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Hedge Funds Similar to Financial Guidance Group

13F Portfolio OverlapQ3 2026Financial Guidance Group portfolio →
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Most similar hedge funds by 13F overlap

Financial Guidance Group, Inc. is an institutional investor managing $279M across 94 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Financial Guidance Group are Kraft, Davis & Associates, Upper Left Wealth, BRANDYWINE OAK PRIVATE WEALTH, with shared positions in $GLDM, $KLAC, $BAR, $BITB, $DE, $PNC. The full ranking of 25 similar funds is below.

#1Kraft, Davis & Associates, LLCActive
Notable overlap · 3 shared positions
$GLDM$KLAC$BAR
$474M
148 positions
#2Upper Left Wealth Management, LLCActive
Notable overlap · 3 shared positions
$GLDM$BITB$DE
$193M
68 positions
#3BRANDYWINE OAK PRIVATE WEALTH LLCActive
Notable overlap · 3 shared positions
$GLDM$BAR$PNC
$1.3B
243 positions
#4Parcion Private Wealth LLCPassive
Some overlap · 3 shared positions
$GLDM$KLAC$PNC
$1.8B
529 positions
#5INSPIRION WEALTH ADVISORS, LLCActive
Some overlap · 3 shared positions
$GLDM$BAR$DE
$880M
188 positions
#6Detalus Advisors, LLCActive
Some overlap · 3 shared positions
$GLDM$HCA$WM
$507M
188 positions
#7Frederick Financial Consultants, LLCActive
Some overlap · 4 shared positions
$GLDM$KLAC$PNC$DE
$236M
121 positions
#8Purus Wealth Management, LLCPassive
Some overlap · 3 shared positions
$GLDM$WM$DE
$366M
170 positions
#9Allen Capital Group, LLCPassive
Some overlap · 3 shared positions
$GLDM$KLAC$DE
$1.2B
316 positions
#10China Universal Asset Management Co., Ltd.Passive
Some overlap · 3 shared positions
$GLDM$KLAC$BAR
$1.7B
513 positions
#11a16z Perennial Management, L.P.Active
Slight overlap · 3 shared positions
$GLDM$BAR$BITB
$1.2B
63 positions
#12Churchill Financial Advisors, LLCActive
Slight overlap · 3 shared positions
$KLAC$GLDM$DE
$511M
127 positions
#13American TrustActive
Slight overlap · 3 shared positions
$KLAC$GLDM$DE
$1.3B
334 positions
#14Crumly & Associates Inc.Passive
Slight overlap · 3 shared positions
$KLAC$BITB$PNC
$563M
207 positions
#15Community Financial Services Group, LLCPassive
Slight overlap · 3 shared positions
$KLAC$PNC$WM
$655M
539 positions
#16BNC WEALTH MANAGEMENT, LLCPassive
Slight overlap · 3 shared positions
$KLAC$PNC$DE
$436M
104 positions
#17Vivid Wealth Management, LLCPassive
Slight overlap · 3 shared positions
$KLAC$PNC$DE
$280M
73 positions
#18Valley Brook Capital Group, Inc.Passive
Slight overlap · 3 shared positions
$KLAC$PNC$DE
$178M
118 positions
#19Teamwork Financial Advisors, LLCPassive
Slight overlap · 3 shared positions
$KLAC$PNC$DE
$908M
182 positions
#20Sun Financial IncPassive
Slight overlap · 3 shared positions
$KLAC$PNC$DE
$212M
161 positions
#21Capital Management Associates, IncActive
Slight overlap · 3 shared positions
$KLAC$GLDM$DE
$499M
160 positions
#22Realta Investment AdvisorsPassive
Slight overlap · 3 shared positions
$KLAC$PNC$DE
$342M
362 positions
#23PARNASSUS INVESTMENTS, LLCActive
Slight overlap · 3 shared positions
$KLAC$WM$DE
$33.8B
123 positions
#24Fjell Capital, LLCPassive
Slight overlap · 3 shared positions
$KLAC$WM$DE
$178M
84 positions
#25S Harris Financial Group, LLCActive
Slight overlap · 3 shared positions
$KLAC$WM$DE
$129M
124 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.