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 OverlapQ2 2026GUARDIAN WEALTH ADVISORS, / NC portfolio →

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Most similar hedge funds by 13F overlap

GUARDIAN WEALTH ADVISORS, LLC / NC is an institutional investor managing $1.8B across 384 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, / NC are Lord & Richards Wealth, Wilian Securities, Strong Retirement Solutions, with shared positions in $PWR, $PGR, $ISRG, $APH, $FANG, $BPRE. The full ranking of 25 similar funds is below.

#1Lord & Richards Wealth Management, LLCActive

Some overlap · 5 shared positions

$PWR $PGR $ISRG $APH $FANG

$131M

80 positions

#2Wilian Securities, LLCPassive

Some overlap · 5 shared positions

$PWR $PGR $ISRG $APH $FANG

$169M

89 positions

#3Strong Retirement Solutions LLCPassive

Some overlap · 5 shared positions

$PWR $PGR $ISRG $APH $FANG

$178M

84 positions

#4Clarus Group, Inc.Active

Some overlap · 5 shared positions

$PWR $FANG $ISRG $APH $PGR

$303M

123 positions

#5NZS Capital, LLCActive

Slight overlap · 4 shared positions

$PWR $PGR $ISRG $APH

$3.9B

61 positions

#6Second Line Capital, LLCActive

Slight overlap · 4 shared positions

$PWR $PGR $APH $FANG

$537M

176 positions

#7Park Place Capital CorpPassive

Slight overlap · 4 shared positions

$PWR $PGR $APH $FANG

$629M

1,092 positions

#8Signal Advisors Wealth, LLCPassive

Slight overlap · 4 shared positions

$PWR $PGR $APH $FANG

$2.3B

701 positions

#96th Street Advisors, LLCActive

Slight overlap · 4 shared positions

$PWR $PGR $APH $FANG

$173M

61 positions

#10MARIPAU WEALTH MANAGEMENT LLCPassive

Slight overlap · 4 shared positions

$PWR $PGR $APH $FANG

$280M

177 positions

#11Rossby Financial, LCCPassive

Slight overlap · 3 shared positions

$BPRE $PHYS $PSLV

$547M

2,144 positions

#12Pasadena Private Wealth, LLCActive

Slight overlap · 3 shared positions

$BPRE $PHYS $PSLV

$786M

309 positions

#13Nova R Wealth, Inc.Active

Slight overlap · 3 shared positions

$BPRE $ISRG $APH

$341M

90 positions

#14Avalon Trust CoActive

Slight overlap · 3 shared positions

$PWR $VMI $PGR

$1.6B

462 positions

#15SYCOMORE ASSET MANAGEMENTActive

Slight overlap · 3 shared positions

$PWR $PGR $ISRG

$917M

68 positions

#16WMS Group LLCActive

Slight overlap · 3 shared positions

$PWR $PGR $ISRG

$78M

57 positions

#17Corient IA LLCPassive

Slight overlap · 3 shared positions

$PWR $VMI $ISRG

$108M

249 positions

#18Aptus Capital Advisors, LLCPassive

Slight overlap · 4 shared positions

$PGR $PWR $FANG $APH

$14.6B

1,782 positions

#19Chicago Capital, LLCActive

Slight overlap · 3 shared positions

$PWR $PGR $APH

$4.3B

372 positions

#20Sunburst Financial Group, LLCActive

Slight overlap · 3 shared positions

$PWR $PGR $APH

$631M

136 positions

#21CITY NATIONAL BANK OF FLORIDA /MSDActive

Slight overlap · 3 shared positions

$PWR $PGR $PHYS

$238M

150 positions

#22Guardian Financial Partners, LLCActive

Slight overlap · 3 shared positions

$BPRE $ISRG $PWR

$257M

69 positions

#23Tower View Wealth Management LLCPassive

Slight overlap · 3 shared positions

$PWR $ISRG $APH

$231M

193 positions

#24CARDEROCK CAPITAL MANAGEMENT INCPassive

Slight overlap · 3 shared positions

$PWR $ISRG $APH

$435M

70 positions

#25Bouvel Investment Partners, LLCPassive

Slight overlap · 3 shared positions

$PWR $ISRG $APH

$433M

85 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.