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Hedge Funds Similar to Garde

13F Portfolio OverlapQ2 2026Garde portfolio →
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Most similar hedge funds by 13F overlap

Garde Capital, Inc. is an institutional investor managing $2.2B across 224 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 Garde are Avory & Company, Modus Advisors, GM Advisory Group, with shared positions in $Z, $IAU, $ABNB, $IBIT, $SCHW, $PLTR. The full ranking of 25 similar funds is below.

#1Avory & Company, LLCActive
Some overlap · 3 shared positions
$Z$IAU$ABNB
$80M
32 positions
#2Modus Advisors, LLCPassive
Some overlap · 5 shared positions
$IAU$IBIT$SCHW$PLTR$UBER
$405M
118 positions
#3GM Advisory Group, LLC
Some overlap · 5 shared positions
$IAU$IBIT$AXP$UBER$Z
$2.6B
374 positions
#4Financial Sense Advisors, Inc.Passive
Some overlap · 5 shared positions
$IAU$IBIT$PLTR$QCOM$BA
$508M
137 positions
#5Bulltick Wealth Management, LLCPassive
Some overlap · 5 shared positions
$IAU$IBIT$PLTR$UBER$SBUX
$490M
134 positions
#6MFG WEALTH MANAGEMENT, INC.Passive
Some overlap · 5 shared positions
$Z$PLTR$BA$SBUX$ETHA
$140M
63 positions
#7True Vision MN LLC
Some overlap · 3 shared positions
$IAU$Z$PLTR
$194M
98 positions
#8PROATHLETE WEALTH MANAGEMENT LLCSmart money
Some overlap · 6 shared positions
$IAU$IBIT$AXP$CMG$TXN$SBUX
$404M
300 positions
#9Oakum Bay Capital LLC
Some overlap · 3 shared positions
$Z$CMG$ABNB
$187M
88 positions
#10FIRST FOUNDATION ADVISORSActive
Some overlap · 5 shared positions
$IAU$SCHW$QCOM$UBER$TXN
$2.8B
354 positions
#11PENNINGTON PARTNERS & CO., LLCActive
Some overlap · 5 shared positions
$IAU$IBIT$SNOW$PLTR$UBER
$312M
131 positions
#12VCI Wealth Management LLCPassive
Some overlap · 4 shared positions
$IAU$IBIT$SCHW$TXN
$399M
99 positions
#13NavPoint Financial, Inc.Active
Some overlap · 4 shared positions
$IAU$IBIT$PLTR$AXP
$270M
74 positions
#14Variant Private Wealth, LLCActive
Some overlap · 4 shared positions
$IAU$SNOW$SCHW$PLTR
$89M
42 positions
#15Independent Family Office, LLCActive
Some overlap · 5 shared positions
$IAU$IBIT$AXP$TMUS$CMG
$249M
85 positions
#16Brevan Howard Capital Management LPPassive
Some overlap · 6 shared positions
$IBIT$PLTR$SCHW$UBER$BA$TMUS
$13.5B
2,030 positions
#17WEALTHGARDEN F.S. LLCPassive
Some overlap · 4 shared positions
$IAU$IBIT$BA$ABNB
$176M
187 positions
#18Forefront Wealth Partners, LLC
Some overlap · 5 shared positions
$IBIT$SNOW$SCHW$PLTR$UBER
$239M
162 positions
#19Twelve Points Wealth Management LLCPassive
Some overlap · 4 shared positions
$IAU$AXP$QCOM$TXN
$499M
213 positions
#20Copia Wealth Management
Some overlap · 4 shared positions
$IAU$IBIT$SNOW$ETHA
$166M
570 positions
#21Ariston Services GroupActive
Some overlap · 4 shared positions
$IAU$SCHW$QCOM$BA
$181M
70 positions
#22Farringdon Capital, Ltd.Passive
Some overlap · 4 shared positions
$Z$IBIT$FBTC$ETHA
$202M
184 positions
#23MACKAY SHIELDS LLCActive
Some overlap · 5 shared positions
$IAU$SNOW$UBER$BA$PTON
$3.0B
108 positions
#24Chemistry Wealth Management LLCPassive
Slight overlap · 4 shared positions
$IAU$SCHW$AXP$ABNB
$625M
210 positions
#25Skyline Advisors, Inc.Active
Slight overlap · 4 shared positions
$IAU$TMUS$BA$SBUX
$319M
123 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.