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 Bridge

13F Portfolio OverlapQ2 2026Legacy Bridge portfolio →

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Most similar hedge funds by 13F overlap

Legacy Bridge, LLC is an institutional investor managing $324M across 322 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 Bridge are Geneva Partners, BankChampaign, National Association, Bannerstone, with shared positions in $STRL, $VRT, $ASML, $TER, $STX, $VLO. The full ranking of 25 similar funds is below.

#1Geneva Partners, LLCPassive

Notable overlap · 8 shared positions

$STRL $VRT $ASML $TER $STX $VLO

$375M

75 positions

#2BankChampaign, National AssociationPassive

Notable overlap · 9 shared positions

$VRT $PLTR $WDC $ETN $ASML $PH

$130M

200 positions

#3Bannerstone Capital Management, LLCPassive

Notable overlap · 7 shared positions

$PLTR $VRT $ETN $NBIS $CLS $PWR

$119M

113 positions

#4PRAKASH INVESTMENT ADVISORS LLCPassive

Notable overlap · 6 shared positions

$VRT $STRL $CLS $NBIS $WDC $PLTR

$174M

92 positions

#5SOMA EQUITY PARTNERS LPActive

Notable overlap · 5 shared positions

$ANET $CLS $NBIS $ASML $CRDO

$1.4B

24 positions

#6Value Aligned Research Advisors, LLC

Notable overlap · 6 shared positions

$VRT $NBIS $CLS $ASML $WDC $STX

$40.1B

123 positions

#7Markin Volterra Fund LPActive

Notable overlap · 8 shared positions

$VRT $CRDO $WDC $HPE $ANET $PLTR

$147M

69 positions

#8Riggs Asset Managment Co. Inc.Passive

Notable overlap · 5 shared positions

$STRL $ANET $PLTR $ETN $VRT

$560M

132 positions

#9Faithward Advisors, LLCPassive

Notable overlap · 5 shared positions

$PLTR $VRT $ANET $ASML $NBIS

$819M

339 positions

#10ITHAKA GROUP LLCActive

Notable overlap · 6 shared positions

$ANET $VRT $CRDO $PLTR $STRL $JCI

$551M

40 positions

#11Gunderson Capital Management Inc.Active

Notable overlap · 6 shared positions

$ANET $NBIS $ASML $CLS $STX $PWR

$370M

52 positions

#12Winslow Capital Management, LLCActive

Notable overlap · 7 shared positions

$ANET $ASML $VRT $JCI $PH $STX

$29.1B

66 positions

#13Bosman Wealth Management, LLCPassive

Notable overlap · 8 shared positions

$PLTR $ANET $WDC $STX $JCI $VRT

$161M

56 positions

#14Dedeker Financial LLCActive

Notable overlap · 4 shared positions

$STRL $PLTR $WDC $STX

$176M

55 positions

#15LONE PINE CAPITAL LLCActive

Notable overlap · 5 shared positions

$STRL $NBIS $ASML $TER $STX

$16.4B

34 positions

#16Sidoxia Capital Management, LLCPassive

Notable overlap · 4 shared positions

$STRL $VRT $PH $ANET

$136M

88 positions

#17Sun Financial IncPassive

Notable overlap · 6 shared positions

$ANET $PLTR $ETN $PWR $BNY $DE

$212M

161 positions

#18Hel Ved Capital Management LtdActive

Notable overlap · 5 shared positions

$STRL $NBIS $ASML $TER $DE

$1.4B

72 positions

#19Bensler, LLCPassive

Notable overlap · 6 shared positions

$STRL $ANET $WDC $PWR $VRT $ASML

$1.1B

198 positions

#20Broadleaf Partners, LLCPassive

Notable overlap · 5 shared positions

$ANET $VRT $PLTR $ASML $PWR

$517M

86 positions

#21Guardian Wealth Management, Inc.Passive

Notable overlap · 3 shared positions

$STRL $ANET $ASML

$204M

66 positions

#22Greenline Wealth Management LLCPassive

Notable overlap · 9 shared positions

$NBIS $VRT $PLTR $CRDO $PWR $STRL

$122M

131 positions

#23BNC WEALTH MANAGEMENT, LLCPassive

Notable overlap · 6 shared positions

$ANET $ETN $PLTR $PWR $BNY $DE

$414M

106 positions

#24Telligent Fund, LPActive

Notable overlap · 4 shared positions

$ANET $VRT $NBIS $CLS

$136M

23 positions

#25MARIETTA INVESTMENT PARTNERS LLCPassive

Notable overlap · 6 shared positions

$ANET $ASML $ETN $PLTR $PH $BNY

$582M

170 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.