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Hedge Funds Similar to BLUE SQUARE ASSET

13F Portfolio OverlapQ2 2026BLUE SQUARE ASSET portfolio →
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Most similar hedge funds by 13F overlap

BLUE SQUARE ASSET MANAGEMENT, LLC is an institutional investor managing $247M across 74 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 BLUE SQUARE ASSET are Bridgelight Financial Advisors, ZEVIN ASSET, EDGEWOOD, with shared positions in $ASML, $AMGN, $SCCO, $CRWD, $NVS, $EMR. The full ranking of 25 similar funds is below.

#1Bridgelight Financial Advisors, Inc.Passive
Notable overlap · 3 shared positions
$ASML$AMGN$SCCO
$146M
49 positions
#2ZEVIN ASSET MANAGEMENT LLCPassive
Notable overlap · 4 shared positions
$ASML$CRWD$NVS$EMR
$713M
97 positions
#3EDGEWOOD MANAGEMENT LLCActive
Notable overlap · 3 shared positions
$ASML$ISRG$BX
$9.7B
90 positions
#4Eldred Rock Partners, LLCActive
Notable overlap · 3 shared positions
$ASML$NVS$EMR
$465M
29 positions
#5Henry James International Management Inc.Passive
Notable overlap · 3 shared positions
$ASML$NVS$SONY
$334M
91 positions
#6Processus Wealth & Capital Management, LLCActive
Notable overlap · 3 shared positions
$CRWD$AMGN$EMR
$169M
35 positions
#7ELLERSON GROUP INC /ADVPassive
Notable overlap · 4 shared positions
$ASML$AMGN$BX$ISRG
$169M
64 positions
#8GUERRA PAN ADVISORS, LLCPassive
Notable overlap · 3 shared positions
$CRWD$ASML$ISRG
$179M
118 positions
#9UNIO CAPITAL LLCActive
Notable overlap · 4 shared positions
$ASML$ISRG$KLAC$AXP
$526M
19 positions
#10Biondo Investment Advisors, LLCActive
Notable overlap · 4 shared positions
$ISRG$ASML$AMGN$EMR
$817M
89 positions
#11Ativo Capital Management LLCPassive
Notable overlap · 3 shared positions
$ASML$NVS$ING
$131M
56 positions
#12ACCOUNT MANAGEMENT LLCSmart money
Notable overlap · 3 shared positions
$ASML$ISRG$BX
$99M
22 positions
#13Parsonex Advisory Services, Inc.Passive
Notable overlap · 4 shared positions
$CRWD$ISRG$ASML$KLAC
$115M
50 positions
#14Arlington Financial Advisors, LLCActive
Notable overlap · 4 shared positions
$AMGN$ISRG$BLK$ASML
$787M
107 positions
#15Greystone Financial Group, LLCPassive
Notable overlap · 4 shared positions
$AMGN$CRWD$EMR$AXP
$358M
74 positions
#16VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Some overlap · 4 shared positions
$AMGN$BLK$EMR$BX
$201M
57 positions
#17ITHAKA GROUP LLCActive
Some overlap · 3 shared positions
$CRWD$ISRG$JCI
$551M
40 positions
#18ST GERMAIN D J CO INCPassive
Some overlap · 4 shared positions
$ASML$AMGN$BLK$BX
$2.8B
914 positions
#1971 West Capital PartnersActive
Some overlap · 4 shared positions
$ASML$CRWD$BLK$KLAC
$2.9B
382 positions
#20Sterling Investment Advisors, Ltd.Passive
Some overlap · 4 shared positions
$CRWD$BX$AMGN$BLK
$599M
225 positions
#21Bluebird Wealth Management LLCPassive
Some overlap · 4 shared positions
$CRWD$ASML$CARR$AXP
$115M
89 positions
#22Valtrion Capital Management, LLCActive
Some overlap · 3 shared positions
$CRWD$EMR$BX
$134M
103 positions
#23First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 4 shared positions
$NVS$BLK$AMGN$BX
$529M
75 positions
#24Blue Chip Partners, LLCActive
Some overlap · 4 shared positions
$ASML$BLK$CRWD$KLAC
$1.6B
184 positions
#25Thomasville National BankPassive
Some overlap · 3 shared positions
$ASML$CRWD$AXP
$1.8B
241 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.