What hedge funds are most similar to Guardian Wealth Advisors, LLC?

The funds with the most similar 13F portfolios to Guardian Wealth Advisors, LLC are Kinloch ,, MAIRS & POWER, Wagner Wealth ,, based on overlapping conviction holdings in the latest SEC filings.

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 Wealth Advisors,

13F Portfolio OverlapQ1 2026Guardian Wealth Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Guardian Wealth Advisors, LLC is an institutional investor managing $174M across 64 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 Wealth Advisors, are Kinloch ,, MAIRS & POWER, Wagner Wealth ,, with shared positions in $CHRW, $CAH, $CINF, $ABT, $TGT, $ED. The full ranking of 25 similar funds is below.

#1Kinloch Capital, LLCPassive

Some overlap · 11 shared positions

$CHRW $CAH $CINF $ABT $TGT $ED

$245M

83 positions

#2MAIRS & POWER INCActive

Some overlap · 6 shared positions

$CHRW $ECL $GGG $ABT $FAST $MMM

$9.8B

245 positions

#3Wagner Wealth Management, CorpPassive

Some overlap · 8 shared positions

$CAH $CINF $CHRW $ECL $TGT $EMR

$111M

103 positions

#4Exeter Financial, LLCPassive

Some overlap · 7 shared positions

$RELX $CAH $TGT $EMR $APD $IBM

$245M

98 positions

#5PENINSULA ASSET MANAGEMENT INCPassive

Slight overlap · 8 shared positions

$CINF $ECL $LOW $ABT $EMR $SYY

$196M

53 positions

#6Birchwood Financial Partners, Inc.Passive

Slight overlap · 4 shared positions

$CHRW $GGG $FAST $MMM

$104M

348 positions

#7Legacy Financial Strategies, LLCActive

Slight overlap · 8 shared positions

$CINF $ECL $LOW $ABT $FAST $ROP

$554M

140 positions

#8Somerset Group LLCActive

Slight overlap · 4 shared positions

$CHRW $ECL $MMM $MCD

$135M

59 positions

#9Berger Financial Group, IncPassive

Slight overlap · 4 shared positions

$CHRW $ABT $CB $IBM

$1.8B

474 positions

#10Interval Partners, LPPassive

Slight overlap · 4 shared positions

$CHRW $MMM $SYY $GPC

$3.8B

262 positions

#11Clark & Stuart, IncActive

Slight overlap · 8 shared positions

$ECL $ABT $FAST $EMR $MMM $SYY

$148M

49 positions

#12Agate Pass Investment Management, LLCPassive

Slight overlap · 5 shared positions

$RELX $LOW $ABT $APD $IBM

$255M

105 positions

#13AIMZ Investment Advisors, LLCPassive

Slight overlap · 4 shared positions

$CHRW $LOW $IBM $EXPD

$324M

139 positions

#14MONARCH CAPITAL MANAGEMENT INCPassive

Slight overlap · 8 shared positions

$CINF $ABT $EMR $MMM $SYY $GPC

$409M

127 positions

#15ISTHMUS PARTNERS, LLCPassive

Slight overlap · 5 shared positions

$CHRW $LOW $EMR $SYY $MCD

$953M

217 positions

#16GWN SECURITIES INC.Passive

Slight overlap · 4 shared positions

$RELX $CAH $CB $MCD

$523M

462 positions

#17Allied Investment Advisors, LLCActive

Slight overlap · 7 shared positions

$LOW $ABT $TGT $EMR $MMM $SYY

$697M

100 positions

#18MATTERN CAPITAL MANAGEMENT, LLCPassive

Slight overlap · 7 shared positions

$ECL $LOW $ABT $FDS $CB $ROP

$835M

170 positions

#19TOTH FINANCIAL ADVISORY CORPPassive

Slight overlap · 7 shared positions

$ECL $LOW $ABT $FAST $SYY $IBM

$911M

918 positions

#20THOMAS STORY & SON LLCPassive

Slight overlap · 3 shared positions

$CHRW $ABT $FAST

$261M

51 positions

#21MATHER GROUP, LLC.Active

Slight overlap · 7 shared positions

$ABT $LOW $TGT $CINF $FAST $APD

$10.0B

1,896 positions

#22Valtinson Bruner Financial Planning LLCActive

Slight overlap · 4 shared positions

$RELX $GGG $ECL $TGT

$364M

171 positions

#23Eliot Finkel Investment Counsel, LLCActive

Slight overlap · 3 shared positions

$CHRW $APD $MCD

$184M

32 positions

#24Cerro Pacific Wealth Advisors LLCPassive

Slight overlap · 3 shared positions

$RELX $LOW $ABT

$381M

159 positions

#25NOVARE CAPITAL MANAGEMENT LLCPassive

Slight overlap · 4 shared positions

$CHRW $LOW $EMR $ROP

$1.3B

195 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.