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Hedge Funds Similar to Guardian Asset Advisors,

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

Guardian Asset Advisors, LLC is an institutional investor managing $171M across 102 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 Asset Advisors, are FOCUS Wealth Advisors,, Novak & Powell Financial Services,, Johnson Bixby & Associates,, with shared positions in $DIA, $PLTR, $GEV, $SAN, $COP, $SCHW. The full ranking of 25 similar funds is below.

#1FOCUS Wealth Advisors, LLCActive
Some overlap · 4 shared positions
$DIA$PLTR$GEV$SAN
$205M
59 positions
#2Novak & Powell Financial Services, Inc.Passive
Some overlap · 5 shared positions
$DIA$COP$SCHW$HSY$PNC
$186M
163 positions
#3Johnson Bixby & Associates, LLCActive
Some overlap · 3 shared positions
$DIA$COP$MCD
$806M
127 positions
#4Ruggiero Investments, Inc.Passive
Some overlap · 6 shared positions
$DIA$PLTR$VRT$SHOP$GEV$MCD
$103M
78 positions
#5Bay Rivers GroupPassive
Some overlap · 4 shared positions
$DIA$PLTR$SCHW$SHW
$240M
109 positions
#6MIRAE ASSET SECURITIES (USA) INC.Active
Some overlap · 3 shared positions
$DIA$PLTR$MCD
$2.7B
153 positions
#7Lionsbridge Wealth Management LLCPassive
Some overlap · 3 shared positions
$DIA$COP$REGN
$99M
59 positions
#8Broadleaf Partners, LLCActive
Some overlap · 5 shared positions
$PLTR$VRT$REGN$SHOP$UBER
$429M
84 positions
#9Aragon Global Management, LPActive
Some overlap · 4 shared positions
$PLTR$VRT$GEV$SHW
$143M
18 positions
#10Pinnacle Holdings, LLCPassive
Some overlap · 3 shared positions
$DIA$MCD$SHW
$309M
233 positions
#11Cordatus Wealth Management LLCPassive
Some overlap · 4 shared positions
$COP$PLTR$MCD$SHW
$420M
164 positions
#12Lighthouse Financial LLCActive
Some overlap · 4 shared positions
$COP$VRT$GEV$REGN
$166M
76 positions
#13GREENBERG FINANCIAL GROUP
Some overlap · 3 shared positions
$DIA$COP$VRT
$243M
113 positions
#14Vision Retirement, LLCPassive
Some overlap · 4 shared positions
$DIA$PLTR$SAN$SHW
$352M
649 positions
#15GABLES CAPITAL MANAGEMENT INC.Passive
Some overlap · 5 shared positions
$PLTR$MCD$GEV$IRM$SHOP
$236M
472 positions
#16CURIO WEALTH, LLCActive
Some overlap · 3 shared positions
$PLTR$COP$SCHW
$293M
1,255 positions
#17Kessler Investment Group, LLCPassive
Some overlap · 4 shared positions
$VRT$PLTR$GEV$IRM
$211M
79 positions
#18FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.Passive
Some overlap · 6 shared positions
$DIA$IRM$ENB$PNC$GEV$VRT
$180M
96 positions
#19AXS Investments LLCActive
Some overlap · 4 shared positions
$PLTR$VRT$COP$UBER
$248M
189 positions
#20Jacksonville Wealth Management, LLCActive
Some overlap · 4 shared positions
$DIA$PLTR$SHOP$REGN
$148M
68 positions
#21Benchmark Investment Advisors LLCPassive
Some overlap · 4 shared positions
$PLTR$VRT$GEV$UBER
$172M
76 positions
#22WASHBURN CAPITAL MANAGEMENT, INC.Smart money
Some overlap · 3 shared positions
$DIA$GEV$VRT
$172M
56 positions
#23PACIFIC HEIGHTS ASSET MANAGEMENT LLCActive
Some overlap · 4 shared positions
$PLTR$COP$SCHW$UBER
$3.0B
77 positions
#24WASHINGTON CAPITAL MANAGEMENT, INCActive
Some overlap · 3 shared positions
$DIA$VRT$PNC
$118M
102 positions
#25BERKSHIRE CAPITAL HOLDINGS INCActive
Some overlap · 4 shared positions
$PLTR$VRT$GEV$SHW
$277M
114 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.