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Hedge Funds Similar to Consilium Wealth Advisory

13F Portfolio OverlapQ2 2026Consilium Wealth Advisory portfolio →
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Most similar hedge funds by 13F overlap

Consilium Wealth Advisory, LLC is an institutional investor managing $337M across 101 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 Consilium Wealth Advisory are American Assets Investment, AEGON USA Investment, ARGUS INVESTORS' COUNSEL, with shared positions in $WFC, $SNDK, $C, $PNC, $UBER, $KKR. The full ranking of 25 similar funds is below.

#1American Assets Investment Management, LLCActive
Notable overlap · 4 shared positions
$WFC$SNDK$C$PNC
$1.7B
146 positions
#2AEGON USA Investment Management, LLCSmart money
Some overlap · 3 shared positions
$WFC$UBER$KKR
$140M
42 positions
#3ARGUS INVESTORS' COUNSEL, INC.Passive
Some overlap · 4 shared positions
$TT$WFC$PWR$UBER
$130M
106 positions
#4Shelter Rock Management, LLCActive
Some overlap · 3 shared positions
$TT$WFC$C
$103M
37 positions
#511 Capital Partners LPActive
Some overlap · 3 shared positions
$TT$PWR$LIN
$368M
22 positions
#6Fulcrum Capital LLCActive
Some overlap · 4 shared positions
$TT$LIN$UBER$NOW
$493M
103 positions
#7ADVENT CAPITAL MANAGEMENT /DE/Passive
Some overlap · 3 shared positions
$WFC$UBER$KKR
$4.5B
236 positions
#8PIER 88 INVESTMENT PARTNERS LLCPassive
Some overlap · 3 shared positions
$WFC$UBER$KKR
$421M
110 positions
#9NEW ENGLAND ASSET MANAGEMENT INCPassive
Some overlap · 3 shared positions
$WFC$PNC$KEY
$863M
131 positions
#10Sandhill Capital Partners LLCActive
Some overlap · 4 shared positions
$TT$LIN$UBER$NOW
$1.2B
98 positions
#11TKG Advisors, LLCPassive
Some overlap · 3 shared positions
$TT$C$PWR
$288M
94 positions
#12DCM Advisors, LLCActive
Some overlap · 3 shared positions
$WFC$MPC$AIG
$253M
38 positions
#13CONTINENTAL ADVISORS LLCActive
Some overlap · 3 shared positions
$WFC$C$UBER
$237M
50 positions
#14NZS Capital, LLCActive
Some overlap · 4 shared positions
$TT$PWR$LIN$UBER
$3.9B
61 positions
#15SALZHAUER MICHAELSmart money
Some overlap · 4 shared positions
$WFC$C$PNC$KEY
$292M
89 positions
#16Poehling Capital Management, INC.Passive
Some overlap · 4 shared positions
$WFC$C$MPC$AIG
$466M
166 positions
#17ISLAY CAPITAL MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$WFC$MPC$KKR
$216M
231 positions
#18Quad-Cities Investment Group, LLCPassive
Some overlap · 3 shared positions
$WFC$PWR$UBER
$278M
209 positions
#19Shepherd Street Advisors LLCPassive
Some overlap · 3 shared positions
$WFC$LIN$MPC
$114M
86 positions
#20FIGURE 8 INVESTMENT STRATEGIES LLCPassive
Some overlap · 3 shared positions
$TT$LIN$NOW
$118M
56 positions
#21FIRETRAIL INVESTMENTS PTY LTDActive
Some overlap · 3 shared positions
$TT$WFC$NOW
$355M
32 positions
#22Prana Capital Management, LPActive
Some overlap · 3 shared positions
$WFC$KEY$AIG
$3.3B
122 positions
#23ABN AMRO Bank N.V.Active
Some overlap · 4 shared positions
$TT$PWR$LIN$UBER
$7.7B
231 positions
#24Sandro Wealth Management LLCPassive
Some overlap · 4 shared positions
$TT$PWR$LIN$C
$138M
103 positions
#25Blume Capital Management, Inc.Passive
Some overlap · 3 shared positions
$WFC$C$UBER
$684M
359 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.