Hedge Funds Similar to Legacy Wealth Partners

13F Portfolio OverlapQ2 2026Legacy Wealth Partners portfolio →

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Most similar hedge funds by 13F overlap

Legacy Wealth Partners, LLC is an institutional investor managing $445M across 189 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 Partners are Dynamic Wealth Strategies, Ironwood Investment Counsel, BOSTON RESEARCH, with shared positions in $KLAC, $J, $MUFG, $LMT, $SYY, $XYL. The full ranking of 25 similar funds is below.

#1Dynamic Wealth Strategies, LLCActive

Slight overlap · 4 shared positions

$KLAC $J $MUFG $LMT

$188M

291 positions

#2Ironwood Investment Counsel, LLCPassive

Slight overlap · 3 shared positions

$SYY $KLAC $LMT

$762M

267 positions

#3BOSTON RESEARCH & MANAGEMENT INCPassive

Slight overlap · 3 shared positions

$453M

121 positions

#4Ellenbecker Investment GroupSmart money

Slight overlap · 3 shared positions

$860M

149 positions

#5Rayburn West Financial Services LLCPassive

Slight overlap · 3 shared positions

$181M

81 positions

#6STONERIDGE INVESTMENT PARTNERS LLCPassive

Slight overlap · 3 shared positions

$KLAC $SYY $LMT

$152M

146 positions

#7BENEDICT FINANCIAL ADVISORS INCPassive

Slight overlap · 3 shared positions

$515M

142 positions

#8KIRTLAND HILLS CAPITAL MANAGEMENT, LLCPassive

Slight overlap · 3 shared positions

$351M

166 positions

#9NORTHSTAR ASSET MANAGEMENT INCActive

Slight overlap · 3 shared positions

$KLAC $MUFG $XYL

$341M

91 positions

#10CABOT WEALTH MANAGEMENT INCPassive

Slight overlap · 3 shared positions

$KLAC $MUFG $CTAS

$982M

142 positions

#11Impax Asset Management Group plcActive

Slight overlap · 3 shared positions

$KLAC $XYL $CTAS

$15.4B

284 positions

#12TODD ASSET MANAGEMENT LLCActive

Slight overlap · 3 shared positions

$KLAC $MUFG $MO

$5.6B

182 positions

#13BAM Wealth Management, LLCPassive

Slight overlap · 3 shared positions

$KLAC $CTAS $MO

$160M

166 positions

#14Apriem AdvisorsActive

Slight overlap · 3 shared positions

$KLAC $CTAS $LMT

$1.2B

182 positions

#15PCB Capital LLCPassive

Slight overlap · 3 shared positions

$KLAC $CTAS $AON

$82M

114 positions

#16Optimist Retirement Group LLCActive

Slight overlap · 3 shared positions

$259M

118 positions

#17John Boyer, Inc.Smart money

Slight overlap · 3 shared positions

$115M

39 positions

#18Shoker Investment Counsel, Inc.Active

Slight overlap · 3 shared positions

$398M

113 positions

#19FCF Advisors LLCPassive

Slight overlap · 3 shared positions

$544M

58 positions

#20Fortune Financial Advisors, LLCPassive

Slight overlap · 3 shared positions

$234M

163 positions

#21Columbus Macro, LLCPassive

Slight overlap · 3 shared positions

$1.0B

207 positions

#22VALLEY NATIONAL ADVISERS INCPassive

Slight overlap · 3 shared positions

$900M

1,056 positions

#23Commonwealth Retirement Investments LLCPassive

Slight overlap · 3 shared positions

$368M

417 positions

#24Jackson Wealth Management, LLCActive

Slight overlap · 3 shared positions

$KLAC $BSX $LMT

$170M

86 positions

#25Union Heritage Capital, LLCPassive

Slight overlap · 3 shared positions

$KLAC $LMT $AON

$295M

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.