Hedge Funds Similar to SeaCrest Wealth

13F Portfolio OverlapQ2 2026SeaCrest Wealth portfolio →

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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 Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to SeaCrest Wealth are Genus, REXFORD, Park , / WI, with shared positions in $KLAC, $AMGN, $GLW, $WDC, $MRVL, $STX. The full ranking of 25 similar funds is below.

#1Genus Capital Management Inc.Passive

Some overlap · 7 shared positions

$KLAC $AMGN $GLW $WDC $MRVL $STX

$1.0B

204 positions

#2REXFORD CAPITAL INCPassive

Some overlap · 6 shared positions

$KLAC $AMGN $GLW $WDC $STX $VLO

$163M

301 positions

#3Park Capital Management, LLC / WIPassive

Some overlap · 6 shared positions

$KLAC $GLW $WDC $MRVL $STX $VLO

$170M

161 positions

#4Virtus Investment Advisers, LLCPassive

Slight overlap · 5 shared positions

$AMGN $KLAC $GLW $WDC $MRVL

$429M

463 positions

#5Clearwave Capital, LLCPassive

Slight overlap · 5 shared positions

$AMGN $GLW $KLAC $MRVL $STX

$181M

166 positions

#6Harvest Fund Management Co., LtdActive

Slight overlap · 5 shared positions

$KLAC $AMGN $WDC $MRVL $STX

$3.0B

455 positions

#7Fedenia Advisers LLCPassive

Slight overlap · 5 shared positions

$KLAC $GLW $WDC $MRVL $STX

$421M

459 positions

#8Polar Capital Holdings PlcActive

Slight overlap · 5 shared positions

$KLAC $GLW $WDC $MRVL $STX

$42.4B

245 positions

#9SEEDS INVESTOR LLCPassive

Slight overlap · 5 shared positions

$KLAC $GLW $WDC $MRVL $STX

$973M

379 positions

#10Markin Volterra Fund LPActive

Slight overlap · 5 shared positions

$KLAC $GLW $WDC $MRVL $STX

$147M

69 positions

#11BERKSHIRE CAPITAL HOLDINGS INCActive

Slight overlap · 5 shared positions

$KLAC $GLW $WDC $MRVL $STX

$462M

122 positions

#12Retireful, LLCPassive

Slight overlap · 5 shared positions

$KLAC $GLW $WDC $MRVL $STX

$107M

81 positions

#13City Center Advisors, LLCPassive

Slight overlap · 5 shared positions

$KLAC $GLW $WDC $STX $VLO

$123M

170 positions

#14STANCE CAPITAL LLCPassive

Slight overlap · 5 shared positions

$AMGN $GLW $WDC $MRVL $STX

$328M

340 positions

#15E Fund Management Co., Ltd.Active

Slight overlap · 5 shared positions

$KLAC $GLW $MRVL $WDC $STX

$4.5B

488 positions

#16NEOS Investment Management LLCActive

Slight overlap · 5 shared positions

$KLAC $AMGN $WDC $MRVL $STX

$27.1B

578 positions

#17ATLAS CAPITAL ADVISORS LLCPassive

Slight overlap · 5 shared positions

$KLAC $AMGN $WDC $GLW $STX

$914M

1,049 positions

#18LINCOLN CAPITAL CORPPassive

Slight overlap · 5 shared positions

$KLAC $GLW $PSLV $AMGN $STX

$308M

99 positions

#19Geneva Partners, LLCPassive

Slight overlap · 5 shared positions

$KLAC $GLW $MRVL $STX $VLO

$375M

75 positions

#20GF FUND MANAGEMENT CO. LTD.Active

Slight overlap · 5 shared positions

$KLAC $AMGN $WDC $MRVL $STX

$8.3B

587 positions

#21PROFUND ADVISORS LLCPassive

Slight overlap · 5 shared positions

$KLAC $AMGN $WDC $MRVL $STX

$3.6B

1,175 positions

#22ProShare Advisors LLCActive

Slight overlap · 5 shared positions

$KLAC $AMGN $WDC $MRVL $STX

$69.2B

1,913 positions

#23Wahed Invest LLCActive

Slight overlap · 5 shared positions

$KLAC $WDC $GLW $MRVL $STX

$958M

227 positions

#24KEYVANTAGE WEALTH, LLCActive

Slight overlap · 4 shared positions

$KLAC $AMGN $GLW $WDC

$264M

96 positions

#25Pathway Financial Advisers, LLCPassive

Slight overlap · 4 shared positions

$KLAC $AMGN $GLW $MRVL

$397M

167 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.