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Hedge Funds Similar to Squire Investment Company,

13F Portfolio OverlapQ1 2026Squire Investment Company, portfolio →
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Most similar hedge funds by 13F overlap

Squire Investment Management Company, LLC is an institutional investor managing $360M across 76 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 Squire Investment Company, are JACKSON THORNTON WEALTH ,, Porter White Investment Advisors,, ANDREWS, LUCIA WEALTH, with shared positions in $NKE, $IAU, $AMN, $MAR, $NTRB, $PANW. The full ranking of 25 similar funds is below.

#1JACKSON THORNTON WEALTH MANAGEMENT, LLCActive
Substantial overlap · 3 shared positions
$NKE$IAU$AMN
$1.1B
286 positions
#2Porter White Investment Advisors, Inc.Smart money
Substantial overlap · 3 shared positions
$NKE$IAU$AMN
$250M
40 positions
#3ANDREWS, LUCIA WEALTH MANAGEMENT LLCSmart money
Substantial overlap · 3 shared positions
$NKE$IAU$AMN
$167M
35 positions
#4Oceanside Advisors LLCActive
Substantial overlap · 3 shared positions
$NKE$IAU$AMN
$175M
53 positions
#5Lauterbach Financial Advisors, LLCActive
Substantial overlap · 5 shared positions
$NKE$AMN$MAR$NTRB$PANW
$205M
79 positions
#6JDH Wealth Management, LLCActive
Substantial overlap · 4 shared positions
$NKE$AMN$DHR$IAU
$148M
54 positions
#7Guardian Wealth Management, LLCActive
Substantial overlap · 3 shared positions
$NKE$IAU$DHR
$330M
30 positions
#8DOPKINS WEALTH MANAGEMENT, LLCActive
Substantial overlap · 5 shared positions
$NKE$AMN$NTRB$IAU$GLW
$249M
92 positions
#9BAYSHORE ASSET MANAGEMENT, LLCSmart money
Substantial overlap · 4 shared positions
$NKE$AMN$IAU$PANW
$251M
40 positions
#10Vistica Wealth Advisors, LLCActive
Substantial overlap · 3 shared positions
$NKE$AMN$SE
$100M
49 positions
#11PINNEY & SCOFIELD, INC.Active
Substantial overlap · 4 shared positions
$NKE$IAU$CTVA$SE
$185M
243 positions
#12COGENT STRATEGIC WEALTH LLCActive
Substantial overlap · 3 shared positions
$NKE$AMN$DHR
$97M
56 positions
#13Capstone Wealth Management, LLCActive
Substantial overlap · 3 shared positions
$NKE$AMN$DHR
$143M
50 positions
#14GREAT OAK CAPITAL PARTNERS, LLCSmart money
Substantial overlap · 3 shared positions
$NKE$IAU$MAR
$430M
47 positions
#15VESTIA PERSONAL WEALTH ADVISORSActive
Substantial overlap · 3 shared positions
$NKE$IAU$CL
$213M
99 positions
#16Parkwoods Wealth Partners, LLCActive
Substantial overlap · 3 shared positions
$NKE$AMN$IAU
$408M
111 positions
#17KEB ASSET MANAGEMENT, LLCActive
Substantial overlap · 4 shared positions
$NKE$AMN$NTRB$MAR
$522M
97 positions
#18EnRich Financial Partners LLCActive
Substantial overlap · 3 shared positions
$NKE$AMN$IAU
$377M
64 positions
#19CLARIS ADVISORS, LLC / MO /Active
Substantial overlap · 3 shared positions
$NKE$AMN$SE
$334M
70 positions
#20Shearwater Capital LLCSmart money
Substantial overlap · 3 shared positions
$NKE$MAR$NTRB
$191M
71 positions
#21Index Fund Advisors, Inc.Smart money
Substantial overlap · 4 shared positions
$NKE$MAR$AMN$SE
$2.2B
127 positions
#22KM Capital Management Ltd.Active
Substantial overlap · 4 shared positions
$NKE$SE$DHR$AMN
$149M
76 positions
#23Plancorp, LLCActive
Notable overlap · 3 shared positions
$NKE$AMN$SE
$3.5B
378 positions
#24ELEVATE WEALTH ADVISORY, INCActive
Notable overlap · 6 shared positions
$NKE$AMN$IAU$MAR$SE$MS
$158M
125 positions
#25Tillman Hartley LLCActive
Notable overlap · 5 shared positions
$NKE$IAU$AMN$CTVA$MMM
$398M
88 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.