Hedge Funds Similar to V-Square Quantitative

13F Portfolio OverlapQ2 2026V-Square Quantitative portfolio →

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Most similar hedge funds by 13F overlap

V-Square Quantitative Management LLC is an institutional investor managing $1.1B across 725 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 V-Square Quantitative are WINDWARD, Richwood Investment Advisors, Johnson & White Wealth, with shared positions in $DE, $WELL, $LIN, $PEP, $DIS, $STX. The full ranking of 25 similar funds is below.

#1WINDWARD CAPITAL MANAGEMENT CO /CAActive

Some overlap · 8 shared positions

$DE $WELL $LIN $PEP $DIS $STX

$1.3B

73 positions

#2Richwood Investment Advisors, LLCActive

Some overlap · 7 shared positions

$DE $WELL $MS $PEP $GILD $MCD

$142M

106 positions

#3Johnson & White Wealth Management, LLCPassive

Some overlap · 7 shared positions

$WDC $MS $MRVL $PEP $VZ $STX

$267M

117 positions

#4Flagstone Financial ManagementSmart money

Some overlap · 7 shared positions

$DE $UNP $PEP $VZ $STX $GILD

$447M

77 positions

#5Trust CoActive

Slight overlap · 7 shared positions

$UNP $PEP $VZ $STX $CRM $GILD

$1.1B

908 positions

#6NCM Capital Management, LLCPassive

Slight overlap · 7 shared positions

$MS $PEP $VZ $GILD $MCD $ETN

$324M

194 positions

#7CASTLEKEEP INVESTMENT ADVISORS LLCPassive

Slight overlap · 6 shared positions

$DE $LIN $UNP $PEP $DIS $MCD

$200M

76 positions

#8CONNORS INVESTOR SERVICES INCPassive

Slight overlap · 6 shared positions

$WELL $MS $LIN $PEP $VZ $ETN

$1.2B

153 positions

#9NI ACQUISITIONS COMPANY, LLCActive

Slight overlap · 6 shared positions

$WDC $LIN $MRVL $PEP $VZ $STX

$234M

112 positions

#10SOUTH PLAINS FINANCIAL, INC.Passive

Slight overlap · 6 shared positions

$DE $MS $MRVL $PEP $CRM $ETN

$186M

209 positions

#11KBC Group NVActive

Slight overlap · 6 shared positions

$MS $LIN $WELL $DIS $CRM $GILD

$46.3B

1,845 positions

#12TriCert Investment Counsel Inc.Active

Slight overlap · 6 shared positions

$DE $MS $UNP $VZ $ETN $MET

$1.1B

88 positions

#13Alliance Private Wealth, LLCActive

Slight overlap · 6 shared positions

$DE $MS $PEP $DIS $VZ $MMM

$288M

82 positions

#14Harvest Fund Management Co., Ltd

Slight overlap · 6 shared positions

$WDC $LIN $MRVL $PEP $STX $GILD

$3.0B

455 positions

#15NEOS Investment Management LLCActive

Slight overlap · 6 shared positions

$WDC $LIN $MRVL $PEP $STX $GILD

$27.1B

578 positions

#16Invesco Ltd.Passive

Slight overlap · 6 shared positions

$WDC $LIN $MRVL $PEP $STX $GILD

$1.3T

3,819 positions

#17Stokes Capital Advisors, LLCPassive

Slight overlap · 6 shared positions

$MS $LIN $UNP $PEP $GILD $MCD

$467M

118 positions

#18Sterling Capital Management LLCPassive

Slight overlap · 6 shared positions

$DE $LIN $MRVL $PEP $ETN $MET

$5.9B

3,289 positions

#19Lincoln Capital LLCActive

Slight overlap · 6 shared positions

$DE $LIN $UNP $DIS $MCD $PEP

$562M

137 positions

#20Aull & Monroe Investment Management CorpPassive

Slight overlap · 6 shared positions

$DE $UNP $PEP $VZ $STX $ETN

$239M

126 positions

#21ProShare Advisors LLCActive

Slight overlap · 6 shared positions

$LIN $WDC $MRVL $PEP $STX $GILD

$69.2B

1,913 positions

#22Berkshire BankActive

Slight overlap · 6 shared positions

$DE $UNP $DIS $VZ $STX $MET

$524M

160 positions

#23MOODY LYNN & LIEBERSON, LLCActive

Slight overlap · 6 shared positions

$MS $LIN $UNP $GILD $MCD $ETN

$1.9B

264 positions

#24Drexel Morgan & Co.Active

Slight overlap · 6 shared positions

$DE $UNP $DIS $VZ $MCD $MMM

$719M

60 positions

#25Wahed Invest LLCActive

Slight overlap · 6 shared positions

$LIN $WDC $MRVL $STX $WELL $GILD

$958M

227 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.