13F Pro

Hedge Funds Similar to Legacy Edge Advisors

13F Portfolio OverlapQ2 2026Legacy Edge Advisors portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Legacy Edge Advisors, LLC is an institutional investor managing $1.1B across 239 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 Edge Advisors are TIAA , NATIONAL ASSOCIATION, BAXTER BROS, CHILTON INVESTMENT, with shared positions in $MUFG, $NU, $AXP, $TMO, $FLEX, $AMGN. The full ranking of 25 similar funds is below.

#1TIAA TRUST, NATIONAL ASSOCIATIONActive
Some overlap · 6 shared positions
$MUFG$NU$AXP$TMO$FLEX$AMGN
$1.7B
347 positions
#2BAXTER BROS INCPassive
Some overlap · 5 shared positions
$AXP$MS$QCOM$TXN$TMO
$864M
172 positions
#3CHILTON INVESTMENT CO INC.Active
Some overlap · 5 shared positions
$AXP$MS$TXN$PH$TMO
$4.2B
299 positions
#4Cambridge Financial Group, LLCActive
Some overlap · 4 shared positions
$AXP$MUFG$QCOM$TXN
$318M
155 positions
#5INVESTMENT HOUSE LLCPassive
Some overlap · 4 shared positions
$AXP$NU$QCOM$TXN
$2.2B
220 positions
#6BCS Private Wealth Management, Inc.Passive
Some overlap · 5 shared positions
$AXP$MS$QCOM$TMO$AMGN
$332M
187 positions
#7BOYD WATTERSON ASSET MANAGEMENT LLC/OHPassive
Some overlap · 5 shared positions
$AXP$QCOM$TXN$TMO$PH
$371M
394 positions
#8TODD ASSET MANAGEMENT LLCActive
Some overlap · 5 shared positions
$MUFG$MS$QCOM$PH$RIO
$5.6B
182 positions
#9Stokes Capital Advisors, LLCPassive
Some overlap · 4 shared positions
$AXP$MS$QCOM$TXN
$467M
118 positions
#10Kearns & Associates LLCSmart money
Some overlap · 4 shared positions
$AXP$MS$QCOM$TMO
$214M
41 positions
#11BANK OF STOCKTONActive
Some overlap · 5 shared positions
$AXP$MS$QCOM$PH$FLEX
$356M
126 positions
#12TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLCActive
Some overlap · 4 shared positions
$MUFG$NU$TXN$FLEX
$29.1B
751 positions
#13Chesapeake Wealth ManagementPassive
Some overlap · 5 shared positions
$AXP$MS$TXN$TMO$AMGN
$357M
168 positions
#14Insight Inv LLCPassive
Some overlap · 4 shared positions
$AXP$MS$QCOM$AMGN
$212M
109 positions
#15Aureus Asset Management, LLCPassive
Some overlap · 4 shared positions
$AXP$TXN$MS$TMO
$1.6B
239 positions
#16Douglas Lane & Associates, LLCActive
Some overlap · 4 shared positions
$AXP$MS$QCOM$TMO
$7.4B
250 positions
#17TIAA Wealth Investment Management LLCActive
Some overlap · 4 shared positions
$MUFG$MS$TMO$FLEX
$15.0B
617 positions
#18North Berkeley Wealth Management, LLCActive
Some overlap · 4 shared positions
$MUFG$NU$AXP$QCOM
$247M
77 positions
#19Wynn Capital, LLCPassive
Some overlap · 4 shared positions
$AXP$QCOM$TXN$AMGN
$224M
116 positions
#20MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 5 shared positions
$MS$QCOM$TXN$TMO$AMGN
$1.2B
106 positions
#21ALBION FINANCIAL GROUP /UTPassive
Some overlap · 5 shared positions
$MS$QCOM$TXN$TMO$AMGN
$1.7B
652 positions
#22PEOPLES FINANCIAL SERVICES CORP.Passive
Some overlap · 4 shared positions
$AXP$MS$QCOM$AMGN
$231M
270 positions
#23Omega Financial Group, LLCActive
Some overlap · 3 shared positions
$MUFG$AXP$QCOM
$329M
91 positions
#24Aristotle Capital Management, LLCActive
Some overlap · 4 shared positions
$MUFG$QCOM$PH$AMGN
$47.7B
212 positions
#25Adalta Capital Management LLCPassive
Some overlap · 3 shared positions
$AXP$NU$QCOM
$228M
103 positions

Compare Legacy Edge Advisors’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Legacy Edge Advisors’s holdings

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.