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Hedge Funds Similar to Seros Financial,

13F Portfolio OverlapQ1 2026Seros Financial, portfolio →
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Most similar hedge funds by 13F overlap

Seros Financial, LLC is an institutional investor managing $157M across 58 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 Seros Financial, are CROBAN, Lakeridge Wealth, Forefront Wealth Partners,, with shared positions in $TECK, $DUK, $UNH, $SHW, $SHOP, $CRWD. The full ranking of 25 similar funds is below.

#1CROBANPassive
Some overlap · 3 shared positions
$TECK$DUK$UNH
$213M
73 positions
#2Lakeridge Wealth Management LLCPassive
Some overlap · 3 shared positions
$TECK$SHW$SHOP
$233M
169 positions
#3Forefront Wealth Partners, LLCPassive
Some overlap · 3 shared positions
$TECK$SHW$CRWD
$239M
162 positions
#4RETIREMENT PLANNING GROUP, LLC / NYPassive
Some overlap · 3 shared positions
$TECK$SHW$UNH
$155M
94 positions
#5American Alpha Advisors, LLCActive
Some overlap · 3 shared positions
$TECK$CRWD$SHOP
$188M
96 positions
#6Blake Schutter Theil Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$TECK$SNOW$JCI$DUK
$123M
111 positions
#7GREAT VALLEY ADVISOR GROUP, INC.Passive
Some overlap · 3 shared positions
$TECK$SNOW$SHW
$5.5B
999 positions
#8Bright Futures Wealth Management, LLC.Passive
Some overlap · 4 shared positions
$SNOW$SHW$JCI$DUK
$146M
188 positions
#9Csenge Advisory GroupPassive
Some overlap · 3 shared positions
$TECK$SHW$DUK
$2.2B
747 positions
#10Newbridge Financial Services Group, Inc.Passive
Some overlap · 4 shared positions
$SNOW$SHW$DUK$CRWD
$608M
1,182 positions
#11First Financial Group CorpActive
Some overlap · 4 shared positions
$SNOW$SHW$DUK$CRWD
$122M
80 positions
#12Black Swift Group, LLCActive
Slight overlap · 5 shared positions
$SHW$TECK$DUK$CRWD$SHOP
$571M
117 positions
#13Future Financial Wealth Managment LLCActive
Slight overlap · 4 shared positions
$SNOW$SHW$DUK$UNH
$155M
128 positions
#14Provident Wealth Management, LLCActive
Slight overlap · 3 shared positions
$TECK$SNOW$UNH
$331M
134 positions
#15O'Connor Alternative Investments LLCActive
Slight overlap · 3 shared positions
$SNOW$SHW$DUK
$1.2B
128 positions
#16Wealth Advisory Team LLC
Slight overlap · 3 shared positions
$SNOW$SHW$DUK
$113M
39 positions
#17Wagner Wealth Management, LLCActive
Slight overlap · 3 shared positions
$SNOW$SHW$DUK
$495M
279 positions
#18Diversified Enterprises, LLCActive
Slight overlap · 3 shared positions
$SNOW$SHW$DUK
$1.8B
413 positions
#19MFA WEALTH ADVISORS, LLCActive
Slight overlap · 3 shared positions
$SNOW$SHW$DUK
$508M
88 positions
#20CORNERSTONE ENTERPRISES, LLCActive
Slight overlap · 4 shared positions
$SHW$JCI$CRWD$SHOP
$201M
35 positions
#21KIRTLAND HILLS CAPITAL MANAGEMENT, LLCPassive
Slight overlap · 3 shared positions
$SNOW$SHW$CRWD
$315M
156 positions
#22Mascagni Wealth Management, Inc.Passive
Slight overlap · 3 shared positions
$SNOW$SHW$CRWD
$140M
127 positions
#23RPG Investment Advisory, LLCPassive
Slight overlap · 3 shared positions
$SNOW$JCI$CRWD
$829M
92 positions
#24BAM Wealth Management, LLCPassive
Slight overlap · 3 shared positions
$SNOW$SHW$VRSK
$134M
158 positions
#25Waterloo Capital, L.P.Passive
Slight overlap · 3 shared positions
$SNOW$SHW$DUK
$1.4B
481 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.