13F Pro

Hedge Funds Similar to Square,

13F Portfolio OverlapQ1 2026Square, portfolio →
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Most similar hedge funds by 13F overlap

Capital Square, LLC is an institutional investor managing $217M across 226 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 Square, are Baugh & Associates,, Measured Risk Portfolios,, Windle Wealth,, with shared positions in $MO, $O, $SO, $LOW, $MAR, $UPS. The full ranking of 25 similar funds is below.

#1Baugh & Associates, LLCActive
Some overlap · 5 shared positions
$MO$O$SO$LOW$MAR
$232M
44 positions
#2Measured Risk Portfolios, Inc.Passive
Some overlap · 3 shared positions
$MO$UPS$O
$91M
66 positions
#3Windle Wealth, LLCActive
Some overlap · 3 shared positions
$MO$O$SO
$237M
32 positions
#4Richard C. Young & CO., LTD.Active
Some overlap · 4 shared positions
$SLV$MO$SO$LOW
$1.2B
93 positions
#5Uniplan Investment Counsel, Inc.Passive
Some overlap · 6 shared positions
$O$CTRE$WPC$PLD$TRNO$SUI
$974M
183 positions
#6Stony Point Wealth Management Inc.Passive
Some overlap · 3 shared positions
$MO$WPC$MAR
$252M
96 positions
#7Strategic Planning, Inc.Active
Some overlap · 3 shared positions
$MO$UPS$GEV
$199M
54 positions
#8Slagle Financial, LLCPassive
Some overlap · 4 shared positions
$MO$O$SO$PLD
$303M
121 positions
#9CMG Global Holdings, LLCPassive
Some overlap · 4 shared positions
$UPS$MAR$MO$GEV
$210M
96 positions
#10Green Street Investors, LLCActive
Some overlap · 4 shared positions
$CTRE$O$PLD$TRNO
$184M
29 positions
#11RM Financial Services, LLCActive
Some overlap · 3 shared positions
$UPS$SLV$MAR
$116M
75 positions
#12Dupree Financial Group, LLCPassive
Some overlap · 3 shared positions
$O$WPC$UPS
$248M
71 positions
#13Asset Planning,IncPassive
Some overlap · 3 shared positions
$MO$O$SO
$141M
299 positions
#14HUTNER CAPITAL MANAGEMENT INCActive
Some overlap · 3 shared positions
$MO$O$NSC
$243M
44 positions
#15Presima Securities ULCActive
Some overlap · 4 shared positions
$O$WPC$PLD$SUI
$178M
48 positions
#16Signature Wealth Management GroupPassive
Some overlap · 3 shared positions
$O$SO$UPS
$263M
128 positions
#17Miller Financial Services LLCPassive
Some overlap · 3 shared positions
$UPS$SLV$MO
$91M
120 positions
#18Andrew Hill Investment Advisors, Inc.Passive
Some overlap · 3 shared positions
$CTRE$FHN$GEV
$112M
54 positions
#19Prairiewood Capital, LLCActive
Some overlap · 4 shared positions
$O$WPC$MAR$MO
$346M
77 positions
#20M3 Wealth Management, LLCPassive
Some overlap · 3 shared positions
$O$SO$GEV
$130M
35 positions
#21Gilman Hill Asset Management, LLCPassive
Some overlap · 3 shared positions
$O$UPS$MAR
$663M
225 positions
#22OLD POINT TRUST & FINANCIAL SERVICES N APassive
Some overlap · 4 shared positions
$SO$SLV$MAR$NSC
$311M
318 positions
#23WJ Financial Advisors LLCPassive
Some overlap · 3 shared positions
$SO$SLV$MAR
$124M
128 positions
#24OMC Financial Services LTDActive
Some overlap · 4 shared positions
$MAR$O$GEV$LOW
$258M
64 positions
#25Cullen Capital Management, LLCActive
Some overlap · 3 shared positions
$UPS$MO$LOW
$9.8B
213 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.