What hedge funds are most similar to Semus Wealth Partners LLC?

The funds with the most similar 13F portfolios to Semus Wealth Partners LLC are Rydar Equities,, AMF Tjanstepension AB, EPG Wealth, 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 Semus Wealth Partners

13F Portfolio OverlapQ1 2026Semus Wealth Partners portfolio →

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Most similar hedge funds by 13F overlap

Semus Wealth Partners LLC is an institutional investor managing $179M across 111 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 Semus Wealth Partners are Rydar Equities,, AMF Tjanstepension AB, EPG Wealth, with shared positions in $MELI, $MCD, $UNH, $LMT, $KO, $BAC. The full ranking of 25 similar funds is below.

#1Rydar Equities, Inc.Passive

Some overlap · 5 shared positions

$MELI $MCD $UNH $LMT $KO

$129M

92 positions

#2AMF Tjanstepension ABActive

Some overlap · 6 shared positions

$MELI $MCD $BAC $NEE $KO $CRM

$15.1B

117 positions

#3EPG Wealth Management LLCPassive

Slight overlap · 7 shared positions

$URI $MCD $LMT $KKR $KO $AMGN

$369M

320 positions

#4Gs Investments, Inc.Passive

Slight overlap · 6 shared positions

$MELI $UNH $NEE $AMGN $PANW $CRM

$175M

134 positions

#5Mattson Financial Services, LLCPassive

Slight overlap · 6 shared positions

$URI $MCD $UNH $BAC $KO $PANW

$419M

232 positions

#6WHALEROCK POINT PARTNERS, LLCActive

Slight overlap · 7 shared positions

$MCD $UNH $LMT $BAC $NEE $PANW

$518M

197 positions

#7Brown Financial AdvisorsPassive

Slight overlap · 6 shared positions

$URI $MCD $UNH $BAC $KO $PANW

$264M

209 positions

#8Ocean Capital Management, LLCActive

Slight overlap · 7 shared positions

$UNH $LMT $MCD $BAC $AMGN $PANW

$487M

131 positions

#9Gradient Investments LLCPassive

Slight overlap · 6 shared positions

$URI $MCD $UNH $BAC $KO $PANW

$6.5B

420 positions

#10U S WEALTH GROUP, LLC.

Slight overlap · 5 shared positions

$URI $MCD $UNH $LMT $AMGN

$152M

43 positions

#11New England Research & Management, Inc.Passive

Slight overlap · 6 shared positions

$URI $MCD $NEE $KO $AMGN $PANW

$237M

143 positions

#12B & T Capital Management DBA Alpha Capital ManagementActive

Slight overlap · 5 shared positions

$MELI $LMT $NEE $KKR $AMGN

$690M

115 positions

#13Greenfield Savings BankPassive

Slight overlap · 6 shared positions

$MCD $UNH $LMT $BAC $NEE $KO

$234M

143 positions

#14Signet Investment Advisory Group, Inc.Passive

Slight overlap · 6 shared positions

$MCD $UNH $LMT $NEE $KO $AMGN

$218M

69 positions

#15Richwood Investment Advisors, LLCActive

Slight overlap · 6 shared positions

$MCD $UNH $LMT $KKR $KO $AMGN

$130M

98 positions

#16Alpha Cubed Investments, LLC

Slight overlap · 6 shared positions

$MCD $UNH $LMT $NEE $KO $PANW

$2.9B

299 positions

#17Boomfish Wealth Group, LLCPassive

Slight overlap · 5 shared positions

$MELI $LMT $NEE $PANW $CRM

$187M

87 positions

#18Kentucky Farm Bureau Mutual Insurance CoActive

Slight overlap · 6 shared positions

$MCD $UNH $LMT $NEE $AMGN $CRM

$329M

65 positions

#19Generali Powszechne Towarzystwo EmerytalneActive

Slight overlap · 4 shared positions

$MELI $MCD $UNH $CRM

$566M

28 positions

#20PENN DAVIS MCFARLAND INCActive

Slight overlap · 6 shared positions

$MCD $UNH $LMT $KO $AMGN $CRM

$1.0B

75 positions

#21Safe Harbor Wealth Advisors, LLC

Slight overlap · 5 shared positions

$URI $MCD $UNH $KO $PANW

$103M

96 positions

#22Paladin Wealth, LLCPassive

Slight overlap · 5 shared positions

$URI $MCD $UNH $KO $PANW

$145M

125 positions

#23GREENWOOD CAPITAL ASSOCIATES LLCPassive

Slight overlap · 6 shared positions

$MCD $UNH $NEE $KO $AMGN $PANW

$908M

286 positions

#24FIRST FINANCIAL BANKSHARES INCActive

Slight overlap · 6 shared positions

$MCD $LMT $BAC $NEE $KO $AMGN

$5.0B

201 positions

#25Sumitomo Mitsui DS Asset Management Company, LtdActive

Slight overlap · 6 shared positions

$MCD $UNH $BAC $KO $AMGN $CRM

$12.4B

770 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.