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Hedge Funds Similar to Guided Wealth ,

13F Portfolio OverlapQ1 2026Guided Wealth , portfolio →
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Most similar hedge funds by 13F overlap

Guided Capital Wealth Management, LLC is an institutional investor managing $152M across 34 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 Guided Wealth , are Rare Wolf, Gaddis Premier Wealth Advisors, Waterway Wealth ,, with shared positions in $WT, $NOW, $PLTR, $CRS, $PWR, $ZETA. The full ranking of 25 similar funds is below.

#1Rare Wolf Capital LLCPassive
Notable overlap · 3 shared positions
$WT$NOW$PLTR
$154M
127 positions
#2Gaddis Premier Wealth Advisors LLCPassive
Notable overlap · 3 shared positions
$WT$CRS$PLTR
$136M
85 positions
#3Waterway Wealth Management, LLCActive
Notable overlap · 3 shared positions
$WT$PWR$NOW
$452M
90 positions
#4Laurel Wealth Planning LLCActive
Notable overlap · 3 shared positions
$WT$NOW$PWR
$190M
59 positions
#5RPG Investment Advisory, LLCPassive
Some overlap · 4 shared positions
$PWR$PLTR$NOW$ZETA
$829M
92 positions
#6Lionshead Wealth Management, LLCPassive
Some overlap · 3 shared positions
$WT$PWR$PLTR
$136M
108 positions
#7GPS Wealth Strategies Group, LLC
Some overlap · 3 shared positions
$WT$PLTR$NOW
$117M
582 positions
#81492 Capital Management LLCPassive
Some overlap · 3 shared positions
$CRS$TCBX$ZETA
$263M
130 positions
#9Orion Investment CoActive
Some overlap · 3 shared positions
$PLTR$HII$NOW
$315M
69 positions
#10High Note Wealth, LLCPassive
Some overlap · 3 shared positions
$NOW$PLTR$WT
$509M
938 positions
#11Broadleaf Partners, LLCActive
Some overlap · 3 shared positions
$PWR$PLTR$NOW
$429M
84 positions
#12NAVELLIER & ASSOCIATES INCPassive
Some overlap · 3 shared positions
$PWR$CRS$PLTR
$960M
326 positions
#13Headland Capital, LLCActive
Some overlap · 4 shared positions
$WT$HII$FND$PLTR
$355M
61 positions
#14Clear Creek Financial Management, LLCPassive
Some overlap · 3 shared positions
$WT$FND$PLTR
$1.3B
608 positions
#15HighPoint Advisor Group LLCPassive
Some overlap · 3 shared positions
$WT$FND$PLTR
$2.4B
642 positions
#16Ausdal Financial Partners, Inc.Passive
Some overlap · 3 shared positions
$WT$NOW$PLTR
$2.3B
985 positions
#17Faithward Advisors, LLCPassive
Some overlap · 3 shared positions
$PLTR$HII$NTRA
$701M
261 positions
#18Anfield Capital Management, LLCPassive
Some overlap · 3 shared positions
$WT$HII$PLTR
$363M
715 positions
#19Disciplina Capital Management LLCSmart money
Some overlap · 3 shared positions
$WT$PWR$NOW
$944M
68 positions
#20ISLAY CAPITAL MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$NOW$PLTR$WT
$197M
204 positions
#21CVFG LLCPassive
Some overlap · 3 shared positions
$WT$CRS$PLTR
$804M
239 positions
#22ZEVENBERGEN CAPITAL INVESTMENTS LLCActive
Some overlap · 3 shared positions
$PWR$NTRA$NOW
$3.5B
110 positions
#23AXS Investments LLCActive
Some overlap · 3 shared positions
$PLTR$WT$NOW
$248M
189 positions
#24Second Line Capital, LLCActive
Some overlap · 3 shared positions
$PWR$WT$NOW
$528M
185 positions
#25VestGen Investment ManagementPassive
Some overlap · 3 shared positions
$CRS$WT$PLTR
$181M
216 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.