13F Pro

Hedge Funds Similar to NewSquare

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

NewSquare Capital LLC is an institutional investor managing $1.4B across 236 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 NewSquare are Weaver C. Barksdale & Associates, Stablepoint Partners, Williamson Legacy Group, with shared positions in $TD, $CMI, $UNM, $AMGN, $PFH, $PKG. The full ranking of 25 similar funds is below.

#1Weaver C. Barksdale & Associates, Inc.Passive
Notable overlap · 9 shared positions
$TD$CMI$UNM$AMGN$PFH$PKG
$111M
62 positions
#2Stablepoint Partners, LLCPassive
Notable overlap · 7 shared positions
$STX$CVS$TD$AMGN$PSX$UL
$723M
260 positions
#3Williamson Legacy Group, LLCPassive
Notable overlap · 5 shared positions
$TER$STX$DOCN$CMI$TD
$201M
75 positions
#4WINDWARD CAPITAL MANAGEMENT CO /CAActive
Notable overlap · 6 shared positions
$TER$CMI$STX$CVS$DUK$AMGN
$1.3B
73 positions
#5Crescent Sterling, Ltd.Passive
Some overlap · 6 shared positions
$CMI$AMGN$PSX$SWK$DUK$VLO
$112M
85 positions
#6BUTENSKY & COHEN FINANCIAL SECURITY, INCPassive
Some overlap · 5 shared positions
$CMI$CVS$MSM$AMGN$UL
$404M
99 positions
#7MITCHELL & PAHL PRIVATE WEALTH, LLCPassive
Some overlap · 5 shared positions
$STX$TER$VLO$PSX$AMGN
$272M
149 positions
#8Genus Capital Management Inc.Passive
Some overlap · 5 shared positions
$TD$STX$CM$AMGN$VLO
$1.0B
204 positions
#9Bell BankActive
Some overlap · 6 shared positions
$STX$AMGN$PFH$DUK$GILD$SWK
$2.6B
195 positions
#10OLD REPUBLIC INTERNATIONAL CORPActive
Some overlap · 5 shared positions
$CMI$MSM$VLO$DUK$PAYX
$2.7B
54 positions
#11ICON ADVISERS INC/COPassive
Some overlap · 5 shared positions
$STX$MSM$PSX$DINO$SWK
$532M
195 positions
#12North Forty Two & Co.Passive
Some overlap · 5 shared positions
$CMI$CVS$VLO$AMGN$GILD
$118M
104 positions
#13GODSEY & GIBB, INCPassive
Some overlap · 5 shared positions
$TD$AMGN$DUK$PAYX$SWK
$1.2B
383 positions
#14PAYDEN & RYGELPassive
Some overlap · 5 shared positions
$CVS$CMI$VLO$DUK$GILD
$1.3B
131 positions
#15Aull & Monroe Investment Management CorpPassive
Some overlap · 4 shared positions
$STX$CMI$AMGN$DUK
$239M
126 positions
#16Great Diamond Partners, LLCPassive
Some overlap · 6 shared positions
$AMGN$UNM$CMI$GRMN$VLO$PAYX
$582M
238 positions
#17Verity & Verity, LLCActive
Some overlap · 5 shared positions
$CMI$AMGN$PFH$PSX$GILD
$1.5B
138 positions
#18Flagship Capital Management Inc.Active
Some overlap · 5 shared positions
$TD$CVS$AMGN$PSX$WTRG
$158M
50 positions
#19Unison Advisors LLCActive
Some overlap · 5 shared positions
$CVS$VLO$PFH$PSX$GRMN
$1.4B
173 positions
#20Principal Street Partners, LLCPassive
Some overlap · 5 shared positions
$CVS$UNM$AMGN$DUK$GILD
$683M
277 positions
#21Lorne Steinberg Wealth Management Inc.Passive
Some overlap · 4 shared positions
$TD$CVS$CM$UL
$487M
72 positions
#22CONNING INC.Passive
Some overlap · 5 shared positions
$CMI$VLO$AMGN$PKG$GILD
$3.3B
327 positions
#23Catherine Avery Investment Management LLCPassive
Some overlap · 5 shared positions
$STX$AMGN$PSX$VLO$CMI
$229M
166 positions
#24LifePlan Financial, LLCPassive
Some overlap · 4 shared positions
$TER$CVS$DUK$GILD
$143M
89 positions
#25Insight Wealth Strategies, LLCPassive
Some overlap · 4 shared positions
$DOCN$STX$TER$SWK
$1.0B
183 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.