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Hedge Funds Similar to CONSILIO WEALTH ADVISORS,

13F Portfolio OverlapQ1 2026CONSILIO WEALTH ADVISORS, portfolio →
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Most similar hedge funds by 13F overlap

CONSILIO WEALTH ADVISORS, LLC is an institutional investor managing $342M across 101 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 CONSILIO WEALTH ADVISORS, are Merited Wealth,, Pacific Park Financial,, Catalyst Investment, with shared positions in $DOV, $MS, $LEN, $MU, $CRM, $COP. The full ranking of 25 similar funds is below.

#1Merited Wealth, LLCPassive
Some overlap · 5 shared positions
$DOV$MS$LEN$MU$CRM
$121M
79 positions
#2Pacific Park Financial, Inc.Active
Some overlap · 5 shared positions
$DOV$MS$COP$DDOG$MU
$153M
73 positions
#3Catalyst Investment Management LLCPassive
Some overlap · 3 shared positions
$DOV$MS$BAC
$90M
65 positions
#4Long Island Wealth Management, Inc.Active
Some overlap · 4 shared positions
$DOV$COP$LEN$DDOG
$216M
89 positions
#5Compass Advisory Group LLCActive
Some overlap · 4 shared positions
$DOV$COP$LEN$DDOG
$374M
86 positions
#6Hegarty Advisors, LLCActive
Some overlap · 3 shared positions
$DOV$COP$MS
$127M
57 positions
#7Lakewood Asset Management LLCPassive
Some overlap · 4 shared positions
$DOV$COP$DDOG$BAC
$156M
107 positions
#8Orcam Financial GroupSmart money
Some overlap · 3 shared positions
$DOV$COP$DDOG
$141M
62 positions
#9Intelligent Financial StrategiesSmart money
Some overlap · 3 shared positions
$DOV$COP$AMAT
$192M
62 positions
#10Cogent Private Wealth, Inc.Passive
Some overlap · 4 shared positions
$DOV$MS$MU$BAC
$139M
98 positions
#11Alta Advisers LtdActive
Some overlap · 6 shared positions
$DOV$MU$BAC$PLTR$AMAT$AMD
$276M
206 positions
#12AA Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$DOV$COP$CRM
$710M
221 positions
#13Zhang Financial LLCActive
Some overlap · 3 shared positions
$DOV$COP$MU
$2.9B
367 positions
#14Silver Coast Investments LLCActive
Some overlap · 4 shared positions
$MS$DOV$DDOG$AMAT
$313M
119 positions
#15Rakuten Investment Management, Inc.Smart money
Some overlap · 4 shared positions
$DOV$MU$PLTR$COP
$49.2B
464 positions
#16HOGE FINANCIAL SERVICES, LLCActive
Some overlap · 3 shared positions
$DOV$COP$PLTR
$187M
72 positions
#17Red Wave Investments LLCActive
Some overlap · 3 shared positions
$DOV$MU$AMD
$335M
112 positions
#18Endowment Wealth Management, Inc.Passive
Some overlap · 3 shared positions
$MS$DOV$PLTR
$226M
165 positions
#19Lanham O'Dell & Company, Inc.
Some overlap · 3 shared positions
$DOV$PLTR$MU
$347M
40 positions
#20MidAtlantic Capital Management, Inc.Passive
Some overlap · 3 shared positions
$MS$DOV$COP
$145M
84 positions
#21NavPoint Financial, Inc.Active
Some overlap · 3 shared positions
$DOV$COP$PLTR
$247M
71 positions
#22Sageworth Trust CoActive
Some overlap · 3 shared positions
$DOV$LEN$PLTR
$2.3B
172 positions
#23LAUREL OAK WEALTH MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$DOV$LEN$DDOG$BAC$PLTR
$595M
360 positions
#24PLANNING DIRECTIONS INCActive
Some overlap · 4 shared positions
$DOV$COP$DDOG$AMAT
$198M
106 positions
#25Compass Ion Advisors, LLCActive
Some overlap · 3 shared positions
$MS$DOV$COP
$1.0B
279 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.