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Hedge Funds Similar to Constant Guidance Financial

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

Constant Guidance Financial LLC is an institutional investor managing $145M across 42 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 Constant Guidance Financial are Cullen ,, Willis Investment Counsel, Estabrook, with shared positions in $CB, $COP, $DUK, $MO, $PM, $T. The full ranking of 25 similar funds is below.

#1Cullen Capital Management, LLCActive
Some overlap · 8 shared positions
$CB$COP$DUK$MO$PM$T
$9.8B
213 positions
#2Willis Investment CounselActive
Some overlap · 5 shared positions
$CB$COP$DUK$TXN$T
$1.8B
123 positions
#3Estabrook Capital ManagementPassive
Some overlap · 6 shared positions
$CB$COP$DUK$HON$T$NEE
$685M
380 positions
#4Minot DeBlois Advisors LLCPassive
Some overlap · 7 shared positions
$CB$COP$DIS$HUM$HON$NEE
$110M
226 positions
#5Blake Schutter Theil Wealth Advisors, LLCPassive
Some overlap · 8 shared positions
$COP$DUK$CB$HUM$KKR$PM
$123M
111 positions
#6HAMEL ASSOCIATES, INC.Passive
Some overlap · 4 shared positions
$CB$COP$DUK$HON
$351M
81 positions
#7Heritage Wealth Management, Inc.Passive
Some overlap · 5 shared positions
$CB$COP$DUK$T$NEE
$202M
157 positions
#8Argyle Capital Management, LLCPassive
Some overlap · 5 shared positions
$COP$DUK$CB$DELL$T
$308M
137 positions
#9Stonebridge Capital Advisors LLCPassive
Some overlap · 7 shared positions
$COP$DUK$DIS$HON$KKR$T
$1.4B
211 positions
#10BEESE FULMER INVESTMENT MANAGEMENT, INC.Passive
Some overlap · 5 shared positions
$COP$CB$DIS$DELL$PM
$1.6B
435 positions
#11RE ADVISERS CORPActive
Some overlap · 4 shared positions
$CB$COP$DIS$HON
$3.7B
111 positions
#12BENEDICT FINANCIAL ADVISORS INCPassive
Some overlap · 6 shared positions
$CB$DUK$HON$MO$PM$TRV
$480M
133 positions
#13Amplius Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$DIA$CB$HUM
$1.2B
175 positions
#14GQG Partners LLCActive
Some overlap · 7 shared positions
$CB$DUK$MO$PM$T$OXY
$63.1B
81 positions
#15Crescent Sterling, Ltd.Passive
Some overlap · 5 shared positions
$COP$CB$DUK$TXN$HON
$103M
80 positions
#16Redwood Family Wealth LLCPassive
Some overlap · 6 shared positions
$DIA$DIS$TXN$COP$HUM$NEE
$102M
102 positions
#17MBE Wealth Management, LLCActive
Some overlap · 5 shared positions
$COP$DUK$TXN$KKR$HUM
$241M
141 positions
#18ADVOCATE GROUP LLCPassive
Some overlap · 4 shared positions
$CB$DUK$TXN$D
$639M
126 positions
#19Victrix Investment AdvisorsPassive
Some overlap · 5 shared positions
$CB$DUK$DIS$TXN$NEE
$275M
107 positions
#20Novak & Powell Financial Services, Inc.Passive
Some overlap · 3 shared positions
$DIA$COP$HUM
$186M
163 positions
#21Johnson Bixby & Associates, LLCActive
Some overlap · 3 shared positions
$DIA$COP$HUM
$806M
127 positions
#22Cambridge Financial Group, LLCPassive
Some overlap · 4 shared positions
$DIA$COP$HUM$KKR
$295M
168 positions
#23BROOKS, MOORE & ASSOCIATES, INC.Passive
Some overlap · 5 shared positions
$CB$COP$DUK$HON$NEE
$199M
110 positions
#24Empire Financial Management Company, LLCPassive
Some overlap · 5 shared positions
$DUK$CB$COP$HON$TRV
$442M
211 positions
#25Orca Wealth Management, LLCActive
Some overlap · 5 shared positions
$CB$DUK$HON$PM$T
$141M
67 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.