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Hedge Funds Similar to TRANSCEND WEALTH COLLECTIVE,

13F Portfolio OverlapQ1 2026TRANSCEND WEALTH COLLECTIVE, portfolio →
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Most similar hedge funds by 13F overlap

TRANSCEND WEALTH COLLECTIVE, LLC is an institutional investor managing $1.2B across 721 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 TRANSCEND WEALTH COLLECTIVE, are Essex Financial Services,, Claris Financial, Next, with shared positions in $KKR, $PHYS, $HUM, $AGQ, $IBM, $OBDC. The full ranking of 25 similar funds is below.

#1Essex Financial Services, Inc.Passive
Some overlap · 5 shared positions
$KKR$PHYS$HUM$AGQ$IBM
$1.8B
794 positions
#2Claris Financial LLCPassive
Some overlap · 4 shared positions
$KKR$IBM$HUM$AGQ
$183M
177 positions
#3Next Capital Management LLCPassive
Some overlap · 4 shared positions
$KKR$OBDC$HUM$TCPC
$330M
134 positions
#4WealthBridge Capital Management, LLCPassive
Some overlap · 4 shared positions
$KKR$HUM$ALPS$AGQ
$434M
221 positions
#5Montis Financial, LLCActive
Some overlap · 5 shared positions
$KKR$HUM$PHYS$AGQ$IBM
$484M
150 positions
#6Verity Asset Management, Inc.Passive
Some overlap · 4 shared positions
$IBM$KKR$PHYS$AGQ
$238M
213 positions
#7Principle Wealth Partners LLCActive
Some overlap · 4 shared positions
$KKR$HUM$IBM$ALPS
$1.7B
380 positions
#8Forza Wealth Management, LLCPassive
Some overlap · 3 shared positions
$KKR$IBM$HUM
$287M
188 positions
#9Ranch Capital Advisors Inc.Passive
Some overlap · 3 shared positions
$KKR$IBM$HUM
$277M
154 positions
#10O'ROURKE & COMPANY, IncPassive
Some overlap · 4 shared positions
$KKR$IBM$AGQ$HUM
$253M
171 positions
#11Accel Wealth ManagementPassive
Some overlap · 4 shared positions
$KKR$HUM$AGQ$IBM
$383M
290 positions
#12M.E. ALLISON & CO., INC.Passive
Some overlap · 3 shared positions
$KKR$IBM$HUM
$151M
193 positions
#13Granite FO LLCActive
Some overlap · 4 shared positions
$KKR$HUM$OWL$OBDC
$169M
170 positions
#14RM Financial Services, LLCActive
Some overlap · 3 shared positions
$KKR$IBM$HUM
$116M
75 positions
#15Lalia Capital, LLCActive
Some overlap · 4 shared positions
$KKR$OBDC$OWL$FSK
$158M
13 positions
#16WARNER FINANCIAL, INCActive
Some overlap · 3 shared positions
$KKR$HUM$IBM
$292M
135 positions
#17Wealthcare Capital Partners, LLCActive
Some overlap · 4 shared positions
$KKR$HUM$ALPS$AGQ
$213M
153 positions
#18Cauble & Harre Wealth Management, Inc.Passive
Some overlap · 3 shared positions
$KKR$PHYS$HUM
$126M
74 positions
#19Sanibel Captiva Trust Company, Inc.Passive
Some overlap · 3 shared positions
$KKR$HUM$IBM
$3.6B
436 positions
#20Sage Investment Advisers LLCPassive
Some overlap · 3 shared positions
$IBM$KKR$HUM
$135M
89 positions
#21Advocate Investing Services LLCPassive
Some overlap · 3 shared positions
$KKR$HUM$PHYS
$118M
448 positions
#22Private Capital Management, LLCActive
Some overlap · 4 shared positions
$KKR$IBM$AGQ$HUM
$1.0B
194 positions
#23ROMANO BROTHERS AND COMPANYPassive
Some overlap · 3 shared positions
$KKR$HUM$IBM
$880M
319 positions
#24Oak Harvest Investment ServicesPassive
Some overlap · 3 shared positions
$KKR$HUM$ALPS
$958M
176 positions
#25SBI Securities Co., Ltd.Passive
Some overlap · 4 shared positions
$KKR$HUM$IBM$AGQ
$3.6B
4,018 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.