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Hedge Funds Similar to Guardian Asset Advisors

13F Portfolio OverlapQ2 2026Guardian Asset Advisors portfolio →
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Most similar hedge funds by 13F overlap

Guardian Asset Advisors, LLC is an institutional investor managing $217M across 124 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 Guardian Asset Advisors are KIECKHEFER GROUP, Cherry Creek Investment Advisors, Kessler Investment Group, with shared positions in $VRT, $PLTR, $GLW, $LNG, $CRWD, $SHOP. The full ranking of 25 similar funds is below.

#1KIECKHEFER GROUP LLCSmart money
Some overlap · 4 shared positions
$VRT$PLTR$GLW$LNG
$246M
65 positions
#2Cherry Creek Investment Advisors, Inc.Passive
Some overlap · 4 shared positions
$VRT$PLTR$CRWD$SHOP
$254M
128 positions
#3Kessler Investment Group, LLCPassive
Some overlap · 5 shared positions
$VRT$PLTR$IRM$CRWD$GLW
$234M
81 positions
#4Avalon Global Asset Management LLCActive
Some overlap · 3 shared positions
$VRT$PLTR$CRWD
$917M
38 positions
#5N10 ASSETS, LLCActive
Some overlap · 3 shared positions
$VRT$PLTR$UBER
$231M
34 positions
#6N10 WEALTH, LLCActive
Some overlap · 3 shared positions
$VRT$PLTR$UBER
$282M
43 positions
#7GLYNN CAPITAL MANAGEMENT LLCActive
Some overlap · 4 shared positions
$VRT$PLTR$CRWD$SHOP
$363M
43 positions
#8Bannerstone Capital Management, LLCPassive
Some overlap · 4 shared positions
$VRT$PLTR$GLW$CLS
$119M
113 positions
#9HARTLINE INVESTMENT CORP/Active
Some overlap · 6 shared positions
$VRT$PLTR$GLW$UBER$SHOP$NEE
$1.1B
115 positions
#10Westwind CapitalPassive
Some overlap · 4 shared positions
$VRT$PLTR$PLD$NEE
$422M
77 positions
#11Faithward Advisors, LLCPassive
Some overlap · 4 shared positions
$PLTR$VRT$CRWD$SHOP
$819M
339 positions
#12Legacy Bridge, LLCPassive
Some overlap · 3 shared positions
$VRT$PLTR$CLS
$324M
322 positions
#13Kingsman Wealth Management, Inc.Active
Some overlap · 5 shared positions
$PLTR$VRT$CRWD$GLW$NEE
$214M
76 positions
#14PRAKASH INVESTMENT ADVISORS LLCPassive
Some overlap · 5 shared positions
$VRT$PLTR$CRWD$GLW$CLS
$174M
92 positions
#15GABLES CAPITAL MANAGEMENT INC.Passive
Some overlap · 5 shared positions
$PLTR$MCD$IRM$GLW$SHOP
$277M
508 positions
#16DB&C Advisors, LLCPassive
Some overlap · 3 shared positions
$PLTR$VRT$SHOP
$92M
76 positions
#17Benchmark Investment Advisors LLCPassive
Some overlap · 4 shared positions
$VRT$PLTR$CRWD$UBER
$228M
70 positions
#18Cornerstone Capital, Inc.Active
Some overlap · 6 shared positions
$VRT$SCHW$GLW$CRWD$UBER$SHOP
$1.1B
120 positions
#19Cornerstone Select Advisors, LLCPassive
Some overlap · 4 shared positions
$VRT$PLTR$CRWD$GLW
$238M
149 positions
#20Rockline Wealth Management, LLCActive
Some overlap · 4 shared positions
$PLTR$VRT$MCD$NEE
$522M
107 positions
#21LEDERER & ASSOCIATES INVESTMENT COUNSEL/CAPassive
Some overlap · 7 shared positions
$SCHW$MCD$VRT$CRWD$GLW$UBER
$152M
84 positions
#22ITHAKA GROUP LLCActive
Some overlap · 5 shared positions
$VRT$PLTR$CRWD$UBER$SHOP
$551M
40 positions
#23Advocacy Wealth Management, LLCActive
Some overlap · 3 shared positions
$VRT$SCHW$UBER
$2.8B
151 positions
#24BECK CAPITAL MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$VRT$CRWD$GLW$LNG
$543M
140 positions
#25Bulltick Wealth Management, LLCPassive
Some overlap · 3 shared positions
$VRT$PLTR$UBER
$490M
134 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.