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 OverlapQ3 2026Semus Wealth Partners portfolio →

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Most similar hedge funds by 13F overlap

Semus Wealth Partners LLC is an institutional investor managing $220M across 110 U.S. equity positions as of Q3 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 OSBORNE PARTNERS, ATWOOD & PALMER, Equity Wealth Partners, with shared positions in $MELI, $URI, $ASML, $CRM, $LMT, $PLTR. The full ranking of 25 similar funds is below.

#1OSBORNE PARTNERS CAPITAL MANAGEMENT, LLCPassive

Some overlap · 4 shared positions

$MELI $URI $ASML $CRM

$1.8B

203 positions

#2ATWOOD & PALMER INCPassive

Some overlap · 4 shared positions

$MELI $URI $LMT $PLTR

$1.9B

496 positions

#3Equity Wealth Partners, LLCActive

Some overlap · 4 shared positions

$MELI $ASML $MCD $PLTR

$304M

109 positions

#4Tamar Securities, LLCActive

Some overlap · 5 shared positions

$MELI $ASML $LMT $AMGN $PLTR

$1.1B

98 positions

#5Signet Private Wealth LLCPassive

Some overlap · 5 shared positions

$URI $ASML $MCD $LMT $NEE

$125M

127 positions

#6AFT, FORSYTH & COMPANY, INC.Active

Some overlap · 5 shared positions

$MELI $ASML $LMT $AMGN $CRM

$208M

108 positions

#7Athena Wealth Management, LLCActive

Some overlap · 4 shared positions

$MELI $URI $ASML $NEE

$139M

103 positions

#8Boomfish Wealth Group, LLCPassive

Some overlap · 4 shared positions

$MELI $ASML $LMT $AMGN

$231M

102 positions

#9Forefront Wealth Partners, LLCPassive

Some overlap · 4 shared positions

$MELI $ASML $PLTR $CRM

$323M

177 positions

#10BKM Wealth Management, LLCPassive

Slight overlap · 5 shared positions

$BAR $ASML $MCD $AMGN $NEE

$309M

154 positions

#11BRANDYWINE OAK PRIVATE WEALTH LLCActive

Slight overlap · 4 shared positions

$URI $BAR $MCD $LMT

$1.3B

243 positions

#12KIRTLAND HILLS CAPITAL MANAGEMENT, LLCPassive

Slight overlap · 4 shared positions

$MELI $ASML $LMT $PLTR

$351M

166 positions

#13Rydar Equities, Inc.Passive

Slight overlap · 4 shared positions

$MELI $MCD $LMT $PLTR

$194M

440 positions

#14Global X Japan Co., Ltd.Active

Slight overlap · 4 shared positions

$MELI $ASML $PLTR $AMGN

$2.5B

389 positions

#15ACIMA PRIVATE WEALTH, LLCActive

Slight overlap · 4 shared positions

$MELI $MCD $LMT $AMGN

$344M

174 positions

#16Pictet North America Advisors SAActive

Slight overlap · 3 shared positions

$MELI $ASML $MCD

$1.2B

189 positions

#17Leibman Financial Services, Inc.Passive

Slight overlap · 3 shared positions

$MELI $URI $AMGN

$145M

45 positions

#18Roxbury Financial LLCPassive

Slight overlap · 5 shared positions

$MELI $MCD $LMT $AMGN $CRM

$130M

426 positions

#19NORTHEAST INVESTMENT MANAGEMENTActive

Slight overlap · 4 shared positions

$URI $ASML $MCD $NEE

$2.7B

200 positions

#20X-Square Capital, LLCPassive

Slight overlap · 3 shared positions

$MELI $URI $AMGN

$394M

176 positions

#21Callahan Advisors, LLCActive

Slight overlap · 4 shared positions

$URI $ASML $MCD $NEE

$1.3B

181 positions

#22CYPRESS ASSET MANAGEMENT INC/TXActive

Slight overlap · 3 shared positions

$MELI $ASML $LMT

$506M

107 positions

#23Finer Wealth Management, Inc.Active

Slight overlap · 5 shared positions

$ASML $MCD $PLTR $LMT $CRM

$253M

92 positions

#24Accuvest Global AdvisorsPassive

Slight overlap · 3 shared positions

$MELI $ASML $PLTR

$116M

78 positions

#25Legal Advantage Investments, Inc.Active

Slight overlap · 3 shared positions

$MELI $ASML $PLTR

$468M

83 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.