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Hedge Funds Similar to Consolidated Investment Group

13F Portfolio OverlapQ1 2026Consolidated Investment Group portfolio →
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Most similar hedge funds by 13F overlap

Consolidated Investment Group LLC is an institutional investor managing $922M across 77 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Consolidated Investment Group are Scott & Selber,, KTF INVESTMENTS,, Employees Provident Fund Board, with shared positions in $MU, $C, $BAC, $WMB, $HON, $TMO. The full ranking of 25 similar funds is below.

#1Scott & Selber, Inc.Active
Notable overlap · 6 shared positions
$MU$C$BAC$WMB$HON$TMO
$387M
91 positions
#2KTF INVESTMENTS, LLCActive
Notable overlap · 7 shared positions
$MU$MAR$MS$UNH$HON$URI
$584M
91 positions
#3Employees Provident Fund BoardActive
Notable overlap · 5 shared positions
$MU$PANW$BAC$NOW$UNH
$13.2B
70 positions
#4CERTUITY, LLCPassive
Some overlap · 5 shared positions
$MU$C$BAC$MS$MAR
$1.5B
659 positions
#5Vanguard Capital Wealth AdvisorsPassive
Some overlap · 5 shared positions
$MU$BAC$MS$URI$PANW
$108M
120 positions
#6KEMPNER CAPITAL MANAGEMENT INC.
Some overlap · 4 shared positions
$MU$C$BAC$UNH
$106M
43 positions
#7Spartan Wealth Advisory Services LLCPassive
Some overlap · 5 shared positions
$MU$C$UNH$PANW$LIN
$1.1B
311 positions
#8Schear Investment Advisers, LLCPassive
Some overlap · 4 shared positions
$MU$C$MS$LIN
$227M
77 positions
#9Hosking Partners LLPActive
Some overlap · 5 shared positions
$MU$C$BAC$MS$MGM
$2.8B
99 positions
#10Robocap Asset Management LtdActive
Some overlap · 4 shared positions
$MU$PANW$NOW$HON
$94M
23 positions
#11Optiver Holding B.V.Active
Some overlap · 5 shared positions
$MU$PANW$MS$BAC$NOW
$289.5B
2,301 positions
#12Quilter PlcActive
Some overlap · 9 shared positions
$PANW$BAC$MAR$EQIX$HON$TMO
$5.7B
124 positions
#13NWF Advisory Services Inc.Passive
Some overlap · 5 shared positions
$MU$BAC$C$MAR$UNH
$886M
411 positions
#14Wallington Asset Management, LLCActive
Some overlap · 5 shared positions
$MU$PANW$BAC$HON$LIN
$752M
61 positions
#15DCF Advisers, LLCActive
Some overlap · 3 shared positions
$MU$C$BAC
$375M
86 positions
#16Spectrum Financial Alliance Ltd LLCActive
Some overlap · 3 shared positions
$MU$C$BAC
$520M
30 positions
#17GROUPAMA ASSET MANAGMENTActive
Some overlap · 5 shared positions
$MU$PANW$C$TMO$URI
$6.8B
395 positions
#18CROSSLINK CAPITAL INCSmart money
Some overlap · 3 shared positions
$MU$PANW$NOW
$1.0B
21 positions
#19ADELL HARRIMAN & CARPENTER INCActive
Some overlap · 6 shared positions
$MU$PANW$WMB$C$ETN$EQIX
$1.6B
163 positions
#20SG Americas Securities, LLCPassive
Some overlap · 5 shared positions
$MU$EQIX$UNH$LIN$SYK
$93M
3,176 positions
#21FIRST FINANCIAL BANKSHARES INCActive
Some overlap · 7 shared positions
$C$BAC$WMB$MU$ETN$NOW
$5.0B
201 positions
#22Collar Capital Management, LLCPassive
Some overlap · 3 shared positions
$MU$C$UNH
$155M
72 positions
#23Game Creek Capital, LPPassive
Some overlap · 3 shared positions
$MU$BAC$NOW
$301M
93 positions
#24AFFINITY INVESTMENT ADVISORS, LLCPassive
Some overlap · 4 shared positions
$MU$BAC$MS$URI
$160M
137 positions
#25ARS Investment Partners, LLCActive
Some overlap · 3 shared positions
$MU$MS$ETN
$1.9B
182 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.