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Hedge Funds Similar to LIBERTY SQUARE WEALTH PARTNERS

13F Portfolio OverlapQ1 2026LIBERTY SQUARE WEALTH PARTNERS portfolio →
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Most similar hedge funds by 13F overlap

LIBERTY SQUARE WEALTH PARTNERS LLC is an institutional investor managing $358M across 141 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 LIBERTY SQUARE WEALTH PARTNERS are Mascagni Wealth ,, Strategic Family Wealth Counselors, L.L.C., DAHRING {-} CUSMANO, with shared positions in $RBLX, $KKR, $SHW, $MAR, $HUM, $SLV. The full ranking of 25 similar funds is below.

#1Mascagni Wealth Management, Inc.Passive
Some overlap · 5 shared positions
$RBLX$KKR$SHW$MAR$HUM
$140M
127 positions
#2Strategic Family Wealth Counselors, L.L.C.Passive
Some overlap · 3 shared positions
$RBLX$KKR$MAR
$381M
163 positions
#3DAHRING {-} CUSMANO LLCActive
Some overlap · 4 shared positions
$RBLX$KKR$SLV$HUM
$163M
58 positions
#4Resolute Advisors LLCActive
Some overlap · 3 shared positions
$RBLX$MAR$MO
$242M
90 positions
#5Daybright Advisory Services, Inc.Active
Some overlap · 4 shared positions
$RBLX$KKR$MAR$HUM
$361M
133 positions
#6URS Advisory LLCActive
Some overlap · 5 shared positions
$KKR$SHW$SLV$MAR$HUM
$137M
51 positions
#7BEACON FINANCIAL PLANNING, INCActive
Some overlap · 3 shared positions
$RBLX$SHW$HUM
$258M
76 positions
#8FRG Family Wealth Advisors LLCPassive
Some overlap · 6 shared positions
$SHW$KKR$FSCO$MAR$ADP$HUM
$611M
156 positions
#9CAPSTONE WEALTH MANAGEMENT GROUP, LLCPassive
Some overlap · 5 shared positions
$KKR$SHW$COP$MAR$HUM
$239M
97 positions
#10New Insight Wealth AdvisorsActive
Some overlap · 6 shared positions
$KKR$SHW$COP$MAR$WPC$HUM
$279M
107 positions
#11MARINO, STRAM & ASSOCIATES LLCActive
Some overlap · 5 shared positions
$KKR$SLV$MPC$HUM$MO
$557M
185 positions
#12Round Rock Advisors, LLCPassive
Some overlap · 5 shared positions
$KKR$SHW$MAR$CB$HUM
$654M
318 positions
#13Accretive Wealth Partners, LLCPassive
Some overlap · 5 shared positions
$KKR$MPC$COP$ADP$HUM
$356M
180 positions
#14Bienville Capital Management, LLCPassive
Some overlap · 3 shared positions
$RBLX$HUM$SLV
$550M
74 positions
#15RM Financial Services, LLCActive
Slight overlap · 5 shared positions
$KKR$SLV$COP$MAR$HUM
$116M
75 positions
#16RETIREMENT PLANNING GROUP, LLC / NYPassive
Slight overlap · 3 shared positions
$RBLX$SHW$MPC
$155M
94 positions
#17DAGCO, INC.Passive
Slight overlap · 6 shared positions
$KKR$SHW$COP$MAR$HUM$SLV
$461M
353 positions
#18Accel Wealth ManagementPassive
Slight overlap · 4 shared positions
$KKR$SLV$SHW$HUM
$383M
290 positions
#19Curran Financial Partners, LLCActive
Slight overlap · 5 shared positions
$KKR$SHW$HUM$SLV$MAR
$559M
127 positions
#20Cushing Capital Partners, LLCPassive
Slight overlap · 4 shared positions
$KKR$SLV$GWW$ADP
$130M
96 positions
#21Arcataur Capital Management LLCActive
Slight overlap · 4 shared positions
$KKR$SHW$COP$HUM
$359M
103 positions
#22LightSquare Wealth Management, LLCPassive
Slight overlap · 5 shared positions
$KKR$MPC$MAR$CB$HUM
$133M
92 positions
#23FLAGSHIP WEALTH ADVISORS, LLCPassive
Slight overlap · 4 shared positions
$KKR$SHW$MAR$HUM
$233M
350 positions
#24CDM FINANCIAL COUNSELING SERVICES, INC.Active
Slight overlap · 4 shared positions
$KKR$SHW$MAR$HUM
$105M
80 positions
#25Vision Retirement, LLCPassive
Slight overlap · 4 shared positions
$KKR$SHW$MAR$HUM
$352M
649 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.