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Hedge Funds Similar to Traub

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

Traub Capital Management LLC is an institutional investor managing $112M across 132 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 Traub are AFFINITY INVESTMENT ADVISORS, BRUNI J V, LSV ASSET, with shared positions in $DELL, $URI, $C, $PFE, $CVS, $AMG. The full ranking of 25 similar funds is below.

#1AFFINITY INVESTMENT ADVISORS, LLCPassive
Notable overlap · 5 shared positions
$DELL$URI$C$PFE$CVS
$197M
140 positions
#2BRUNI J V & CO /COActive
Notable overlap · 3 shared positions
$DELL$AMG$COF
$1.1B
33 positions
#3LSV ASSET MANAGEMENTActive
Notable overlap · 9 shared positions
$DELL$C$BMY$PFE$CVS$ARW
$55.1B
889 positions
#4Gordian Capital Singapore Pte LtdPassive
Notable overlap · 3 shared positions
$DELL$SNPS$C
$58M
126 positions
#5Persium Advisors, LLCSmart money
Notable overlap · 5 shared positions
$DELL$PFE$BUD$MET$CVS
$153M
69 positions
#6Alden Global Capital LLCActive
Notable overlap · 3 shared positions
$DELL$C$ET
$273M
19 positions
#7Hudson Canyon Capital ManagementPassive
Some overlap · 3 shared positions
$DELL$C$COF
$187M
50 positions
#8Argyle Capital Management, LLCPassive
Some overlap · 6 shared positions
$DELL$PHM$PFE$BMY$MET$CVS
$347M
138 positions
#9JBF Capital, Inc.Active
Some overlap · 4 shared positions
$DELL$URI$ET$COF
$764M
100 positions
#10MWA Asset ManagementPassive
Some overlap · 3 shared positions
$DELL$URI$C
$221M
129 positions
#11GFG Capital, LLCPassive
Some overlap · 4 shared positions
$DELL$SNPS$PYPL$ET
$363M
100 positions
#12Kendall Capital ManagementPassive
Some overlap · 3 shared positions
$DELL$ARW$BMY
$600M
236 positions
#13Canal Insurance COActive
Some overlap · 3 shared positions
$DELL$PFE$BMY
$456M
76 positions
#14Palouse Capital Management, Inc.Passive
Some overlap · 4 shared positions
$DELL$C$PFE$CVS
$160M
124 positions
#15Verity & Verity, LLCActive
Some overlap · 3 shared positions
$DELL$PFE$MET
$1.5B
138 positions
#16DCM Advisors, LLCActive
Some overlap · 4 shared positions
$DELL$PFE$CCZ$CVS
$253M
38 positions
#17BERKSHIRE ASSET MANAGEMENT LLC/PAActive
Some overlap · 3 shared positions
$DELL$BMY$PHM
$2.5B
270 positions
#18HUDSON EDGE INVESTMENT PARTNERS INC.Active
Some overlap · 7 shared positions
$URI$C$COF$BMY$MET$CCZ
$732M
123 positions
#19Plan Group Financial, LLCPassive
Some overlap · 3 shared positions
$SNPS$NOTV$PFE
$486M
249 positions
#20Mizuho Markets Cayman LPActive
Some overlap · 3 shared positions
$DELL$PYPL$SNPS
$2.7B
95 positions
#21Note Advisors, LLCSmart money
Some overlap · 3 shared positions
$SNPS$NOTV$C
$231M
86 positions
#22Athena Wealth Management, LLCActive
Some overlap · 4 shared positions
$C$URI$PHM$COF
$134M
104 positions
#23Seascape Capital ManagementPassive
Some overlap · 4 shared positions
$AMG$PHM$COF$NXPI
$417M
96 positions
#24PZENA INVESTMENT MANAGEMENT LLCActive
Some overlap · 5 shared positions
$C$COF$BMY$MET$CVS
$34.1B
161 positions
#25Blume Capital Management, Inc.Passive
Some overlap · 5 shared positions
$C$COF$PFE$CCZ$CVS
$684M
359 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.