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Hedge Funds Similar to Serenus Wealth Advisors,

13F Portfolio OverlapQ1 2026Serenus Wealth Advisors, portfolio →
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Most similar hedge funds by 13F overlap

Serenus Wealth Advisors, LLC is an institutional investor managing $501M across 68 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 Serenus Wealth Advisors, are TopTier Wealth ,, SKY-MOUNTAIN ,, McGrath & Associates,, with shared positions in $WT, $MDY, $HUM, $BRZE, $AMD, $UNIT. The full ranking of 25 similar funds is below.

#1TopTier Wealth Management, LLCPassive
Substantial overlap · 3 shared positions
$WT$MDY$HUM
$163M
795 positions
#2SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.Smart money
Substantial overlap · 4 shared positions
$WT$BRZE$AMD$UNIT
$139M
37 positions
#3McGrath & Associates, Inc.Active
Substantial overlap · 3 shared positions
$WT$BRZE$PM
$68M
41 positions
#4RESOLUTE CAPITAL, LLCActive
Substantial overlap · 3 shared positions
$WT$BRZE$HUM
$247M
57 positions
#5Team Financial Group, LLCActive
Substantial overlap · 4 shared positions
$WT$DIA$HUM$IBM
$220M
273 positions
#6MB, LEVIS & ASSOCIATES, LLCPassive
Substantial overlap · 3 shared positions
$WT$IBM$UNIT
$240M
234 positions
#7ACT Advisors, LLC.Active
Substantial overlap · 3 shared positions
$WT$PM$WMB
$235M
78 positions
#8IAM Advisory, LLCActive
Substantial overlap · 3 shared positions
$WT$AMD$PANW
$446M
95 positions
#9Exit Wealth Advisors, LLC.Active
Substantial overlap · 3 shared positions
$WT$BRZE$MO
$195M
131 positions
#10RVW Wealth, LLCActive
Substantial overlap · 3 shared positions
$WT$MDY$HUM
$1.3B
176 positions
#11Reyes Financial Architecture, Inc.Passive
Substantial overlap · 3 shared positions
$WT$HUM$IBM
$122M
348 positions
#12Morton Capital Management LLC/CASmart money
Substantial overlap · 3 shared positions
$WT$DIA$HUM
$672M
139 positions
#13INVENIO WEALTH PARTNERS LLCActive
Substantial overlap · 3 shared positions
$WT$PM$AMD
$252M
89 positions
#14Quattro Advisors LLCActive
Substantial overlap · 3 shared positions
$WT$AMD$PANW
$115M
51 positions
#15Spinnaker Investment Group, LLCActive
Substantial overlap · 3 shared positions
$WT$HUM$UNIT
$491M
147 positions
#16Retirement Planning Group, LLCActive
Notable overlap · 3 shared positions
$WT$PM$HUM
$3.2B
481 positions
#17BIP Wealth, LLCActive
Notable overlap · 4 shared positions
$WT$BRZE$HUM$UNIT
$2.5B
453 positions
#18Avant Capital LLCPassive
Notable overlap · 4 shared positions
$WT$NTRB$HUM$UNIT
$142M
76 positions
#19Value Investment Professionals, LLCPassive
Notable overlap · 5 shared positions
$WT$BRZE$DIA$MO$PM
$89M
81 positions
#20Etesian Wealth Advisors, Inc.Passive
Notable overlap · 3 shared positions
$WT$BRZE$IBM
$313M
138 positions
#21AMERICAN FINANCIAL & TAX STRATEGIES INCPassive
Notable overlap · 5 shared positions
$WT$MO$NTRB$PM$UNIT
$206M
97 positions
#22Berkeley, IncActive
Notable overlap · 3 shared positions
$WT$MDY$UNIT
$298M
81 positions
#23Sharper & Granite LLCPassive
Notable overlap · 4 shared positions
$WT$DIA$IBM$UNIT
$293M
107 positions
#24Glassman Wealth ServicesSmart money
Notable overlap · 5 shared positions
$WT$BRZE$MDY$HUM$UNIT
$736M
187 positions
#25Duncan Williams Asset Management, LLCActive
Notable overlap · 3 shared positions
$WT$BRZE$HUM
$361M
154 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.