Hedge Funds Similar to Guided Wealth

13F Portfolio OverlapQ3 2026Guided Wealth portfolio →

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Most similar hedge funds by 13F overlap

Guided Capital Wealth Management, LLC is an institutional investor managing $172M across 37 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Guided Wealth are RH Tailwind, RPG Investment Advisory, Clarus Wealth Advisors, with shared positions in $CRS, $PWR, $PLTR, $NOW, $HII, $NTRA. The full ranking of 16 similar funds is below.

#1RH Tailwind Management, LLCPassive

Notable overlap · 3 shared positions

$CRS $PWR $PLTR

$1.0B

58 positions

#2RPG Investment Advisory, LLCPassive

Some overlap · 3 shared positions

$PWR $NOW $PLTR

$540M

85 positions

#3Clarus Wealth AdvisorsActive

Some overlap · 3 shared positions

$PLTR $PWR $NOW

$275M

86 positions

#4Orion Investment CoActive

Some overlap · 3 shared positions

$PLTR $HII $NOW

$343M

73 positions

#5NAVELLIER & ASSOCIATES INCPassive

Some overlap · 3 shared positions

$CRS $PWR $PLTR

$1.3B

322 positions

#6Wedbush Fund Advisers, LLCActive

Some overlap · 3 shared positions

$PLTR $NOW $PWR

$1.1B

103 positions

#7AlphaStar Capital Management, LLCActive

Some overlap · 3 shared positions

$PLTR $PWR $NOW

$1.7B

276 positions

#8Aubrey Capital Management LtdPassive

Some overlap · 3 shared positions

$NTRA $CRS $PLTR

$115M

38 positions

#96th Street Advisors, LLCActive

Some overlap · 3 shared positions

$PWR $NOW $PLTR

$173M

61 positions

#10Teamwork Financial Advisors, LLCPassive

Some overlap · 3 shared positions

$PWR $NOW $PLTR

$908M

182 positions

#11BNC WEALTH MANAGEMENT, LLCPassive

Some overlap · 3 shared positions

$PWR $PLTR $NOW

$436M

104 positions

#12Sun Financial IncPassive

Some overlap · 3 shared positions

$PLTR $PWR $NOW

$212M

161 positions

#13Canvas Wealth Advisors, LLCPassive

Some overlap · 3 shared positions

$PLTR $NOW $PWR

$717M

251 positions

#14BankChampaign, National AssociationPassive

Some overlap · 3 shared positions

$PLTR $CRS $PWR

$120M

202 positions

#15WESTFIELD CAPITAL MANAGEMENT CO LPPassive

Slight overlap · 4 shared positions

$PWR $NOW $NTRA $CRS

$30.6B

278 positions

#16Quantum Private Wealth, LLCPassive

Slight overlap · 3 shared positions

$PLTR $PWR $NOW

$391M

164 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.