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 GUIDANCE ,

13F Portfolio OverlapQ1 2026GUIDANCE , portfolio →

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Most similar hedge funds by 13F overlap

GUIDANCE CAPITAL, INC is an institutional investor managing $446M across 229 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 GUIDANCE , are WT Wealth, Elwood & Goetz Wealth Advisory Group,, Hudson Oak Wealth Advisory, with shared positions in $RELX, $WT, $TMUS, $IAU, $AMN, $UPS. The full ranking of 25 similar funds is below.

#1WT Wealth ManagementPassive

Some overlap · 3 shared positions

$RELX $WT $TMUS

$336M

138 positions

#2Elwood & Goetz Wealth Advisory Group, LLCActive

Some overlap · 3 shared positions

$RELX $WT $IAU

$589M

138 positions

#3Hudson Oak Wealth Advisory LLCActive

Some overlap · 3 shared positions

$RELX $AMN $IAU

$115M

52 positions

#4MAIMON WEALTH MANAGEMENT LTD.Passive

Some overlap · 3 shared positions

$RELX $AMN $IAU

$114M

77 positions

#5Plum Street Advisors, LLCActive

Some overlap · 3 shared positions

$RELX $AMN $IAU

$289M

98 positions

#6MJT & Associates Financial Advisory Group, Inc.Active

Some overlap · 3 shared positions

$RELX $WT $UPS

$136M

442 positions

#7Philadelphia Investment Partners, LLCPassive

Some overlap · 3 shared positions

$RELX $IAU $WT

$147M

189 positions

#8OFC FINANCIAL PLANNING, LLCActive

Some overlap · 3 shared positions

$RELX $IAU $TXN

$102M

56 positions

#9Oakmont Advisory Group, LLCPassive

Some overlap · 3 shared positions

$RELX $MPWR $LNG

$98M

119 positions

#10Bison Wealth, LLCPassive

Some overlap · 3 shared positions

$RELX $WT $AMN

$1.0B

457 positions

#11Landing Point Financial Group, LLCActive

Some overlap · 3 shared positions

$RELX $IAU $AMN

$206M

93 positions

#12Prosperity Consulting Group, LLCActive

Some overlap · 3 shared positions

$RELX $WT $TXN

$2.2B

524 positions

#13Ariadne Wealth Management, LPPassive

Some overlap · 4 shared positions

$RELX $AMN $IAU $GM

$223M

248 positions

#14J HAGAN CAPITAL, INC.Active

Some overlap · 3 shared positions

$RELX $CHDN $UPS

$185M

83 positions

#15CASTLE WEALTH MANAGEMENT LLCPassive

Some overlap · 3 shared positions

$RELX $WT $AMN

$309M

132 positions

#16Cynosure Management, LLCActive

Some overlap · 3 shared positions

$RELX $GEV $IAU

$800M

198 positions

#17Comprehensive Money Management Services LLCPassive

Some overlap · 3 shared positions

$RELX $WT $IAU

$152M

193 positions

#18Avestar Capital, LLCActive

Some overlap · 3 shared positions

$RELX $WT $IAU

$1.6B

509 positions

#19ATX Financial Planning, LLCPassive

Some overlap · 3 shared positions

$RELX $WT $IAU

$132M

81 positions

#20LongView Wealth ManagementPassive

Some overlap · 3 shared positions

$RELX $WT $UPS

$398M

247 positions

#21RETIREMENT CAPITAL STRATEGIESActive

Slight overlap · 4 shared positions

$RELX $WT $GEV $INTC

$265M

62 positions

#22Lionsbridge Wealth Management LLCPassive

Slight overlap · 4 shared positions

$RELX $WT $TPL $EQT

$99M

59 positions

#23Entelevest, LLCPassive

Slight overlap · 5 shared positions

$AMN $GEV $NRG $IAU $TXN

$100M

137 positions

#249823 Capital, L.P.Active

Slight overlap · 4 shared positions

$RELX $EQIX $NRG $WT

$132M

45 positions

#25Magnolia Private Wealth, LLCPassive

Slight overlap · 5 shared positions

$WT $IAU $AMN $TXN $GEV

$150M

134 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.