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Hedge Funds Similar to Consolidated Portfolio Review

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

Consolidated Portfolio Review Corp is an institutional investor managing $1.1B across 34 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 Portfolio Review are KALEIDOSCOPE, ParaFi, Pine Ridge Advisers, with shared positions in $IBIT, $FBTC, $BITB, $SHW, $AESI, $ROIV. The full ranking of 25 similar funds is below.

#1KALEIDOSCOPE CAPITAL LPActive
Notable overlap · 3 shared positions
$IBIT$FBTC$BITB
$260M
15 positions
#2ParaFi Capital LPActive
Notable overlap · 3 shared positions
$IBIT$FBTC$BITB
$462M
22 positions
#3Pine Ridge Advisers LLCSmart money
Notable overlap · 11 shared positions
$IBIT$FBTC$SHW$BITB$AESI$ROIV
$1.6B
41 positions
#4Avenir Tech LtdSmart money
Notable overlap · 4 shared positions
$IBIT$BITB$FBTC$ASML
$790M
22 positions
#5SJBENEN ADVISORY, LLCSmart money
Notable overlap · 3 shared positions
$IBIT$SCHW$MKL
$120M
27 positions
#6Upper Left Wealth Management, LLCPassive
Notable overlap · 6 shared positions
$IBIT$FBTC$BITB$SCHW$MKL$BRZE
$169M
68 positions
#7Broadhurst Jeffrey BActive
Some overlap · 3 shared positions
$IBIT$FBTC$BITB
$98M
41 positions
#8Bayshore Capital Advisors, LLCActive
Some overlap · 3 shared positions
$IBIT$FBTC$EPAM
$237M
41 positions
#9Citrine Capital LLCActive
Some overlap · 3 shared positions
$FBTC$IBIT$BRZE
$231M
58 positions
#10MARIPAU WEALTH MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$IBIT$SHW$FBTC
$227M
166 positions
#11Farringdon Capital, Ltd.Passive
Some overlap · 3 shared positions
$IBIT$BITB$FBTC
$457M
359 positions
#12Wealth Quarterback LLCPassive
Some overlap · 3 shared positions
$FBTC$SHW$ASML
$254M
163 positions
#13Estate Planners Group, LLCActive
Some overlap · 3 shared positions
$IBIT$SHW$FBTC
$208M
73 positions
#14DecisionMap Wealth Management, LLCPassive
Some overlap · 3 shared positions
$FBTC$IBIT$ASML
$155M
129 positions
#15LIBRA WEALTH LLCSmart money
Some overlap · 4 shared positions
$FBTC$MKL$SCHW$BRZE
$355M
66 positions
#16Compass Ion Advisors, LLCActive
Some overlap · 4 shared positions
$FBTC$IBIT$SCHW$MKL
$1.0B
279 positions
#17Milestone Asset Management Group, LLCPassive
Some overlap · 3 shared positions
$FBTC$MKL$BRZE
$171M
126 positions
#18MEANS INVESTMENT CO., INC.Active
Some overlap · 4 shared positions
$FBTC$SHW$SCHW$MKL
$1.1B
212 positions
#19Tactive Advisors, LLCPassive
Slight overlap · 4 shared positions
$IBIT$SHW$SCHW$MKL
$355M
268 positions
#20Beaird Harris Wealth Management, LLCActive
Slight overlap · 5 shared positions
$BITB$FBTC$SHW$MKL$SCHW
$1.5B
686 positions
#21KIRTLAND HILLS CAPITAL MANAGEMENT, LLCPassive
Slight overlap · 4 shared positions
$IBIT$SHW$ASML$SCHW
$315M
156 positions
#22Concentrum Wealth ManagementActive
Slight overlap · 3 shared positions
$IBIT$SHW$BITB
$339M
111 positions
#23Schonfeld Strategic Advisors LLCPassive
Slight overlap · 3 shared positions
$FBTC$IBIT$BITB
$14.2B
2,149 positions
#24EPIQ PARTNERS, LLCPassive
Slight overlap · 3 shared positions
$IBIT$SCHW$EPAM
$214M
83 positions
#25Capital Wealth Alliance, LLCActive
Slight overlap · 3 shared positions
$IBIT$BITB$BRZE
$221M
93 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.