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Legacy Advisors, LLC
hedge fundUpdated 17 days agoManaged by Legacy Advisors, Llc • Latest filing Q3 2026
Portfolio value
$1.1B
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
29.7%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $809.9M |
| Q4 2025 | $931M |
| Q1 2026 | $848.2M |
| Q2 2026 | $1.1B |
| Q3 2026 | $1.1B |
Top holdings
318 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $145.1M | 3.39M | 13.82% | Trimmed(-1.3%) | |
| 2 | $100.2M | 142.9K | 9.54% | Added(+30.0%) | |
| 3 | $53.3M | 391.4K | 5.07% | Added(+11.3%) | |
| 4 | $48.4M | 145.5K | 4.61% | Trimmed(-2.9%) | |
| 5 | $37.1M | 89.3K | 3.54% | Unchanged | |
| 6 | $36.6M | 48.0K | 3.49% | Added(+13.6%) | |
| 7 | $35.5M | 46.3K | 3.38% | Added(+18.7%) | |
| 8 | $31.5M | 147.4K | 3.00% | Added(+18.7%) | |
| 9 | ? N/A ADVISORS INNER CIRCLE FD III | $26.5M | 1.00M | 2.53% | Added(+4.7%) |
| 10 | $23.5M | 32.4K | 2.24% | Trimmed(-3.7%) | |
| 11 | $22M | 206.3K | 2.10% | Trimmed(-0.5%) | |
| 12 | $20.9M | 60.8K | 1.99% | Trimmed(-8.2%) | |
| 13 | $20.1M | 102.9K | 1.92% | Added(+0.2%) | |
| 14 | $16.7M | 32.5K | 1.59% | Trimmed(-13.7%) | |
| 15 | $15.8M | 1.34M | 1.51% | Added(0.0%) | |
| 16 | $15.3M | 67.0K | 1.46% | Trimmed(-10.2%) | |
| 17 | $13.9M | 55.7K | 1.32% | Trimmed(-24.6%) | |
| 18 | $13M | 34.8K | 1.24% | Trimmed(-15.4%) | |
| 19 | $12.6M | 17.0K | 1.20% | Added(+0.1%) | |
| 20 | $11.7M | 23.5K | 1.11% | Trimmed(-2.7%) |