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Hedge Funds Similar to Legacy Wealth Partners

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

Legacy Capital Wealth Partners, LLC is an institutional investor managing $521M across 377 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 Wealth Partners are Robinson Value , Ltd., Muzinich, EIGHT 31 FINANCIAL, with shared positions in $DHI, $JBHT, $EOG, $CSWC, $OBDC, $MAIN. The full ranking of 25 similar funds is below.

#1Robinson Value Management, Ltd.Passive
Some overlap · 3 shared positions
$DHI$JBHT$EOG
$187M
75 positions
#2Muzinich & Co., Inc.Active
Some overlap · 7 shared positions
$CSWC$OBDC$MAIN$HCXY$MSDL$ARCC
$293M
38 positions
#3EIGHT 31 FINANCIAL, LLCActive
Some overlap · 5 shared positions
$EOG$CSWC$ARCC$TRIN$OBDC
$168M
66 positions
#4Taylor Frigon Capital Management LLCPassive
Slight overlap · 5 shared positions
$SYM$KLAC$MAIN$HCXY$ARCC
$214M
93 positions
#5Melia Wealth LLCSmart money
Slight overlap · 6 shared positions
$TRIN$CSWC$GAIN$OBDC$HCXY$ARCC
$174M
23 positions
#6Capital World InvestorsActive
Slight overlap · 4 shared positions
$EOG$KLAC$DHI$PM
$846.4B
637 positions
#7Retireful, LLCPassive
Slight overlap · 3 shared positions
$JBHT$KLAC$ANET
$107M
81 positions
#8Capital Analysts, LLCPassive
Slight overlap · 3 shared positions
$EOG$DHI$BAH
$4.3B
1,536 positions
#9CONSCIOUS WEALTH INVESTMENTS, LLCPassive
Slight overlap · 3 shared positions
$EOG$KLAC$ANET
$195M
67 positions
#10LEGACY SOLUTIONS, LLCActive
Slight overlap · 3 shared positions
$DHI$EOG$GLDM
$124M
88 positions
#11Fulcrum Capital LLCActive
Slight overlap · 3 shared positions
$DHI$EOG$ANET
$493M
103 positions
#12Walkner Condon Financial Advisors LLCPassive
Slight overlap · 4 shared positions
$GLDM$BAH$ANET$KLAC
$871M
344 positions
#13AA Financial Advisors, LLCPassive
Slight overlap · 4 shared positions
$GLDM$KLAC$PM$ARCC
$832M
230 positions
#14CABOT WEALTH MANAGEMENT INCPassive
Slight overlap · 3 shared positions
$OZK$GLDM$KLAC
$982M
142 positions
#15BEESE FULMER INVESTMENT MANAGEMENT, INC.Passive
Slight overlap · 4 shared positions
$DHI$KLAC$ANET$PM
$1.7B
401 positions
#16Sound Income Strategies, LLCPassive
Slight overlap · 5 shared positions
$TRIN$CSWC$OBDC$HCXY$ARCC
$2.2B
483 positions
#17American TrustActive
Slight overlap · 3 shared positions
$GLDM$EOG$KLAC
$1.3B
334 positions
#18OLD SECOND NATIONAL BANK OF AURORAPassive
Slight overlap · 3 shared positions
$EOG$KLAC$ARCC
$530M
275 positions
#19OVERSEA-CHINESE BANKING Corp LtdPassive
Slight overlap · 3 shared positions
$EOG$GLDM$KLAC
$4.7B
363 positions
#20ARES MANAGEMENT LLCSmart money
Slight overlap · 5 shared positions
$OBDC$HCXY$MSDL$ARCC$TRIN
$2.3B
44 positions
#21Copley Financial Group, Inc.Active
Slight overlap · 3 shared positions
$GLDM$KLAC$EOG
$165M
118 positions
#22Moran Wealth Management, LLCPassive
Slight overlap · 3 shared positions
$EOG$KLAC$ANET
$3.7B
491 positions
#23SIGNET FINANCIAL MANAGEMENT, LLC
Slight overlap · 3 shared positions
$EOG$KLAC$ANET
$892M
299 positions
#24Caitlin John, LLCPassive
Slight overlap · 3 shared positions
$EOG$GLDM$ANET
$183M
1,001 positions
#25Evercore Wealth Management, LLCActive
Slight overlap · 3 shared positions
$EOG$GLDM$ARCC
$7.1B
433 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.