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, Somerset Group, PENINSULA ASSET, 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 OverlapQ2 2026Guardian Wealth Advisors portfolio →

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Most similar hedge funds by 13F overlap

Guardian Wealth Advisors, LLC is an institutional investor managing $200M across 66 U.S. equity positions as of Q2 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, Somerset Group, PENINSULA ASSET, with shared positions in $CHRW, $CAH, $CINF, $PEP, $TGT, $EMR. The full ranking of 25 similar funds is below.

#1Kinloch Capital, LLCPassive

Notable overlap · 10 shared positions

$CHRW $CAH $CINF $PEP $TGT $EMR

$274M

79 positions

#2Somerset Group LLCActive

Notable overlap · 8 shared positions

$CHRW $MMM $ECL $PEP $MCD $CB

$142M

58 positions

#3PENINSULA ASSET MANAGEMENT INCActive

Notable overlap · 9 shared positions

$SPGI $ECL $PEP $ABT $LOW $EMR

$209M

54 positions

#4Clark & Stuart, IncPassive

Some overlap · 10 shared positions

$MMM $PEP $ABT $FAST $EMR $SYY

$159M

57 positions

#5DMKC Advisory Services, LLCActive

Some overlap · 9 shared positions

$MMM $PEP $ABT $LOW $TGT $EMR

$530M

92 positions

#6KANAWHA CAPITAL MANAGEMENT LLCActive

Some overlap · 10 shared positions

$ECL $PEP $ABT $LOW $EMR $MMM

$1.5B

228 positions

#7OLD REPUBLIC INTERNATIONAL CORPActive

Some overlap · 8 shared positions

$CAH $CINF $PEP $EMR $SYY $GPC

$2.7B

54 positions

#8MONARCH CAPITAL MANAGEMENT INCPassive

Some overlap · 9 shared positions

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

$436M

130 positions

#9BROADWATER CAPITAL MANAGEMENT LLCPassive

Some overlap · 10 shared positions

$ECL $SPGI $ABT $MMM $CHRW $FAST

$138M

208 positions

#10Legacy Financial Strategies, LLCActive

Some overlap · 8 shared positions

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

$646M

152 positions

#11Allied Investment Advisors, LLCPassive

Some overlap · 8 shared positions

$MMM $PEP $ABT $LOW $TGT $SYY

$797M

110 positions

#12Sound Financial Strategies Group, LLCPassive

Some overlap · 8 shared positions

$CHRW $CINF $PEP $FAST $EMR $GPC

$157M

121 positions

#13LMG Wealth Partners, LLCPassive

Some overlap · 8 shared positions

$CAH $PEP $LOW $EMR $SYY $CB

$626M

166 positions

#14Birchwood Financial Partners, Inc.Passive

Some overlap · 6 shared positions

$CHRW $MMM $FAST $GGG $PEP $ECL

$122M

352 positions

#15Berger Financial Group, IncPassive

Some overlap · 5 shared positions

$CHRW $ECL $CB $VLO $EXPD

$2.0B

486 positions

#16Walsky Investment Management, Inc.Passive

Some overlap · 8 shared positions

$SPGI $PEP $ABT $LOW $EMR $APD

$108M

52 positions

#17MATHER GROUP, LLC.Active

Some overlap · 8 shared positions

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

$11.5B

1,903 positions

#18TOTH FINANCIAL ADVISORY CORPPassive

Some overlap · 7 shared positions

$ECL $PEP $ABT $FAST $LOW $SYY

$1.0B

880 positions

#19Palisade Asset Management, LLCPassive

Some overlap · 7 shared positions

$MMM $ECL $PEP $ABT $TGT $ADP

$1.1B

204 positions

#20WILKINS INVESTMENT COUNSEL INCActive

Some overlap · 7 shared positions

$MMM $PEP $FAST $EMR $SYY $CB

$742M

119 positions

#21BRADY FAMILY WEALTH, LLCPassive

Some overlap · 8 shared positions

$PEP $ABT $SPGI $LOW $CB $APD

$346M

113 positions

#22Financial & Tax Architects, LLCPassive

Some overlap · 7 shared positions

$SPGI $PEP $ABT $LOW $EMR $ADP

$474M

110 positions

#23Somerset Trust CoPassive

Some overlap · 8 shared positions

$PEP $ABT $LOW $EMR $CB $APD

$354M

186 positions

#24PACK Private Wealth, LLCSmart money

Some overlap · 3 shared positions

$CHRW $GGG $ECL

$241M

61 positions

#25Sky Investment Group LLCPassive

Some overlap · 7 shared positions

$ECL $PEP $ABT $EMR $SYY $ADP

$637M

146 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.