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Hedge Funds Similar to Guild Investment ,

13F Portfolio OverlapQ1 2026Guild Investment , portfolio →
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Most similar hedge funds by 13F overlap

Guild Investment Management, Inc. is an institutional investor managing $140M across 47 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Guild Investment , are Forest Hill ,, Wealth Alliance,, Accordant Advisory Group, with shared positions in $PHYS, $USB, $SLV, $PSLV, $OUNZ, $NEE. The full ranking of 25 similar funds is below.

#1Forest Hill Capital, LLCActive
Substantial overlap · 4 shared positions
$PHYS$USB$SLV$PSLV
$152M
19 positions
#2Capital Wealth Alliance, LLCActive
Substantial overlap · 4 shared positions
$PHYS$OUNZ$USB$PSLV
$221M
93 positions
#3Accordant Advisory Group IncPassive
Notable overlap · 4 shared positions
$PHYS$OUNZ$USB$PSLV
$161M
238 positions
#4Evanson Asset Management, LLCActive
Notable overlap · 4 shared positions
$PHYS$SLV$NEE$ACN
$1.9B
321 positions
#5TrustWell Financial Advisors, LLCActive
Notable overlap · 4 shared positions
$PHYS$USB$PSLV$WPM
$106M
70 positions
#6Basepoint Wealth LLCActive
Notable overlap · 3 shared positions
$PHYS$NEE$PSLV
$175M
643 positions
#7Alpha Advisors, LLC/VAActive
Notable overlap · 3 shared positions
$PHYS$DELL$PSLV
$127M
47 positions
#8Meixler Investment Management, Ltd.Passive
Notable overlap · 3 shared positions
$PHYS$OUNZ$HON
$186M
93 positions
#9MATAURO, LLCActive
Notable overlap · 3 shared positions
$PHYS$BTC$HON
$692M
145 positions
#10FULCRUM WEALTH ADVISORS, LLCActive
Notable overlap · 3 shared positions
$PHYS$HON$PSLV
$121M
72 positions
#11WIT Partners Advisory Pte. Ltd.Active
Notable overlap · 3 shared positions
$PHYS$LKFT$PSLV
$342M
16 positions
#12Grand Central Investment GroupActive
Notable overlap · 5 shared positions
$USB$PHYS$SLV$PSLV$LKFT
$135M
44 positions
#13Latigo Investments, LLCActive
Notable overlap · 3 shared positions
$PHYS$USB$MDY
$201M
14 positions
#14SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLCActive
Notable overlap · 3 shared positions
$PHYS$HON$PSLV
$482M
173 positions
#15OxenFree Capital LLCActive
Notable overlap · 4 shared positions
$USB$NEE$SLV$MDY
$206M
56 positions
#16Smart Money Group LLCSmart money
Notable overlap · 3 shared positions
$OUNZ$FBTC$ASML
$344M
84 positions
#17Fielder Capital Group LLCPassive
Notable overlap · 7 shared positions
$USB$GBTC$SLV$BTC$TPL$PSLV
$459M
290 positions
#18PETERSON WEALTH MANAGEMENTActive
Notable overlap · 3 shared positions
$USB$NEE$MDY
$172M
166 positions
#19SFG Wealth Management, LLC.Active
Notable overlap · 3 shared positions
$OUNZ$USB$SLV
$243M
100 positions
#20Knoll Capital Management, LLCActive
Notable overlap · 3 shared positions
$PHYS$PSLV$WPM
$180M
37 positions
#21MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADVPassive
Notable overlap · 3 shared positions
$OUNZ$USB$PSLV
$115M
98 positions
#22Kiker Wealth Management, LLCPassive
Notable overlap · 5 shared positions
$OUNZ$SLV$USB$PHYS$PSLV
$209M
132 positions
#23Morton Capital Management LLC/CASmart money
Some overlap · 3 shared positions
$OUNZ$USB$HON
$672M
139 positions
#24Asset One Wealth Management LLCPassive
Some overlap · 6 shared positions
$OUNZ$PHYS$USB$LKFT$ASML$PSLV
$904M
336 positions
#25New Harbor Financial Group, LLCActive
Some overlap · 6 shared positions
$USB$PHYS$SLV$LKFT$PSLV$WPM
$567M
61 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.