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Hedge Funds Similar to guardian investment

13F Portfolio OverlapQ1 2026guardian investment portfolio →
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Most similar hedge funds by 13F overlap

guardian investment management is an institutional investor managing $127M across 60 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 guardian investment are Schubert &, 11 Partners, RPS ADVISORY SOLUTIONS, with shared positions in $DHR, $KKR, $AXP, $T, $GE, $GEV. The full ranking of 25 similar funds is below.

#1Schubert & CoActive
Notable overlap · 6 shared positions
$DHR$KKR$AXP$T$GE$GEV
$123M
69 positions
#211 Capital Partners LPActive
Notable overlap · 3 shared positions
$DHR$GE$GEV
$348M
20 positions
#3RPS ADVISORY SOLUTIONS LLCActive
Notable overlap · 5 shared positions
$DHR$GEV$T$MU$GE
$176M
108 positions
#4Global X Japan Co., Ltd.Active
Notable overlap · 6 shared positions
$DHR$AMAT$MU$AMGN$TXN$AXP
$1.9B
378 positions
#5Hardy Reed LLCActive
Notable overlap · 5 shared positions
$DHR$KKR$GEV$AMAT$AXP
$1.4B
243 positions
#6Massachusetts Wealth ManagementPassive
Notable overlap · 9 shared positions
$GE$GEV$BAC$MMM$AMGN$ITW
$231M
98 positions
#7Catalyst Investment Management LLCPassive
Notable overlap · 4 shared positions
$DHR$KKR$DE$BAC
$90M
65 positions
#8Skyline Advisors, Inc.Passive
Notable overlap · 4 shared positions
$DHR$DE$BAC$BA
$287M
120 positions
#9Waldron Private Wealth LLCActive
Notable overlap · 3 shared positions
$DHR$KKR$AMGN
$2.6B
342 positions
#10TRUE Private Wealth AdvisorsPassive
Notable overlap · 3 shared positions
$DHR$MU$MMM
$1.0B
266 positions
#11IAT REINSURANCE CO LTD.Active
Notable overlap · 4 shared positions
$AMGN$GE$GEV$KKR
$310M
67 positions
#12Spectrum Investment Advisors, Inc.Active
Notable overlap · 4 shared positions
$DHR$TXN$T$KKR
$201M
46 positions
#13RETIREMENT PLANNING GROUP, LLC / NYPassive
Notable overlap · 6 shared positions
$DHR$GE$GEV$T$BAC$DE
$155M
94 positions
#14Beta Wealth Group, Inc.Passive
Notable overlap · 3 shared positions
$DHR$C$BAC
$242M
112 positions
#15HOERTKORN RICHARD CHARLESActive
Notable overlap · 6 shared positions
$GE$BAC$GEV$BA$INTC$ITW
$122M
75 positions
#16MontVue Capital Management, Inc.Active
Notable overlap · 3 shared positions
$DHR$GE$BAC
$147M
67 positions
#17Defender Capital, LLC.Active
Notable overlap · 3 shared positions
$DHR$INTC$CSX
$282M
34 positions
#18CapWealth Advisors, LLCActive
Notable overlap · 5 shared positions
$GE$BAC$AMGN$GEV$T
$1.3B
118 positions
#19WULFF, HANSEN & CO.Passive
Notable overlap · 5 shared positions
$GE$BAC$GEV$CSX$BA
$98M
98 positions
#20CAHABA WEALTH MANAGEMENT, INC.Smart money
Notable overlap · 3 shared positions
$DHR$KKR$MMM
$1.5B
154 positions
#21Yoffe Investment Management, LLCPassive
Notable overlap · 7 shared positions
$GE$CSX$GEV$AXP$INTC$BA
$78M
111 positions
#22DLK Investment Management, LLCPassive
Notable overlap · 7 shared positions
$AMGN$DHR$ITW$DE$TXN$GEV
$253M
92 positions
#23Cambridge Financial Group, Inc.Active
Notable overlap · 6 shared positions
$GE$BAC$BA$GEV$C$TXN
$267M
33 positions
#24Forum Private Client Group LLCActive
Notable overlap · 3 shared positions
$DHR$KKR$T
$300M
80 positions
#25FIDUCIARY ADVISORS, INC.Active
Notable overlap · 5 shared positions
$DHR$BAC$KKR$BA$DE
$133M
121 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.