What hedge funds are most similar to SeaCrest Wealth Management, LLC?

The funds with the most similar 13F portfolios to SeaCrest Wealth Management, LLC are National Wealth Group,, SFI Advisors,, IAM Advisory,, 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 SeaCrest Wealth ,

13F Portfolio OverlapQ1 2026SeaCrest Wealth , portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

SeaCrest Wealth Management, LLC is an institutional investor managing $903M across 550 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 SeaCrest Wealth , are National Wealth Group,, SFI Advisors,, IAM Advisory,, with shared positions in $WT, $MAR, $AMGN, $LRCX, $PLTR, $HUM. The full ranking of 25 similar funds is below.

#1National Wealth Management Group, LLCPassive

Some overlap · 6 shared positions

$WT $MAR $AMGN $LRCX $PLTR $HUM

$269M

215 positions

#2SFI Advisors, LLCPassive

Some overlap · 5 shared positions

$OTIS $PSLV $WT $LRCX $GSAT

$95M

48 positions

#3IAM Advisory, LLCActive

Some overlap · 5 shared positions

$WT $GEV $AMGN $GSAT $PLTR

$446M

95 positions

#4Marshall & Sterling Wealth Advisors Inc.Passive

Some overlap · 5 shared positions

$WT $MAR $AMGN $GSAT $HUM

$153M

344 positions

#5MOSELEY INVESTMENT MANAGEMENT INCPassive

Some overlap · 5 shared positions

$GEV $MAR $AMGN $PLTR $HUM

$314M

163 positions

#6Sage Capital Management, LLCPassive

Some overlap · 5 shared positions

$OTIS $WT $GSAT $HUM $MAR

$213M

163 positions

#7VestGen Advisors, LLCPassive

Slight overlap · 6 shared positions

$WT $LRCX $PLTR $HUM $MAR $GEV

$3.8B

1,048 positions

#8Proactive Wealth Strategies LLCPassive

Slight overlap · 4 shared positions

$OTIS $PSLV $AMGN $MAR

$532M

210 positions

#9PW Nova Financial Services LLCPassive

Slight overlap · 5 shared positions

$MAR $GEV $AMGN $PLTR $HUM

$399M

193 positions

#10WILLNER & HELLER, LLCPassive

Slight overlap · 5 shared positions

$WT $AMGN $LRCX $PLTR $HUM

$134M

161 positions

#11PACIFIC SUN FINANCIAL CORPPassive

Slight overlap · 4 shared positions

$OTIS $WT $MAR $HUM

$206M

201 positions

#12NORTHBRIDGE FINANCIAL GROUP, LLCPassive

Slight overlap · 4 shared positions

$OTIS $WT $MAR $PLTR

$232M

168 positions

#13Riverbend Wealth Management, LLCPassive

Slight overlap · 4 shared positions

$WT $MAR $GEV $AMGN

$175M

152 positions

#14Grove Street Fiduciary, LLCActive

Slight overlap · 5 shared positions

$WT $MAR $GEV $HUM $AMGN

$227M

74 positions

#15First Financial Group CorpActive

Slight overlap · 5 shared positions

$WT $GEV $GSAT $HUM $LRCX

$122M

80 positions

#16Osbon Capital Management LLCPassive

Slight overlap · 5 shared positions

$WT $MAR $AMGN $PLTR $HUM

$123M

493 positions

#17Financial Sense Advisors, Inc.Passive

Slight overlap · 4 shared positions

$PSLV $GEV $AMGN $PLTR

$493M

142 positions

#18HOLLENCREST SECURITIES LLCActive

Slight overlap · 4 shared positions

$PSLV $WT $MAR $HUM

$2.7B

1,221 positions

#19Tempus Wealth Planning, LLCPassive

Slight overlap · 4 shared positions

$WT $GEV $AMGN $HUM

$435M

270 positions

#20Argo Wealth Advisory, LLCActive

Slight overlap · 4 shared positions

$WT $MAR $AMGN $HUM

$170M

48 positions

#21TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADVPassive

Slight overlap · 4 shared positions

$WT $MAR $AMGN $HUM

$277M

187 positions

#22HFG Advisors, Inc.Passive

Slight overlap · 4 shared positions

$OTIS $GEV $HUM $GSAT

$142M

117 positions

#23Riggs Asset Managment Co. Inc.Passive

Slight overlap · 4 shared positions

$PSLV $GEV $GSAT $PLTR

$486M

127 positions

#24J.W. COLE ADVISORS, INC.Passive

Slight overlap · 4 shared positions

$WT $MAR $GEV $PLTR

$3.0B

785 positions

#25Hobart Private Capital, LLCPassive

Slight overlap · 5 shared positions

$WT $MAR $GSAT $HUM $LRCX

$509M

132 positions

Compare SeaCrest Wealth ,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View SeaCrest Wealth ,’s holdings

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.