13F Pro

Hedge Funds Similar to Legacy Private

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

Legacy Private Trust Co. is an institutional investor managing $1.8B across 266 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 Private are Deane Retirement Strategies, GREAT LAKES ADVISORS, Brentview Investment, with shared positions in $WFC, $UNP, $MCK, $LIN, $TXN, $TJX. The full ranking of 25 similar funds is below.

#1Deane Retirement Strategies, Inc.Passive
Some overlap · 6 shared positions
$WFC$UNP$MCK$LIN$TXN$TJX
$236M
52 positions
#2GREAT LAKES ADVISORS, LLCPassive
Some overlap · 7 shared positions
$WFC$LIN$TMO$LOW$PH$TJX
$13.1B
825 positions
#3Brentview Investment Management LLCActive
Some overlap · 6 shared positions
$UNP$MCK$LIN$LOW$PH$TJX
$253M
63 positions
#4PRING TURNER CAPITAL GROUP INCPassive
Some overlap · 5 shared positions
$WFC$UNP$MCK$COP$TXN
$175M
73 positions
#5Peoples Bank/KSPassive
Some overlap · 5 shared positions
$WFC$MCK$UNP$LOW$STT
$103M
98 positions
#6MOTCOPassive
Some overlap · 6 shared positions
$UNP$MCK$TMO$LOW$TJX$GLW
$1.2B
840 positions
#7Pflug Koory, LLCPassive
Some overlap · 6 shared positions
$UNP$MCK$WFC$TMO$PH$GLW
$250M
426 positions
#8Wilkinson Global Asset Management LLCActive
Some overlap · 7 shared positions
$UNP$LIN$PH$TJX$TXN$WFC
$1.3B
62 positions
#9Estabrook Capital ManagementPassive
Some overlap · 5 shared positions
$UNP$WFC$COP$TXN$GLW
$739M
344 positions
#10R.H. Investment Group, LLCActive
Some overlap · 4 shared positions
$WFC$UNP$TMO$COP
$133M
47 positions
#11BRIDGES INVESTMENT MANAGEMENT INCActive
Some overlap · 5 shared positions
$UNP$WFC$TMO$LOW$PH
$8.2B
401 positions
#12SIRIOS CAPITAL MANAGEMENT L PActive
Some overlap · 4 shared positions
$WFC$UNP$PH$TXN
$822M
86 positions
#13Haverford Financial Services, Inc.Active
Some overlap · 6 shared positions
$MCK$TMO$LOW$TJX$TXN$LIN
$339M
49 positions
#14AMI INVESTMENT MANAGEMENT INCActive
Some overlap · 4 shared positions
$UNP$WFC$LOW$TJX
$471M
78 positions
#15Pacific Excel Wealth Advisors, Inc.Passive
Some overlap · 5 shared positions
$WFC$MCK$STT$LOW$TXN
$258M
228 positions
#16Heritage Family Offices, LLPPassive
Some overlap · 5 shared positions
$WFC$MCK$STT$LOW$TXN
$259M
233 positions
#17North Forty Two & Co.Passive
Some overlap · 4 shared positions
$WFC$UNP$COP$TXN
$118M
104 positions
#18Atlantic Edge Private Wealth Management, LLCPassive
Some overlap · 5 shared positions
$MCK$UNP$TMO$LOW$STT
$489M
619 positions
#19BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$UNP$LIN$TMO$TJX$TXN
$499M
73 positions
#20MTM Investment Management, LLCPassive
Some overlap · 6 shared positions
$MCK$LOW$TJX$UNP$WFC$TXN
$350M
708 positions
#21Walsky Investment Management, Inc.Passive
Some overlap · 5 shared positions
$UNP$WFC$LOW$STT$TXN
$108M
52 positions
#22Pointe Capital Management LLCPassive
Some overlap · 6 shared positions
$WFC$UNP$LIN$TJX$COP$TXN
$223M
157 positions
#23SKBA CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$WFC$UNP$COP$TXN
$606M
79 positions
#24HENDLEY & CO INCActive
Some overlap · 5 shared positions
$UNP$LIN$PH$TJX$COP
$283M
47 positions
#25Eley Financial Management, IncPassive
Some overlap · 5 shared positions
$UNP$MCK$LOW$COP$GLW
$309M
72 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.