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Hedge Funds Similar to Financial Guidance Group,

13F Portfolio OverlapQ1 2026Financial Guidance Group, portfolio →
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Most similar hedge funds by 13F overlap

Financial Guidance Group, Inc. is an institutional investor managing $249M across 89 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 Financial Guidance Group, are Fortis Advisors,, OakTrust Wealth Advisors,, KRAEMATON INVESTMENT ADVISORS,, with shared positions in $GLDM, $REGN, $HUM, $GSAT, $SNOW, $ARKO. The full ranking of 25 similar funds is below.

#1Fortis Advisors, LLCPassive
Notable overlap · 5 shared positions
$GLDM$REGN$HUM$GSAT$SNOW
$200M
119 positions
#2OakTrust Wealth Advisors, LLCActive
Notable overlap · 3 shared positions
$GLDM$REGN$HUM
$110M
68 positions
#3KRAEMATON INVESTMENT ADVISORS, INCPassive
Some overlap · 4 shared positions
$GLDM$ARKO$REGN$MAR
$123M
99 positions
#4Diversified Enterprises, LLCActive
Some overlap · 5 shared positions
$DUK$HUM$MAR$DDOG$SNOW
$1.8B
413 positions
#5Copley Financial Group, Inc.Active
Some overlap · 3 shared positions
$GLDM$REGN$BAC
$166M
115 positions
#6Team Financial Group, LLCActive
Some overlap · 5 shared positions
$GLDM$REGN$SNOW$DIA$HUM
$220M
273 positions
#7GEN Financial Management, INC.Active
Some overlap · 3 shared positions
$REGN$DDOG$HUM
$162M
51 positions
#8Bienville Capital Management, LLCActive
Some overlap · 5 shared positions
$DUK$DDOG$GSAT$HUM$SNOW
$550M
74 positions
#9Milestones Private Investment Advisors LLCActive
Some overlap · 4 shared positions
$GLDM$ARKO$MAR$DIA
$114M
78 positions
#10Brindle & Bay Financial Advisors, LLCActive
Some overlap · 3 shared positions
$GLDM$HUM$SNOW
$163M
67 positions
#11American Investment Services, Inc.Active
Some overlap · 5 shared positions
$GLDM$DDOG$SNOW$MAR$GMM
$448M
132 positions
#12RM Financial Services, LLCActive
Some overlap · 3 shared positions
$GLDM$HUM$MAR
$116M
75 positions
#13TrueWealth Advisors, LLCPassive
Some overlap · 4 shared positions
$DUK$REGN$HUM$DIA
$398M
233 positions
#14Lynx Investment AdvisoryPassive
Some overlap · 5 shared positions
$GLDM$HUM$MAR$SNOW$PNC
$209M
181 positions
#15Post Resch Tallon Group Inc.Passive
Some overlap · 4 shared positions
$REGN$HUM$ARKO$GMM
$124M
120 positions
#16Compass Ion Advisors, LLCActive
Some overlap · 4 shared positions
$DUK$HUM$GLDM$MAR
$1.0B
279 positions
#17Guilbault Capital LLCActive
Some overlap · 4 shared positions
$REGN$HUM$DUK$CTVA
$91M
67 positions
#18Cassaday & Co Wealth Management LLCActive
Some overlap · 5 shared positions
$GLDM$CTVA$MAR$SNOW$GMM
$4.7B
1,361 positions
#19Madison Park Capital Advisors, LLCActive
Some overlap · 5 shared positions
$REGN$ARKO$HUM$DIA$MAR
$127M
62 positions
#20Accretive Wealth Partners, LLCPassive
Some overlap · 3 shared positions
$GLDM$HUM$WM
$356M
180 positions
#21NavPoint Financial, Inc.Active
Some overlap · 4 shared positions
$GLDM$ARKO$SNOW$GMM
$247M
71 positions
#22AMERICAN FINANCIAL & TAX STRATEGIES INCActive
Some overlap · 4 shared positions
$REGN$DDOG$BAR$GMM
$206M
97 positions
#23Copia Wealth ManagementPassive
Some overlap · 4 shared positions
$REGN$ARKO$GLDM$SNOW
$146M
532 positions
#24Aprio Wealth Management, LLCPassive
Some overlap · 3 shared positions
$REGN$HUM$DDOG
$1.8B
613 positions
#25Mission Creek Capital Partners, Inc.Passive
Some overlap · 4 shared positions
$GLDM$CTVA$DIA$WM
$501M
219 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.