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 Squared Financial

13F Portfolio OverlapQ1 2026Squared Financial portfolio →

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Most similar hedge funds by 13F overlap

Capital Squared Financial LLC is an institutional investor managing $131M across 85 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 Squared Financial are Raab & Moskowitz Asset, White Lighthouse Investment, Junk Investment Group,, with shared positions in $KKR, $MAR, $HUM, $NTRB, $BAC, $PM. The full ranking of 25 similar funds is below.

#1Raab & Moskowitz Asset Management LLCPassive

Notable overlap · 6 shared positions

$KKR $MAR $HUM $NTRB $BAC $PM

$450M

187 positions

#2White Lighthouse Investment Management Inc.Active

Notable overlap · 6 shared positions

$KKR $MAR $HUM $UNIT $IAU $PM

$721M

145 positions

#3Junk Investment Group, LLCPassive

Notable overlap · 5 shared positions

$MAR $HUM $UNIT $KKR $NTRB

$191M

88 positions

#4SWAN Capital LLCPassive

Some overlap · 5 shared positions

$KKR $MAR $UNIT $HUM $GE

$272M

554 positions

#5CDM FINANCIAL COUNSELING SERVICES, INC.Active

Some overlap · 5 shared positions

$KKR $HUM $MAR $NTRB $PM

$105M

80 positions

#6Weinberger Asset Management, IncActive

Some overlap · 7 shared positions

$BAC $UNIT $HUM $IAU $PM $MO

$267M

92 positions

#7Blackston Financial Advisory Group, LLCActive

Some overlap · 4 shared positions

$KKR $MAR $HUM $NTRB

$160M

106 positions

#8Sherman Wealth Management LLCPassive

Some overlap · 5 shared positions

$KKR $HUM $NTRB $UNIT $GE

$116M

80 positions

#9McClarren Financial Advisors, Inc.Active

Some overlap · 6 shared positions

$HUM $NTRB $KKR $MAR $UNIT $EPAM

$169M

79 positions

#10MAINSAIL ASSET MANAGEMENT, LLCActive

Some overlap · 4 shared positions

$KKR $UNIT $MAR $HUM

$223M

112 positions

#11Infinity Wealth Counsel, LLCPassive

Some overlap · 5 shared positions

$KKR $UNIT $HUM $IAU $MAR

$109M

63 positions

#12Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth SActive

Some overlap · 4 shared positions

$KKR $UNIT $HUM $NTRB

$111M

63 positions

#13FLYWHEEL PRIVATE WEALTH LLCPassive

Some overlap · 5 shared positions

$KKR $UNIT $HUM $IAU $MAR

$176M

104 positions

#14LAUREL OAK WEALTH MANAGEMENT, LLCPassive

Some overlap · 6 shared positions

$KKR $MAR $HUM $UNIT $BAC $IAU

$595M

360 positions

#15Fee-Only Financial Planning, L.C.Smart money

Some overlap · 8 shared positions

$UNIT $BAC $NTRB $PM $MO $AEP

$166M

43 positions

#16Pinnacle Financial Group, LLC / ILPassive

Some overlap · 4 shared positions

$KKR $UNIT $HUM $IAU

$365M

111 positions

#17Capital Advisors Wealth Management, LLCPassive

Some overlap · 5 shared positions

$KKR $MAR $HUM $UNIT $IAU

$745M

219 positions

#18Accretive Wealth Partners, LLCPassive

Some overlap · 5 shared positions

$KKR $HUM $NTRB $IAU $PM

$356M

180 positions

#19JMAC ENTERPRISES LLCPassive

Some overlap · 5 shared positions

$MAR $KKR $UNIT $IAU $BAC

$522M

117 positions

#20TME FINANCIAL, INC.Passive

Some overlap · 4 shared positions

$KKR $UNIT $NTRB $IAU

$144M

65 positions

#21Finward BancorpPassive

Some overlap · 4 shared positions

$MAR $HUM $NTRB $KKR

$125M

104 positions

#22Cornerstone Advisory, LLCPassive

Some overlap · 4 shared positions

$KKR $MAR $HUM $UNIT

$1.1B

262 positions

#23Ballast Financial Advisors LLCActive

Some overlap · 5 shared positions

$UNIT $HUM $KKR $IAU $BAC

$98M

68 positions

#24Donalies Financial Planning, LLCActive

Some overlap · 5 shared positions

$KKR $UNIT $MAR $HUM $IAU

$117M

74 positions

#25Baltimore-Washington Financial Advisors, Inc.Active

Some overlap · 4 shared positions

$KKR $HUM $MAR $UNIT

$2.3B

186 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.