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Hedge Funds Similar to CONSOLIDATED

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

CONSOLIDATED CAPITAL MANAGEMENT, LLC is an institutional investor managing $375M across 72 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 are Karras Company, Werlinich Asset, LEE JOHNSON, with shared positions in $GLW, $ASML, $LMT, $AMGN, $UNP, $DLR. The full ranking of 25 similar funds is below.

#1Karras Company, Inc.Active
Notable overlap · 5 shared positions
$GLW$ASML$LMT$AMGN$UNP
$110M
61 positions
#2Werlinich Asset Management, LLCActive
Notable overlap · 5 shared positions
$GLW$LMT$ASML$DLR$UNP
$262M
58 positions
#3LEE JOHNSON CAPITAL MANAGEMENT, LLCActive
Notable overlap · 3 shared positions
$GLW$ASML$LMT
$320M
82 positions
#4Chronos Wealth Management, LLCActive
Notable overlap · 3 shared positions
$ASML$LMT$DLR
$225M
38 positions
#5Sunstone Asset Management, L.P.Passive
Notable overlap · 3 shared positions
$GLW$ASML$NET
$92M
57 positions
#6Tufton Capital ManagementPassive
Notable overlap · 4 shared positions
$GLW$LMT$DLR$MMM
$596M
127 positions
#7Hudson Value Partners, LLCPassive
Notable overlap · 3 shared positions
$GLW$ASML$AMGN
$399M
113 positions
#8Wealth Advisors of Tampa Bay, LLCPassive
Notable overlap · 3 shared positions
$GLW$LMT$MMM
$327M
94 positions
#9Trust Co of KansasActive
Some overlap · 4 shared positions
$ASML$LMT$AMGN$UNP
$195M
59 positions
#10Victrix Investment AdvisorsPassive
Some overlap · 3 shared positions
$LMT$MMM$ASML
$239M
75 positions
#11STATE FARM MUTUAL AUTOMOBILE INSURANCE COActive
Some overlap · 4 shared positions
$ASML$GLW$MMM$AMGN
$146.1B
107 positions
#12Eliot Finkel Investment Counsel, LLCActive
Some overlap · 3 shared positions
$GLW$LMT$AMGN
$214M
33 positions
#13VALICENTI ADVISORY SERVICES INCActive
Some overlap · 3 shared positions
$GLW$ASML$UNP
$530M
83 positions
#14CHELSEA COUNSEL COPassive
Some overlap · 3 shared positions
$GLW$MMM$AMGN
$236M
232 positions
#15BOWEN HANES & CO INCActive
Some overlap · 3 shared positions
$GLW$ASML$UNP
$4.1B
151 positions
#16Tamar Securities, LLCActive
Some overlap · 3 shared positions
$ASML$LMT$AMGN
$1.1B
98 positions
#17UNITED BANKActive
Some overlap · 3 shared positions
$GLW$LMT$AMGN
$853M
130 positions
#18GUERRA PAN ADVISORS, LLCPassive
Some overlap · 3 shared positions
$ASML$GLW$LMT
$179M
118 positions
#19BCWM, LLCPassive
Some overlap · 3 shared positions
$LMT$DLR$UNP
$342M
57 positions
#20LEGACY FINANCIAL INDEPENDENT ADVISORS LLCPassive
Some overlap · 3 shared positions
$ASML$LMT$GLW
$213M
124 positions
#21Front Row Advisors LLCPassive
Some overlap · 4 shared positions
$ASML$GLW$DLR$AMGN
$345M
576 positions
#22NAPLES GLOBAL ADVISORS, LLCPassive
Some overlap · 4 shared positions
$GLW$ASML$DLR$AMGN
$1.6B
466 positions
#23Corundum Group, Inc.Active
Some overlap · 3 shared positions
$LMT$MMM$AMGN
$337M
112 positions
#24THOMAS STORY & SON LLCActive
Some overlap · 5 shared positions
$ASML$LDOS$WSM$AMGN$UNP
$283M
53 positions
#25BENEDICT FINANCIAL ADVISORS INCPassive
Some overlap · 3 shared positions
$GLW$LMT$AMGN
$515M
142 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.