What hedge funds are most similar to CONSCIOUS WEALTH INVESTMENTS, LLC?

The funds with the most similar 13F portfolios to CONSCIOUS WEALTH INVESTMENTS, LLC are Smith Group Asset, Blue Chip Partners, BRIGHT ROCK, 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 CONSCIOUS WEALTH INVESTMENTS

13F Portfolio OverlapQ2 2026CONSCIOUS WEALTH INVESTMENTS portfolio →

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Most similar hedge funds by 13F overlap

CONSCIOUS WEALTH INVESTMENTS, LLC is an institutional investor managing $195M across 67 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 CONSCIOUS WEALTH INVESTMENTS are Smith Group Asset, Blue Chip Partners, BRIGHT ROCK, with shared positions in $KLAC, $ANET, $AXP, $ACGL, $SCHW, $ETN. The full ranking of 25 similar funds is below.

#1Smith Group Asset Management, LLCActive

Notable overlap · 5 shared positions

$KLAC $ANET $AXP $ACGL $SCHW

$2.5B

166 positions

#2Blue Chip Partners, LLCActive

Notable overlap · 6 shared positions

$KLAC $ETN $BLK $NEE $TMUS $PEP

$1.6B

184 positions

#3BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 7 shared positions

$SCHW $BLK $PEP $ANET $NEE $CPRT

$529M

72 positions

#4Community Financial Services Group, LLCPassive

Notable overlap · 7 shared positions

$KLAC $ETN $NEE $ANET $AXP $BLK

$655M

539 positions

#5OLD SECOND NATIONAL BANK OF AURORAPassive

Notable overlap · 6 shared positions

$KLAC $BLK $EOG $ETN $PEP $NEE

$501M

276 positions

#6COLTON GROOME FINANCIAL ADVISORS, LLCActive

Notable overlap · 6 shared positions

$KLAC $ETN $BLK $SCHW $AMT $PEP

$427M

162 positions

#7BNC WEALTH MANAGEMENT, LLCPassive

Notable overlap · 4 shared positions

$KLAC $ANET $ETN $AXP

$436M

104 positions

#8ROCKLAND TRUST COPassive

Notable overlap · 6 shared positions

$PEP $SCHW $EOG $NEE $BLK $CPRT

$2.6B

320 positions

#9FourThought Financial Partners, LLCPassive

Notable overlap · 5 shared positions

$KLAC $PEP $NEE $AMT $BLK

$1.3B

393 positions

#10TILIA FIDUCIARY PARTNERS, INC.Passive

Notable overlap · 5 shared positions

$KLAC $ETN $AXP $NEE $CPRT

$217M

114 positions

#11Ironwood Investment Counsel, LLCPassive

Notable overlap · 6 shared positions

$KLAC $AXP $SCHW $PEP $CRM $SYY

$762M

267 positions

#12CAMPBELL NEWMAN ASSET MANAGEMENT INCActive

Notable overlap · 3 shared positions

$KLAC $ETN $PEP

$1.3B

99 positions

#13Haverford Financial Services, Inc.Active

Notable overlap · 4 shared positions

$ETN $BLK $PEP $NEE

$339M

49 positions

#14FIRST FINANCIAL BANKSHARES INCActive

Notable overlap · 6 shared positions

$ETN $PEP $BLK $NEE $AMT $MCD

$5.3B

210 positions

#15Ayrshire Capital Management LLCPassive

Notable overlap · 3 shared positions

$KLAC $ETN $ANET

$219M

50 positions

#16ARGUS INVESTORS' COUNSEL, INC.Passive

Notable overlap · 6 shared positions

$BLK $SCHW $ANET $KLAC $AXP $TT

$129M

106 positions

#17Guinness Asset Management LTDActive

Notable overlap · 4 shared positions

$ETN $BLK $PEP $KLAC

$5.9B

141 positions

#18River Street Advisors LLCPassive

Notable overlap · 7 shared positions

$KLAC $BLK $PEP $ETN $EOG $NEE

$324M

176 positions

#19Kessler Investment Group, LLCPassive

Notable overlap · 3 shared positions

$KLAC $ANET $CRM

$207M

82 positions

#20YACKTMAN ASSET MANAGEMENT LPActive

Notable overlap · 5 shared positions

$SCHW $PEP $EOG $INGR $SYY

$8.1B

74 positions

#21Railway Pension Investments LtdActive

Notable overlap · 4 shared positions

$KLAC $ANET $NEE $TT

$8.0B

102 positions

#22Strata Wealth Advisors, LLCActive

Notable overlap · 4 shared positions

$ANET $AXP $SCHW $MCD

$426M

98 positions

#23Haverford Trust CoActive

Notable overlap · 5 shared positions

$BLK $ETN $PEP $NEE $MCD

$11.6B

424 positions

#24Hixon Zuercher, LLCPassive

Notable overlap · 6 shared positions

$PEP $SCHW $NEE $ANET $CPRT $CRM

$347M

92 positions

#25Vivid Wealth Management, LLCPassive

Some overlap · 4 shared positions

$KLAC $ANET $ETN $AXP

$280M

73 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.