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Hedge Funds Similar to Guardian Wealth ,

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

Guardian Wealth Management, LLC is an institutional investor managing $330M across 30 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 Wealth , are Ruedi Wealth ,, JACKSON THORNTON WEALTH ,, Capstone Wealth ,, with shared positions in $NKE, $IAU, $UPST, $SO, $DHR. The full ranking of 25 similar funds is below.

#1Ruedi Wealth Management, Inc.Smart money
Highly similar · 3 shared positions
$NKE$IAU$UPST
$388M
58 positions
#2JACKSON THORNTON WEALTH MANAGEMENT, LLCActive
Substantial overlap · 3 shared positions
$NKE$IAU$SO
$1.1B
286 positions
#3Capstone Wealth Management, LLCActive
Substantial overlap · 3 shared positions
$NKE$DHR$SO
$143M
50 positions
#4JDH Wealth Management, LLCActive
Substantial overlap · 3 shared positions
$NKE$DHR$IAU
$148M
54 positions
#5Richard Young Associates, Ltd.Smart money
Substantial overlap · 3 shared positions
$NKE$IAU$SO
$132M
25 positions
#6Rather & Kittrell, Inc.Active
Substantial overlap · 4 shared positions
$IAU$NKE$DHR$SO
$648M
113 positions
#7Squire Investment Management Company, LLCActive
Substantial overlap · 3 shared positions
$NKE$IAU$DHR
$360M
76 positions
#8Arlington Trust Co LLCActive
Substantial overlap · 3 shared positions
$UPST$IAU$DHR
$1.1B
844 positions
#9Chemistry Wealth Management LLCPassive
Notable overlap · 3 shared positions
$UPST$IAU$NKE
$569M
204 positions
#10Burk Holdings LLCPassive
Notable overlap · 3 shared positions
$NKE$IAU$DHR
$233M
676 positions
#11Tillman Hartley LLCActive
Notable overlap · 3 shared positions
$NKE$UPST$IAU
$398M
88 positions
#12McLean Asset Management CorpActive
Notable overlap · 3 shared positions
$NKE$UPST$SO
$572M
165 positions
#13Altiora Financial Group, LLCActive
Notable overlap · 3 shared positions
$NKE$UPST$IAU
$607M
110 positions
#14Disciplined Investments, LLCPassive
Notable overlap · 3 shared positions
$NKE$UPST$IAU
$279M
141 positions
#15Wealth Management NebraskaSmart money
Notable overlap · 3 shared positions
$NKE$SO$IAU
$987M
100 positions
#16ELEVATE WEALTH ADVISORY, INCActive
Notable overlap · 3 shared positions
$NKE$SO$IAU
$158M
125 positions
#17Strategic Point Investment Advisors, LLCActive
Notable overlap · 3 shared positions
$IAU$UPST$DHR
$688M
35 positions
#18RAM Investment Partners, LLCActive
Notable overlap · 3 shared positions
$IAU$DHR$NKE
$569M
121 positions
#19Beaird Harris Wealth Management, LLCActive
Notable overlap · 3 shared positions
$NKE$IAU$UPST
$1.5B
686 positions
#20ROGCO, LPActive
Notable overlap · 3 shared positions
$UPST$IAU$SO
$300M
205 positions
#21ATLas Financial Planning LLCActive
Notable overlap · 3 shared positions
$NKE$DHR$SO
$112M
69 positions
#22LifePlan Financial, LLCPassive
Notable overlap · 3 shared positions
$IAU$DHR$NKE
$135M
83 positions
#23Valued Retirements, Inc.Passive
Notable overlap · 3 shared positions
$NKE$IAU$SO
$102M
90 positions
#24Belleair Asset Management, LLCPassive
Notable overlap · 3 shared positions
$NKE$UPST$SO
$110M
77 positions
#25Pacific Park Financial, Inc.Active
Notable overlap · 3 shared positions
$IAU$DHR$UPST
$153M
73 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.