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Hedge Funds Similar to Tradition Wealth

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

Tradition Wealth Management, LLC is an institutional investor managing $1.6B across 559 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 Tradition Wealth are Kure Advisory, BAYBAN, Albar Partners LLP, with shared positions in $MMM, $PLTR, $USB, $WFC, $XEL, $BALL. The full ranking of 25 similar funds is below.

#1Kure Advisory, LLCActive
Some overlap · 5 shared positions
$MMM$PLTR$USB$WFC$XEL
$211M
62 positions
#2BAYBANPassive
Some overlap · 6 shared positions
$MMM$USB$BALL$WFC$XEL$TGT
$130M
595 positions
#3Albar Capital Partners LLPActive
Some overlap · 3 shared positions
$BALL$MMM$STX
$767M
38 positions
#4Birchwood Financial Partners, Inc.Passive
Some overlap · 5 shared positions
$MMM$USB$WFC$XEL$STX
$122M
352 positions
#5HighMark Wealth Management LLCActive
Some overlap · 5 shared positions
$MMM$USB$WFC$XEL$TGT
$299M
565 positions
#6LIFELONG WEALTH ADVISORS, INC.Smart money
Some overlap · 5 shared positions
$MMM$WFC$XEL$TGT$STX
$426M
99 positions
#7Palisade Asset Management, LLCPassive
Some overlap · 4 shared positions
$MMM$BALL$USB$TGT
$1.1B
204 positions
#8CAHILL FINANCIAL ADVISORS INCPassive
Some overlap · 5 shared positions
$MMM$USB$WFC$TGT$STX
$1.0B
296 positions
#9DMKC Advisory Services, LLCActive
Some overlap · 4 shared positions
$MMM$USB$WFC$TGT
$530M
92 positions
#10Allied Investment Advisors, LLCPassive
Some overlap · 4 shared positions
$MMM$USB$WFC$TGT
$797M
110 positions
#11InvesTrustPassive
Some overlap · 4 shared positions
$MMM$USB$WFC$TGT
$260M
95 positions
#12Somerset Group LLCActive
Slight overlap · 4 shared positions
$MMM$USB$WFC$TGT
$142M
58 positions
#13MATRIX PRIVATE CAPITAL GROUP LLCActive
Slight overlap · 4 shared positions
$MMM$UTG$WFC$PLTR
$230M
143 positions
#14Hoese & Co LLPActive
Slight overlap · 5 shared positions
$USB$WFC$XEL$MMM$TGT
$154M
183 positions
#15Cherry Tree Wealth Management, LLC
Slight overlap · 4 shared positions
$MMM$USB$WFC$TGT
$473M
582 positions
#16Holocene Advisors, LPPassive
Slight overlap · 4 shared positions
$MMM$PLTR$TGT$STX
$44.4B
789 positions
#17SKBA CAPITAL MANAGEMENT LLCPassive
Slight overlap · 3 shared positions
$MMM$USB$WFC
$606M
79 positions
#18Lakeside Advisors, INC.Active
Slight overlap · 3 shared positions
$MMM$USB$WFC
$159M
65 positions
#19KERR FINANCIAL PLANNING CorpPassive
Slight overlap · 3 shared positions
$PLTR$SPCX$WFC
$90M
545 positions
#20Gallagher Capital Advisors, LLCPassive
Slight overlap · 3 shared positions
$PLTR$USB$WFC
$175M
71 positions
#21SilverOak Wealth Management LLCActive
Slight overlap · 3 shared positions
$MMM$WFC$TGT
$777M
126 positions
#22MITCHELL & PAHL PRIVATE WEALTH, LLCPassive
Slight overlap · 3 shared positions
$MMM$USB$STX
$272M
149 positions
#23NavPoint Financial, Inc.Active
Slight overlap · 3 shared positions
$MMM$PLTR$TGT
$270M
74 positions
#24Arsenal Capital Advisors LLCPassive
Slight overlap · 3 shared positions
$PLTR$WFC$SPCX
$169M
108 positions
#25OLD NATIONAL BANCORP /IN/Active
Slight overlap · 4 shared positions
$USB$ONB$WFC$TGT
$5.0B
625 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.