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Hedge Funds Similar to TRANSATLANTIQUE PRIVATE WEALTH

13F Portfolio OverlapQ4 2025TRANSATLANTIQUE PRIVATE WEALTH portfolio →
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Most similar hedge funds by 13F overlap

TRANSATLANTIQUE PRIVATE WEALTH LLC is an institutional investor managing $319M across 206 U.S. equity positions as of Q4 2025. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to TRANSATLANTIQUE PRIVATE WEALTH are DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt, Marshall & Sterling Wealth Advisors, Tandem Investment Partners, with shared positions in $AZN, $TMO, $STX, $CRH, $MCK, $AXP. The full ranking of 25 similar funds is below.

#1DZ BANK AG Deutsche Zentral Genossenschafts Bank, FrankfurtActive
Notable overlap · 9 shared positions
$AZN$TMO$STX$CRH$MCK$AXP
$112.7B
1,002 positions
#2Marshall & Sterling Wealth Advisors Inc.Passive
Some overlap · 5 shared positions
$MAR$USB$TMO$IBM$AXP
$153M
344 positions
#3Tandem Investment Partners LLCPassive
Some overlap · 5 shared positions
$MAR$USB$MDY$TMO$IBM
$118M
73 positions
#4Gibraltar Capital Management, Inc.Active
Some overlap · 5 shared positions
$MAR$HSY$TMO$BAC$WAB
$581M
125 positions
#5Financial Freedom, LLCPassive
Some overlap · 3 shared positions
$MAR$USB$HSY
$201M
426 positions
#6Quaker Wealth Management, LLCActive
Some overlap · 3 shared positions
$MAR$USB$HSY
$320M
972 positions
#7Evelyn Partners Investment Management (Europe) LtdActive
Some overlap · 5 shared positions
$MAR$AZN$CRH$BAC$TMO
$291M
187 positions
#8TILIA FIDUCIARY PARTNERS, INC.Passive
Some overlap · 6 shared positions
$MAR$TMO$MCK$IBM$EXPE$AXP
$182M
115 positions
#9Odyssey Capital Advisors, Inc.Passive
Some overlap · 4 shared positions
$MAR$USB$HSY$AXP
$112M
97 positions
#10CAPITAL INTERNATIONAL LTD /CA/Active
Some overlap · 5 shared positions
$AZN$DE$TMO$C$BAC
$2.7B
146 positions
#11Capital Group Investment Management Pte. Ltd.Passive
Some overlap · 5 shared positions
$AZN$DE$TMO$C$BAC
$585M
140 positions
#12TRUST CO OF OKLAHOMAPassive
Some overlap · 4 shared positions
$MAR$HSY$TMO$WMB
$343M
139 positions
#13Groupe la FrancaisePassive
Some overlap · 6 shared positions
$AZN$CRH$TMUS$TMO$AXP$BAC
$7.3B
455 positions
#14JM2 Capital Inc.Passive
Some overlap · 4 shared positions
$MAR$HSY$C$TMO
$121M
114 positions
#15Fisher Asset Management, LLCActive
Some overlap · 6 shared positions
$USB$UBS$C$AXP$AZN$BAC
$294.9B
1,016 positions
#16Exane Asset ManagementActive
Some overlap · 4 shared positions
$AZN$UBS$SPOT$CRH
$489M
32 positions
#17ABN AMRO Bank N.V.Active
Some overlap · 5 shared positions
$AZN$CRH$BAC$SPOT$UBS
$9.3B
228 positions
#18North Forty Two & Co.Passive
Some overlap · 4 shared positions
$USB$HSY$MAR$BAC
$108M
97 positions
#19Tandem Wealth Advisors LLCActive
Some overlap · 5 shared positions
$MAR$HSY$MDY$BAC$TMO
$224M
47 positions
#20Severin Investments, LLCPassive
Some overlap · 6 shared positions
$USB$IBM$C$TMUS$BAC$WMB
$116M
171 positions
#21White Lighthouse Investment Management Inc.Active
Some overlap · 3 shared positions
$MAR$USB$AZN
$721M
145 positions
#22FIRST FINANCIAL CORP /IN/Active
Some overlap · 4 shared positions
$MAR$HSY$MDY$TMO
$255M
303 positions
#23Evelyn Partners Investment Management LLPActive
Some overlap · 4 shared positions
$AZN$TMO$CRH$BAC
$3.7B
410 positions
#24NatWest Group plcActive
Some overlap · 3 shared positions
$AZN$HSY$UBS
$462M
44 positions
#25LGT Group FoundationActive
Some overlap · 4 shared positions
$AZN$UBS$CRH$BAC
$8.2B
283 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.