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 NewSquare

13F Portfolio OverlapQ1 2026NewSquare portfolio →

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Most similar hedge funds by 13F overlap

NewSquare Capital LLC is an institutional investor managing $1.2B across 211 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 NewSquare are Williams Financial,, MB, LEVIS & ASSOCIATES,, Kestra Investment ,, with shared positions in $MKL, $WT, $SNOW, $TD, $IBM, $AMGN. The full ranking of 25 similar funds is below.

#1Williams Financial, LLCSmart money

Notable overlap · 5 shared positions

$MKL $WT $SNOW $TD $IBM

$172M

25 positions

#2MB, LEVIS & ASSOCIATES, LLCPassive

Notable overlap · 4 shared positions

$MKL $WT $AMGN $IBM

$240M

234 positions

#3Kestra Investment Management, LLCActive

Notable overlap · 4 shared positions

$MKL $WT $SNOW $LYB

$5.8B

439 positions

#4Cardinal Point Capital Management, ULCActive

Notable overlap · 4 shared positions

$MKL $WT $TD $IBM

$1.6B

286 positions

#5Mraz, Amerine & Associates, Inc.Active

Notable overlap · 3 shared positions

$MKL $WT $AMGN

$678M

190 positions

#6Pinnacle Financial Group, LLC / ILPassive

Notable overlap · 3 shared positions

$MKL $WT $UPST

$365M

111 positions

#7Compass Planning Associates IncSmart money

Notable overlap · 3 shared positions

$MKL $SNOW $UPST

$156M

30 positions

#8Five Pine Wealth ManagementActive

Notable overlap · 3 shared positions

$MKL $SNOW $UPST

$161M

47 positions

#9Valpey Financial Services, LLCPassive

Notable overlap · 4 shared positions

$MKL $SNOW $IBM $UPST

$154M

75 positions

#10Efficient Advisors, LLCActive

Notable overlap · 4 shared positions

$MKL $SNOW $UPST $WT

$1.4B

58 positions

#11Verus Financial Partners, Inc.Smart money

Notable overlap · 4 shared positions

$MKL $SNOW $UPST $IBM

$1.1B

121 positions

#12Sage Financial Management Group, Inc.Active

Notable overlap · 4 shared positions

$MKL $SNOW $IBM $UPST

$325M

57 positions

#13GreatBanc Trust COActive

Notable overlap · 3 shared positions

$MKL $WT $DUK

$143M

67 positions

#14ASL Financial, LLCActive

Notable overlap · 4 shared positions

$MKL $WT $AMGN $IBM

$125M

91 positions

#15OSBORNE PARTNERS CAPITAL MANAGEMENT, LLCActive

Notable overlap · 3 shared positions

$MKL $WT $PSX

$1.9B

197 positions

#16Archvest Wealth Advisors, Inc.Active

Notable overlap · 3 shared positions

$MKL $IBM $SNOW

$155M

74 positions

#17VERITY Wealth AdvisorsActive

Notable overlap · 4 shared positions

$MKL $UPST $GILD $WT

$150M

81 positions

#18LRI Investments, LLCActive

Notable overlap · 3 shared positions

$MKL $WT $TD

$1.1B

1,415 positions

#19Grove Street Fiduciary, LLCActive

Notable overlap · 6 shared positions

$WT $MKL $SNOW $UPST $IBM $AMGN

$227M

74 positions

#20Evergreen Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$MKL $SNOW $AMGN $FND

$194M

54 positions

#21WEALTHCARE CAPITAL MANAGEMENT LLCSmart money

Notable overlap · 3 shared positions

$MKL $WT $IBM

$1000M

94 positions

#22THREADGILL FINANCIAL, LLCActive

Some overlap · 3 shared positions

$MKL $VLO $PSX

$344M

44 positions

#23Charis Legacy Partners, LLCSmart money

Some overlap · 4 shared positions

$MKL $WT $UPST $PSX

$68M

27 positions

#24Mullooly Asset Management, Inc.Active

Some overlap · 3 shared positions

$MKL $GILD $WT

$271M

51 positions

#25PYA Waltman Capital, LLCActive

Some overlap · 3 shared positions

$MKL $AMGN $UPST

$361M

67 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.