How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Transamerica Financial Advisors,

13F Portfolio OverlapQ1 2026Transamerica Financial Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Transamerica Financial Advisors, LLC is an institutional investor managing $1.2B across 1,940 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 Transamerica Financial Advisors, are Dorsey Wright & Associates, VestGen Investment, MARIETTA INVESTMENT PARTNERS, with shared positions in $GEV, $APH, $HWM, $FIX, $EME, $PLTR. The full ranking of 25 similar funds is below.

#1Dorsey Wright & AssociatesPassive

Notable overlap · 17 shared positions

$GEV $APH $HWM $FIX $EME $PLTR

$807M

158 positions

#2VestGen Investment ManagementPassive

Notable overlap · 13 shared positions

$GEV $APH $WT $FIX $PLTR $CRS

$181M

216 positions

#3MARIETTA INVESTMENT PARTNERS LLCPassive

Notable overlap · 9 shared positions

$GEV $APH $HWM $PLTR $FIX $FTI

$499M

161 positions

#4COOKSON PEIRCE & CO INCPassive

Notable overlap · 8 shared positions

$APH $HWM $EME $GEV $PLTR $FTI

$2.4B

303 positions

#5Passumpsic Savings Bank

Notable overlap · 7 shared positions

$GEV $APH $HWM $EME $IBKR $ANET

$183M

90 positions

#6NAVELLIER & ASSOCIATES INCPassive

Notable overlap · 8 shared positions

$HWM $FIX $EME $PLTR $CRS $GEV

$960M

326 positions

#7Davidson Capital Management Inc.Active

Some overlap · 8 shared positions

$FIX $GEV $EME $COP $IBKR $ANET

$552M

93 positions

#8FORTEM FINANCIAL GROUP, LLCPassive

Some overlap · 8 shared positions

$APH $EME $PLTR $JHG $HWM $NEM

$399M

173 positions

#9MITCHELL CAPITAL MANAGEMENT COPassive

Some overlap · 7 shared positions

$EME $GEV $APH $FIX $COP $PLTR

$545M

113 positions

#10RENAISSANCE GROUP LLCPassive

Some overlap · 7 shared positions

$APH $FIX $EME $ANET $TJX $TPR

$2.4B

234 positions

#11Telligent Fund, LPActive

Some overlap · 5 shared positions

$GEV $APH $HWM $PLTR $ANET

$94M

24 positions

#12Williamson Legacy Group, LLCPassive

Some overlap · 6 shared positions

$GEV $HWM $FTI $NEM $TPR $ELAN

$133M

81 positions

#13Benchmark Investment Advisors LLCPassive

Some overlap · 6 shared positions

$APH $FIX $EME $PLTR $ANET $GEV

$172M

76 positions

#14NWK Group, Inc.Active

Some overlap · 5 shared positions

$GEV $HWM $FIX $ANET $TJX

$261M

66 positions

#15Beacon Harbor Wealth Advisors, Inc.Passive

Some overlap · 5 shared positions

$WT $APH $FIX $JHG $NEM

$477M

70 positions

#16Bosman Wealth Management, LLCPassive

Some overlap · 5 shared positions

$GEV $FIX $PLTR $FTI $ANET

$114M

52 positions

#17Winslow Capital Management, LLC

Some overlap · 6 shared positions

$GEV $HWM $PLTR $ANET $APH $ELAN

$25.6B

60 positions

#18KANE INVESTMENT MANAGEMENT, INC.Active

Some overlap · 7 shared positions

$HWM $FIX $EME $APH $TPR $ETN

$194M

99 positions

#19Renaissance Investment Group LLCActive

Some overlap · 5 shared positions

$GEV $HWM $CRS $NEM $TJX

$465M

81 positions

#20Main Street Research LLCActive

Some overlap · 6 shared positions

$GEV $APH $PLTR $GLDM $ANET $WFC

$1.7B

148 positions

#21AXIOM INVESTORS LLC /DE

Some overlap · 5 shared positions

$GEV $APH $HWM $TJX $ENSG

$9.0B

121 positions

#22Markin Volterra Fund LP

Some overlap · 4 shared positions

$GEV $APH $FIX $PLTR

$65M

34 positions

#23SIERRA SUMMIT ADVISORS LLCPassive

Some overlap · 5 shared positions

$GEV $EME $PLTR $ANET $WFC

$688M

180 positions

#24Retireful, LLCPassive

Some overlap · 5 shared positions

$WT $GEV $FIX $TPR $NEM

$71M

84 positions

#25Horizon Investment Services, LLC

Some overlap · 5 shared positions

$APH $FIX $EME $FTI $COP

$288M

137 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.