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Hedge Funds Similar to Guardian ,

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

Guardian Capital, LLC is an institutional investor managing $105M across 81 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 , are Portfolio Strategies,, Advantage, WNY Asset ,, with shared positions in $SHW, $MAR, $NTRB, $LOW, $MS, $MCD. The full ranking of 25 similar funds is below.

#1Portfolio Strategies, Inc.Active
Notable overlap · 5 shared positions
$SHW$MAR$NTRB$LOW$MS
$811M
75 positions
#2Advantage Trust CoActive
Notable overlap · 3 shared positions
$SHW$MAR$MCD
$223M
123 positions
#3WNY Asset Management, LLCPassive
Notable overlap · 6 shared positions
$SHW$MS$REGN$NTRB$OKTA$MCD
$967M
249 positions
#4Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.Active
Notable overlap · 3 shared positions
$SHW$KKR$AMD
$54M
26 positions
#5Lakeridge Wealth Management LLCPassive
Notable overlap · 3 shared positions
$SHW$CW$MCD
$233M
169 positions
#6Odyssey Capital Advisors, Inc.Passive
Notable overlap · 5 shared positions
$SHW$MAR$DIA$MS$REGN
$112M
97 positions
#7Financial Freedom, LLCPassive
Notable overlap · 5 shared positions
$SHW$MAR$MCD$NTRB$LOW
$201M
426 positions
#8URS Advisory LLCActive
Notable overlap · 4 shared positions
$SHW$KKR$MAR$MCD
$137M
51 positions
#9Milestones Private Investment Advisors LLCPassive
Notable overlap · 3 shared positions
$SHW$DIA$MAR
$114M
78 positions
#10CHILTON INVESTMENT CO INC.Active
Notable overlap · 3 shared positions
$SHW$MS$WM
$4.3B
280 positions
#11Mosaic Advisors LLCPassive
Notable overlap · 5 shared positions
$SHW$DIA$MAR$NTRB$AMD
$67M
42 positions
#12Mason & Associates IncActive
Notable overlap · 4 shared positions
$SHW$PLTR$AMD$MS
$516M
160 positions
#13Kozak & Associates, Inc.Active
Notable overlap · 6 shared positions
$SHW$DIA$WM$GEV$MAR$MCD
$576M
451 positions
#14Rezny Wealth Management, Inc.Active
Notable overlap · 4 shared positions
$SHW$OKTA$AMD$KKR
$464M
38 positions
#15IAM Advisory, LLCActive
Notable overlap · 7 shared positions
$SHW$WM$REGN$GEV$PLTR$AMD
$446M
95 positions
#16Navigation Group, LLCActive
Notable overlap · 4 shared positions
$SHW$REGN$KKR$PLTR
$427M
113 positions
#17Alexis Investment Partners, LLCActive
Notable overlap · 4 shared positions
$SHW$MAR$DIA$NTRB
$145M
35 positions
#18PBCay One RSC LtdSmart money
Notable overlap · 3 shared positions
$SHW$AMD$GEV
$1.3B
18 positions
#19Spear Holdings RSC LtdActive
Notable overlap · 3 shared positions
$SHW$AMD$GEV
$1.0B
18 positions
#20Aragon Global Management, LPActive
Notable overlap · 4 shared positions
$SHW$PLTR$MS$GEV
$143M
18 positions
#21WESPAC Advisors SoCal, LLCPassive
Notable overlap · 3 shared positions
$SHW$PLTR$GEV
$470M
119 positions
#22LOWERY THOMAS, LLCActive
Some overlap · 3 shared positions
$SHW$DIA$REGN
$175M
55 positions
#23DEMMING FINANCIAL SERVICES CORP /ADVSmart money
Some overlap · 3 shared positions
$SHW$PLTR$GEV
$138M
37 positions
#24Round Rock Advisors, LLCPassive
Some overlap · 3 shared positions
$SHW$KKR$MAR
$654M
318 positions
#25RH Tailwind Management, LLCPassive
Some overlap · 3 shared positions
$SHW$GEV$HWM
$781M
57 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.