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Hedge Funds Similar to Consolidated Portfolio Review

13F Portfolio OverlapQ2 2026Consolidated Portfolio Review portfolio →
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Most similar hedge funds by 13F overlap

Consolidated Portfolio Review Corp is an institutional investor managing $1.2B across 34 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 Consolidated Portfolio Review are ParaFi, KALEIDOSCOPE, Pine Ridge Advisers, with shared positions in $IBIT, $FBTC, $BITB, $AESI, $ASML, $ROIV. The full ranking of 14 similar funds is below.

#1ParaFi Capital LPActive
Notable overlap · 3 shared positions
$IBIT$FBTC$BITB
$361M
24 positions
#2KALEIDOSCOPE CAPITAL LPSmart money
Notable overlap · 3 shared positions
$IBIT$FBTC$BITB
$271M
16 positions
#3Pine Ridge Advisers LLCSmart money
Notable overlap · 6 shared positions
$IBIT$FBTC$AESI$ASML$BITB$ROIV
$1.7B
42 positions
#4Upper Left Wealth Management, LLCActive
Notable overlap · 3 shared positions
$IBIT$FBTC$BITB
$180M
73 positions
#5Avenir Tech LtdSmart money
Notable overlap · 4 shared positions
$IBIT$BITB$ASML$FBTC
$671M
32 positions
#6Alamea Verwaltungs GmbHActive
Notable overlap · 3 shared positions
$FBTC$IBIT$ASML
$125M
73 positions
#7Farringdon Capital, Ltd.Passive
Notable overlap · 3 shared positions
$IBIT$FBTC$BITB
$202M
184 positions
#8Go Invest LLCSmart money
Notable overlap · 3 shared positions
$IBIT$FBTC$BITB
$426M
129 positions
#9DecisionMap Wealth Management, LLCPassive
Some overlap · 3 shared positions
$FBTC$IBIT$ASML
$179M
145 positions
#10ELEMENT POINTE ADVISORS, LLCSmart money
Some overlap · 3 shared positions
$IBIT$FBTC$ASML
$621M
90 positions
#11UNIQUE WEALTH, LLCActive
Some overlap · 3 shared positions
$IBIT$BITB$ASML
$858M
201 positions
#12WorthPointe, LLCActive
Some overlap · 3 shared positions
$BITB$ASML$IBIT
$399M
124 positions
#13Turim 21 Investimentos Ltda.Smart money
Slight overlap · 3 shared positions
$IBIT$FBTC$BITB
$613M
121 positions
#14Betterment LLCActive
Slight overlap · 3 shared positions
$IBIT$BITB$FBTC
$59.1B
675 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.