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 OverlapQ2 2026LightSquare Wealth portfolio →

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Most similar hedge funds by 13F overlap

LightSquare Wealth Management, LLC is an institutional investor managing $145M across 104 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to LightSquare Wealth are Keyes, Stange & Wooten Wealth, HARRELL INVESTMENT PARTNERS, Phoenix Wealth Advisors, with shared positions in $ETN, $VZ, $MPC, $JCI, $NEE, $CB. The full ranking of 25 similar funds is below.

#1Keyes, Stange & Wooten Wealth Management, LLCActive

Notable overlap · 10 shared positions

$ETN $VZ $MPC $JCI $NEE $CB

$251M

74 positions

#2HARRELL INVESTMENT PARTNERS, LLCPassive

Notable overlap · 11 shared positions

$ETN $MPC $JCI $CB $VZ $ANET

$461M

144 positions

#3Phoenix Wealth AdvisorsActive

Notable overlap · 10 shared positions

$ETN $VZ $MPC $JCI $NEE $CB

$297M

129 positions

#4CALIBER WEALTH MANAGEMENT, LLC / KSActive

Notable overlap · 11 shared positions

$ETN $MPC $JCI $VZ $NEE $CB

$1.0B

300 positions

#5Clear Trail Advisors, LLCPassive

Notable overlap · 10 shared positions

$ETN $MPC $JCI $VZ $CB $NEE

$655M

161 positions

#6Tulsa Wealth Advisors, INCActive

Notable overlap · 10 shared positions

$ETN $MPC $JCI $CB $VZ $DRI

$710M

166 positions

#7Scissortail Wealth Management, LLCPassive

Notable overlap · 9 shared positions

$ETN $VZ $MPC $JCI $CB $DRI

$520M

106 positions

#8Winthrop Partners - WNY, LLCPassive

Notable overlap · 10 shared positions

$ETN $MPC $JCI $CB $DRI $ADI

$202M

87 positions

#9Comprehensive Financial Consultants Institutional, Inc.Passive

Notable overlap · 9 shared positions

$ETN $VZ $MPC $JCI $CB $DRI

$378M

205 positions

#10Stonebrook Private Inc.Passive

Notable overlap · 6 shared positions

$STT $MPC $ETN $ADI $CB $JCI

$548M

271 positions

#11Wealth Intelligence, LLCActive

Notable overlap · 8 shared positions

$ETN $MPC $JCI $VZ $CB $ADI

$215M

59 positions

#12TMB Capital Partners, LLCPassive

Notable overlap · 8 shared positions

$ETN $MPC $JCI $VZ $CB $ADI

$321M

177 positions

#13GLOBALT Investments LLC / GAActive

Notable overlap · 5 shared positions

$STT $ADI $UNP $ANET $ETN

$3.0B

213 positions

#14Marathon Mission, Inc.Active

Notable overlap · 3 shared positions

$STT $ETN $VRT

$200M

57 positions

#15THAMES CAPITAL MANAGEMENT LLCActive

Notable overlap · 3 shared positions

$STT $VRT $APH

$1.2B

56 positions

#16May Barnhard Investments LLCActive

Notable overlap · 3 shared positions

$STT $ODFL $APH

$247M

88 positions

#17CrossGen Wealth, LLCPassive

Some overlap · 6 shared positions

$ETN $MPC $JCI $CB $UNP $APD

$129M

214 positions

#18Walsky Investment Management, Inc.Passive

Some overlap · 5 shared positions

$STT $ETN $UNP $APD $NEE

$108M

52 positions

#19CAMPBELL NEWMAN ASSET MANAGEMENT INCActive

Some overlap · 4 shared positions

$STT $ETN $ADI $APH

$1.3B

99 positions

#20FAS Wealth Partners, Inc.Passive

Some overlap · 4 shared positions

$STT $ETN $NEE $UNP

$1.9B

520 positions

#21FARMERS TRUST CO

Some overlap · 5 shared positions

$STT $VZ $NEE $CB $UNP

$637M

203 positions

#22StrongBox Wealth, LLCPassive

Some overlap · 3 shared positions

$STT $ETN $NEE

$351M

267 positions

#23Advocacy Wealth Management, LLCActive

Some overlap · 4 shared positions

$VRT $ETN $ANET $APH

$2.8B

151 positions

#24Invera Wealth Advisors, LLCPassive

Some overlap · 7 shared positions

$JCI $ETN $MPC $CB $UNP $DRI

$186M

132 positions

#25NORTHCAPE WEALTH MANAGEMENT, LLCPassive

Some overlap · 6 shared positions

$ANET $ETN $NEE $CB $ADI $UNP

$381M

144 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.