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Hedge Funds Similar to TRANSCEND WEALTH COLLECTIVE

13F Portfolio OverlapQ2 2026TRANSCEND WEALTH COLLECTIVE portfolio →
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Most similar hedge funds by 13F overlap

TRANSCEND WEALTH COLLECTIVE, LLC is an institutional investor managing $1.5B across 815 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 TRANSCEND WEALTH COLLECTIVE are Sentinus, Phraction, Lalia, with shared positions in $OBDC, $PHYS, $FSK, $MS, $SPGI, $TXN. The full ranking of 25 similar funds is below.

#1Sentinus, LLCPassive
Some overlap · 4 shared positions
$OBDC$PHYS$FSK$MS
$1.3B
656 positions
#2Phraction Management LLCActive
Slight overlap · 4 shared positions
$PHYS$SPGI$TXN$WFC
$596M
66 positions
#3Lalia Capital, LLCActive
Slight overlap · 4 shared positions
$OBDC$FSK$OWL$BX
$206M
15 positions
#4NovaPoint Capital, LLCPassive
Slight overlap · 4 shared positions
$SPGI$PHYS$TXN$UNP
$481M
161 positions
#5Tranquility Partners, LLCPassive
Slight overlap · 5 shared positions
$OBDC$OWL$BGB$BX$UNP
$291M
232 positions
#6O'Brien Greene & Co. IncPassive
Slight overlap · 3 shared positions
$PHYS$SPGI$UNP
$362M
141 positions
#7Callodine Capital Management, LPActive
Slight overlap · 5 shared positions
$FSK$OWL$BX$WFC$OBDC
$1.5B
63 positions
#8FAYEZ SAROFIM & COActive
Slight overlap · 4 shared positions
$SPGI$TXN$MS$BX
$42.5B
300 positions
#9Aureus Asset Management, LLCPassive
Slight overlap · 4 shared positions
$SPGI$TXN$MS$BX
$1.6B
239 positions
#10TT Capital Management LLCActive
Slight overlap · 3 shared positions
$OBDC$FSK$OWL
$128M
77 positions
#11ROCKLAND TRUST COPassive
Slight overlap · 4 shared positions
$SPGI$TXN$MS$UNP
$2.5B
317 positions
#12BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive
Slight overlap · 4 shared positions
$SPGI$TXN$MS$UNP
$499M
73 positions
#13Entruity Wealth, LLCActive
Slight overlap · 4 shared positions
$PHYS$MS$WFC$UNP
$155M
54 positions
#14Walsky Investment Management, Inc.Passive
Slight overlap · 4 shared positions
$SPGI$TXN$WFC$UNP
$108M
52 positions
#15Wealth Preservation Advisors, LLCActive
Slight overlap · 4 shared positions
$OBDC$MS$WFC$UNP
$175M
88 positions
#16BAXTER BROS INCPassive
Slight overlap · 5 shared positions
$TXN$MS$BX$WFC$UNP
$864M
172 positions
#17Cyndeo Wealth Partners, LLCPassive
Slight overlap · 3 shared positions
$PHYS$TXN$MS
$2.1B
517 positions
#18Proactive Wealth Strategies LLCPassive
Slight overlap · 3 shared positions
$PHYS$FSK$BX
$623M
222 positions
#19Freedom Day Solutions, LLCActive
Slight overlap · 3 shared positions
$SPGI$TXN$MS
$452M
134 positions
#20Maple Capital Management, Inc.Active
Slight overlap · 3 shared positions
$SPGI$TXN$MS
$1.7B
130 positions
#21Socorro Asset Management LPActive
Slight overlap · 3 shared positions
$SPGI$TXN$MS
$223M
33 positions
#22Karani Asset Management LLCPassive
Slight overlap · 3 shared positions
$SPGI$TXN$MS
$139M
57 positions
#23Hurley Capital, LLCPassive
Slight overlap · 3 shared positions
$PHYS$MS$BX
$193M
678 positions
#24IFC Advisors LLCActive
Slight overlap · 3 shared positions
$PHYS$MS$BX
$788M
179 positions
#25HC Advisors, LLCActive
Slight overlap · 3 shared positions
$PHYS$TXN$WFC
$165M
62 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.