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Hedge Funds Similar to LIBERTY SQUARE WEALTH PARTNERS

13F Portfolio OverlapQ2 2026LIBERTY SQUARE WEALTH PARTNERS portfolio →
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Most similar hedge funds by 13F overlap

LIBERTY SQUARE WEALTH PARTNERS LLC is an institutional investor managing $420M across 140 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 LIBERTY SQUARE WEALTH PARTNERS are FIDELITY D & D BANCORP, Winthrop Partners - WNY, Aurdan, with shared positions in $FDBC, $PPL, $PNC, $PM, $MO, $AXP. The full ranking of 25 similar funds is below.

#1FIDELITY D & D BANCORP INCActive
Some overlap · 6 shared positions
$FDBC$PPL$PNC$PM$MO$AXP
$291M
116 positions
#2Winthrop Partners - WNY, LLCPassive
Some overlap · 5 shared positions
$MPC$CB$ADI$PM$VZ
$202M
87 positions
#3Aurdan Capital Management, LLCActive
Some overlap · 5 shared positions
$GWW$PNC$STT$MO$PM
$394M
99 positions
#4Phoenix Wealth AdvisorsActive
Some overlap · 5 shared positions
$MPC$CB$ADI$VZ$AXP
$297M
129 positions
#5Clear Trail Advisors, LLCPassive
Some overlap · 5 shared positions
$MPC$CB$ADI$VZ$AXP
$657M
159 positions
#6Demars Financial Group, LLCActive
Some overlap · 4 shared positions
$MPC$CB$WPC$STT
$383M
120 positions
#7LightSquare Wealth Management, LLCActive
Some overlap · 5 shared positions
$MPC$CB$STT$ADI$VZ
$145M
104 positions
#8GREATMARK INVESTMENT PARTNERS, INC.Active
Some overlap · 3 shared positions
$MPC$GWW$AXP
$906M
153 positions
#9BKM Wealth Management, LLCPassive
Some overlap · 4 shared positions
$GWW$MPC$CB$ADI
$309M
154 positions
#10Fruth Investment ManagementPassive
Some overlap · 4 shared positions
$GWW$MPC$ADI$AXP
$409M
224 positions
#11Comprehensive Financial Consultants Institutional, Inc.Passive
Some overlap · 4 shared positions
$MPC$CB$ADI$VZ
$371M
198 positions
#12Wealth Intelligence, LLCActive
Some overlap · 4 shared positions
$MPC$CB$ADI$VZ
$209M
60 positions
#13Keyes, Stange & Wooten Wealth Management, LLCActive
Some overlap · 4 shared positions
$MPC$CB$ADI$VZ
$251M
74 positions
#14Tulsa Wealth Advisors, INCActive
Some overlap · 4 shared positions
$MPC$CB$ADI$VZ
$710M
166 positions
#15Scissortail Wealth Management, LLCPassive
Some overlap · 4 shared positions
$MPC$CB$ADI$VZ
$520M
106 positions
#16HARRELL INVESTMENT PARTNERS, LLCPassive
Some overlap · 4 shared positions
$MPC$CB$ADI$VZ
$465M
139 positions
#17Confluence Wealth Services, Inc.Active
Some overlap · 5 shared positions
$MPC$PNC$CB$ADI$PM
$3.5B
476 positions
#18Stonebrook Private Inc.Passive
Some overlap · 5 shared positions
$MPC$STT$CB$ADI$AXP
$548M
271 positions
#19CALIBER WEALTH MANAGEMENT, LLC / KSActive
Some overlap · 4 shared positions
$MPC$CB$ADI$VZ
$1.0B
300 positions
#20TMB Capital Partners, LLCPassive
Some overlap · 4 shared positions
$MPC$CB$ADI$VZ
$329M
181 positions
#21MBA Advisors LLCPassive
Some overlap · 4 shared positions
$MPC$MO$PM$VZ
$297M
166 positions
#22CCM INVESTMENT ADVISERS LLCPassive
Some overlap · 4 shared positions
$MPC$CB$STT$CRWD
$1.3B
88 positions
#23DCM Advisors, LLCActive
Some overlap · 4 shared positions
$MPC$PM$VZ$AXP
$253M
38 positions
#24MARINO, STRAM & ASSOCIATES LLCActive
Some overlap · 4 shared positions
$MPC$MO$PM$VZ
$644M
205 positions
#25Invariant Investment ManagementActive
Some overlap · 4 shared positions
$GWW$MO$PPL$PM
$173M
69 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.