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Hedge Funds Similar to Tanglewood Legacy Advisors

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

Tanglewood Legacy Advisors, LLC is an institutional investor managing $310M across 280 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 Tanglewood Legacy Advisors are SOUND SHORE, WS LLLP, Econ Financial Services, with shared positions in $LUV, $GPC, $DIS, $UPS, $TXN, $COP. The full ranking of 25 similar funds is below.

#1SOUND SHORE MANAGEMENT INC /CT/Active
Some overlap · 4 shared positions
$LUV$GPC$DIS$UPS
$3.2B
40 positions
#2WS MANAGEMENT LLLPActive
Some overlap · 3 shared positions
$LUV$TXN$COP
$1.1B
47 positions
#3Econ Financial Services CorpPassive
Some overlap · 3 shared positions
$LUV$COP$UPS
$214M
72 positions
#4PAR CAPITAL MANAGEMENT INCSmart money
Some overlap · 3 shared positions
$LUV$UAL$EBAY
$4.0B
48 positions
#5Athena Wealth Management, LLCActive
Some overlap · 3 shared positions
$LUV$NEE$COP
$134M
104 positions
#6Twin Lakes Capital Management, LLCActive
Slight overlap · 3 shared positions
$LUV$AXP$UPS
$262M
208 positions
#7GABELLI FUNDS LLCPassive
Slight overlap · 5 shared positions
$NEE$DE$AXP$TXN$GPC
$15.7B
1,286 positions
#8Moisand Fitzgerald Tamayo, LLCActive
Slight overlap · 5 shared positions
$NEE$DE$AXP$TXN$DIS
$1.0B
537 positions
#9Border to Coast Pensions Partnership LtdActive
Slight overlap · 5 shared positions
$NEE$DE$AXP$TXN$DIS
$6.8B
90 positions
#10Berkshire BankActive
Slight overlap · 5 shared positions
$NEE$DE$AXP$TXN$DIS
$524M
160 positions
#11Bigelow Investment Advisors, LLCPassive
Slight overlap · 5 shared positions
$NEE$DE$AXP$TXN$DIS
$276M
157 positions
#12PRIMECAP MANAGEMENT CO/CA/Active
Slight overlap · 4 shared positions
$LUV$TXN$COP$UAL
$169.1B
324 positions
#13Petros Family Wealth, LLCPassive
Slight overlap · 5 shared positions
$NEE$DE$AXP$TXN$PSX
$164M
134 positions
#14CULTIVAR CAPITAL, INC.Smart money
Slight overlap · 4 shared positions
$LUV$NEE$DE$TXN
$155M
40 positions
#15TI-TRUST, INCPassive
Slight overlap · 4 shared positions
$NEE$OGE$DE$MO
$186M
132 positions
#16TCTC Holdings, LLCActive
Slight overlap · 5 shared positions
$NEE$CFR$COP$MO$PSX
$3.8B
240 positions
#17Carrera Capital AdvisorsActive
Slight overlap · 3 shared positions
$LUV$NEE$COP
$675M
210 positions
#18Kercheville Advisors, LLCPassive
Slight overlap · 3 shared positions
$LUV$DE$EPD
$328M
108 positions
#19Hamilton Point Investment Advisors, LLCPassive
Slight overlap · 4 shared positions
$NEE$DE$AXP$TXN
$710M
193 positions
#20Elwood & Goetz Wealth Advisory Group, LLCActive
Slight overlap · 4 shared positions
$NEE$DE$AXP$TXN
$676M
148 positions
#21Wealth Management NebraskaSmart money
Slight overlap · 4 shared positions
$NEE$DE$AXP$TXN
$1.1B
106 positions
#22MORTON COMMUNITY BANKPassive
Slight overlap · 4 shared positions
$NEE$DE$AXP$COP
$491M
120 positions
#23VAUGHAN DAVID INVESTMENTS LLC/ILActive
Slight overlap · 4 shared positions
$NEE$DE$AXP$COP
$5.0B
245 positions
#24Cullen Capital Management, LLCActive
Slight overlap · 6 shared positions
$NEE$COP$GPC$MO$UPS$TRV
$10.2B
208 positions
#25Paladin Wealth, LLCPassive
Slight overlap · 3 shared positions
$LUV$NEE$COP
$172M
134 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.