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Hedge Funds Similar to Guardian

13F Portfolio OverlapQ2 2026Guardian portfolio →
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Most similar hedge funds by 13F overlap

Guardian Capital, LLC is an institutional investor managing $122M across 79 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Guardian are BERKSHIRE ASSET, QP WEALTH, LITTLEJOHN FINANCIAL SERVICES, with shared positions in $WM, $CB, $LOW, $MCD, $DE, $PEP. The full ranking of 25 similar funds is below.

#1BERKSHIRE ASSET MANAGEMENT LLC/PAActive
Some overlap · 6 shared positions
$WM$CB$LOW$MCD$DE$PEP
$2.5B
270 positions
#2QP WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$CW$PLTR$HWM$CB
$70M
71 positions
#3LITTLEJOHN FINANCIAL SERVICES, INC.Passive
Some overlap · 4 shared positions
$WM$PLTR$CB$MCD
$138M
71 positions
#4InTrack Investment Management IncPassive
Some overlap · 5 shared positions
$WM$PLTR$CB$LOW$MCD
$202M
110 positions
#5Hayek Kallen Investment ManagementActive
Some overlap · 5 shared positions
$WM$LOW$MCD$DE$PEP
$330M
97 positions
#6Centric Wealth ManagementPassive
Some overlap · 3 shared positions
$WM$PLTR$DKS
$643M
209 positions
#7Lakeside Advisors, INC.Active
Some overlap · 4 shared positions
$WM$CB$MCD$LOW
$159M
65 positions
#8TCTC Holdings, LLCActive
Some overlap · 4 shared positions
$WM$CB$LOW$PEP
$3.8B
240 positions
#9LIBERTY ONE INVESTMENT MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$WM$CB$MCD$DE
$1.0B
154 positions
#10McDonough Capital Management, IncActive
Some overlap · 3 shared positions
$WM$PLTR$WEC
$200M
52 positions
#11Purus Wealth Management, LLCPassive
Some overlap · 3 shared positions
$WM$PLTR$DE
$363M
171 positions
#12CONNORS INVESTOR SERVICES INCPassive
Some overlap · 5 shared positions
$PLTR$WM$CB$LOW$PEP
$1.2B
153 positions
#13DLK Investment Management, LLCPassive
Some overlap · 4 shared positions
$WM$MCD$DE$PEP
$235M
96 positions
#14Powers Advisory Group, LLCActive
Some overlap · 5 shared positions
$WM$MCD$GLW$DE$PEP
$319M
130 positions
#15Rydar Equities, Inc.Passive
Some overlap · 3 shared positions
$WM$PLTR$MCD
$178M
107 positions
#16Brentview Investment Management LLCActive
Some overlap · 4 shared positions
$WM$LOW$WEC$PEP
$253M
63 positions
#17Ark Wealth Advisors LLCPassive
Some overlap · 5 shared positions
$WM$CB$LOW$MCD$PEP
$113M
87 positions
#18Corient IA LLCPassive
Some overlap · 4 shared positions
$CW$HWM$PLTR$GLW
$108M
249 positions
#19Stillwater Wealth Management Group
Some overlap · 3 shared positions
$WM$CB$MCD
$162M
77 positions
#20Miramar Capital, LLCPassive
Some overlap · 4 shared positions
$WM$MCD$PEP$CW
$455M
57 positions
#21First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 3 shared positions
$WM$LOW$MCD
$529M
75 positions
#22Aldebaran Financial Inc.Passive
Some overlap · 3 shared positions
$WM$LOW$MCD
$123M
82 positions
#23Atwater Malick LLCActive
Some overlap · 3 shared positions
$WM$LOW$MCD
$459M
130 positions
#24TRUST CO OF VIRGINIA /VAPassive
Some overlap · 5 shared positions
$WM$CB$LOW$GLW$PEP
$1.3B
226 positions
#25Westhampton Capital, LLCPassive
Some overlap · 4 shared positions
$WM$LOW$DE$PEP
$241M
131 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.