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Hedge Funds Similar to GuidedMoney,

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

GuidedMoney, LLC is an institutional investor managing $190M across 29 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 GuidedMoney, are Gleason Group,, Capstone Financial Advisors,, CAHABA WEALTH ,, with shared positions in $BRZE, $DHR, $MCD, $LNT, $MGEE. The full ranking of 25 similar funds is below.

#1Gleason Group, Inc.Active
Notable overlap · 3 shared positions
$BRZE$DHR$MCD
$1.0B
229 positions
#2Capstone Financial Advisors, Inc.Smart money
Notable overlap · 3 shared positions
$BRZE$DHR$MCD
$1.9B
187 positions
#3CAHABA WEALTH MANAGEMENT, INC.Smart money
Notable overlap · 3 shared positions
$DHR$BRZE$MCD
$1.5B
154 positions
#4CLUNE & ASSOCIATES, LTD.Passive
Some overlap · 3 shared positions
$BRZE$DHR$MCD
$532M
162 positions
#5Cushing Capital Partners, LLCPassive
Some overlap · 3 shared positions
$BRZE$DHR$MCD
$130M
96 positions
#6Note Advisors, LLCActive
Some overlap · 3 shared positions
$DHR$BRZE$MCD
$200M
85 positions
#7BANK OF HAWAIIActive
Some overlap · 3 shared positions
$DHR$BRZE$MCD
$1.9B
224 positions
#8Alliance Wealth Advisors, LLC /UTPassive
Some overlap · 3 shared positions
$DHR$BRZE$MCD
$462M
228 positions
#9Meridian Wealth Partners, LLCActive
Some overlap · 3 shared positions
$DHR$BRZE$MCD
$729M
118 positions
#10Freedom Day Solutions, LLCActive
Some overlap · 3 shared positions
$BRZE$DHR$MCD
$373M
96 positions
#11Goldstein Advisors, LLCActive
Some overlap · 5 shared positions
$DHR$LNT$MGEE$BRZE$MCD
$900M
228 positions
#12YOUNGS ADVISORY GROUP, INC.Active
Some overlap · 3 shared positions
$DHR$MCD$BRZE
$281M
66 positions
#13KFA Private Wealth Group, LLCActive
Some overlap · 3 shared positions
$DHR$BRZE$MCD
$417M
160 positions
#14WBH ADVISORY INCPassive
Some overlap · 3 shared positions
$BRZE$DHR$MCD
$1.3B
350 positions
#15Hubbell Strickland Wealth Management, LLCActive
Some overlap · 3 shared positions
$DHR$BRZE$MCD
$251M
83 positions
#16Madison Wealth Partners, IncPassive
Some overlap · 3 shared positions
$DHR$LNT$MGEE
$627M
220 positions
#17VERITY Wealth AdvisorsActive
Slight overlap · 3 shared positions
$BRZE$DHR$LNT
$150M
81 positions
#18JOHNSON INVESTMENT COUNSEL INCActive
Slight overlap · 3 shared positions
$DHR$LNT$MCD
$12.4B
810 positions
#19GWN SECURITIES INC.Passive
Slight overlap · 3 shared positions
$DHR$LNT$MCD
$523M
462 positions
#20BURNS J W & CO INC/NYActive
Slight overlap · 3 shared positions
$BRZE$DHR$MCD
$873M
183 positions
#21SC&H Financial Advisors, Inc.Active
Slight overlap · 3 shared positions
$BRZE$DHR$MCD
$663M
155 positions
#22Flagship Private Wealth, LLCPassive
Slight overlap · 3 shared positions
$DHR$BRZE$MCD
$246M
108 positions
#23Rooted Wealth Advisors, Inc.Active
Slight overlap · 3 shared positions
$DHR$BRZE$MCD
$379M
144 positions
#24Courage Miller Partners, LLCActive
Slight overlap · 3 shared positions
$DHR$BRZE$MCD
$354M
92 positions
#25RMG Wealth Management LLCActive
Slight overlap · 3 shared positions
$LNT$MCD$MGEE
$866M
606 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.