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Hedge Funds Similar to Legacy Wealth Asset

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

Legacy Wealth Asset Management, LLC is an institutional investor managing $456M across 380 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 Wealth Asset are Alamea Verwaltungs GmbH, DecisionMap Wealth, Citrine, with shared positions in $FBTC, $GBTC, $CW, $ASML, $CL, $AON. The full ranking of 25 similar funds is below.

#1Alamea Verwaltungs GmbHActive
Some overlap · 4 shared positions
$FBTC$GBTC$CW$ASML
$125M
73 positions
#2DecisionMap Wealth Management, LLCPassive
Some overlap · 3 shared positions
$FBTC$ASML$CL
$179M
145 positions
#3Citrine Capital LLCSmart money
Some overlap · 3 shared positions
$FBTC$GBTC$AON
$270M
60 positions
#4ZEVIN ASSET MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$ASML$LIN$ADI$WCN$AON$CL
$713M
97 positions
#5PineStone Asset Management Inc.Active
Some overlap · 6 shared positions
$LIN$ADI$CNI$HDB$AON$CL
$16.2B
44 positions
#6CIDEL ASSET MANAGEMENT INCPassive
Some overlap · 6 shared positions
$ASML$RBA$CNI$WCN$CL$SAP
$2.1B
480 positions
#7Beaumont Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$FBTC$GBTC$WCN
$1.6B
383 positions
#8Fiera Capital CorpActive
Some overlap · 5 shared positions
$LIN$ADI$RBA$CNI$WCN
$27.6B
401 positions
#9ARBOR CAPITAL MANAGEMENT INC /ADVPassive
Some overlap · 3 shared positions
$FBTC$MMM$EQIX
$102M
87 positions
#10WCM INVESTMENT MANAGEMENT, LLCActive
Some overlap · 5 shared positions
$ASML$LIN$WCN$AON$UBS
$55.2B
266 positions
#11Timber Creek Capital Management LLCPassive
Some overlap · 5 shared positions
$ASML$LIN$UBS$TTE$PHG
$490M
80 positions
#12Saturna Capital CORPActive
Some overlap · 5 shared positions
$ASML$LIN$TXN$CNI$CL
$8.2B
140 positions
#13NICOLA WEALTH MANAGEMENT LTD.Passive
Some overlap · 5 shared positions
$LIN$CNI$HDB$WCN$TTE
$868M
61 positions
#14Albar Capital Partners LLPActive
Some overlap · 5 shared positions
$ASML$ADI$LIN$MMM$STM
$767M
38 positions
#15Northwest & Ethical Investments L.P.Passive
Some overlap · 5 shared positions
$LIN$CNI$ADI$WCN$CL
$4.3B
522 positions
#16Burkett Asset Management LtdPassive
Some overlap · 5 shared positions
$ASML$CNI$HDB$AON$SAP
$107M
59 positions
#17FIL LtdPassive
Some overlap · 5 shared positions
$LIN$TXN$CNI$RBA$TTE
$139.3B
1,144 positions
#18Phraction Management LLCActive
Some overlap · 4 shared positions
$ASML$LIN$TXN$ADI
$596M
66 positions
#19Rafferty Asset Management, LLCActive
Some overlap · 5 shared positions
$ASML$TXN$ADI$ASX$STM
$43.9B
1,133 positions
#20Aviso Financial Inc.Passive
Some overlap · 6 shared positions
$LIN$MUFG$CNI$SAP$ASML$RBA
$2.9B
273 positions
#21CHANNING GLOBAL ADVISORS, LLCActive
Some overlap · 5 shared positions
$ASML$HDB$STM$UBS$SAP
$193M
41 positions
#22Ovata Capital Management LtdActive
Some overlap · 3 shared positions
$ASX$FBTC$HDB
$1.3B
43 positions
#23Henry James International Management Inc.Passive
Some overlap · 5 shared positions
$ASML$MUFG$STM$UBS$SAP
$334M
91 positions
#24Greenfield Seitz Capital Management, LLCPassive
Some overlap · 4 shared positions
$ASML$LIN$TXN$HDB
$336M
107 positions
#25JACOBSON & SCHMITT ADVISORS, LLCPassive
Some overlap · 4 shared positions
$ASML$LIN$TXN$HDB
$612M
81 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.