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Hedge Funds Similar to Traynor

13F Portfolio OverlapQ2 2026Traynor portfolio →
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Most similar hedge funds by 13F overlap

Traynor Capital Management, Inc. is an institutional investor managing $2.2B across 369 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 Traynor are RPG Investment Advisory, GUERRA PAN ADVISORS, ITHAKA GROUP, with shared positions in $CRWD, $ISRG, $FCX, $LHX, $NVO, $PWR. The full ranking of 25 similar funds is below.

#1RPG Investment Advisory, LLCPassive
Some overlap · 6 shared positions
$CRWD$ISRG$FCX$LHX$NVO$PWR
$973M
93 positions
#2GUERRA PAN ADVISORS, LLCPassive
Some overlap · 7 shared positions
$CRWD$ASML$UBER$VRT$ISRG$LMT
$179M
118 positions
#3ITHAKA GROUP LLCActive
Some overlap · 4 shared positions
$CRWD$VRT$ISRG$UBER
$551M
40 positions
#4Trifecta Capital Advisors, LLCPassive
Some overlap · 6 shared positions
$CRWD$VRT$ISRG$UBER$LHX$LMT
$776M
493 positions
#5Crystal Rock Capital ManagementActive
Some overlap · 4 shared positions
$CRWD$VRT$ISRG$LHX
$196M
34 positions
#6Benchmark Investment Advisors LLCPassive
Some overlap · 5 shared positions
$VRT$CRWD$ASML$UBER$URI
$228M
70 positions
#7MERIDIAN MANAGEMENT COActive
Some overlap · 7 shared positions
$ISRG$CRWD$ASML$NVO$UBER$DE
$446M
84 positions
#8Bluebird Wealth Management LLCPassive
Some overlap · 4 shared positions
$CRWD$VRT$ASML$UBER
$115M
89 positions
#9Peloton Wealth StrategistsPassive
Some overlap · 6 shared positions
$VRT$ISRG$FCX$UBER$NVO$CMI
$271M
91 positions
#10ZEVENBERGEN CAPITAL INVESTMENTS LLCActive
Some overlap · 5 shared positions
$CRWD$VRT$UBER$ASML$PWR
$4.4B
109 positions
#11Sterling Investment Advisors, Ltd.Passive
Some overlap · 5 shared positions
$CRWD$VRT$DE$LMT$CMI
$599M
225 positions
#12Kessler Investment Group, LLCPassive
Some overlap · 4 shared positions
$CRWD$VRT$FCX$CMI
$234M
81 positions
#13Malaga Cove Capital, LLCPassive
Some overlap · 7 shared positions
$CRWD$ASML$FCX$LHX$ISRG$DE
$314M
185 positions
#14LYELL WEALTH MANAGEMENT, LPPassive
Some overlap · 6 shared positions
$VRT$ISRG$ASML$UBER$DE$PWR
$1.6B
232 positions
#15Annex Advisory Services, LLCActive
Some overlap · 6 shared positions
$VRT$FCX$ISRG$ASML$UBER$DE
$5.9B
356 positions
#16True Vision MN LLC
Some overlap · 3 shared positions
$CRWD$VRT$FCX
$194M
98 positions
#17BECK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$VRT$CRWD$ASML$FCX
$543M
140 positions
#18Slow Capital, Inc.Active
Some overlap · 5 shared positions
$CRWD$ISRG$ASML$UBER$DE
$857M
111 positions
#19WD RUTHERFORD LLCPassive
Some overlap · 4 shared positions
$CRWD$VRT$URI$CMI
$276M
75 positions
#20Rockingstone Advisors LLCPassive
Some overlap · 4 shared positions
$CRWD$ISRG$UBER$PWR
$249M
115 positions
#21Avalon Global Asset Management LLCActive
Some overlap · 3 shared positions
$CRWD$VRT$URI
$917M
38 positions
#22Faithward Advisors, LLCPassive
Some overlap · 4 shared positions
$VRT$CRWD$ASML$URI
$819M
339 positions
#23SYCOMORE ASSET MANAGEMENTActive
Some overlap · 6 shared positions
$VRT$ISRG$CRWD$URI$DE$PWR
$932M
72 positions
#24HERBST GROUP, LLCPassive
Some overlap · 3 shared positions
$CRWD$VRT$LHX
$183M
65 positions
#25Stelac Advisory Services LLCPassive
Some overlap · 3 shared positions
$CRWD$VRT$NVO
$537M
168 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.