What hedge funds are most similar to LightSquare Wealth Management, LLC?

The funds with the most similar 13F portfolios to LightSquare Wealth Management, LLC are SPRENG ,, SWAN, CDM FINANCIAL COUNSELING SERVICES,, 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 LightSquare Wealth ,

13F Portfolio OverlapQ1 2026LightSquare Wealth , portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

LightSquare Wealth Management, LLC is an institutional investor managing $133M across 92 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 LightSquare Wealth , are SPRENG ,, SWAN, CDM FINANCIAL COUNSELING SERVICES,, with shared positions in $HUM, $KKR, $VZ, $MPC, $UNP, $TMO. The full ranking of 25 similar funds is below.

#1SPRENG CAPITAL MANAGEMENT, INC.Active

Notable overlap · 6 shared positions

$HUM $KKR $VZ $MPC $UNP $TMO

$212M

66 positions

#2SWAN Capital LLCPassive

Notable overlap · 6 shared positions

$HUM $KKR $UNIT $MAR $MSI $MPC

$272M

554 positions

#3CDM FINANCIAL COUNSELING SERVICES, INC.Active

Notable overlap · 5 shared positions

$HUM $KKR $MAR $TMO $UNP

$105M

80 positions

#4High Net Worth Advisory Group LLCPassive

Notable overlap · 4 shared positions

$HUM $KKR $TMO $MAR

$429M

244 positions

#5FLYWHEEL PRIVATE WEALTH LLCPassive

Notable overlap · 5 shared positions

$HUM $KKR $UNIT $APD $MAR

$176M

104 positions

#6Accretive Wealth Partners, LLCPassive

Notable overlap · 5 shared positions

$HUM $KKR $MPC $CME $UNP

$356M

180 positions

#7Infinity Wealth Counsel, LLCPassive

Notable overlap · 4 shared positions

$HUM $KKR $UNIT $MAR

$109M

63 positions

#8DAGCO, INC.Passive

Notable overlap · 7 shared positions

$KKR $HUM $ETN $MAR $NEE $TMO

$461M

353 positions

#9Joel Isaacson & Co., LLCActive

Notable overlap · 4 shared positions

$HUM $KKR $UNIT $MAR

$3.0B

455 positions

#10KDT Advisors, LLCPassive

Notable overlap · 6 shared positions

$HUM $KKR $UNIT $NEE $APD $UNP

$63M

69 positions

#11Employees' Retirement Fund of the City of Fort WorthActive

Notable overlap · 3 shared positions

$HUM $KKR $UNIT

$230M

21 positions

#12Sherman Wealth Management LLCPassive

Notable overlap · 3 shared positions

$HUM $KKR $UNIT

$116M

80 positions

#13Evergreen Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$HUM $KKR $UNIT

$194M

54 positions

#14Cornerstone Advisory, LLCPassive

Notable overlap · 5 shared positions

$HUM $KKR $JHG $UNIT $MAR

$1.1B

262 positions

#15Howard Capital Management Inc.Active

Notable overlap · 3 shared positions

$HUM $KKR $TMO

$6.1B

332 positions

#16Western Pacific Wealth Management, LPActive

Notable overlap · 3 shared positions

$HUM $KKR $MPC

$98M

197 positions

#17Blackston Financial Advisory Group, LLCActive

Notable overlap · 3 shared positions

$HUM $KKR $MAR

$160M

106 positions

#18Ariston Services GroupActive

Notable overlap · 4 shared positions

$HUM $KKR $APD $TMO

$167M

71 positions

#19City State BankPassive

Notable overlap · 5 shared positions

$HUM $KKR $UNIT $MAR $NEE

$385M

784 positions

#20Adirondack Capital Advisors, LLCSmart money

Notable overlap · 3 shared positions

$HUM $KKR $MSI

$156M

44 positions

#21Capital Advisors Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$HUM $KKR $MAR $UNIT

$745M

219 positions

#22Crews Bank & TrustPassive

Notable overlap · 3 shared positions

$HUM $KKR $CME

$690M

673 positions

#23Mittelman Wealth ManagementActive

Notable overlap · 3 shared positions

$HUM $KKR $IBM

$160M

52 positions

#24Baltimore-Washington Financial Advisors, Inc.Active

Notable overlap · 5 shared positions

$HUM $KKR $UNIT $MAR $ANET

$2.3B

186 positions

#25Juno Financial Group LLCActive

Notable overlap · 3 shared positions

$HUM $KKR $ETN

$255M

70 positions

Compare LightSquare Wealth ,’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 LightSquare Wealth ,’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.