What hedge funds are most similar to V-Square Quantitative Management LLC?

The funds with the most similar 13F portfolios to V-Square Quantitative Management LLC are Wahed Invest, DARA US,, Carolina Wealth Advisors,, based on overlapping conviction holdings in the latest SEC filings.

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 V-Square Quantitative

13F Portfolio OverlapQ1 2026V-Square Quantitative portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

V-Square Quantitative Management LLC is an institutional investor managing $946M across 721 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 V-Square Quantitative are Wahed Invest, DARA US,, Carolina Wealth Advisors,, with shared positions in $LRCX, $KO, $IBM, $MU, $CRM, $GILD. The full ranking of 25 similar funds is below.

#1Wahed Invest LLCPassive

Some overlap · 11 shared positions

$LRCX $KO $IBM $MU $CRM $GILD

$770M

225 positions

#2DARA CAPITAL US, INC.Passive

Some overlap · 10 shared positions

$LRCX $IBM $GE $MU $CRM $JCI

$105M

119 positions

#3Carolina Wealth Advisors, LLCPassive

Some overlap · 9 shared positions

$LRCX $KO $IBM $UNP $GILD $VZ

$240M

278 positions

#4Dai-ichi Life Insurance Company, LtdActive

Some overlap · 9 shared positions

$KO $LRCX $MS $IBM $GILD $LIN

$3.5B

464 positions

#5Teucrium Investment Advisors, LLCActive

Some overlap · 8 shared positions

$LRCX $KO $GE $MU $LIN $MCD

$129M

42 positions

#6HOWARD HUGHES MEDICAL INSTITUTEActive

Some overlap · 9 shared positions

$LRCX $IBM $MU $CRM $DIS $TXN

$416M

31 positions

#7BDF-GESTIONActive

Some overlap · 8 shared positions

$LRCX $KO $IBM $MU $CRM $LIN

$749M

144 positions

#8TRUSTCO BANK CORP N YPassive

Some overlap · 9 shared positions

$KO $IBM $GE $JCI $DIS $MCD

$113M

71 positions

#9Siemens Fonds Invest GmbHPassive

Some overlap · 9 shared positions

$LRCX $KO $MS $MU $GILD $LIN

$1.7B

548 positions

#10Kepler Cheuvreux (Suisse) SAPassive

Some overlap · 7 shared positions

$LRCX $KO $IBM $GE $MU $GILD

$1.5B

171 positions

#11PBU - The Pension Fund of Early Childhood & Youth EducatorsActive

Some overlap · 7 shared positions

$LRCX $KO $IBM $GE $MU $VZ

$7.7B

190 positions

#12Crossmark Global Holdings, Inc.Passive

Some overlap · 9 shared positions

$KO $MS $IBM $JCI $GILD $VZ

$6.8B

1,234 positions

#13MOODY LYNN & LIEBERSON, LLCPassive

Some overlap · 8 shared positions

$KO $MS $GE $UNP $GILD $LIN

$1.8B

250 positions

#14J.P. Marvel Investment Advisors, LLCActive

Some overlap · 7 shared positions

$LRCX $MS $KO $IBM $GE $GEV

$705M

60 positions

#15FIRST TRUST ADVISORS LPPassive

Some overlap · 9 shared positions

$LRCX $IBM $CRM $JCI $VZ $GE

$140.0B

2,602 positions

#16Socorro Asset Management LPPassive

Some overlap · 7 shared positions

$LRCX $KO $MS $JCI $DIS $TXN

$221M

32 positions

#17Vest Financial, LLCPassive

Some overlap · 7 shared positions

$LRCX $KO $IBM $GE $LIN $MCD

$8.3B

414 positions

#18GREENWOOD CAPITAL ASSOCIATES LLCPassive

Some overlap · 8 shared positions

$KO $MS $IBM $GE $MCD $TXN

$908M

286 positions

#19Kintegral Advisory, LLCPassive

Some overlap · 7 shared positions

$LRCX $KO $MS $KEYS $GILD $VZ

$1.1B

233 positions

#20Prota Financial, LLCActive

Some overlap · 8 shared positions

$MS $KO $LRCX $GE $CRM $GILD

$138M

67 positions

#21MASTERINVEST Kapitalanlage GmbHPassive

Some overlap · 7 shared positions

$LRCX $KO $MU $CRM $UNP $LIN

$962M

292 positions

#22ARROWSTREET CAPITAL, LIMITED PARTNERSHIPPassive

Some overlap · 8 shared positions

$LRCX $CRM $MU $LIN $DIS $MCD

$184.8B

1,810 positions

#23BAXTER BROS INCPassive

Some overlap · 8 shared positions

$KO $MS $GE $UNP $TXN $GEV

$810M

166 positions

#24PINCUS CAPITAL MANAGEMENT, LPActive

Some overlap · 8 shared positions

$LRCX $IBM $GE $CRM $GEV $DHR

$144M

50 positions

#25Yoffe Investment Management, LLCPassive

Some overlap · 8 shared positions

$KO $IBM $GE $UNP $VZ $MCD

$78M

111 positions

Compare V-Square Quantitative’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View V-Square Quantitative’s holdings

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.