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Hedge Funds Similar to Serenus Wealth Advisors

13F Portfolio OverlapQ2 2026Serenus Wealth Advisors portfolio →
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Most similar hedge funds by 13F overlap

Serenus Wealth Advisors, LLC is an institutional investor managing $573M across 75 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 Serenus Wealth Advisors are Fi3 FINANCIAL ADVISORS, IFG Advisors, CMG Global, with shared positions in $MDY, $MO, $CRWD, $WMB, $PM, $USB. The full ranking of 25 similar funds is below.

#1Fi3 FINANCIAL ADVISORS, LLCPassive
Some overlap · 4 shared positions
$MDY$MO$CRWD$WMB
$418M
232 positions
#2IFG Advisors, LLCActive
Some overlap · 4 shared positions
$MDY$MO$PM$USB
$725M
165 positions
#3CMG Global Holdings, LLCPassive
Some overlap · 3 shared positions
$MDY$MO$PM
$236M
100 positions
#4Paradigm, Strategies in Wealth Management, LLCActive
Some overlap · 3 shared positions
$MDY$MO$CRWD
$164M
61 positions
#5Granite FO LLCSmart money
Some overlap · 4 shared positions
$MDY$PM$MO$GBDC
$189M
171 positions
#6Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.PActive
Some overlap · 3 shared positions
$MDY$PM$WMB
$849M
165 positions
#7STEPHENSON NATIONAL BANK & TRUSTActive
Some overlap · 3 shared positions
$MDY$PM$USB
$395M
283 positions
#8Madison Park Capital Advisors, LLCActive
Some overlap · 3 shared positions
$MDY$PLTR$WMB
$140M
65 positions
#9Providence Financial Advisors, LLCActive
Some overlap · 3 shared positions
$MDY$MO$PM
$176M
60 positions
#10Investment Advisory Group, LLCPassive
Some overlap · 3 shared positions
$MDY$MO$PLTR
$461M
220 positions
#11CHARTER RESEARCH & INVESTMENT GROUP, INC.Active
Some overlap · 3 shared positions
$MDY$MO$PM
$165M
92 positions
#12Meridian Financial Advisors, LLCPassive
Slight overlap · 3 shared positions
$MDY$CRWD$USB
$208M
146 positions
#13WARNER FINANCIAL, INCActive
Slight overlap · 3 shared positions
$MDY$MO$PM
$340M
145 positions
#14PITTENGER & ANDERSON INCPassive
Slight overlap · 3 shared positions
$MDY$PM$CRWD
$2.8B
507 positions
#15Trifecta Capital Advisors, LLCPassive
Slight overlap · 3 shared positions
$MDY$CRWD$PLTR
$776M
493 positions
#16Salomon & Ludwin, LLCPassive
Slight overlap · 3 shared positions
$MDY$MO$PM
$1.2B
2,116 positions
#17WJ Financial Advisors LLCPassive
Slight overlap · 3 shared positions
$MDY$PLTR$WMB
$136M
137 positions
#18RMR Wealth BuildersActive
Slight overlap · 3 shared positions
$MDY$MO$CRWD
$1.6B
316 positions
#19Private Wealth Asset Management, LLCPassive
Slight overlap · 3 shared positions
$MDY$PM$CRWD
$1.0B
930 positions
#20MERIDIAN INVESTMENT COUNSEL INC.Passive
Slight overlap · 3 shared positions
$MDY$CRWD$PLTR
$466M
250 positions
#21HARBOR ADVISORY CORP /MA/Passive
Slight overlap · 3 shared positions
$MDY$MO$PM
$374M
82 positions
#22Csenge Advisory GroupPassive
Slight overlap · 4 shared positions
$MDY$MO$PM$WMB
$2.5B
764 positions
#23Smith Partners Wealth Management, LLCActive
Slight overlap · 3 shared positions
$MDY$MO$PM
$126M
73 positions
#24HighPoint Advisor Group LLCPassive
Slight overlap · 3 shared positions
$MDY$CRWD$PLTR
$2.8B
691 positions
#25Shoker Investment Counsel, Inc.Active
Slight overlap · 3 shared positions
$MDY$MO$USB
$398M
113 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.