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Hedge Funds Similar to Tradition Wealth ,

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

Tradition Wealth Management, LLC is an institutional investor managing $1.4B across 527 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 Tradition Wealth , are Asset Group,, OPTIMA, Graetz Wealth, with shared positions in $HUM, $SNOW, $UNIT, $AGQ, $SCHW, $PLTR. The full ranking of 25 similar funds is below.

#1Asset Management Group, Inc.Passive
Notable overlap · 5 shared positions
$HUM$SNOW$UNIT$AGQ$SCHW
$619M
138 positions
#2OPTIMA CAPITAL LLCPassive
Some overlap · 4 shared positions
$HUM$SNOW$UNIT$PLTR
$215M
159 positions
#3Graetz Wealth LLCPassive
Some overlap · 6 shared positions
$HUM$SNOW$UNIT$USB$SCHW$PLTR
$112M
80 positions
#4Brindle & Bay Financial Advisors, LLCPassive
Some overlap · 5 shared positions
$SNOW$HUM$UNIT$USB$SCHW
$163M
67 positions
#5Leeward Financial Partners, LLCPassive
Some overlap · 6 shared positions
$SNOW$UNIT$HUM$PLTR$UNH$USB
$336M
97 positions
#6Grove Street Fiduciary, LLCActive
Some overlap · 4 shared positions
$HUM$SNOW$UNIT$MMM
$227M
74 positions
#7Vigilare Wealth ManagementActive
Some overlap · 5 shared positions
$HUM$SNOW$AGQ$PLTR$SCHW
$296M
109 positions
#8Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth SActive
Some overlap · 4 shared positions
$SNOW$HUM$UNIT$UNH
$111M
63 positions
#9Fortis Advisors, LLCPassive
Some overlap · 4 shared positions
$HUM$SNOW$AGQ$USB
$200M
119 positions
#10Capital Advisors Wealth Management, LLCPassive
Some overlap · 6 shared positions
$HUM$SNOW$PLTR$UNIT$USB$SCHW
$745M
219 positions
#11LMG Wealth Partners, LLCPassive
Some overlap · 5 shared positions
$SNOW$UNIT$AGQ$USB$SCHW
$549M
154 positions
#12Discipline Wealth Solutions, LLCActive
Some overlap · 5 shared positions
$SNOW$UNIT$AGQ$SCHW$HUM
$950M
192 positions
#13O'ROURKE & COMPANY, IncPassive
Some overlap · 6 shared positions
$SNOW$AGQ$UNIT$HUM$USB$SCHW
$253M
171 positions
#14Bay Rivers GroupPassive
Some overlap · 6 shared positions
$HUM$UNIT$PLTR$USB$SCHW$LRCX
$240M
109 positions
#15Noble Family Wealth, LLCActive
Some overlap · 3 shared positions
$HUM$SNOW$UNIT
$484M
76 positions
#16Evergreen Wealth Management, LLCPassive
Some overlap · 4 shared positions
$HUM$SNOW$UNIT$UNH
$194M
54 positions
#17PLANNING DIRECTIONS INCActive
Some overlap · 4 shared positions
$HUM$SNOW$UNIT$USB
$198M
106 positions
#18ECLECTIC ASSOCIATES INC /ADVActive
Some overlap · 6 shared positions
$HUM$UNIT$SNOW$PLTR$UNH$SCHW
$753M
159 positions
#19Leo H. Evart, Inc.Passive
Some overlap · 4 shared positions
$HUM$SNOW$UNIT$UNH
$117M
298 positions
#20Cornerstone Financial Management LLCPassive
Some overlap · 5 shared positions
$HUM$SNOW$USB$UNH$UNIT
$109M
1,311 positions
#21Enclave Advisors LLCActive
Some overlap · 5 shared positions
$HUM$SNOW$PLTR$AGQ$UNH
$729M
132 positions
#22San Luis Wealth Advisors LLCPassive
Some overlap · 4 shared positions
$SNOW$UNIT$HUM$UNH
$604M
175 positions
#23Chris Bulman IncPassive
Some overlap · 4 shared positions
$HUM$SNOW$LEN$PLTR
$228M
150 positions
#24Lynx Investment AdvisoryPassive
Some overlap · 4 shared positions
$SNOW$HUM$AGQ$USB
$209M
181 positions
#25Whitegate Investment Counselors, Inc.Active
Some overlap · 4 shared positions
$HUM$UNIT$SNOW$SCHW
$315M
68 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.