What hedge funds are most similar to LEGACY FINANCIAL INDEPENDENT ADVISORS LLC?

The funds with the most similar 13F portfolios to LEGACY FINANCIAL INDEPENDENT ADVISORS LLC are Vertrix Wealth, Greystone Financial Group, Stack Financial, based on overlapping conviction holdings in the latest SEC filings.

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 FINANCIAL INDEPENDENT ADVISORS

13F Portfolio OverlapQ2 2026LEGACY FINANCIAL INDEPENDENT ADVISORS portfolio →

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Most similar hedge funds by 13F overlap

LEGACY FINANCIAL INDEPENDENT ADVISORS LLC is an institutional investor managing $213M across 124 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 INDEPENDENT ADVISORS are Vertrix Wealth, Greystone Financial Group, Stack Financial, with shared positions in $AXP, $SPG, $WM, $DUK, $MCK, $CRWD. The full ranking of 25 similar funds is below.

#1Vertrix Wealth Management, LLCPassive

Notable overlap · 7 shared positions

$AXP $SPG $WM $DUK $MCK $CRWD

$297M

103 positions

#2Greystone Financial Group, LLCPassive

Notable overlap · 7 shared positions

$SPG $WM $DUK $CRWD $MCK $LMT

$358M

74 positions

#3Stack Financial Management, IncActive

Notable overlap · 5 shared positions

$AEP $WM $DUK $AEE $LMT

$1.3B

54 positions

#4First Fiduciary Investment Counsel, Inc.Passive

Notable overlap · 6 shared positions

$WM $MAR $SO $COF $LMT $DIS

$529M

75 positions

#5PRING TURNER CAPITAL GROUP INCPassive

Notable overlap · 4 shared positions

$PSA $AXP $MAA $MCK

$175M

73 positions

#6Dougherty & Associates, LLCActive

Notable overlap · 6 shared positions

$MAR $ED $DUK $SO $WM $AEP

$125M

52 positions

#7ANTIPODES PARTNERS LtdActive

Notable overlap · 5 shared positions

$AEP $AEE $DUK $COF $DIS

$5.5B

130 positions

#8DUFF & PHELPS INVESTMENT MANAGEMENT COActive

Notable overlap · 7 shared positions

$SPG $PSA $MAA $AEE $PPL $AEP

$10.6B

162 positions

#9HITE Hedge Asset Management LLCActive

Notable overlap · 4 shared positions

$AEP $PPL $AEE $ED

$1.8B

125 positions

#10Blue Chip Partners, LLCActive

Notable overlap · 4 shared positions

$ASML $WM $MNST $CRWD

$1.6B

184 positions

#11CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLCActive

Notable overlap · 4 shared positions

$AEP $PPL $SO $SPG

$7.2B

101 positions

#12High Point Wealth Management, LLCPassive

Notable overlap · 5 shared positions

$ED $SO $DUK $AEP $AEE

$122M

250 positions

#13Energy Income Partners, LLCActive

Notable overlap · 5 shared positions

$PPL $AEP $DUK $SO $AEE

$6.4B

88 positions

#14Patrick Mauro Investment Advisor, INC.Active

Notable overlap · 7 shared positions

$WM $AEP $LMT $SO $DUK $ED

$199M

38 positions

#15Thomasville National BankPassive

Notable overlap · 5 shared positions

$ASML $CRWD $DUK $AXP $SO

$1.8B

241 positions

#16ARQ WEALTH ADVISORS, LLCPassive

Notable overlap · 5 shared positions

$AXP $WM $MCK $COF $DIS

$807M

209 positions

#17Westend Capital Management, LLCPassive

Notable overlap · 3 shared positions

$ASML $AXP $ROK

$437M

242 positions

#18OmniStar Financial Group, Inc.Passive

Notable overlap · 6 shared positions

$DUK $SO $AEP $LMT $ROK $GLW

$217M

118 positions

#19GUERRA PAN ADVISORS, LLCPassive

Notable overlap · 5 shared positions

$ASML $CRWD $CDNS $GLW $LMT

$179M

118 positions

#20Aventail Capital Group, LPPassive

Notable overlap · 6 shared positions

$AEE $DUK $ED $SO $PPL $AEP

$1.7B

155 positions

#21Constitution Capital LLCActive

Notable overlap · 7 shared positions

$AXP $DUK $AEP $WM $SO $TKO

$195M

62 positions

#22Pensionfund PDNActive

Notable overlap · 3 shared positions

$SPG $PSA $MAA

$194M

76 positions

#23Covalis Capital LLPActive

Notable overlap · 3 shared positions

$PPL $AEP $AEE

$1.8B

101 positions

#24Pensionfund SabicActive

Notable overlap · 3 shared positions

$SPG $PSA $MAA

$94M

76 positions

#25LIBERTY ONE INVESTMENT MANAGEMENT, LLCActive

Notable overlap · 4 shared positions

$WM $DUK $SO $MCK

$1.0B

154 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.