What hedge funds are most similar to Transamerica Financial Advisors, LLC?

The funds with the most similar 13F portfolios to Transamerica Financial Advisors, LLC are Dorsey Wright & Associates, VestGen Investment, COOKSON PEIRCE, based on overlapping conviction holdings in the latest SEC filings.

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 OverlapQ2 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 2,188 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 Transamerica Financial Advisors are Dorsey Wright & Associates, VestGen Investment, COOKSON PEIRCE, with shared positions in $CRS, $HWM, $WELL, $FLEX, $EME, $FIX. The full ranking of 25 similar funds is below.

#1Dorsey Wright & AssociatesPassive

Substantial overlap · 17 shared positions

$CRS $HWM $WELL $FLEX $EME $FIX

$590M

131 positions

#2VestGen Investment ManagementPassive

Notable overlap · 15 shared positions

$CRS $FLEX $EME $FIX $WELL $ETR

$189M

218 positions

#3COOKSON PEIRCE & CO INCPassive

Notable overlap · 7 shared positions

$FLEX $HWM $EME $STT $FTI $CAH

$3.0B

317 positions

#4NAVELLIER & ASSOCIATES INCPassive

Notable overlap · 6 shared positions

$CRS $EME $HWM $FIX $CAH $FTI

$1.3B

322 positions

#5Longbow Finance SAPassive

Notable overlap · 8 shared positions

$WELL $IBKR $HWM $STT $WMB $PH

$782M

59 positions

#6Bellwether Advisors, LLCPassive

Notable overlap · 6 shared positions

$EME $FLEX $STT $FIX $SNDK $CAH

$675M

167 positions

#7TimesSquare Capital Management, LLCActive

Notable overlap · 5 shared positions

$CRS $EME $FIX $IBKR $TRGP

$6.8B

158 positions

#8Mezzasalma Advisors, LLCPassive

Notable overlap · 6 shared positions

$CRS $EME $FIX $HWM $SNDK $TRGP

$498M

171 positions

#9POINCIANA ADVISORS GROUP, LLCActive

Some overlap · 6 shared positions

$HWM $FIX $EME $FTI $TPR $SNDK

$135M

113 positions

#10CHASE INVESTMENT COUNSEL CORPPassive

Some overlap · 5 shared positions

$CRS $HWM $STT $FTI $EME

$474M

138 positions

#11MARIETTA INVESTMENT PARTNERS LLCPassive

Some overlap · 7 shared positions

$HWM $FIX $FTI $ASML $ETN $PH

$582M

170 positions

#12CONGRESS ASSET MANAGEMENT CO /MAPassive

Some overlap · 9 shared positions

$HWM $WELL $ASML $ETN $IBKR $WMB

$16.3B

376 positions

#13PATTON FUND MANAGEMENT, INC.Passive

Some overlap · 6 shared positions

$FIX $HWM $EME $SNDK $TRGP $LITE

$462M

86 positions

#14BRASADA CAPITAL MANAGEMENT, LPPassive

Some overlap · 7 shared positions

$HWM $WELL $TRGP $ETN $WMB $ECL

$558M

152 positions

#15Bellars Harris Wealth Management, LLCPassive

Some overlap · 6 shared positions

$WELL $FIX $FTI $WMB $PH $TJX

$491M

96 positions

#16ODDO BHF ASSET MANAGEMENT SASPassive

Some overlap · 6 shared positions

$HWM $EME $WELL $LITE $FIX $SNDK

$2.2B

253 positions

#17Winslow Capital Management, LLCActive

Some overlap · 8 shared positions

$HWM $SNDK $LITE $ASML $ELAN $PH

$29.1B

66 positions

#18KANE INVESTMENT MANAGEMENT, INC.Active

Some overlap · 6 shared positions

$HWM $FIX $TPR $EME $FLEX $ETN

$235M

100 positions

#19Munro PartnersActive

Some overlap · 5 shared positions

$HWM $FLEX $FIX $LITE $WMB

$4.5B

61 positions

#20Monument Capital ManagementPassive

Some overlap · 5 shared positions

$EME $FIX $CRS $CAH $TPR

$497M

262 positions

#21BOWEN HANES & CO INCActive

Some overlap · 6 shared positions

$WELL $CRS $ASML $ELAN $ETN $PH

$4.1B

151 positions

#22Bristol Gate Capital Partners Inc.Active

Some overlap · 4 shared positions

$HWM $EME $IBKR $TRGP

$1.4B

33 positions

#23Beacon Harbor Wealth Advisors, Inc.Passive

Some overlap · 4 shared positions

$HWM $FLEX $FIX $LITE

$513M

70 positions

#24Benchmark Investment Advisors LLCPassive

Some overlap · 6 shared positions

$EME $FIX $SNDK $ASML $WELL $PH

$228M

70 positions

#25MITCHELL CAPITAL MANAGEMENT COPassive

Some overlap · 6 shared positions

$FIX $EME $SNDK $LITE $ASML $TJX

$657M

117 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.