What hedge funds are most similar to GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC.?

The funds with the most similar 13F portfolios to GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. are MAYPORT,, Calder Financial, FIDUCIARY ADVISORS,, based on overlapping conviction holdings in the latest SEC filings.

How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to GUARDSMAN PRIVATE ,

13F Portfolio OverlapQ1 2026GUARDSMAN PRIVATE , portfolio →

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Most similar hedge funds by 13F overlap

GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC. is an institutional investor managing $128M 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 GUARDSMAN PRIVATE , are MAYPORT,, Calder Financial, FIDUCIARY ADVISORS,, with shared positions in $UPST, $UNIT, $BRZE, $AFRM, $MKL, $HUM. The full ranking of 25 similar funds is below.

#1MAYPORT, LLCActive

Notable overlap · 7 shared positions

$UPST $UNIT $BRZE $AFRM $MKL $HUM

$538M

130 positions

#2Calder Financial LLCActive

Notable overlap · 4 shared positions

$UPST $BRZE $HUM $MAR

$101M

40 positions

#3FIDUCIARY ADVISORS, INC.Active

Notable overlap · 6 shared positions

$BRZE $DHR $UNIT $MKL $AMN $MAR

$133M

121 positions

#4PRESILIUM PRIVATE WEALTH, LLCActive

Notable overlap · 5 shared positions

$UPST $UNIT $DDOG $HUM $PM

$567M

75 positions

#5Arlington Trust Co LLCActive

Notable overlap · 5 shared positions

$UPST $AGQ $HUM $DHR $BRZE

$1.1B

844 positions

#6Cornerstone Wealth Advisors, Inc.Smart money

Notable overlap · 4 shared positions

$UPST $UNIT $MKL $AFRM

$434M

49 positions

#7ORSER CAPITAL MANAGEMENT, LLCActive

Notable overlap · 5 shared positions

$UPST $HUM $DHR $MAR $AFRM

$153M

46 positions

#8White Lighthouse Investment Management Inc.Active

Notable overlap · 10 shared positions

$BRZE $DHR $UNIT $HUM $UPST $MAR

$721M

145 positions

#9Chemistry Wealth Management LLCPassive

Notable overlap · 3 shared positions

$UPST $MKL $UNIT

$569M

204 positions

#10PHILLIPS FINANCIAL MANAGEMENT, LLCActive

Notable overlap · 5 shared positions

$BRZE $DHR $UNIT $MKL $DDOG

$1.4B

283 positions

#11Beacon Financial Strategies CORPActive

Notable overlap · 4 shared positions

$UPST $BRZE $HUM $MKL

$176M

177 positions

#12Verus Financial Partners, Inc.Smart money

Notable overlap · 7 shared positions

$BRZE $UNIT $DHR $MKL $DDOG $UPST

$1.1B

121 positions

#13Compass Planning Associates IncSmart money

Notable overlap · 3 shared positions

$UPST $MKL $DDOG

$156M

30 positions

#14GEN Financial Management, INC.Active

Notable overlap · 4 shared positions

$UPST $HUM $DDOG $AMN

$162M

51 positions

#15ARK & TLK INVESTMENTS, LLCActive

Notable overlap · 3 shared positions

$UPST $UNIT $AMN

$370M

119 positions

#16TrueWealth Financial PartnersActive

Notable overlap · 3 shared positions

$UPST $UNIT $MKL

$251M

66 positions

#17Wright Wealth LLCActive

Notable overlap · 4 shared positions

$UPST $HUM $AMN $PM

$149M

51 positions

#18AMI INVESTMENT MANAGEMENT INCActive

Notable overlap · 3 shared positions

$UPST $MAR $DDOG

$445M

77 positions

#19WealthCollab, LLCPassive

Notable overlap · 6 shared positions

$BRZE $DHR $MKL $AFRM $DDOG $AMN

$243M

977 positions

#20Level Financial AdvisorsActive

Notable overlap · 5 shared positions

$UPST $AMN $UNIT $AFRM $HUM

$392M

92 positions

#21Heritage Wealth Management, Inc. /CA/Passive

Notable overlap · 3 shared positions

$UPST $DDOG $AMN

$181M

94 positions

#22MASTER'S WEALTH MANAGEMENT INC.Active

Notable overlap · 3 shared positions

$UPST $DDOG $AMN

$295M

82 positions

#23Orgel Wealth Management, LLCActive

Notable overlap · 5 shared positions

$UPST $DDOG $AFRM $HUM $MKL

$4.6B

95 positions

#24Cravens & Co Advisors, LLCActive

Notable overlap · 3 shared positions

$UPST $AFRM $PM

$154M

64 positions

#25Valpey Financial Services, LLCPassive

Notable overlap · 5 shared positions

$BRZE $UNIT $MKL $UPST $DHR

$154M

75 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.