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Hedge Funds Similar to Consolidated Investment Group

13F Portfolio OverlapQ2 2026Consolidated Investment Group portfolio →
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Most similar hedge funds by 13F overlap

Consolidated Investment Group LLC is an institutional investor managing $1.2B across 77 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 Investment Group are FIRST FINANCIAL BANKSHARES, TOEWS, ADELL HARRIMAN & CARPENTER, with shared positions in $C, $BX, $ETN, $WMB, $NOW, $MAR. The full ranking of 25 similar funds is below.

#1FIRST FINANCIAL BANKSHARES INCActive
Some overlap · 5 shared positions
$C$BX$ETN$WMB$NOW
$5.3B
210 positions
#2TOEWS CORP /ADVActive
Some overlap · 5 shared positions
$C$ETN$WMB$BX$MAR
$686M
151 positions
#3ADELL HARRIMAN & CARPENTER INCActive
Some overlap · 5 shared positions
$BX$ETN$WMB$C$EQIX
$2.0B
158 positions
#4Seelaus Asset Management LLCPassive
Some overlap · 6 shared positions
$C$BX$URI$WMB$SYK$MDB
$142M
204 positions
#5HARTLINE INVESTMENT CORP/Active
Some overlap · 5 shared positions
$C$MS$MAR$ETN$NOW
$1.1B
115 positions
#6Bluebird Wealth Management LLCPassive
Some overlap · 6 shared positions
$C$ETN$VST$NOW$LIN$MDB
$115M
89 positions
#7NEW VERNON INVESTMENT MANAGEMENT LLCActive
Some overlap · 5 shared positions
$MS$BX$MAR$ETN$SYK
$82M
37 positions
#8Hedeker Wealth, LLCPassive
Some overlap · 4 shared positions
$C$MS$BX$URI
$524M
92 positions
#9MOODY LYNN & LIEBERSON, LLCPassive
Some overlap · 5 shared positions
$MS$BX$ETN$LIN$SYK
$1.9B
264 positions
#10CONNORS INVESTOR SERVICES INCPassive
Some overlap · 5 shared positions
$MS$ETN$WMB$LIN$SYK
$1.2B
153 positions
#11Odyssey Capital Advisors, Inc.Passive
Some overlap · 6 shared positions
$ETN$MS$SNOW$MAR$NOW$SYK
$140M
101 positions
#12Hartford Funds Management Co LLCSmart money
Some overlap · 4 shared positions
$MS$ETN$WMB$MAR
$1.3B
98 positions
#13Kazazian Asset Management, LLCActive
Some overlap · 5 shared positions
$C$BX$SNOW$NOW$MDB
$111M
51 positions
#14Beta Wealth Group, Inc.Active
Some overlap · 4 shared positions
$C$MS$BX$NOW
$267M
114 positions
#15SYCOMORE ASSET MANAGEMENTActive
Some overlap · 6 shared positions
$ETN$URI$SNOW$WAB$SYK$MDB
$932M
72 positions
#16Hudson Canyon Capital ManagementPassive
Some overlap · 4 shared positions
$C$MS$ETN$VST
$187M
50 positions
#17YANKCOM PartnershipPassive
Some overlap · 4 shared positions
$C$WMB$ETN$MS
$279M
308 positions
#18Jackson Wealth Management, LLCActive
Some overlap · 4 shared positions
$BX$ETN$WMB$URI
$170M
86 positions
#19DONALDSON CAPITAL MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$C$MS$ETN$LIN
$3.5B
311 positions
#20NORTH DALLAS BANK & TRUST COPassive
Some overlap · 4 shared positions
$MS$ETN$MAR$URI
$169M
113 positions
#21INSPIRE TRUST CO, N.A.Passive
Some overlap · 4 shared positions
$C$MS$WMB$LIN
$727M
111 positions
#22HERITAGE INVESTORS MANAGEMENT CORPActive
Some overlap · 4 shared positions
$C$MS$MAR$EQIX
$3.6B
257 positions
#23Signet Private Wealth LLCPassive
Some overlap · 4 shared positions
$MS$ETN$WMB$URI
$125M
127 positions
#24AAFMAA Wealth Management & Trust LLCPassive
Some overlap · 5 shared positions
$MS$ETN$EQIX$LIN$SYK
$286M
95 positions
#25Richwood Investment Advisors, LLCActive
Some overlap · 4 shared positions
$C$MS$ETN$NOW
$142M
106 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.