How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Guardian Financial Partners

13F Portfolio OverlapQ2 2026Guardian Financial Partners portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Guardian Financial Partners, LLC is an institutional investor managing $257M across 69 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 Guardian Financial Partners are Annex Advisory Services, SBE DBA CEDAR COVE WEALTH PARTNERS, Bouvel Investment Partners, with shared positions in $ALPS, $ISRG, $VRT, $MRVL, $PWR. The full ranking of 25 similar funds is below.

#1Annex Advisory Services, LLCActive

Notable overlap · 3 shared positions

$ALPS $ISRG $VRT

$5.9B

356 positions

#2SBE LLC DBA CEDAR COVE WEALTH PARTNERSActive

Notable overlap · 3 shared positions

$ALPS $MRVL $PWR

$213M

91 positions

#3Bouvel Investment Partners, LLCPassive

Notable overlap · 4 shared positions

$MRVL $ISRG $VRT $PWR

$442M

84 positions

#4Geneva Partners, LLCPassive

Notable overlap · 3 shared positions

$MRVL $VRT $PWR

$375M

75 positions

#5N10 ASSETS, LLC

Some overlap · 3 shared positions

$MRVL $VRT $PWR

$231M

34 positions

#6Robeco Schweiz AGActive

Some overlap · 3 shared positions

$MRVL $VRT $PWR

$6.2B

126 positions

#7N10 WEALTH, LLCActive

Some overlap · 3 shared positions

$MRVL $VRT $PWR

$282M

43 positions

#8Broadleaf Partners, LLCPassive

Some overlap · 4 shared positions

$MRVL $ISRG $VRT $PWR

$517M

86 positions

#9SIERRA SUMMIT ADVISORS LLCPassive

Some overlap · 4 shared positions

$MRVL $VRT $ISRG $PWR

$895M

185 positions

#10DEEPWATER ASSET MANAGEMENT, LLCPassive

Some overlap · 3 shared positions

$MRVL $ISRG $VRT

$220M

35 positions

#11Malaga Cove Capital, LLCPassive

Some overlap · 3 shared positions

$MRVL $ISRG $PWR

$314M

185 positions

#12KERR FINANCIAL PLANNING CorpPassive

Some overlap · 3 shared positions

$MRVL $ALPS $VRT

$90M

545 positions

#13Markin Volterra Fund LPActive

Some overlap · 3 shared positions

$MRVL $VRT $PWR

$147M

69 positions

#14Quantum Private Wealth, LLCPassive

Some overlap · 3 shared positions

$MRVL $VRT $PWR

$390M

171 positions

#15Silverleafe Capital Partners, LLCActive

Some overlap · 3 shared positions

$MRVL $VRT $PWR

$367M

99 positions

#16Atika Capital Management LLCActive

Some overlap · 3 shared positions

$MRVL $ISRG $VRT

$1.5B

81 positions

#17Fortitude Advisory Group L.L.C.Passive

Some overlap · 3 shared positions

$MRVL $VRT $PWR

$262M

238 positions

#18NZS Capital, LLCActive

Some overlap · 3 shared positions

$MRVL $ISRG $PWR

$3.9B

61 positions

#19Mission Creek Capital Partners, Inc.Passive

Some overlap · 3 shared positions

$MRVL $VRT $PWR

$569M

231 positions

#20Forefront Wealth Partners, LLC

Slight overlap · 3 shared positions

$MRVL $ISRG $VRT

$323M

177 positions

#21Defiance ETFs, LLCPassive

Slight overlap · 3 shared positions

$MRVL $VRT $PWR

$7.4B

388 positions

#22ARTHUR M. COHEN & ASSOCIATES, LLCActive

Slight overlap · 3 shared positions

$MRVL $ISRG $VRT

$640M

139 positions

#23Zweig-DiMenna Associates LLCActive

Slight overlap · 3 shared positions

$MRVL $VRT $PWR

$1.1B

70 positions

#24TCW GROUP INCActive

Slight overlap · 3 shared positions

$VRT $MRVL $ISRG

$14.9B

640 positions

#25BankChampaign, National AssociationPassive

Slight overlap · 3 shared positions

$MRVL $VRT $PWR

$130M

200 positions

Compare Guardian Financial Partners’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Guardian Financial Partners’s holdings

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.