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Hedge Funds Similar to Cardinal Strategic Wealth Guidance

13F Portfolio OverlapQ1 2026Cardinal Strategic Wealth Guidance portfolio →
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Most similar hedge funds by 13F overlap

Cardinal Strategic Wealth Guidance is an institutional investor managing $379M across 63 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 Cardinal Strategic Wealth Guidance are SNS Financial Group,, Panoramic Partners,, Demars Financial Group,, with shared positions in $MDLZ, $GLDM, $HON, $UNP, $ABT, $SHW. The full ranking of 25 similar funds is below.

#1SNS Financial Group, LLCActive
Notable overlap · 5 shared positions
$MDLZ$GLDM$HON$UNP$ABT
$1.2B
208 positions
#2Panoramic Capital Partners, LLCActive
Notable overlap · 3 shared positions
$MDLZ$SHW$PLTR
$162M
63 positions
#3Demars Financial Group, LLCActive
Notable overlap · 3 shared positions
$MDLZ$ADP$NEE
$304M
103 positions
#4Fiduciary Planning LLCActive
Some overlap · 4 shared positions
$MDLZ$SHW$HON$PLTR
$331M
76 positions
#5Tradewinds Capital Management, LLCActive
Some overlap · 4 shared positions
$GLDM$SIVR$HON$ABT
$504M
719 positions
#6Encompass More Asset ManagementPassive
Some overlap · 3 shared positions
$GLDM$SIVR$PLTR
$597M
251 positions
#7Mission Creek Capital Partners, Inc.Passive
Some overlap · 3 shared positions
$GLDM$SIVR$NEE
$501M
219 positions
#8Financial Enhancement Group LLCPassive
Some overlap · 3 shared positions
$MDLZ$GLDM$NEE
$807M
135 positions
#9Spectrum Planning & Advisory Services Inc.Passive
Some overlap · 4 shared positions
$MDLZ$GLDM$SIVR$SHW
$202M
114 positions
#10Roof Eidam Maycock Peralta, LLCActive
Some overlap · 3 shared positions
$MDLZ$SHW$ABT
$436M
125 positions
#11New Perspectives, IncSmart money
Some overlap · 3 shared positions
$GLDM$SHW$UNP
$289M
44 positions
#12Capital Planning Advisors, LLCPassive
Some overlap · 3 shared positions
$GLDM$SHW$ABT
$692M
146 positions
#13Milestones Private Investment Advisors LLCPassive
Some overlap · 3 shared positions
$GLDM$SHW$NEE
$114M
78 positions
#14NavPoint Financial, Inc.Active
Some overlap · 3 shared positions
$GLDM$SHW$PLTR
$247M
71 positions
#15Detalus Advisors, LLCActive
Some overlap · 3 shared positions
$MDLZ$GLDM$ABT
$438M
186 positions
#16Carolina Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$GLDM$CL$UNP
$240M
278 positions
#17Evergreen Quality Fund GP, Ltd.Smart money
Some overlap · 3 shared positions
$GLDM$AMD$SHW
$4.4B
40 positions
#18CONTINUUM WEALTH ADVISORS, LLCActive
Some overlap · 3 shared positions
$GLDM$UNP$NEE
$241M
70 positions
#19American National Bank of TexasActive
Some overlap · 5 shared positions
$GLDM$HON$CL$UNP$ABT
$105M
57 positions
#20Nova Wealth Management, Inc.Passive
Some overlap · 4 shared positions
$MDLZ$GLDM$AMD$PLTR
$154M
545 positions
#21EDGAR LOMAX CO/VAActive
Some overlap · 4 shared positions
$MDLZ$UNP$ABT$NEE
$1.4B
56 positions
#22Accretive Wealth Partners, LLCPassive
Some overlap · 3 shared positions
$GLDM$ADP$UNP
$356M
180 positions
#23Bravias Capital Group, LLCActive
Some overlap · 4 shared positions
$GLDM$SIVR$SHW$NEE
$153M
96 positions
#24Purus Wealth Management, LLCPassive
Some overlap · 4 shared positions
$GLDM$SHW$AMD$PLTR
$314M
157 positions
#25KICKSTAND VENTURES, LLC.Active
Some overlap · 3 shared positions
$MDLZ$GLDM$SHW
$475M
130 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.