13F Pro

Hedge Funds Similar to Legacy CG

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

Legacy CG, LLC is an institutional investor managing $391M across 45 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 CG are One Madison Group, Scissortail Wealth, Winthrop Partners - WNY, with shared positions in $HLT, $JCI, $UNP, $MSI, $CVS, $PEP. The full ranking of 25 similar funds is below.

#1One Madison Group LLCActive
Notable overlap · 3 shared positions
$HLT$JCI$UNP
$1.0B
27 positions
#2Scissortail Wealth Management, LLCPassive
Notable overlap · 3 shared positions
$JCI$UNP$MSI
$520M
106 positions
#3Winthrop Partners - WNY, LLCPassive
Notable overlap · 3 shared positions
$MSI$JCI$UNP
$202M
87 positions
#4EDGAR LOMAX CO/VAActive
Some overlap · 3 shared positions
$CVS$UNP$PEP
$1.3B
58 positions
#5Parkside Investments, LLCActive
Some overlap · 3 shared positions
$UNP$CVS$DVN
$902M
91 positions
#6Keyes, Stange & Wooten Wealth Management, LLCActive
Some overlap · 3 shared positions
$JCI$MSI$UNP
$251M
74 positions
#7CrossGen Wealth, LLCPassive
Some overlap · 3 shared positions
$UNP$JCI$MSI
$129M
214 positions
#8Wealth Intelligence, LLCActive
Some overlap · 5 shared positions
$JCI$UNP$CVS$MSI$AFL
$215M
59 positions
#9RNC CAPITAL MANAGEMENT LLCActive
Some overlap · 3 shared positions
$CVS$DVN$PEP
$2.4B
181 positions
#10Phoenix Wealth AdvisorsActive
Some overlap · 4 shared positions
$JCI$MSI$UNP$PEP
$297M
129 positions
#11Horrell Capital Management, Inc.Active
Some overlap · 3 shared positions
$UNP$NUE$PEP
$219M
196 positions
#12McCollum Christoferson Group LLCPassive
Some overlap · 3 shared positions
$HLT$DVN$PEP
$341M
80 positions
#13Unison Advisors LLCActive
Some overlap · 3 shared positions
$NUE$CVS$DVN
$1.4B
173 positions
#14Morey & Quinn Wealth Partners, LLCPassive
Some overlap · 3 shared positions
$UNP$WELL$CVS
$155M
143 positions
#15Curat Global, LLCPassive
Some overlap · 5 shared positions
$JCI$CVS$NUE$PEP$AFL
$122M
251 positions
#16Symmetry Investments LPActive
Some overlap · 3 shared positions
$UNP$SNDK$HLT
$1.5B
152 positions
#17BOWEN HANES & CO INCActive
Some overlap · 3 shared positions
$MSI$UNP$WELL
$4.1B
151 positions
#18Comprehensive Financial Consultants Institutional, Inc.Passive
Some overlap · 3 shared positions
$JCI$UNP$MSI
$378M
205 positions
#19Martin Capital Partners, LLCPassive
Some overlap · 3 shared positions
$UNP$DVN$PEP
$272M
72 positions
#20PATTON FUND MANAGEMENT, INC.Passive
Some overlap · 3 shared positions
$SNDK$JCI$CVS
$462M
86 positions
#21Tulsa Wealth Advisors, INCActive
Some overlap · 3 shared positions
$MSI$JCI$UNP
$710M
166 positions
#22CHAPIN DAVIS, INC.Passive
Some overlap · 3 shared positions
$SNDK$NUE$PEP
$569M
256 positions
#23CALIBER WEALTH MANAGEMENT, LLC / KSActive
Some overlap · 4 shared positions
$JCI$UNP$MSI$DVN
$1.0B
300 positions
#24BUTENSKY & COHEN FINANCIAL SECURITY, INCPassive
Some overlap · 3 shared positions
$JCI$NUE$CVS
$404M
99 positions
#25WOODARD & CO ASSET MANAGEMENT GROUP INC /ADVActive
Some overlap · 3 shared positions
$SNDK$NUE$CVS
$694M
172 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.