What hedge funds are most similar to Consilium Wealth Advisory, LLC?

The funds with the most similar 13F portfolios to Consilium Wealth Advisory, LLC are Veridan Wealth, Western Financial /CA, 11 Partners, based on overlapping conviction holdings in the latest SEC filings.

How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Consilium Wealth Advisory,

13F Portfolio OverlapQ1 2026Consilium Wealth Advisory, portfolio →

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Most similar hedge funds by 13F overlap

Consilium Wealth Advisory, LLC is an institutional investor managing $293M across 102 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 Consilium Wealth Advisory, are Veridan Wealth, Western Financial /CA, 11 Partners, with shared positions in $WFC, $SNOW, $AMAT, $GE, $MU, $GEV. The full ranking of 25 similar funds is below.

#1Veridan Wealth LLCActive

Notable overlap · 3 shared positions

$WFC $SNOW $AMAT

$270M

80 positions

#2Western Financial Corp/CAActive

Notable overlap · 8 shared positions

$WFC $GE $AMAT $MU $GEV $LRCX

$255M

127 positions

#311 Capital Partners LPActive

Notable overlap · 5 shared positions

$TT $GE $GEV $PWR $LIN

$348M

20 positions

#4Ethos Capital Management, Inc.Active

Notable overlap · 5 shared positions

$SNOW $TT $MU $C $AMD

$117M

56 positions

#5DARA CAPITAL US, INC.Passive

Notable overlap · 9 shared positions

$GE $GEV $MU $AMAT $TT $RL

$105M

119 positions

#6ARGUS INVESTORS' COUNSEL, INC.Passive

Notable overlap · 6 shared positions

$TT $WFC $AMAT $SNOW $GE $PWR

$112M

102 positions

#7American Assets Investment Management, LLCActive

Notable overlap · 6 shared positions

$WFC $GE $C $AMGN $PNC $SNDK

$1.5B

146 positions

#8Winslow Capital Management, LLCActive

Notable overlap · 8 shared positions

$SNOW $GE $GEV $TT $MU $PWR

$25.6B

60 positions

#9Kuhn & Co Investment CounselPassive

Notable overlap · 5 shared positions

$WFC $SNOW $LRCX $AMGN $LIN

$155M

142 positions

#10Massachusetts Wealth ManagementPassive

Notable overlap · 7 shared positions

$GE $GEV $WFC $TT $MU $C

$231M

98 positions

#11Greenline Wealth Management LLCPassive

Some overlap · 6 shared positions

$SNOW $GE $GEV $PWR $MU $AMD

$87M

94 positions

#12Cartenna Capital, LPPassive

Some overlap · 4 shared positions

$TT $GE $LRCX $LIN

$2.7B

47 positions

#13Bristol Gate Capital Partners Inc.Active

Some overlap · 3 shared positions

$TT $GE $AMAT

$1.6B

31 positions

#14Harbor Island Capital LLCActive

Some overlap · 3 shared positions

$WFC $AMAT $LRCX

$269M

16 positions

#15Schear Investment Advisers, LLCPassive

Some overlap · 8 shared positions

$GE $GEV $MU $C $AMGN $LIN

$227M

77 positions

#16Momentum Wealth Planning, LLCActive

Some overlap · 5 shared positions

$SNOW $MU $WFC $LRCX $BKNG

$113M

36 positions

#17Oliver Luxxe Assets LLCPassive

Some overlap · 7 shared positions

$GE $GEV $WFC $RL $C $CRM

$668M

200 positions

#18Teewinot Capital Advisers, L.L.C.Active

Some overlap · 3 shared positions

$WFC $C $BKNG

$1.3B

33 positions

#19Peck Wealth Management, LLCPassive

Some overlap · 3 shared positions

$SNOW $RL $GE

$100M

122 positions

#20Terra Alpha Investments LLC

Some overlap · 4 shared positions

$TT $PWR $AMD $CRM

$98M

32 positions

#21Gunderson Capital Management Inc.Passive

Some overlap · 7 shared positions

$GE $GEV $MU $AMAT $PWR $AMD

$239M

46 positions

#22Successful Portfolios LLCPassive

Some overlap · 4 shared positions

$SNOW $AMAT $MU $AMD

$181M

188 positions

#23Generali Powszechne Towarzystwo EmerytalneActive

Some overlap · 5 shared positions

$SNOW $MU $C $AMD $CRM

$566M

28 positions

#24NZS Capital, LLCActive

Some overlap · 5 shared positions

$TT $SNOW $LRCX $PWR $LIN

$3.0B

58 positions

#25Altman Advisors, Inc.Passive

Some overlap · 4 shared positions

$RL $GEV $C $LRCX

$241M

77 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.