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Hedge Funds Similar to Constant Guidance Financial

13F Portfolio OverlapQ2 2026Constant Guidance Financial portfolio →
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Most similar hedge funds by 13F overlap

Constant Guidance Financial LLC is an institutional investor managing $159M 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 Constant Guidance Financial are VIRGINIA WEALTH GROUP, ADVOCATE GROUP, MORGAN DEMPSEY, with shared positions in $DUK, $D, $SO, $VZ, $KMI, $O. The full ranking of 25 similar funds is below.

#1VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Notable overlap · 8 shared positions
$DUK$D$SO$VZ$KMI$O
$201M
57 positions
#2ADVOCATE GROUP LLCPassive
Notable overlap · 6 shared positions
$DUK$SCHW$D$SO$VZ$MDT
$665M
122 positions
#3MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 7 shared positions
$DUK$SO$VZ$ES$PLD$MDT
$233M
122 positions
#4Carson Advisory Inc.Passive
Some overlap · 5 shared positions
$DUK$D$SO$EIX$VZ
$218M
204 positions
#5ARS Wealth Advisors Group, LLCActive
Some overlap · 5 shared positions
$DUK$SO$VZ$KMI$TMO
$1.3B
220 positions
#6Magellan Asset Management LtdActive
Some overlap · 6 shared positions
$D$SO$DUK$ES$TMO$BKNG
$4.5B
78 positions
#7Dougherty & Associates, LLCActive
Some overlap · 5 shared positions
$DUK$BKNG$SO$TMO$EIX
$125M
52 positions
#8Slagle Financial, LLCPassive
Some overlap · 7 shared positions
$DUK$ES$EIX$PLD$O$LOW
$334M
127 positions
#9ANTIPODES PARTNERS LtdActive
Some overlap · 4 shared positions
$DUK$D$BKNG$DIS
$5.5B
130 positions
#10GW HENSSLER & ASSOCIATES LTDPassive
Some overlap · 6 shared positions
$SO$D$SCHW$VZ$TMO$PM
$2.2B
268 positions
#11Cape Investment Advisory, Inc.Passive
Some overlap · 6 shared positions
$SCHW$SO$BKNG$DIS$DUK$VZ
$374M
1,449 positions
#12Canal Insurance COActive
Some overlap · 4 shared positions
$DUK$D$VZ$KMI
$456M
76 positions
#13HF Advisory Group, LLCPassive
Some overlap · 5 shared positions
$SCHW$BKNG$SO$VZ$PM
$323M
168 positions
#14Griffith & Werner, Inc.Passive
Some overlap · 5 shared positions
$DUK$SO$VZ$CEG$PM
$213M
71 positions
#15ADVISORS MANAGEMENT GROUP INC /ADVActive
Some overlap · 5 shared positions
$DUK$SO$VZ$O$MDT
$604M
159 positions
#16Plan Group Financial, LLCPassive
Some overlap · 5 shared positions
$D$DUK$SO$VZ$PM
$486M
249 positions
#17Energy Income Partners, LLCActive
Some overlap · 4 shared positions
$DUK$SO$D$KMI
$6.4B
88 positions
#18Armor Investment Advisors, LLCActive
Some overlap · 5 shared positions
$DUK$SO$KMI$VZ$LOW
$312M
155 positions
#19Cornerstone Capital, Inc.Active
Some overlap · 5 shared positions
$DIS$VZ$SCHW$KMI$TMO
$1.1B
120 positions
#20Persium Advisors, LLCSmart money
Some overlap · 5 shared positions
$DUK$BKNG$VZ$LOW$MDT
$153M
69 positions
#21Oregon Pacific Wealth Management, LLCPassive
Some overlap · 5 shared positions
$SCHW$DIS$BKNG$MDT$PM
$107M
115 positions
#22Pathway Financial Advisers, LLCPassive
Some overlap · 5 shared positions
$DUK$VZ$SO$O$PM
$397M
167 positions
#23Infusive Asset Management Inc.Passive
Some overlap · 5 shared positions
$DIS$BKNG$VZ$HPQ$LOW
$220M
30 positions
#24Measured Risk Portfolios, Inc.Active
Some overlap · 5 shared positions
$DUK$VZ$KMI$O$PM
$112M
63 positions
#25CAMDEN NATIONAL BANKPassive
Some overlap · 7 shared positions
$DUK$KMI$PLD$TMO$TMUS$MDT
$767M
184 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.