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Hedge Funds Similar to Legacy Wealth , / MS

13F Portfolio OverlapQ2 2026Legacy Wealth , / MS portfolio →
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Most similar hedge funds by 13F overlap

Legacy Wealth Management, LLC / MS is an institutional investor managing $390M across 114 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 , / MS are NEW VERNON INVESTMENT, LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP, Nicollet Investment, with shared positions in $TJX, $CB, $AJG, $SYK, $ABT, $UNP. The full ranking of 25 similar funds is below.

#1NEW VERNON INVESTMENT MANAGEMENT LLCActive
Some overlap · 7 shared positions
$TJX$CB$AJG$SYK$ABT$UNP
$82M
37 positions
#2LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive
Some overlap · 7 shared positions
$TJX$SYK$TMO$ABT$DHR$LOW
$10.3B
565 positions
#3Nicollet Investment Management, Inc.Active
Some overlap · 6 shared positions
$TJX$CB$LHX$TMO$BSX$UNP
$324M
77 positions
#4SouthState Bank CorpPassive
Some overlap · 5 shared positions
$TJX$LHX$CB$DHR$UNP
$2.4B
1,313 positions
#5RWA WEALTH PARTNERS, LLCActive
Some overlap · 6 shared positions
$TJX$CB$SYK$ABT$DHR$UNP
$10.4B
645 positions
#6WELCH & FORBES LLCActive
Some overlap · 5 shared positions
$TJX$CB$AJG$SYK$DHR
$8.2B
388 positions
#7Mirova US LLCActive
Some overlap · 6 shared positions
$TJX$HUBB$TMO$BSX$DHR$LOW
$9.3B
45 positions
#8HM PAYSON & COActive
Some overlap · 5 shared positions
$TJX$LHX$HUBB$TMO$DHR
$7.5B
1,139 positions
#9HOWLAND CAPITAL MANAGEMENT LLCActive
Some overlap · 5 shared positions
$TJX$CB$SYK$TMO$DHR
$2.8B
278 positions
#10BRADY FAMILY WEALTH, LLCPassive
Some overlap · 5 shared positions
$TJX$CB$SYK$ABT$LOW
$346M
113 positions
#11Kesler, Norman & Wride, LLCPassive
Some overlap · 6 shared positions
$LHX$CB$SYK$ABT$LOW$UNP
$631M
271 positions
#12NOVARE CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$TJX$LHX$SYK$TMO$LOW
$1.4B
210 positions
#13Stokes Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$TJX$CB$SYK$ABT$UNP
$467M
118 positions
#14BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$TJX$CB$TMO$ABT$LOW
$8.0B
1,334 positions
#15CAMDEN NATIONAL BANKPassive
Some overlap · 4 shared positions
$TJX$LHX$CB$TMO
$767M
184 positions
#16Berkshire BankActive
Some overlap · 5 shared positions
$TJX$CB$SYK$DHR$UNP
$524M
160 positions
#17Michael Brady & Co., LLCActive
Some overlap · 5 shared positions
$TJX$LHX$ABT$DHR$UNP
$113M
58 positions
#18NORRIS PERNE & FRENCH LLP/MIActive
Some overlap · 6 shared positions
$TJX$SYK$TMO$ABT$DHR$UNP
$1.7B
147 positions
#19Spears Abacus Advisors LLCPassive
Some overlap · 6 shared positions
$CB$TJX$TMO$ABT$DHR$UNP
$5.6B
445 positions
#20Minot DeBlois Advisors LLCPassive
Some overlap · 5 shared positions
$TJX$CB$ABT$DHR$UNP
$116M
240 positions
#21Bath Savings Trust CoActive
Some overlap · 5 shared positions
$TJX$AJG$SYK$ABT$DHR
$965M
177 positions
#22SIGMA INVESTMENT COUNSELORS INCActive
Some overlap · 5 shared positions
$TJX$AJG$SYK$DHR$LOW
$2.1B
218 positions
#23Unisphere EstablishmentActive
Some overlap · 5 shared positions
$TJX$AJG$TMO$BSX$DHR
$11.7B
56 positions
#24JOHNSON INVESTMENT COUNSEL INCActive
Some overlap · 5 shared positions
$TJX$HUBB$SYK$ABT$DHR
$13.7B
840 positions
#25TOMPKINS FINANCIAL CORPPassive
Some overlap · 5 shared positions
$TJX$AJG$SYK$ABT$DHR
$1.4B
548 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.