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Hedge Funds Similar to BLUE SQUARE ASSET ,

13F Portfolio OverlapQ1 2026BLUE SQUARE ASSET , portfolio →
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Most similar hedge funds by 13F overlap

BLUE SQUARE ASSET MANAGEMENT, LLC is an institutional investor managing $247M across 74 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 BLUE SQUARE ASSET , are Biondo Investment Advisors,, ZEVIN ASSET, Henry James International, with shared positions in $ISRG, $ASML, $AMGN, $EMR, $CRWD, $NVS. The full ranking of 25 similar funds is below.

#1Biondo Investment Advisors, LLCActive
Notable overlap · 4 shared positions
$ISRG$ASML$AMGN$EMR
$780M
82 positions
#2ZEVIN ASSET MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$ASML$CRWD$NVS$EMR
$723M
93 positions
#3Henry James International Management Inc.Passive
Some overlap · 3 shared positions
$ASML$NVS$SONY
$277M
94 positions
#4Processus Wealth & Capital Management, LLCActive
Some overlap · 3 shared positions
$CRWD$AMGN$EMR
$147M
35 positions
#5Eldred Rock Partners, LLCActive
Some overlap · 3 shared positions
$ASML$NVS$EMR
$393M
31 positions
#6UNIO CAPITAL LLCActive
Some overlap · 3 shared positions
$ASML$ISRG$AXP
$466M
21 positions
#7ELLERSON GROUP INC /ADVPassive
Some overlap · 3 shared positions
$ASML$AMGN$ISRG
$153M
61 positions
#8WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive
Some overlap · 3 shared positions
$ASML$NVS$CARR
$2.1B
122 positions
#9Parsonex Advisory Services, Inc.Passive
Some overlap · 3 shared positions
$ISRG$CRWD$ASML
$102M
56 positions
#10ITHAKA GROUP LLCActive
Some overlap · 3 shared positions
$ISRG$CRWD$JCI
$482M
38 positions
#11Tamar Securities, LLCActive
Some overlap · 3 shared positions
$ASML$AMGN$IBIT
$934M
91 positions
#12Arlington Financial Advisors, LLCActive
Some overlap · 4 shared positions
$AMGN$ISRG$SONY$ASML
$702M
95 positions
#13GUERRA PAN ADVISORS, LLCPassive
Some overlap · 3 shared positions
$CRWD$ASML$ISRG
$162M
121 positions
#14Greystone Financial Group, LLCPassive
Some overlap · 3 shared positions
$AMGN$EMR$CRWD
$353M
78 positions
#15HAMEL ASSOCIATES, INC.Passive
Some overlap · 4 shared positions
$AMGN$NVS$SSL$HLT
$351M
81 positions
#16SCHOLTZ & COMPANY, LLCPassive
Some overlap · 3 shared positions
$ASML$SCCO$ISRG
$195M
49 positions
#17HARDING LOEVNER LPActive
Some overlap · 3 shared positions
$ASML$SONY$NVS
$9.7B
73 positions
#18VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Some overlap · 4 shared positions
$AMGN$EMR$SSL$HLT
$187M
55 positions
#19Slow Capital, Inc.Passive
Some overlap · 3 shared positions
$ISRG$CRWD$ASML
$770M
104 positions
#20Sarasin & Partners LLPActive
Some overlap · 3 shared positions
$AMGN$EMR$ISRG
$8.2B
88 positions
#21O'Brien Greene & Co. IncPassive
Some overlap · 3 shared positions
$AMGN$SONY$EMR
$353M
133 positions
#22Vertrix Wealth Management, LLCPassive
Some overlap · 4 shared positions
$AMGN$EMR$CRWD$AXP
$272M
95 positions
#23DV EQUITIES, LLC
Some overlap · 4 shared positions
$NVS$SONY$ASML$RELX
$558M
756 positions
#24JAG CAPITAL MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$ASML$ISRG$AXP
$889M
149 positions
#25VAN STRUM & TOWNE INC.Passive
Some overlap · 3 shared positions
$AMGN$EMR$AXP
$343M
111 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.