13F Pro

Hedge Funds Similar to Squared Financial

13F Portfolio OverlapQ2 2026Squared Financial portfolio →
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Most similar hedge funds by 13F overlap

Capital Squared Financial LLC is an institutional investor managing $153M across 87 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 Squared Financial are ERn Financial, Compass Wealth, May Barnhard Investments, with shared positions in $STT, $IAU, $PM, $MO, $APH, $WMB. The full ranking of 25 similar funds is below.

#1ERn Financial, LLCActive
Notable overlap · 4 shared positions
$STT$IAU$PM$MO
$604M
161 positions
#2Compass Wealth Management, LLC/GAActive
Notable overlap · 4 shared positions
$STT$IAU$PM$MO
$251M
74 positions
#3May Barnhard Investments LLCActive
Some overlap · 3 shared positions
$STT$IAU$APH
$247M
88 positions
#4NorthRock Partners, LLCActive
Some overlap · 3 shared positions
$STT$PM$MO
$6.9B
680 positions
#5TOEWS CORP /ADVActive
Some overlap · 6 shared positions
$STT$PM$MO$WMB$MAR$AEP
$686M
151 positions
#6Midwest Capital Advisors, LLCActive
Some overlap · 3 shared positions
$STT$IAU$AEP
$246M
210 positions
#7Graetz Wealth LLCActive
Some overlap · 3 shared positions
$STT$IAU$MO
$125M
84 positions
#8Shakespeare Wealth Management, LLCActive
Some overlap · 3 shared positions
$STT$MAR$AEP
$378M
79 positions
#9Aurdan Capital Management, LLCActive
Some overlap · 3 shared positions
$STT$PM$MO
$394M
99 positions
#10AMERICAN FINANCIAL & TAX STRATEGIES INCActive
Some overlap · 3 shared positions
$STT$PM$MO
$221M
102 positions
#11Advisory Alpha, LLCActive
Some overlap · 3 shared positions
$STT$IAU$PM
$4.1B
571 positions
#12BALANCED WEALTH GROUP LLCActive
Some overlap · 3 shared positions
$STT$MAR$AEP
$316M
78 positions
#13Ball & Co Wealth Management Inc.Active
Some overlap · 5 shared positions
$STT$MAR$PM$MO$SRE
$141M
74 positions
#14Rodgers & Associates, LTDActive
Some overlap · 3 shared positions
$STT$MAR$MO
$1.1B
108 positions
#15CAMPBELL NEWMAN ASSET MANAGEMENT INCActive
Some overlap · 3 shared positions
$STT$WMB$APH
$1.3B
99 positions
#16Centennial Wealth Advisory LLCPassive
Some overlap · 3 shared positions
$STT$MO$AEP
$463M
181 positions
#17Kure Advisory, LLCActive
Some overlap · 3 shared positions
$STT$IAU$APH
$211M
62 positions
#18Plan Group Financial, LLCPassive
Some overlap · 4 shared positions
$IAU$PM$MO$AEP
$486M
249 positions
#19Mosley Wealth ManagementPassive
Some overlap · 6 shared positions
$IAU$STT$MO$WMB$PM$SRE
$314M
781 positions
#20High Point Wealth Management, LLCPassive
Some overlap · 4 shared positions
$IAU$PM$AEP$MO
$122M
250 positions
#21Copia Wealth Management
Some overlap · 3 shared positions
$STT$IAU$PM
$166M
570 positions
#22FERGUSON WELLMAN CAPITAL MANAGEMENT, INCActive
Some overlap · 3 shared positions
$STT$PM$AEP
$8.2B
442 positions
#23Altrius Capital Management IncPassive
Some overlap · 3 shared positions
$STT$PM$MO
$526M
89 positions
#24LFA - Lugano Financial Advisors SAActive
Some overlap · 4 shared positions
$STT$IAU$AEP$MO
$166M
274 positions
#25White Lighthouse Investment Management Inc.Active
Some overlap · 4 shared positions
$IAU$PM$MAR$MO
$802M
151 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.