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Hedge Funds Similar to Cardinal Strategic Wealth Guidance

13F Portfolio OverlapQ2 2026Cardinal Strategic Wealth Guidance portfolio →
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Most similar hedge funds by 13F overlap

Cardinal Strategic Wealth Guidance is an institutional investor managing $441M across 67 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 Cardinal Strategic Wealth Guidance are S. R. Schill & Associates, Austin Wealth, American Investment Services, with shared positions in $GLDM, $SHW, $UNP, $NEE, $ADP, $CL. The full ranking of 25 similar funds is below.

#1S. R. Schill & AssociatesSmart money
Substantial overlap · 3 shared positions
$GLDM$SHW$UNP
$166M
25 positions
#2Austin Wealth Management, LLCActive
Substantial overlap · 3 shared positions
$GLDM$NEE$ADP
$473M
126 positions
#3American Investment Services, Inc.Active
Substantial overlap · 3 shared positions
$GLDM$NEE$CL
$473M
133 positions
#4Argos Wealth Advisors, LLCActive
Notable overlap · 3 shared positions
$GLDM$PLTR$ADP
$378M
224 positions
#5Integrity Wealth Solutions LLCActive
Notable overlap · 3 shared positions
$GLDM$PLTR$NEE
$271M
129 positions
#6New Perspectives, IncSmart money
Notable overlap · 3 shared positions
$GLDM$SHW$UNP
$326M
49 positions
#7Capital Planning Advisors, LLC
Notable overlap · 4 shared positions
$GLDM$SHW$ABT$NEE
$692M
146 positions
#8RETIREMENT INCOME SOLUTIONS, INCSmart money
Notable overlap · 3 shared positions
$GLDM$PLTR$NEE
$581M
172 positions
#9American National Bank of TexasActive
Notable overlap · 5 shared positions
$GLDM$CL$ABT$HON$UNP
$110M
56 positions
#10Fortis Advisors, LLCPassive
Notable overlap · 3 shared positions
$GLDM$UNP$NEE
$214M
122 positions
#11Accretive Wealth Partners, LLCPassive
Notable overlap · 3 shared positions
$GLDM$ADP$UNP
$412M
181 positions
#12KRAEMATON INVESTMENT ADVISORS, INCPassive
Some overlap · 3 shared positions
$GLDM$PLTR$ABT
$134M
103 positions
#13Tidemark, LLCPassive
Some overlap · 3 shared positions
$GLDM$PLTR$UNP
$444M
935 positions
#14Walsky Investment Management, Inc.Passive
Some overlap · 8 shared positions
$CL$SHW$UNP$ADP$HON$HONA
$108M
52 positions
#15Richard P Slaughter Associates IncActive
Some overlap · 3 shared positions
$GLDM$NEE$ADP
$510M
106 positions
#16SAYBROOK CAPITAL /NCActive
Some overlap · 5 shared positions
$SHW$ADP$UNP$HON$HONA
$400M
42 positions
#17Frederick Financial Consultants, LLCActive
Some overlap · 3 shared positions
$GLDM$SHW$NEE
$236M
121 positions
#18Legacy Financial Strategies, LLCActive
Some overlap · 5 shared positions
$SHW$ADP$PLTR$ABT$NEE
$646M
152 positions
#19Stokes Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$SHW$ADP$UNP$ABT$NEE
$467M
118 positions
#20Wealth Management NebraskaSmart money
Some overlap · 3 shared positions
$GLDM$UNP$NEE
$1.1B
106 positions
#21Detalus Advisors, LLCActive
Some overlap · 4 shared positions
$GLDM$ABT$NEE$UNP
$513M
191 positions
#22HALL CAPITAL MANAGEMENT CO INCPassive
Some overlap · 6 shared positions
$ADP$UNP$HON$HONA$ABT$NEE
$321M
107 positions
#23PENINSULA ASSET MANAGEMENT INCActive
Some overlap · 4 shared positions
$SHW$ADP$ABT$NEE
$209M
54 positions
#24Financial & Tax Architects, LLCPassive
Some overlap · 4 shared positions
$SHW$ADP$ABT$NEE
$474M
110 positions
#25Ridge Creek Global, IncPassive
Some overlap · 5 shared positions
$SHW$ADP$HON$HONA$NEE
$129M
94 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.