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Hedge Funds Similar to Traub

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

Traub Capital Management LLC is an institutional investor managing $101M across 130 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 Traub are BARINGS, Towneley , / DE, Virtus Family Office, with shared positions in $JHG, $COP, $SNOW, $OKTA, $SNPS, $PFE. The full ranking of 25 similar funds is below.

#1BARINGS LLCActive
Notable overlap · 4 shared positions
$JHG$COP$SNOW$OKTA
$6.2B
179 positions
#2Towneley Capital Management, Inc / DESmart money
Notable overlap · 3 shared positions
$JHG$COP$SNOW
$478M
42 positions
#3Virtus Family Office LLCPassive
Notable overlap · 6 shared positions
$COP$SNPS$OKTA$PFE$CCZ$PYPL
$117M
73 positions
#4Flaharty Asset Management, LLCActive
Notable overlap · 3 shared positions
$JHG$NOTV$SNOW
$806M
133 positions
#5Seed Wealth Management, Inc.Active
Notable overlap · 3 shared positions
$JHG$SNPS$DELL
$145M
98 positions
#6Miller Global Investments, LLCPassive
Notable overlap · 4 shared positions
$JHG$PFE$SNOW$BMY
$121M
295 positions
#7Hilton Capital Management, LLCActive
Notable overlap · 3 shared positions
$COP$JHG$SNOW
$1.3B
129 positions
#8Lionshead Wealth Management, LLCPassive
Notable overlap · 3 shared positions
$JHG$PFE$SNOW
$136M
108 positions
#9WINEBRENNER CAPITAL MANAGEMENT LLCPassive
Notable overlap · 3 shared positions
$JHG$SNOW$ET
$156M
139 positions
#10Dynamic Financial GroupActive
Notable overlap · 3 shared positions
$JHG$PFE$SNOW
$122M
69 positions
#11First Financial Group CorpActive
Notable overlap · 3 shared positions
$JHG$SNOW$COF
$122M
80 positions
#12Atlantic Edge Private Wealth Management, LLCPassive
Notable overlap · 3 shared positions
$JHG$COP$URI
$407M
601 positions
#13Clearview Wealth Advisors LLC
Notable overlap · 3 shared positions
$JHG$SNOW$DELL
$158M
103 positions
#14Generation Capital Management LLCPassive
Notable overlap · 3 shared positions
$JHG$C$COF
$137M
74 positions
#15ALLIANZ SEActive
Notable overlap · 3 shared positions
$JHG$PFE$SNPS
$9.0B
473 positions
#16Sovereign Investment Advisors, LLCActive
Notable overlap · 3 shared positions
$JHG$SNOW$COP
$472M
106 positions
#17TT Capital Management LLCActive
Notable overlap · 3 shared positions
$JHG$PFE$ET
$121M
73 positions
#18Symphony Financial Services, Inc.Passive
Notable overlap · 3 shared positions
$JHG$PFE$ET
$195M
99 positions
#19Vista Private Wealth Partners. LLCPassive
Notable overlap · 3 shared positions
$JHG$CVS$BMY
$291M
87 positions
#20Generali Powszechne Towarzystwo EmerytalneActive
Notable overlap · 4 shared positions
$COP$C$SNOW$ADBE
$566M
28 positions
#21Bulwark Capital CorpActive
Notable overlap · 3 shared positions
$JHG$COP$SNOW
$162M
100 positions
#22Compass Financial Group, Inc.Active
Notable overlap · 4 shared positions
$JHG$SNPS$COP$SNOW
$222M
47 positions
#231900 WEALTH MANAGEMENT LLCActive
Notable overlap · 3 shared positions
$JHG$ET$SNPS
$1.6B
253 positions
#24Trail Ridge Investment Advisors, LLCActive
Notable overlap · 3 shared positions
$JHG$PHM$ADBE
$230M
99 positions
#25Capital Investment Services of America, Inc.Active
Notable overlap · 4 shared positions
$COP$SNPS$SNOW$ADBE
$958M
80 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.