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Hedge Funds Similar to Garde ,

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

Garde Capital, Inc. is an institutional investor managing $1.7B across 198 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 Garde , are Firestone, Infinity Wealth Counsel,, SWAN, with shared positions in $SCHW, $HUM, $UNIT, $IAU, $EPAM, $MAR. The full ranking of 25 similar funds is below.

#1Firestone Capital ManagementPassive
Some overlap · 5 shared positions
$SCHW$HUM$UNIT$IAU$EPAM
$480M
160 positions
#2Infinity Wealth Counsel, LLCPassive
Some overlap · 5 shared positions
$SCHW$HUM$UNIT$IAU$MAR
$109M
63 positions
#3SWAN Capital LLCPassive
Some overlap · 5 shared positions
$SCHW$HUM$UNIT$MAR$PLTR
$272M
554 positions
#4AWM CAPITAL, LLCActive
Some overlap · 5 shared positions
$SCHW$HUM$IAU$ICFI$IBIT
$1.1B
113 positions
#5Employees' Retirement Fund of the City of Fort WorthActive
Some overlap · 3 shared positions
$SCHW$HUM$UNIT
$230M
21 positions
#6Kohmann Bosshard Financial Services, LLCActive
Some overlap · 3 shared positions
$SCHW$HUM$UNIT
$1.2B
1,060 positions
#7Financial Alternatives, IncActive
Some overlap · 5 shared positions
$SCHW$UNIT$HUM$IAU$AFRM
$185M
79 positions
#8SVRN Asset Management, LLCActive
Some overlap · 3 shared positions
$SCHW$UNIT$HUM
$103M
37 positions
#9White Lighthouse Investment Management Inc.Active
Some overlap · 8 shared positions
$HUM$UNIT$SCHW$AFRM$IAU$NOW
$721M
145 positions
#10Fonville Wealth Management LLCPassive
Some overlap · 9 shared positions
$SCHW$HUM$UNIT$IBIT$MAR$IAU
$525M
138 positions
#11CAMBRIDGE CAPITAL MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$SCHW$HUM$UNIT$SNOW
$232M
44 positions
#12Gibson Capital, LLCSmart money
Some overlap · 5 shared positions
$SCHW$HUM$IAU$IBIT$UNIT
$537M
87 positions
#13Graetz Wealth LLCPassive
Some overlap · 8 shared positions
$SCHW$HUM$UNIT$IAU$IBIT$RL
$112M
80 positions
#14Riverpoint Wealth Management Holdings, LLCActive
Some overlap · 5 shared positions
$SCHW$HUM$IAU$MAR$IBIT
$470M
62 positions
#15Hurlow Wealth Management Group, Inc.Active
Some overlap · 4 shared positions
$SCHW$HUM$IAU$SNOW
$420M
120 positions
#16Ariston Services GroupActive
Some overlap · 4 shared positions
$SCHW$HUM$IAU$SNOW
$167M
71 positions
#17West Financial Advisors, LLCActive
Some overlap · 5 shared positions
$SCHW$HUM$AFRM$IBIT$UNIT
$589M
193 positions
#18ARK & TLK INVESTMENTS, LLCActive
Some overlap · 4 shared positions
$SCHW$UNIT$ICFI$SNOW
$370M
119 positions
#19Rockwood Wealth Management, LLCSmart money
Some overlap · 7 shared positions
$SCHW$IAU$HUM$UNIT$MAR$EPAM
$1.4B
118 positions
#20Omega Financial Group, LLCPassive
Some overlap · 7 shared positions
$SCHW$AFRM$NOW$PLTR$AXP$HUM
$308M
101 positions
#21Brindle & Bay Financial Advisors, LLCPassive
Some overlap · 4 shared positions
$SCHW$HUM$UNIT$SNOW
$163M
67 positions
#22Financial Futures Ltd Liability Co.Active
Some overlap · 7 shared positions
$SCHW$ICFI$IAU$UNIT$IBIT$SNOW
$228M
72 positions
#23Opus Financial Solutions LLCPassive
Some overlap · 4 shared positions
$SCHW$HUM$IAU$SNOW
$106M
103 positions
#24PRESILIUM PRIVATE WEALTH, LLCActive
Some overlap · 5 shared positions
$SCHW$UNIT$NOW$RL$HUM
$567M
75 positions
#25Johnson Wealth Management, LLCSmart money
Some overlap · 3 shared positions
$SCHW$HUM$IAU
$207M
49 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.