Capital, LLCSmart money

Notable overlap · 3 shared positions

$ALPS $MAR $PSA

$128M

55 positions

#19ZAZOVE ASSOCIATES LLCActive

Notable overlap · 3 shared positions

$DUK $PPL $SO

$1.2B

160 positions

#20PRING TURNER CAPITAL GROUP INCPassive

Notable overlap · 4 shared positions

$MCK $AXP $PSA $MAA

$166M

72 positions

#21Aventail Capital Group, LPPassive

Notable overlap · 6 shared positions

$PPL $AEE $SO $AEP $NRG $DUK

$2.1B

170 positions

#22Left Brain Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$ALPS $WM $MCK $MNST

$255M

79 positions

#23Griffith & Werner, Inc.Active

Notable overlap · 5 shared positions

$SO $DUK $LMT $AXP $IBM

$202M

72 positions

#24Greenland Capital Management LPPassive

Notable overlap · 5 shared positions

$AEE $PPL $DUK $AEP $D

$787M

278 positions

#25Dougherty & Associates, LLCActive

Notable overlap · 5 shared positions

$DUK $ED $MAR $SO $WM

$109M

52 positions

Compare LEGACY FINANCIAL INDEPENDENT ADVISORS’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View LEGACY FINANCIAL INDEPENDENT ADVISORS’s holdings

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.