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Hedge Funds Similar to Guidance Point Advisors,

13F Portfolio OverlapQ1 2026Guidance Point Advisors, portfolio →
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Most similar hedge funds by 13F overlap

Guidance Point Advisors, LLC is an institutional investor managing $422M across 96 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 Guidance Point Advisors, are Houlihan Financial Resource Group, Ltd., LifePlan Financial,, Gratus Wealth Advisors,, with shared positions in $HLT, $SSL, $MS, $SNOW, $CTVA, $BAC. The full ranking of 25 similar funds is below.

#1Houlihan Financial Resource Group, Ltd.Passive
Some overlap · 9 shared positions
$HLT$SSL$MS$SNOW$CTVA$BAC
$257M
109 positions
#2LifePlan Financial, LLCPassive
Some overlap · 5 shared positions
$HLT$SSL$DHR$SNOW$CTVA
$135M
83 positions
#3Gratus Wealth Advisors, LLCActive
Some overlap · 6 shared positions
$HLT$SSL$MS$HUM$BAC$MAR
$691M
138 positions
#4Sound View Wealth Advisors Group, LLCPassive
Some overlap · 6 shared positions
$HLT$SSL$MS$DIA$HUM$MAR
$1.5B
422 positions
#5Winthrop Partners - WNY, LLCPassive
Some overlap · 5 shared positions
$HLT$SSL$DHR$SCHW$DRI
$188M
87 positions
#6Probity Advisors, Inc.Passive
Some overlap · 8 shared positions
$HLT$SSL$MS$UNIT$SE$OKTA
$631M
230 positions
#7SONATA CAPITAL GROUP INCPassive
Some overlap · 8 shared positions
$SSL$HLT$UNIT$SNOW$CTVA$HUM
$271M
123 positions
#8RVW Wealth, LLCActive
Some overlap · 5 shared positions
$HLT$SSL$MS$HUM$MDY
$1.3B
176 positions
#9Praetorian Wealth Management, Inc.Active
Some overlap · 6 shared positions
$HLT$SSL$UNIT$HUM$MAR$SCHW
$526M
77 positions
#10Sightline Wealth Advisors, LLCActive
Some overlap · 7 shared positions
$SSL$HLT$DHR$UNIT$SNOW$MS
$236M
91 positions
#11Klingman & Associates, LLCActive
Some overlap · 7 shared positions
$HLT$SSL$SE$CTVA$DHR$MDY
$2.1B
332 positions
#12NOVEM GROUPPassive
Some overlap · 5 shared positions
$HLT$SSL$SE$SNOW$HUM
$873M
437 positions
#13HARBOR ADVISORY CORP /MA/Passive
Some overlap · 8 shared positions
$SSL$HLT$MS$SE$SNOW$BAC
$333M
79 positions
#14CAPITAL ADVISORS INC/OKPassive
Some overlap · 3 shared positions
$HLT$SSL$MS
$6.2B
357 positions
#15InvesTrustPassive
Some overlap · 4 shared positions
$HLT$SSL$SNOW$CTVA
$238M
91 positions
#16EIGHT 31 FINANCIAL, LLCActive
Some overlap · 4 shared positions
$HLT$SSL$SNOW$CTVA
$166M
72 positions
#17Windsor Capital Management, LLCActive
Some overlap · 5 shared positions
$HLT$SSL$OKTA$DIA$SCHW
$355M
123 positions
#18Wilkins Miller Wealth Management, LLCPassive
Some overlap · 4 shared positions
$HLT$SSL$SNOW$HUM
$165M
89 positions
#19MV CAPITAL MANAGEMENT, INC.Passive
Some overlap · 4 shared positions
$HLT$SSL$SNOW$LRCX
$1.0B
1,197 positions
#20Commonwealth Financial Services, LLCPassive
Some overlap · 3 shared positions
$HLT$SSL$MS
$632M
278 positions
#21Cherry Tree Wealth Management, LLCPassive
Some overlap · 6 shared positions
$SSL$HLT$UNIT$DHR$HUM$SCHW
$473M
582 positions
#22ARCADIA INVESTMENT ADVISORS LLCActive
Some overlap · 5 shared positions
$HLT$SSL$UNIT$SNOW$LEN
$212M
81 positions
#23First International Bank of Israel Ltd.Active
Some overlap · 4 shared positions
$HLT$SSL$OKTA$DIA
$340M
59 positions
#24ARROW FINANCIAL CORPActive
Some overlap · 4 shared positions
$HLT$SSL$MS$BAC
$994M
157 positions
#25Gilbert Capital Group, Inc.Active
Some overlap · 5 shared positions
$SSL$HLT$MS$SNOW$HUM
$129M
51 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.