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Hedge Funds Similar to Seros Financial

13F Portfolio OverlapQ2 2026Seros Financial portfolio →
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Most similar hedge funds by 13F overlap

Seros Financial, LLC is an institutional investor managing $192M across 66 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 Seros Financial are Nemes Rush Group, CORNERSTONE ENTERPRISES, ITHAKA GROUP, with shared positions in $JCI, $CRWD, $MSI, $SHOP. The full ranking of 5 similar funds is below.

#1Nemes Rush Group LLCPassive
Slight overlap · 3 shared positions
$JCI$CRWD$MSI
$1.2B
954 positions
#2CORNERSTONE ENTERPRISES, LLCActive
Slight overlap · 3 shared positions
$JCI$CRWD$SHOP
$219M
42 positions
#3ITHAKA GROUP LLCActive
Slight overlap · 3 shared positions
$JCI$CRWD$SHOP
$551M
40 positions
#4Harbour Wealth Management Group, Inc.Active
Slight overlap · 3 shared positions
$CRWD$JCI$MSI
$148M
89 positions
#5Strong Retirement Solutions LLCPassive
Slight overlap · 3 shared positions
$CRWD$SHOP$MSI
$167M
82 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.