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Nemes Rush Group, LLC
Charles Nemes · Investment Advisor · Multi-Strategy
The Nemes Rush Group, LLC is a Michigan-based registered investment advisor (RIA) founded in 2021 by Charles Nemes, Timothy Rush, Brian Nemes, and Christopher Nemes. Headquartered in Novi, the independent, family-run firm provides comprehensive wealth management services, including financial planning, portfolio management, and estate strategies. The firm primarily serves high-net-worth families, medical professionals, and entrepreneurs, leveraging the partners' extensive professional backgrounds in law, accounting, and finance. With approximately $1.4 billion in assets under management, the group emphasizes a personalized, fiduciary approach to helping clients achieve financial clarity through its signature collaborative "Summit Meeting" process.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +21.2% |
| YTD return | +15.8% |
| Sharpe ratio | 4.38 |
| Win rate | 66% |
| AUM | $0.7B |
| Inception | Oct 1, 2025 |
| Updated | Sep 4, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.7B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://nemesrush.com/ |
Current Holdings
Updated on Sep 4, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| AAPL | Apple Inc | 10.1% | +23.8% |
| AVGO | Broadcom Inc | 8.7% | +6.1% |
| GOOGL | Alphabet Inc Class A | 7.3% | +32.2% |
| MSFT | Microsoft Corporation | 7.3% | +3.0% |
| NVDA | NVIDIA Corporation | 6.6% | +20.9% |
| JPM | JPMorgan Chase & Co | 6.3% | +15.3% |
| LRCX | Lam Research Corp | 5.8% | +82.4% |
| CSCO | Cisco Systems Inc | 4.5% | +53.2% |
| CRWD | Crowdstrike Holdings Inc | 4.4% | +13.7% |
| META | Meta Platforms Inc. | 4.1% | -10.6% |
| MRK | Merck & Company Inc | 4.0% | +59.2% |
| MSI | Motorola Solutions Inc | 3.9% | +3.8% |
| JNJ | Johnson & Johnson | 3.8% | +40.5% |
| AMZN | Amazon.com Inc | 3.5% | +21.4% |
| QCOM | Qualcomm Incorporated | 3.4% | +11.1% |
| WMT | Walmart Inc. Common Stock | 3.4% | +3.5% |
| CB | Chubb Ltd | 3.3% | +16.5% |
| HD | The Home Depot Inc | 3.3% | -16.2% |
| CME | CME Group Inc | 3.2% | -1.3% |
| ETN | Eaton Corporation PLC | 3.2% | +8.2% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 31, 2026 | BUY | GOOGL | 7.4% → 7.3% |
| Aug 31, 2026 | SELL | CRWD | 3.9% → 4.4% |
| Aug 31, 2026 | BUY | MSI | 3.9% → 3.9% |
| Aug 31, 2026 | BUY | WMT | 3.5% → 3.4% |
| Aug 31, 2026 | BUY | AMZN | 3.5% → 3.5% |
Investment Style Analysis
Nemes Rush Group, LLC is widely recognized for employing a Multi-Strategy strategy. As of Sep 4, 2026, the firm oversees approximately $0.7B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Software - Infrastructure sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 31, Nemes Rush Group, LLC made a significant move by increasing exposure to GOOGL. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
The Nemes Rush Group's investment philosophy is built on the principle of "financial clarity for life," emphasizing a goal-oriented and personalized strategy. The firm employs a methodical investment process that integrates rigorous fundamental research with technical analysis to select securities across various sectors and capitalizations. As an independent fiduciary, the group remains agnostic regarding specific investment vehicles, choosing instead to map portfolios directly to each client's unique objectives and values. Their approach focuses on long-term growth, tax efficiency, and risk mitigation, often coordinating closely with other professional advisors to ensure a comprehensive and aligned financial plan.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Nemes Rush Group, LLC.
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Frequently asked questions
How is the simulated portfolio for Nemes Rush Group, LLC constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Nemes Rush Group, LLC's largest holding?
As of the latest filing, Nemes Rush Group, LLC's top position is Apple Inc (AAPL), representing 10.1% of the portfolio. This reflects a high-conviction bet by the institution.
What is Nemes Rush Group, LLC's historical performance and risk profile?
Our simulation indicates a total return of +21.2% with a win rate of 66%. Notably, the portfolio maintains a Sharpe Ratio of 4.38, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Nemes Rush Group, LLC primarily invest in?
Nemes Rush Group, LLC has a strong preference for the Semiconductors sector, which makes up 18.8% of their disclosed assets. The portfolio also has exposure to Software - Infrastructure, indicating a specific thematic focus.
Is Nemes Rush Group, LLC's portfolio concentrated or diversified?
Nemes Rush Group, LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 26.1% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Nemes Rush Group, LLC performed in 2026?
Our AI-simulated model portfolio for Nemes Rush Group, LLC tracks a Year-to-Date (YTD) return of +15.8%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Charles Nemes manage Nemes Rush Group, LLC directly?
Yes, Charles Nemes serves as the key portfolio manager for Nemes Rush Group, LLC, overseeing the investment strategy and final capital allocation decisions.