What hedge funds are most similar to GUARDIAN WEALTH ADVISORS, LLC / NC?

The funds with the most similar 13F portfolios to GUARDIAN WEALTH ADVISORS, LLC / NC are BROGAN FINANCIAL,, Second Line ,, Cushing Partners,, 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, / NC

13F Portfolio OverlapQ1 2026GUARDIAN WEALTH ADVISORS, / NC portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

GUARDIAN WEALTH ADVISORS, LLC / NC is an institutional investor managing $1.6B across 611 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, / NC are BROGAN FINANCIAL,, Second Line ,, Cushing Partners,, with shared positions in $DUK, $PWR, $MS, $WT, $AGQ, $BRZE. The full ranking of 25 similar funds is below.

#1BROGAN FINANCIAL, INC.Smart money

Notable overlap · 3 shared positions

$DUK $PWR $MS

$227M

56 positions

#2Second Line Capital, LLCActive

Notable overlap · 3 shared positions

$DUK $WT $PWR

$528M

185 positions

#3Cushing Capital Partners, LLCPassive

Notable overlap · 3 shared positions

$DUK $AGQ $BRZE

$130M

96 positions

#4Sunburst Financial Group, LLCActive

Notable overlap · 4 shared positions

$DUK $HUM $MS $PWR

$543M

132 positions

#5SevenBridge Financial Group, LLCPassive

Some overlap · 3 shared positions

$DUK $MS $PWR

$640M

202 positions

#6MBE Wealth Management, LLCActive

Some overlap · 4 shared positions

$DUK $MS $HUM $WT

$241M

141 positions

#7Aptus Capital Advisors, LLCPassive

Some overlap · 3 shared positions

$DUK $BRZE $PWR

$12.7B

1,671 positions

#8McGrath & Associates, Inc.Active

Some overlap · 3 shared positions

$DUK $WT $BRZE

$68M

41 positions

#9TrueWealth Advisors, LLCPassive

Some overlap · 4 shared positions

$DUK $HUM $DIA $FND

$398M

233 positions

#10Diversified Enterprises, LLCActive

Some overlap · 3 shared positions

$DUK $HUM $PWR

$1.8B

413 positions

#11First Heartland Consultants, Inc.Passive

Some overlap · 5 shared positions

$DUK $BRZE $WT $HUM $DIA

$1.3B

523 positions

#12Financial Guidance Group, Inc.Passive

Some overlap · 4 shared positions

$DUK $HUM $DIA $ABNB

$249M

89 positions

#13Compass Ion Advisors, LLCActive

Some overlap · 3 shared positions

$DUK $HUM $MS

$1.0B

279 positions

#14Uniting Wealth Partners, LLCPassive

Some overlap · 3 shared positions

$DUK $AGQ $BPRE

$470M

205 positions

#15ONE PLUS ONE WEALTH MANAGEMENT, LLCPassive

Some overlap · 3 shared positions

$DUK $AGQ $PWR

$237M

89 positions

#16United Advisor Group, LLCPassive

Some overlap · 4 shared positions

$WT $DUK $AGQ $UL

$811M

508 positions

#17Signal Advisors Wealth, LLCPassive

Some overlap · 4 shared positions

$DUK $WT $ABNB $PWR

$1.5B

582 positions

#18EdgeRock Capital LLCActive

Some overlap · 3 shared positions

$DUK $HUM $BRZE

$370M

126 positions

#19Lionsbridge Wealth Management LLCPassive

Some overlap · 5 shared positions

$WT $AGQ $BRZE $PWR $DIA

$99M

59 positions

#20Bienville Capital Management, LLCPassive

Some overlap · 3 shared positions

$DUK $HUM $AGQ

$550M

74 positions

#21Laurel Wealth Advisors LLCActive

Some overlap · 4 shared positions

$DUK $WT $HUM $ABNB

$1.0B

192 positions

#22TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADVPassive

Some overlap · 3 shared positions

$DUK $WT $HUM

$277M

187 positions

#23Cullen Capital Management, LLCActive

Some overlap · 4 shared positions

$DUK $MS $UL $TFC

$9.8B

213 positions

#24Summit Investment Advisory Services, LLCActive

Some overlap · 5 shared positions

$WT $BPRE $HUM $MS $BRZE

$269M

81 positions

#25Discipline Wealth Solutions, LLCActive

Some overlap · 5 shared positions

$WT $AGQ $BRZE $HUM $PHYS

$950M

192 positions

Compare GUARDIAN WEALTH ADVISORS, / NC’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View GUARDIAN WEALTH ADVISORS, / NC’s holdings

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.