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Hedge Funds Similar to CONSILIO WEALTH ADVISORS

13F Portfolio OverlapQ2 2026CONSILIO WEALTH ADVISORS portfolio →
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Most similar hedge funds by 13F overlap

CONSILIO WEALTH ADVISORS, LLC is an institutional investor managing $417M across 110 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 CONSILIO WEALTH ADVISORS are Alta Advisers Ltd, Neumann, Cogent Private Wealth, with shared positions in $DOV, $WDC, $KLAC, $MS, $CDNS, $NTAP. The full ranking of 25 similar funds is below.

#1Alta Advisers LtdActive
Notable overlap · 3 shared positions
$DOV$WDC$KLAC
$441M
219 positions
#2Neumann Capital Management, LLCActive
Notable overlap · 3 shared positions
$DOV$MS$CDNS
$391M
105 positions
#3Cogent Private Wealth, Inc.Active
Notable overlap · 3 shared positions
$DOV$WDC$KLAC
$160M
117 positions
#4SYM FINANCIAL CorpActive
Some overlap · 3 shared positions
$DOV$WDC$KLAC
$1.3B
524 positions
#5MAYPORT, LLCSmart money
Some overlap · 3 shared positions
$DOV$KLAC$MS
$645M
134 positions
#6C M BIDWELL & ASSOCIATES LTDPassive
Slight overlap · 3 shared positions
$DOV$WDC$MS
$245M
494 positions
#7JDH Wealth Management, LLCActive
Slight overlap · 3 shared positions
$DOV$WDC$KLAC
$165M
59 positions
#8OLD SECOND NATIONAL BANK OF AURORAPassive
Slight overlap · 3 shared positions
$DOV$KLAC$MS
$501M
276 positions
#9River Street Advisors LLCPassive
Slight overlap · 3 shared positions
$DOV$KLAC$MS
$324M
176 positions
#10ATLAS CAPITAL ADVISORS LLCPassive
Slight overlap · 3 shared positions
$DOV$WDC$KLAC
$914M
1,049 positions
#11UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT COActive
Slight overlap · 3 shared positions
$DOV$WDC$MS
$863M
423 positions
#12BRIGHTON JONES LLCActive
Slight overlap · 3 shared positions
$DOV$WDC$KLAC
$5.4B
1,423 positions
#13Tanager Wealth Management LLPActive
Slight overlap · 3 shared positions
$DOV$KLAC$MS
$1.2B
182 positions
#14Fort Point Capital Partners LLCActive
Slight overlap · 3 shared positions
$DOV$KLAC$MS
$1.4B
254 positions
#15MorganRosel Wealth Management, LLCActive
Slight overlap · 3 shared positions
$DOV$WDC$KLAC
$296M
104 positions
#16Johnson & White Wealth Management, LLCPassive
Slight overlap · 3 shared positions
$DOV$WDC$MS
$267M
117 positions
#17Five Oceans AdvisorsPassive
Slight overlap · 3 shared positions
$DOV$WDC$KLAC
$262M
184 positions
#18PRUDENTIAL PLCActive
Slight overlap · 3 shared positions
$DOV$WDC$KLAC
$18.4B
691 positions
#19Frederick Financial Consultants, LLCActive
Slight overlap · 3 shared positions
$DOV$KLAC$MS
$236M
121 positions
#20Stonehage Fleming Financial Services Holdings LtdActive
Slight overlap · 3 shared positions
$DOV$KLAC$CDNS
$2.9B
215 positions
#21Railway Pension Investments LtdActive
Slight overlap · 4 shared positions
$KLAC$NTAP$EXPE$CDNS
$8.0B
102 positions
#22Retireful, LLCPassive
Slight overlap · 3 shared positions
$WDC$KLAC$NTAP
$116M
86 positions
#23Virtus Investment Advisers, LLCPassive
Slight overlap · 3 shared positions
$WDC$KLAC$NTAP
$429M
463 positions
#24Resolute Advisors LLCActive
Slight overlap · 3 shared positions
$WDC$KLAC$DOV
$417M
82 positions
#25WESTPAC BANKING CORPPassive
Slight overlap · 3 shared positions
$WDC$KLAC$EXPE
$1.6B
498 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.