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Hedge Funds Similar to Transcendent Group

13F Portfolio OverlapQ1 2026Transcendent Group portfolio →
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Most similar hedge funds by 13F overlap

Transcendent Capital Group LLC is an institutional investor managing $219M across 112 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 Transcendent Group are Lauer Wealth,, BLUELINE ADVISORS, WESCAP Group,, with shared positions in $WT, $IBIT, $UPST, $USB, $PLTR, $COP. The full ranking of 25 similar funds is below.

#1Lauer Wealth, LLCActive
Notable overlap · 6 shared positions
$WT$IBIT$UPST$USB$PLTR$COP
$126M
67 positions
#2BLUELINE ADVISORS LLCActive
Notable overlap · 5 shared positions
$WT$SCHW$COP$USB$UPST
$129M
217 positions
#3WESCAP Management Group, Inc.Active
Notable overlap · 5 shared positions
$WT$COP$SCHW$USB$IBIT
$508M
107 positions
#4FIDELIS iM, LLCSmart money
Notable overlap · 3 shared positions
$WT$SCHW$COP
$264M
25 positions
#5IAM Advisory, LLCActive
Notable overlap · 6 shared positions
$WT$USB$AMN$TXN$PLTR$BMY
$446M
95 positions
#6Powers Advisory Group, LLCActive
Notable overlap · 3 shared positions
$WT$COP$USB
$284M
125 positions
#7JBGlobal.com LLCActive
Notable overlap · 3 shared positions
$WT$COP$USB
$102M
27 positions
#8Empirical Financial Services, LLC d.b.a. Empirical Wealth MaPassive
Notable overlap · 6 shared positions
$COP$USB$WT$UPST$SCHW$AMN
$5.8B
996 positions
#9Falcon Wealth PlanningActive
Notable overlap · 4 shared positions
$WT$SCHW$UPST$AMN
$1.5B
236 positions
#10Broussard Financial Group LLCActive
Notable overlap · 4 shared positions
$WT$IBIT$UPST$USB
$125M
29 positions
#11Marion Wealth ManagementPassive
Notable overlap · 4 shared positions
$WT$COP$USB$UPST
$451M
146 positions
#12Marshall & Sterling Wealth Advisors Inc.Passive
Notable overlap · 3 shared positions
$WT$USB$COP
$153M
344 positions
#13Winter & Associates, Inc.Passive
Notable overlap · 5 shared positions
$WT$COP$UPST$SCHW$PLTR
$114M
84 positions
#14Carmel Capital Partners, LLCPassive
Notable overlap · 4 shared positions
$WT$BAH$SCHW$AMAT
$277M
118 positions
#15OakTrust Wealth Advisors, LLCActive
Notable overlap · 5 shared positions
$WT$BAH$AMN$IBIT$TXN
$110M
68 positions
#16truNorth Financial Services, Inc.Active
Notable overlap · 4 shared positions
$WT$COP$PLTR$UPST
$97M
49 positions
#17Gaddis Premier Wealth Advisors LLCPassive
Notable overlap · 6 shared positions
$WT$OGE$COP$OKE$ET$PLTR
$136M
85 positions
#18Marathon Strategic Advisors, LLCActive
Notable overlap · 3 shared positions
$WT$SCHW$COP
$139M
52 positions
#19Napier Financial, LLCPassive
Notable overlap · 4 shared positions
$WT$COP$USB$APP
$436M
609 positions
#20Wright Wealth LLCActive
Notable overlap · 3 shared positions
$WT$UPST$AMN
$149M
51 positions
#21MOLLER WEALTH PARTNERSActive
Notable overlap · 4 shared positions
$WT$SCHW$AMAT$USB
$507M
67 positions
#22Yoder Wealth Management, Inc.Passive
Notable overlap · 3 shared positions
$WT$USB$PLTR
$219M
124 positions
#23ORBA Wealth Advisors, L.L.C.Passive
Notable overlap · 4 shared positions
$WT$BAH$AMN$ET
$84M
65 positions
#24Ankerstar Wealth, LLCPassive
Notable overlap · 3 shared positions
$WT$COP$IBIT
$95M
955 positions
#25M Wealth Management, LLCActive
Notable overlap · 5 shared positions
$WT$AMN$IBIT$OKE$PLTR
$119M
55 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.