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 ,, RBA Wealth ,, Sunstone Asset ,, 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 OverlapQ1 2026CONSCIOUS WEALTH INVESTMENTS, portfolio →

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Most similar hedge funds by 13F overlap

CONSCIOUS WEALTH INVESTMENTS, LLC is an institutional investor managing $180M across 58 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 CONSCIOUS WEALTH INVESTMENTS, are Smith Group Asset ,, RBA Wealth ,, Sunstone Asset ,, with shared positions in $KLAC, $ANET, $AXP, $ACGL, $SCHW, $AMD. The full ranking of 25 similar funds is below.

#1Smith Group Asset Management, LLCActive

Notable overlap · 6 shared positions

$KLAC $ANET $AXP $ACGL $SCHW $AMD

$2.0B

162 positions

#2RBA Wealth Management, LLCPassive

Notable overlap · 6 shared positions

$AMAT $ACGL $CRM $TMUS $INGR $EOG

$278M

92 positions

#3Sunstone Asset Management, L.P.Passive

Notable overlap · 5 shared positions

$AMAT $AMD $PANW $KLAC $AMT

$85M

61 positions

#4TILIA FIDUCIARY PARTNERS, INC.Passive

Notable overlap · 6 shared positions

$KLAC $AMD $NEE $ETN $AXP $CPRT

$182M

115 positions

#5Pacific Capital Partners LtdPassive

Notable overlap · 5 shared positions

$AMD $AMAT $SCHW $KLAC $AMT

$101M

38 positions

#6Elefante Mark BPassive

Notable overlap · 5 shared positions

$AMD $AMAT $AXP $SCHW $NEE

$182M

58 positions

#7CORDA Investment Management, LLC.Active

Notable overlap · 5 shared positions

$USB $AMAT $PFE $SCHW $KO

$1.4B

80 positions

#8Van Diest Capital, LLCPassive

Notable overlap · 7 shared positions

$AMAT $SCHW $USB $ANET $CRM $KLAC

$127M

190 positions

#9WD RUTHERFORD LLCPassive

Notable overlap · 6 shared positions

$ANET $AMD $PANW $NEE $AXP $USB

$225M

71 positions

#10Guinness Atkinson Asset Management IncPassive

Notable overlap · 6 shared positions

$AMAT $KLAC $CRM $ETN $NEE $KO

$200M

123 positions

#11Notis-McConarty EdwardActive

Notable overlap · 6 shared positions

$AMD $AMAT $AXP $SCHW $NEE $TT

$219M

68 positions

#12Eliot Finkel Investment Counsel, LLCActive

Notable overlap · 4 shared positions

$AMAT $ETN $USB $EOG

$184M

32 positions

#13Boomfish Wealth Group, LLCPassive

Notable overlap · 6 shared positions

$KLAC $AMAT $ANET $PANW $NEE $CRM

$187M

87 positions

#14CAPITAL MANAGEMENT ASSOCIATES /NY/Passive

Notable overlap · 4 shared positions

$USB $AMAT $PANW $NEE

$60M

36 positions

#15ARGUS INVESTORS' COUNSEL, INC.Passive

Notable overlap · 7 shared positions

$AMAT $SCHW $ANET $AXP $PANW $KLAC

$112M

102 positions

#16SOMERVILLE KURT FPassive

Notable overlap · 6 shared positions

$AMD $AMAT $AXP $SCHW $NEE $EOG

$379M

91 positions

#17Hemenway Trust Co LLCActive

Notable overlap · 5 shared positions

$AMD $AMAT $AXP $SCHW $NEE

$1.2B

135 positions

#18EDGAR LOMAX CO/VAActive

Notable overlap · 6 shared positions

$USB $PFE $NEE $SCHW $AMT $KO

$1.4B

56 positions

#19KELLY LAWRENCE W & ASSOCIATES INC/CAActive

Notable overlap · 6 shared positions

$AMD $AMAT $PANW $CRM $SCHW $NEE

$360M

124 positions

#20Benchmark Investment Advisors LLCPassive

Notable overlap · 5 shared positions

$KLAC $AMAT $ANET $PANW $USB

$172M

76 positions

#21Sun Financial IncPassive

Notable overlap · 7 shared positions

$AMD $KLAC $ANET $PANW $CRM $ETN

$200M

159 positions

#22Quilter PlcActive

Notable overlap · 6 shared positions

$AMD $PANW $TMUS $NEE $AXP $KO

$5.7B

124 positions

#23Sphera Management Technology Funds LtdActive

Notable overlap · 5 shared positions

$AMD $PANW $KLAC $AMAT $ANET

$178M

55 positions

#24Torrey Growth & Income AdvisorsActive

Notable overlap · 4 shared positions

$AMD $PFE $AXP $CRM

$239M

110 positions

#25Sandhill Capital Partners LLCActive

Notable overlap · 7 shared positions

$ANET $PANW $SCHW $USB $AXP $TT

$1.2B

95 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.