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 OverlapQ1 2026Guardian Financial Partners, portfolio →

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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 Q1 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 RiverTree Advisors,, Dynamic Financial Group, Hidden Cove Wealth ,, with shared positions in $JHG, $ALPS, $TMO, $SNOW, $GEV, $KKR. The full ranking of 25 similar funds is below.

#1RiverTree Advisors, LLCPassive

Substantial overlap · 3 shared positions

$JHG $ALPS $TMO

$158M

60 positions

#2Dynamic Financial GroupActive

Notable overlap · 3 shared positions

$JHG $SNOW $GEV

$122M

69 positions

#3Hidden Cove Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$JHG $SNOW $GEV

$156M

109 positions

#4MARS JEWETT FINANCIAL GROUP, INC.Smart money

Notable overlap · 3 shared positions

$JHG $KKR $NTRB

$316M

37 positions

#5Diesslin Group, Inc.Smart money

Notable overlap · 3 shared positions

$JHG $MRVL $IBIT

$259M

59 positions

#6TRAPHAGEN INVESTMENT ADVISORS LLCActive

Notable overlap · 3 shared positions

$JHG $BPRE $IBIT

$1.2B

207 positions

#7Lionshead Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$JHG $TMO $SNOW

$136M

108 positions

#8Orion Capital Management LLCPassive

Notable overlap · 3 shared positions

$JHG $KKR $ISRG

$290M

485 positions

#9WINEBRENNER CAPITAL MANAGEMENT LLCPassive

Notable overlap · 3 shared positions

$JHG $KKR $SNOW

$156M

139 positions

#10Bridgewealth Advisory Group, LLCActive

Notable overlap · 3 shared positions

$JHG $KKR $SNOW

$482M

135 positions

#11First Financial Group CorpActive

Notable overlap · 3 shared positions

$JHG $SNOW $GEV

$122M

80 positions

#12MIDLAND WEALTH ADVISORS LLCSmart money

Notable overlap · 3 shared positions

$JHG $BPRE $KKR

$1.9B

160 positions

#13Financial Enhancement Group LLCPassive

Notable overlap · 4 shared positions

$JHG $KKR $GEV $IBIT

$807M

135 positions

#14Sovereign Investment Advisors, LLCActive

Notable overlap · 3 shared positions

$JHG $ALPS $SNOW

$472M

106 positions

#15YARGER WEALTH STRATEGIES, LLCPassive

Notable overlap · 4 shared positions

$JHG $KKR $MRVL $ASML

$248M

125 positions

#16Magnolia Private Wealth, LLCPassive

Notable overlap · 3 shared positions

$JHG $BPRE $GEV

$150M

134 positions

#17Medallion Wealth Advisors, LLCPassive

Notable overlap · 3 shared positions

$JHG $KKR $SNOW

$306M

1,121 positions

#181900 WEALTH MANAGEMENT LLCActive

Notable overlap · 3 shared positions

$JHG $KKR $NTRB

$1.6B

253 positions

#19BARD ASSOCIATES INCPassive

Notable overlap · 3 shared positions

$JHG $ALPS $SNOW

$398M

292 positions

#20Clearview Wealth Advisors LLC

Notable overlap · 3 shared positions

$JHG $SNOW $KKR

$158M

103 positions

#21URS Advisory LLCActive

Notable overlap · 5 shared positions

$KKR $JHG $TMO $SNOW $ALPS

$137M

51 positions

#22Quaker Wealth Management, LLCActive

Notable overlap · 3 shared positions

$JHG $KKR $IBIT

$320M

972 positions

#23Bulwark Capital CorpActive

Notable overlap · 4 shared positions

$JHG $KKR $ALPS $SNOW

$162M

100 positions

#24Leelyn Smith, LLCPassive

Notable overlap · 4 shared positions

$JHG $KKR $TMO $NTRB

$713M

154 positions

#25Tenzing Financial LLCActive

Notable overlap · 3 shared positions

$ALPS $JHG $GEV

$133M

70 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.