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Hedge Funds Similar to Legacy Advisory Services

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

Legacy Advisory Services, LLC is an institutional investor managing $142M across 54 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 Legacy Advisory Services are Cornerstone, EUBEL BRADY & SUTTMAN ASSET, RBA Wealth, with shared positions in $SHOP, $GLW, $ATR, $DIS, $ETN, $CRWD. The full ranking of 25 similar funds is below.

#1Cornerstone Capital, Inc.Active
Notable overlap · 6 shared positions
$SHOP$GLW$ATR$DIS$ETN$CRWD
$1.1B
120 positions
#2EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INCPassive
Notable overlap · 3 shared positions
$CROX$DIS$MDT
$842M
118 positions
#3RBA Wealth Management, LLCPassive
Notable overlap · 4 shared positions
$CROX$EWBC$PLD$MDT
$273M
80 positions
#4CORRADO ADVISORS, LLCPassive
Notable overlap · 5 shared positions
$SHOP$DIS$GLW$PSKY$CRWD
$217M
120 positions
#5OMC Financial Services LTDActive
Notable overlap · 5 shared positions
$MAR$CRWD$GLW$VST$UNP
$302M
61 positions
#6Corvex Management LPActive
Notable overlap · 3 shared positions
$DIS$UNP$VST
$3.3B
25 positions
#7Palouse Capital Management, Inc.Passive
Notable overlap · 4 shared positions
$MDT$VST$MRSH$DIS
$160M
124 positions
#8Winthrop Partners - WNY, LLCPassive
Notable overlap · 3 shared positions
$ETN$UNP$GLW
$202M
87 positions
#9Two Point Capital Management, Inc.Active
Notable overlap · 3 shared positions
$ETN$MDT$GLW
$248M
30 positions
#10WealthBridge Investment Counsel Inc.Active
Notable overlap · 3 shared positions
$ETN$MDT$DIS
$375M
44 positions
#11Synergy Financial Group, LTDPassive
Notable overlap · 3 shared positions
$SHOP$CRWD$DIS
$139M
119 positions
#12BOURGEON CAPITAL MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$ETN$UNP$VST
$679M
104 positions
#13Meadowbrook Wealth Management, LLCPassive
Some overlap · 3 shared positions
$SHOP$CRWD$ETN
$93M
81 positions
#14CrossGen Wealth, LLCPassive
Some overlap · 3 shared positions
$ETN$UNP$MDT
$129M
214 positions
#15First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 3 shared positions
$MAR$UNP$DIS
$529M
75 positions
#16CULLEN INVESTMENT GROUP, LTD.Active
Some overlap · 5 shared positions
$ETN$GLW$MDT$EPD$UNP
$827M
181 positions
#17ZEVENBERGEN CAPITAL INVESTMENTS LLCActive
Some overlap · 3 shared positions
$SHOP$CRWD$RKLB
$4.4B
109 positions
#18PRING TURNER CAPITAL GROUP INCPassive
Some overlap · 3 shared positions
$UNP$ETN$PLD
$175M
73 positions
#19Keyes, Stange & Wooten Wealth Management, LLCActive
Some overlap · 4 shared positions
$ETN$UNP$GLW$DIS
$251M
74 positions
#20KLINGENSTEIN FIELDS & CO LPActive
Some overlap · 4 shared positions
$UNP$DIS$ETN$PLD
$2.9B
195 positions
#21Davis Capital ManagementPassive
Some overlap · 4 shared positions
$UNP$ETN$AN$MDT
$169M
1,270 positions
#22Parkside Investments, LLCActive
Some overlap · 3 shared positions
$UNP$GLW$DIS
$902M
91 positions
#23SCHARF INVESTMENTS, LLCActive
Some overlap · 3 shared positions
$UNP$DIS$MRSH
$3.0B
79 positions
#24SOUND SHORE MANAGEMENT INC /CT/Active
Some overlap · 3 shared positions
$DIS$VST$MDT
$3.2B
40 positions
#25Alley Investment Management Company, LLCActive
Some overlap · 3 shared positions
$UNP$ETN$PLD
$856M
89 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.