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Hedge Funds Similar to Traction Financial Partners,

13F Portfolio OverlapQ1 2026Traction Financial Partners, portfolio →
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Most similar hedge funds by 13F overlap

Traction Financial Partners, LLC is an institutional investor managing $162M across 57 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 Traction Financial Partners, are Envision Financial, ONE Advisory Partners,, Salomon & Ludwin,, with shared positions in $DDOG, $FND, $ALPS, $GMM, $SAN, $DIA. The full ranking of 24 similar funds is below.

#1Envision Financial LLCActive
Some overlap · 3 shared positions
$DDOG$FND$ALPS
$186M
46 positions
#2ONE Advisory Partners, LLCActive
Some overlap · 3 shared positions
$DDOG$GMM$SAN
$324M
72 positions
#3Salomon & Ludwin, LLCPassive
Some overlap · 3 shared positions
$DDOG$GMM$SAN
$1.1B
2,097 positions
#4Financial Guidance Group, Inc.Passive
Slight overlap · 3 shared positions
$DDOG$DIA$GMM
$249M
89 positions
#5NewEdge Advisors, LLCPassive
Slight overlap · 4 shared positions
$DDOG$GMM$DIA$FND
$2.2B
1,217 positions
#6Archer Investment Management, LLCPassive
Slight overlap · 3 shared positions
$DDOG$GMM$SAN
$238M
108 positions
#7LPWM LLCActive
Slight overlap · 3 shared positions
$DDOG$GMM$SAN
$396M
94 positions
#8Cascade Financial Partners, LLCActive
Slight overlap · 3 shared positions
$DDOG$GMM$ALPS
$970M
263 positions
#9Capital Asset Advisory Services LLCActive
Slight overlap · 3 shared positions
$GMM$FND$DDOG
$2.6B
299 positions
#10Royal Fund Management, LLCPassive
Slight overlap · 3 shared positions
$DDOG$SAN$DIA
$1.1B
297 positions
#11Tortoise Investment Management, LLCPassive
Slight overlap · 3 shared positions
$GMM$DDOG$DIA
$1.2B
252 positions
#12FF Advisors,LLCActive
Slight overlap · 3 shared positions
$GMM$DDOG$ALPS
$247M
114 positions
#13Intrepid Financial Planning Group LLCPassive
Slight overlap · 3 shared positions
$ALPS$SAN$DIA
$248M
125 positions
#14VICUS CAPITALActive
Slight overlap · 3 shared positions
$GMM$SAN$DDOG
$1.4B
250 positions
#15Apeiron RIA LLCPassive
Slight overlap · 3 shared positions
$DDOG$GMM$SAN
$431M
204 positions
#16JDM Financial Group LLCActive
Slight overlap · 3 shared positions
$GMM$DIA$SAN
$259M
318 positions
#17HOWARD WEALTH MANAGEMENT, LLCPassive
Slight overlap · 3 shared positions
$SAN$ALPS$DIA
$238M
142 positions
#18VANGUARD ADVISERS INCSmart money
Slight overlap · 3 shared positions
$DDOG$DIA$GMM
$25.5B
668 positions
#19ABSOLUTE CAPITAL MANAGEMENT, LLCPassive
Slight overlap · 3 shared positions
$SAN$DIA$GMM
$301M
146 positions
#20WARNER FINANCIAL, INCActive
Slight overlap · 3 shared positions
$SAN$GMM$DIA
$292M
135 positions
#21Asset Allocation Strategies LLCPassive
Slight overlap · 3 shared positions
$DDOG$DIA$FND
$563M
167 positions
#22Valmark Advisers, Inc.Active
Slight overlap · 3 shared positions
$FND$GMM$DDOG
$8.4B
677 positions
#23SigFig Wealth Management, LLCActive
Slight overlap · 3 shared positions
$GMM$DDOG$FND
$3.4B
139 positions
#24STRATEGIC ADVISORY PARTNERS, LLCActive
Slight overlap · 3 shared positions
$DIA$GMM$SAN
$127M
96 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.