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Hedge Funds Similar to Guardian Financial Partners

13F Portfolio OverlapQ2 2026Guardian Financial Partners portfolio →
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Most similar hedge funds by 13F overlap

Guardian Financial Partners, LLC is an institutional investor managing $257M across 69 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 Financial Partners are Annex Advisory Services, SBE DBA CEDAR COVE WEALTH PARTNERS, Bouvel Investment Partners, with shared positions in $ALPS, $ISRG, $VRT, $MRVL, $PWR. The full ranking of 25 similar funds is below.

#1Annex Advisory Services, LLCActive
Notable overlap · 3 shared positions
$ALPS$ISRG$VRT
$6.1B
377 positions
#2SBE LLC DBA CEDAR COVE WEALTH PARTNERSActive
Notable overlap · 3 shared positions
$ALPS$MRVL$PWR
$211M
84 positions
#3Bouvel Investment Partners, LLCPassive
Notable overlap · 4 shared positions
$MRVL$ISRG$VRT$PWR
$433M
85 positions
#4Geneva Partners, LLCPassive
Notable overlap · 3 shared positions
$MRVL$VRT$PWR
$334M
81 positions
#5N10 ASSETS, LLCActive
Some overlap · 3 shared positions
$MRVL$VRT$PWR
$263M
34 positions
#6Robeco Schweiz AGActive
Some overlap · 3 shared positions
$MRVL$VRT$PWR
$5.5B
135 positions
#7N10 WEALTH, LLCActive
Some overlap · 3 shared positions
$MRVL$VRT$PWR
$348M
65 positions
#8Broadleaf Partners, LLCPassive
Some overlap · 4 shared positions
$MRVL$ISRG$VRT$PWR
$517M
86 positions
#9SIERRA SUMMIT ADVISORS LLCPassive
Some overlap · 4 shared positions
$MRVL$VRT$ISRG$PWR
$852M
174 positions
#10DEEPWATER ASSET MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$MRVL$ISRG$VRT
$220M
35 positions
#11Malaga Cove Capital, LLCPassive
Some overlap · 3 shared positions
$MRVL$ISRG$PWR
$311M
183 positions
#12KERR FINANCIAL PLANNING CorpPassive
Some overlap · 3 shared positions
$MRVL$ALPS$VRT
$90M
545 positions
#13Markin Volterra Fund LPActive
Some overlap · 3 shared positions
$MRVL$VRT$PWR
$147M
69 positions
#14Quantum Private Wealth, LLCPassive
Some overlap · 3 shared positions
$MRVL$VRT$PWR
$391M
164 positions
#15Silverleafe Capital Partners, LLCActive
Some overlap · 3 shared positions
$MRVL$VRT$PWR
$351M
100 positions
#16Atika Capital Management LLCPassive
Some overlap · 3 shared positions
$MRVL$ISRG$VRT
$1.5B
81 positions
#17Fortitude Advisory Group L.L.C.Passive
Some overlap · 3 shared positions
$MRVL$VRT$PWR
$262M
244 positions
#18NZS Capital, LLCActive
Some overlap · 3 shared positions
$MRVL$ISRG$PWR
$3.9B
61 positions
#19Mission Creek Capital Partners, Inc.Passive
Some overlap · 3 shared positions
$MRVL$VRT$PWR
$569M
231 positions
#20Forefront Wealth Partners, LLCPassive
Slight overlap · 3 shared positions
$MRVL$ISRG$VRT
$323M
177 positions
#21Defiance ETFs, LLCPassive
Slight overlap · 3 shared positions
$MRVL$VRT$PWR
$7.4B
388 positions
#22ARTHUR M. COHEN & ASSOCIATES, LLCActive
Slight overlap · 3 shared positions
$MRVL$ISRG$VRT
$666M
135 positions
#23Zweig-DiMenna Associates LLCPassive
Slight overlap · 3 shared positions
$MRVL$VRT$PWR
$1.1B
70 positions
#24TCW GROUP INCActive
Slight overlap · 3 shared positions
$VRT$MRVL$ISRG
$14.9B
640 positions
#25BankChampaign, National AssociationPassive
Slight overlap · 3 shared positions
$MRVL$VRT$PWR
$120M
202 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.