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Hedge Funds Similar to Family Legacy

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

Family Legacy, Inc. is an institutional investor managing $375M across 124 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 Family Legacy are Aull & Monroe Investment, Vertrix Wealth, Biondo Investment Advisors, with shared positions in $DUK, $DE, $AMGN, $SO, $WM, $CSX. The full ranking of 25 similar funds is below.

#1Aull & Monroe Investment Management CorpPassive
Notable overlap · 7 shared positions
$DUK$DE$AMGN$SO$WM$CSX
$239M
126 positions
#2Vertrix Wealth Management, LLCPassive
Notable overlap · 6 shared positions
$DUK$LOW$AMGN$LMT$WM$SBUX
$297M
103 positions
#3Biondo Investment Advisors, LLCActive
Some overlap · 6 shared positions
$LOW$DUK$AMGN$LMT$GD$SBUX
$817M
89 positions
#4WEBSTERROGERS FINANCIAL ADVISORS, LLCActive
Some overlap · 6 shared positions
$DUK$LOW$SO$WM$GD$AMGN
$390M
103 positions
#5EDGAR LOMAX CO/VAActive
Some overlap · 6 shared positions
$DUK$LMT$AMGN$SO$SBUX$GD
$1.3B
58 positions
#6Richwood Investment Advisors, LLCActive
Some overlap · 6 shared positions
$DE$LOW$LMT$AMGN$GD$WM
$142M
106 positions
#7Powers Advisory Group, LLCActive
Some overlap · 7 shared positions
$LMT$DE$SO$WM$DUK$SBUX
$319M
130 positions
#8Eliot Finkel Investment Counsel, LLCActive
Some overlap · 5 shared positions
$DUK$DE$AMGN$LMT$GD
$214M
33 positions
#9Belleair Asset Management, LLCActive
Some overlap · 6 shared positions
$LOW$DE$DUK$SO$WM$GD
$119M
84 positions
#10Greystone Financial Group, LLCPassive
Some overlap · 5 shared positions
$DUK$AMGN$LMT$WM$SBUX
$358M
74 positions
#11BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$LOW$DE$AMGN$DUK$WM
$8.0B
1,334 positions
#12First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 5 shared positions
$LOW$AMGN$LMT$SO$WM
$529M
75 positions
#13OUTFITTERS FINANCIAL LLCPassive
Some overlap · 6 shared positions
$DE$DUK$WM$CSX$GD$SO
$143M
80 positions
#14First PREMIER BankPassive
Some overlap · 5 shared positions
$DUK$AMGN$SO$WM$CSX
$619M
358 positions
#15MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$DUK$LMT$SO$SBUX$GD
$233M
122 positions
#16DB Fitzpatrick & Co, IncActive
Some overlap · 5 shared positions
$DE$AMGN$LMT$WM$SBUX
$124M
100 positions
#17JAMISON PRIVATE WEALTH MANAGEMENT, INC.Passive
Some overlap · 5 shared positions
$VMC$SO$AMGN$WM$LMT
$990M
224 positions
#18Armor Investment Advisors, LLCActive
Some overlap · 4 shared positions
$DUK$LOW$DE$SO
$312M
155 positions
#19ABLES, IANNONE, MOORE & ASSOCIATES, INC.Active
Some overlap · 7 shared positions
$VMC$DE$CSX$WM$AMGN$SO
$188M
62 positions
#20TOMPKINS FINANCIAL CORPPassive
Some overlap · 5 shared positions
$AMGN$AJG$DUK$WM$GD
$1.4B
548 positions
#21TriCert Investment Counsel Inc.Active
Some overlap · 5 shared positions
$DE$AMGN$SBUX$GD$DUK
$1.1B
88 positions
#22Argo Wealth Advisory, LLCActive
Some overlap · 4 shared positions
$LOW$AMGN$AJG$LMT
$181M
50 positions
#23CROBANPassive
Some overlap · 4 shared positions
$DUK$AMGN$LMT$GD
$227M
81 positions
#24Slagle Financial, LLCPassive
Some overlap · 4 shared positions
$DUK$LOW$AMGN$SBUX
$334M
127 positions
#25PHYSICIANS FINANCIAL SERVICES, INC.Active
Some overlap · 5 shared positions
$AMGN$DUK$LOW$LMT$DE
$401M
106 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.