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Hedge Funds Similar to Legacy Financial Group

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

Legacy Financial Group LLC is an institutional investor managing $888M across 133 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 Financial Group are Mokosak Advisory Group, Midwest Heritage Bank, FSB, Clarity Asset, with shared positions in $CASY, $DE, $WFC, $PFG, $KDP, $F. The full ranking of 25 similar funds is below.

#1Mokosak Advisory Group, LLCSmart money
Notable overlap · 5 shared positions
$CASY$DE$WFC$PFG$KDP
$462M
38 positions
#2Midwest Heritage Bank, FSBActive
Notable overlap · 3 shared positions
$CASY$PFG$F
$353M
53 positions
#3Clarity Asset Management, Inc.Active
Some overlap · 3 shared positions
$CASY$PFG$DE
$204M
66 positions
#4Foster Group, Inc.Active
Some overlap · 4 shared positions
$CASY$DE$WFC$PFG
$3.8B
318 positions
#5Dynamic Financial GroupSmart money
Some overlap · 3 shared positions
$CASY$DE$IAU
$132M
76 positions
#6Fjell Capital, LLCPassive
Some overlap · 4 shared positions
$DE$CASY$WM$UNP
$147M
66 positions
#7Sage Investment Advisers LLCPassive
Some overlap · 4 shared positions
$IAU$DE$WM$UNP
$149M
98 positions
#8LIBERTY ONE INVESTMENT MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$CASY$WM$DE$TRV
$1.0B
154 positions
#9BEACON INVESTMENT ADVISORS LLCPassive
Some overlap · 4 shared positions
$CASY$DE$GNRC$LPLA
$318M
178 positions
#10NORTHWEST WEALTH MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$CASY$DE$WFC$UNP
$758M
265 positions
#11Tarbox Group, Inc.Smart money
Some overlap · 4 shared positions
$DE$IAU$WFC$EMR
$698M
96 positions
#12BERKSHIRE ASSET MANAGEMENT LLC/PAActive
Some overlap · 4 shared positions
$DE$WM$WFC$EMR
$2.5B
270 positions
#13Providence Capital Advisors, LLCPassive
Some overlap · 4 shared positions
$DE$WM$WFC$EMR
$660M
385 positions
#14DMKC Advisory Services, LLCActive
Some overlap · 4 shared positions
$DE$WFC$PFG$EMR
$530M
92 positions
#15MAIMON WEALTH MANAGEMENT LTD.Passive
Some overlap · 4 shared positions
$DE$IAU$TRV$EMR
$130M
80 positions
#16WEALTHSPAN PARTNERS, LLCPassive
Some overlap · 3 shared positions
$DE$IAU$WFC
$317M
129 positions
#17BLUEDOOR PRIVATE WEALTH, LLCPassive
Some overlap · 4 shared positions
$IAU$WM$DE$UNP
$238M
164 positions
#18SHRIER WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$IAU$WM$WFC
$296M
134 positions
#19Compass Financial Services IncActive
Some overlap · 3 shared positions
$CASY$DE$WFC
$268M
57 positions
#20Skyline Advisors, Inc.Active
Some overlap · 4 shared positions
$DE$IAU$WFC$EMR
$319M
123 positions
#21Fruth Investment ManagementPassive
Some overlap · 4 shared positions
$CASY$DE$EMR$UNP
$421M
225 positions
#22Hamilton Point Investment Advisors, LLCPassive
Some overlap · 3 shared positions
$DE$IAU$WM
$710M
193 positions
#23True Vision MN LLC
Some overlap · 5 shared positions
$IAU$WFC$TRV$GNRC$UNP
$194M
98 positions
#24FSB PREMIER WEALTH MANAGEMENT, INC.Passive
Some overlap · 3 shared positions
$DE$WFC$CASY
$355M
257 positions
#25ORSER CAPITAL MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$CASY$WM$UNP
$202M
65 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.