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 Square

13F Portfolio OverlapQ3 2026Square portfolio →

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Most similar hedge funds by 13F overlap

Capital Square, LLC is an institutional investor managing $227M across 252 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Square are Windle Wealth, Measured Risk Portfolios, Fee-Only Financial Planning, L.C., with shared positions in $MO, $O, $SO, $WELL, $UPS, $DUK. The full ranking of 25 similar funds is below.

#1Windle Wealth, LLCActive

Notable overlap · 4 shared positions

$MO $O $SO $WELL

$249M

35 positions

#2Measured Risk Portfolios, Inc.Active

Notable overlap · 4 shared positions

$UPS $MO $O $DUK

$94M

64 positions

#3Fee-Only Financial Planning, L.C.Smart money

Notable overlap · 4 shared positions

$MO $SO $NSC $AZO

$182M

43 positions

#4Pensionfund PDNActive

Notable overlap · 7 shared positions

$O $WPC $LTC $WELL $CTRE $PLD

$170M

72 positions

#5Pensionfund SabicActive

Notable overlap · 7 shared positions

$O $WPC $LTC $WELL $PLD $CTRE

$83M

73 positions

#6Green Street Investors, LLCActive

Notable overlap · 6 shared positions

$CTRE $WPC $TRNO $WELL $PLD $O

$212M

29 positions

#7Baugh & Associates, LLCActive

Some overlap · 4 shared positions

$MO $SO $O $ET

$221M

41 positions

#8MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Some overlap · 5 shared positions

$UPS $SO $PLD $LMT $DUK

$233M

122 positions

#9Keystone Financial Planning, Inc.Active

Some overlap · 3 shared positions

$MO $UPS $LMT

$404M

39 positions

#10Investmark Advisory Group LLCPassive

Some overlap · 3 shared positions

$MO $WPC $LMT

$308M

171 positions

#11HEITMAN REAL ESTATE SECURITIES LLCActive

Some overlap · 7 shared positions

$O $WPC $CTRE $WELL $PLD $SUI

$1.6B

57 positions

#12Verus Financial Partners, Inc.Smart money

Some overlap · 4 shared positions

$MO $NSC $SO $DUK

$1.2B

127 positions

#13Uniplan Investment Counsel, Inc.Passive

Some overlap · 7 shared positions

$O $TRNO $CTRE $WELL $PLD $SUI

$1.1B

175 positions

#14TECTONIC ADVISORS LLCPassive

Some overlap · 5 shared positions

$MO $WPC $O $ET $DUK

$2.2B

277 positions

#15Gillson Capital LPActive

Some overlap · 5 shared positions

$CTRE $TRNO $WPC $WELL $EXR

$1.7B

80 positions

#16Asset Planning,IncPassive

Some overlap · 5 shared positions

$MO $O $WELL $SO $LMT

$152M

327 positions

#17Signature Wealth Management Group

Some overlap · 3 shared positions

$O $SO $UPS

$263M

128 positions

#18Adelante Capital Management LLCActive

Some overlap · 5 shared positions

$O $CTRE $WELL $PLD $EXR

$1.5B

42 positions

#19M3 Wealth Management, LLCActive

Some overlap · 4 shared positions

$O $SO $ETN $LMT

$154M

35 positions

#20RNC CAPITAL MANAGEMENT LLCActive

Some overlap · 3 shared positions

$MO $UPS $LMT

$2.4B

181 positions

#21Mayflower Financial Advisors, LLCPassive

Some overlap · 4 shared positions

$MO $SO $UPS $DUK

$1.2B

499 positions

#22Carlson Capital, L.P.Passive

Some overlap · 4 shared positions

$FHN $UPS $NSC $AZO

$494M

74 positions

#23OmniStar Financial Group, Inc.Passive

Some overlap · 4 shared positions

$UPS $SO $LMT $DUK

$230M

116 positions

#24BCWM, LLCPassive

Some overlap · 4 shared positions

$MO $UPS $LMT $DUK

$342M

57 positions

#25LongView Wealth ManagementPassive

Some overlap · 6 shared positions

$SO $UPS $WELL $DUK $NSC $ET

$415M

229 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.