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Hedge Funds Similar to Serenity Investment Advisors

13F Portfolio OverlapQ2 2026Serenity Investment Advisors portfolio →
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Most similar hedge funds by 13F overlap

Serenity Investment Advisors is an institutional investor managing $235M across 76 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 Serenity Investment Advisors are Keyes, Stange & Wooten Wealth, WealthBridge Investment Counsel, Shelter Mutual Insurance, with shared positions in $MSI, $CME, $BRO, $GILD, $DHR, $SBUX. The full ranking of 21 similar funds is below.

#1Keyes, Stange & Wooten Wealth Management, LLCActive
Some overlap · 3 shared positions
$MSI$CME$BRO
$251M
74 positions
#2WealthBridge Investment Counsel Inc.Active
Some overlap · 3 shared positions
$GILD$DHR$SBUX
$375M
44 positions
#3Shelter Mutual Insurance CoActive
Some overlap · 3 shared positions
$TGT$CME$GILD
$473M
58 positions
#4ClearAlpha Technologies LPPassive
Some overlap · 3 shared positions
$GILD$CME$DHR
$58M
79 positions
#5Winthrop Partners - WNY, LLCPassive
Some overlap · 3 shared positions
$MSI$CME$DHR
$202M
87 positions
#6EDGAR LOMAX CO/VAActive
Some overlap · 3 shared positions
$TGT$GILD$SBUX
$1.3B
58 positions
#7LifePlan Financial, LLCPassive
Some overlap · 4 shared positions
$DHR$MSI$GILD$TGT
$143M
89 positions
#8NatWest Group plcActive
Some overlap · 3 shared positions
$CME$GILD$MSI
$560M
48 positions
#9Alley Investment Management Company, LLCActive
Some overlap · 3 shared positions
$CME$DHR$SBUX
$856M
89 positions
#10ORLEANS CAPITAL MANAGEMENT CORP/LAPassive
Some overlap · 3 shared positions
$TGT$GILD$MSI
$194M
122 positions
#11FinArc Investments, Inc.Active
Some overlap · 3 shared positions
$SF$DHR$SBUX
$110M
43 positions
#12Vancity Investment Management LtdPassive
Slight overlap · 3 shared positions
$BRO$DHR$CME
$666M
92 positions
#13Holocene Advisors, LPPassive
Slight overlap · 3 shared positions
$GILD$DHR$TGT
$44.4B
789 positions
#14JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLCPassive
Slight overlap · 3 shared positions
$GILD$CME$SBUX
$128M
154 positions
#15ELEMENT CAPITAL MANAGEMENT LLCActive
Slight overlap · 3 shared positions
$CME$BRO$DHR
$3.2B
72 positions
#16Probity Advisors, Inc.Active
Slight overlap · 3 shared positions
$SBUX$GILD$TGT
$699M
232 positions
#17SOROS CAPITAL MANAGEMENT LLCActive
Slight overlap · 3 shared positions
$DHR$MSI$SBUX
$559M
58 positions
#18TRITONPOINT WEALTH, LLCPassive
Slight overlap · 3 shared positions
$DHR$SBUX$CME
$1.0B
281 positions
#19SAGE PRIVATE WEALTH GROUP, LLCActive
Slight overlap · 3 shared positions
$MSI$CME$TGT
$222M
100 positions
#20CAPITAL COUNSEL LLC/NYSmart money
Slight overlap · 3 shared positions
$CME$DHR$GILD
$2.6B
58 positions
#21Front Row Advisors LLCPassive
Slight overlap · 3 shared positions
$DHR$TGT$CME
$345M
576 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.