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Hedge Funds Similar to Traynor ,

13F Portfolio OverlapQ1 2026Traynor , portfolio →
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Most similar hedge funds by 13F overlap

Traynor Capital Management, Inc. is an institutional investor managing $1.7B across 335 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Traynor , are Trifecta Advisors,, RPG Investment Advisory,, ITHAKA GROUP, with shared positions in $CRWD, $VRT, $ISRG, $UBER, $LHX, $AMD. The full ranking of 25 similar funds is below.

#1Trifecta Capital Advisors, LLCPassive
Some overlap · 8 shared positions
$CRWD$VRT$ISRG$UBER$LHX$AMD
$646M
274 positions
#2RPG Investment Advisory, LLCPassive
Some overlap · 6 shared positions
$ISRG$CRWD$FCX$LHX$NVO$AMD
$829M
92 positions
#3ITHAKA GROUP LLCActive
Some overlap · 5 shared positions
$ISRG$CRWD$VRT$UBER$AMD
$482M
38 positions
#4WD RUTHERFORD LLCPassive
Some overlap · 6 shared positions
$ISRG$CRWD$VRT$AMD$LRCX$URI
$225M
71 positions
#5Crystal Rock Capital ManagementActive
Some overlap · 5 shared positions
$ISRG$CRWD$VRT$LHX$AMD
$168M
32 positions
#6Slow Capital, Inc.Passive
Some overlap · 5 shared positions
$ISRG$CRWD$REGN$UBER$DE
$770M
104 positions
#7Game Creek Capital, LPPassive
Some overlap · 6 shared positions
$REGN$VRT$LHX$UBER$AMD$XPO
$301M
93 positions
#8Eos Management, L.P.Active
Some overlap · 7 shared positions
$VRT$NOC$LHX$LMT$UBER$CRWD
$233M
41 positions
#9PRAKASH INVESTMENT ADVISORS LLCPassive
Some overlap · 7 shared positions
$CRWD$VRT$ISRG$AMD$LRCX$URI
$128M
80 positions
#10SIERRA SUMMIT ADVISORS LLCPassive
Some overlap · 6 shared positions
$ISRG$VRT$FCX$DE$LRCX$CEG
$688M
180 positions
#11Broadleaf Partners, LLCActive
Some overlap · 5 shared positions
$ISRG$VRT$UBER$REGN$URI
$429M
84 positions
#12ARS Investment Partners, LLCActive
Some overlap · 5 shared positions
$REGN$VRT$FCX$NOC$LRCX
$1.9B
182 positions
#13MIROVAPassive
Some overlap · 4 shared positions
$ISRG$CRWD$VRT$AMD
$2.5B
179 positions
#14JAG CAPITAL MANAGEMENT, LLCActive
Some overlap · 6 shared positions
$ISRG$VRT$AMD$URI$XPO$DE
$889M
149 positions
#15DARA CAPITAL US, INC.Passive
Some overlap · 5 shared positions
$ISRG$CRWD$VRT$AMD$LRCX
$105M
119 positions
#16Vident Advisory, LLCPassive
Some overlap · 5 shared positions
$CRWD$NOC$LHX$AMD$LMT
$11.7B
1,835 positions
#17Parsonex Advisory Services, Inc.Passive
Some overlap · 5 shared positions
$ISRG$CRWD$UBER$NOC$CEG
$102M
56 positions
#18IAM Advisory, LLCActive
Some overlap · 6 shared positions
$NOC$LHX$REGN$AMD$LMT$VRT
$446M
95 positions
#19Altrafin AGActive
Some overlap · 5 shared positions
$CRWD$UBER$NVO$VRT$AMD
$290M
52 positions
#20Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A.Active
Some overlap · 5 shared positions
$CRWD$VRT$FCX$AMD$CEG
$1.2B
51 positions
#21SHELTON WEALTH MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$VRT$FCX$UBER$AMD$LRCX$CEG
$229M
137 positions
#22GUERRA PAN ADVISORS, LLCPassive
Some overlap · 6 shared positions
$CRWD$UBER$LMT$ISRG$LRCX$XPO
$162M
121 positions
#23Themes Management Co LLCPassive
Some overlap · 6 shared positions
$NOC$LHX$FCX$AMD$LMT$CEG
$162M
151 positions
#24Benchmark Investment Advisors LLCPassive
Some overlap · 5 shared positions
$CRWD$VRT$UBER$LRCX$URI
$172M
76 positions
#25ATWOOD & PALMER INCPassive
Some overlap · 5 shared positions
$REGN$LHX$UBER$LMT$URI
$1.8B
531 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.