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Hedge Funds Similar to Allodium Investment Consultants,

13F Portfolio OverlapQ1 2026Allodium Investment Consultants, portfolio →
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Most similar hedge funds by 13F overlap

Allodium Investment Consultants, LLC is an institutional investor managing $235M across 57 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 Allodium Investment Consultants, are Passive ,, Horizons Wealth, Beacon ,, with shared positions in $SCHW, $DDOG, $SNOW, $IAU, $AGQ, $NU. The full ranking of 25 similar funds is below.

#1Passive Capital Management, LLC.Active
Substantial overlap · 3 shared positions
$SCHW$DDOG$SNOW
$335M
104 positions
#2Horizons Wealth ManagementActive
Notable overlap · 3 shared positions
$SCHW$DDOG$IAU
$152M
170 positions
#3Beacon Capital Management, Inc.Active
Notable overlap · 3 shared positions
$SCHW$SNOW$AGQ
$1.8B
57 positions
#4Sands Capital Ventures, LLCSmart money
Notable overlap · 3 shared positions
$NU$DDOG$SNOW
$421M
21 positions
#5Note Advisors, LLCActive
Notable overlap · 3 shared positions
$SCHW$DDOG$IAU
$200M
85 positions
#6Hurlow Wealth Management Group, Inc.Active
Notable overlap · 4 shared positions
$SCHW$DDOG$SNOW$IAU
$420M
120 positions
#7Richmond Brothers, Inc.Smart money
Notable overlap · 3 shared positions
$SCHW$AGQ$SNOW
$150M
36 positions
#8GLYNN CAPITAL MANAGEMENT LLCActive
Notable overlap · 3 shared positions
$NU$DDOG$SNOW
$209M
42 positions
#9LARCH CAPITAL PARTNERS LLCSmart money
Notable overlap · 3 shared positions
$NU$SNOW$IAU
$690M
53 positions
#10North Berkeley Wealth Management, LLCPassive
Notable overlap · 3 shared positions
$NU$SCHW$IAU
$189M
73 positions
#11Wrenne Financial Planning LLCSmart money
Notable overlap · 3 shared positions
$SCHW$DDOG$AGQ
$255M
49 positions
#12DEEPWATER ASSET MANAGEMENT, LLCPassive
Notable overlap · 3 shared positions
$NU$DDOG$SNOW
$158M
39 positions
#13Vannoy Advisory Group, Inc.Smart money
Notable overlap · 3 shared positions
$DDOG$SCHW$IAU
$158M
28 positions
#14Austin Asset Management Co IncSmart money
Notable overlap · 3 shared positions
$SCHW$SNOW$IAU
$608M
85 positions
#15Hudson Oak Wealth Advisory LLCActive
Notable overlap · 3 shared positions
$DDOG$SCHW$IAU
$115M
52 positions
#16WEBSTERROGERS FINANCIAL ADVISORS, LLCActive
Notable overlap · 3 shared positions
$DDOG$SCHW$SNOW
$350M
95 positions
#17KRM WEALTH MANAGEMENT L.L.C.Smart money
Notable overlap · 3 shared positions
$SCHW$DDOG$SNOW
$192M
43 positions
#18Rockwood Wealth Management, LLCSmart money
Notable overlap · 5 shared positions
$SCHW$DDOG$IAU$AGQ$SNOW
$1.4B
118 positions
#19Beaird Harris Wealth Management, LLCActive
Notable overlap · 5 shared positions
$DDOG$IAU$SNOW$SCHW$AGQ
$1.5B
686 positions
#20Altiora Financial Group, LLCActive
Notable overlap · 3 shared positions
$DDOG$SNOW$IAU
$607M
110 positions
#21RCS Financial Planning, LLCPassive
Notable overlap · 3 shared positions
$DDOG$SNOW$IAU
$193M
98 positions
#22CLIFTONLARSONALLEN WEALTH ADVISORS, LLCActive
Notable overlap · 3 shared positions
$DDOG$AGQ$SNOW
$6.8B
222 positions
#23GRAND WEALTH MANAGEMENT, LLCSmart money
Some overlap · 3 shared positions
$DDOG$IAU$SNOW
$212M
87 positions
#24Firestone Capital ManagementPassive
Some overlap · 3 shared positions
$SCHW$DDOG$IAU
$480M
160 positions
#25Colony Family Offices, LLCActive
Some overlap · 3 shared positions
$DDOG$IAU$SCHW
$406M
62 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.