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Hedge Funds Similar to Guardian Wealth ,

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

Guardian Wealth Management, Inc. is an institutional investor managing $204M across 66 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 , are NEW SOUTH, Sidoxia ,, Powers Advisory Group,, with shared positions in $AZO, $BN, $SSNC, $NICE, $LKQ, $STRL. The full ranking of 25 similar funds is below.

#1NEW SOUTH CAPITAL MANAGEMENT INCActive
Notable overlap · 5 shared positions
$AZO$BN$SSNC$NICE$LKQ
$2.1B
51 positions
#2Sidoxia Capital Management, LLCPassive
Notable overlap · 3 shared positions
$STRL$KKR$SFM
$116M
83 positions
#3Powers Advisory Group, LLCActive
Notable overlap · 4 shared positions
$COP$USB$WM$LMT
$284M
125 positions
#4Quaker Wealth Management, LLCActive
Notable overlap · 4 shared positions
$COP$USB$KKR$WM
$320M
972 positions
#5FIRST MANHATTAN CO. LLC.Active
Notable overlap · 4 shared positions
$ASML$AZO$BN$KKR
$36.1B
753 positions
#6Steele Capital Management, Inc.Active
Notable overlap · 3 shared positions
$COP$USB$KKR
$2.4B
86 positions
#7AA Financial Advisors, LLCPassive
Notable overlap · 3 shared positions
$COP$USB$KKR
$710M
221 positions
#8Tide Cove Capital Partners LLCSmart money
Notable overlap · 3 shared positions
$COP$USB$KKR
$147M
13 positions
#9White Lighthouse Investment Management Inc.Active
Notable overlap · 3 shared positions
$COP$USB$KKR
$721M
145 positions
#10Integrity Investment Advisors, LLCActive
Notable overlap · 4 shared positions
$COP$USB$LMT$ASML
$184M
74 positions
#11Northwest Bancshares, Inc.Active
Notable overlap · 4 shared positions
$COP$USB$AZO$LMT
$502M
168 positions
#12Partners Group Holding AGActive
Notable overlap · 4 shared positions
$APO$BN$WM$KKR
$1.4B
50 positions
#13Stonebridge Capital Advisors LLCPassive
Notable overlap · 3 shared positions
$COP$USB$KKR
$1.4B
211 positions
#14KIRR MARBACH & CO LLC /IN/Active
Notable overlap · 3 shared positions
$AZO$SSNC$BN
$549M
57 positions
#15Davidson Capital Management Inc.Active
Notable overlap · 3 shared positions
$COP$USB$ANET
$552M
93 positions
#16FIRST SABREPOINT CAPITAL MANAGEMENT LPActive
Notable overlap · 3 shared positions
$AZO$STRL$SFM
$276M
29 positions
#17Twin Cities Retirement Group LLCSmart money
Notable overlap · 3 shared positions
$COP$USB$MMM
$109M
24 positions
#18Coyle Financial Counsel LLCActive
Notable overlap · 5 shared positions
$COP$USB$AZO$LKQ$ABT
$473M
113 positions
#19Freemont Management S.A.Passive
Notable overlap · 4 shared positions
$ANET$ASML$USB$AZO
$661M
136 positions
#20Lakewood Asset Management LLCPassive
Notable overlap · 3 shared positions
$COP$AZO$NICE
$156M
107 positions
#21CYPRESS FINANCIAL PLANNING LLCActive
Some overlap · 3 shared positions
$COP$USB$LMT
$363M
102 positions
#22Hilton Capital Management, LLCActive
Some overlap · 3 shared positions
$COP$USB$UL
$1.3B
129 positions
#23Goodman Financial CorpPassive
Some overlap · 3 shared positions
$COP$WM$GPN
$582M
77 positions
#24Cornerstone Financial Management LLCPassive
Some overlap · 4 shared positions
$COP$USB$KKR$LMT
$109M
1,311 positions
#25DIAMOND HILL CAPITAL MANAGEMENT INCActive
Some overlap · 5 shared positions
$COP$WM$ABT$LH$KMB
$16.0B
187 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.