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Hedge Funds Similar to guardian investment

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

guardian investment management is an institutional investor managing $155M across 60 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 investment are ACCOUNT, WULFF, HANSEN, DB Fitzpatrick, with shared positions in $BX, $BA, $PJT, $CSX, $DHR, $AMGN. The full ranking of 25 similar funds is below.

#1ACCOUNT MANAGEMENT LLCSmart money
Notable overlap · 3 shared positions
$BX$BA$PJT
$99M
22 positions
#2WULFF, HANSEN & CO.Passive
Notable overlap · 3 shared positions
$BX$CSX$BA
$130M
109 positions
#3DB Fitzpatrick & Co, IncActive
Notable overlap · 4 shared positions
$DHR$AMGN$BA$DE
$124M
100 positions
#4TORRAY LLCActive
Some overlap · 4 shared positions
$BX$AMGN$KKR$TXN
$741M
91 positions
#5Koa Wealth Management, LLCActive
Some overlap · 3 shared positions
$DHR$BX$B
$147M
54 positions
#6Spinecap SASActive
Some overlap · 3 shared positions
$DHR$BX$KKR
$335M
16 positions
#7DLK Investment Management, LLCPassive
Some overlap · 5 shared positions
$AMGN$DHR$ITW$TXN$DE
$235M
96 positions
#8Adalta Capital Management LLCPassive
Some overlap · 4 shared positions
$BX$AXP$DHR$BA
$228M
103 positions
#9Capital Wealth Planning, LLCActive
Some overlap · 3 shared positions
$AMGN$ADM$AXP
$20.0B
154 positions
#10MFA Wealth ServicesPassive
Some overlap · 4 shared positions
$AMGN$AXP$BX$C
$167M
134 positions
#11CACTI ASSET MANAGEMENT LLCActive
Some overlap · 4 shared positions
$BX$BA$AXP$KKR
$2.0B
76 positions
#12Cambridge Advisors Inc.Active
Some overlap · 4 shared positions
$AMGN$DHR$ITW$AXP
$582M
183 positions
#13Cross Staff Investments IncPassive
Some overlap · 5 shared positions
$BX$KKR$DHR$ITW$DE
$178M
133 positions
#14PYA Waltman Capital, LLCActive
Some overlap · 3 shared positions
$DHR$AMGN$TXN
$421M
67 positions
#15JACOBSON & SCHMITT ADVISORS, LLCPassive
Some overlap · 3 shared positions
$DHR$BX$TXN
$612M
81 positions
#16apricus wealth, LLCPassive
Some overlap · 4 shared positions
$ADM$AMGN$C$B
$210M
129 positions
#17ELLERSON GROUP INC /ADVPassive
Some overlap · 4 shared positions
$AMGN$DHR$BX$BA
$169M
64 positions
#18Cottage Street Advisors LLCPassive
Some overlap · 3 shared positions
$BX$CSX$TXN
$259M
149 positions
#19Van Hulzen Asset Management, LLCPassive
Some overlap · 3 shared positions
$ADM$DHR$ITW
$1.4B
387 positions
#20Generali Powszechne Towarzystwo EmerytalneActive
Some overlap · 4 shared positions
$DHR$BA$AXP$C
$631M
25 positions
#21Triangle Securities Wealth ManagementPassive
Some overlap · 3 shared positions
$BX$KKR$AMGN
$504M
213 positions
#22Strategic Wealth Investment Group, LLCPassive
Some overlap · 4 shared positions
$BX$DHR$BA$AXP
$825M
104 positions
#23First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 4 shared positions
$AMGN$DHR$BX$TXN
$529M
75 positions
#24CORTLAND ASSOCIATES INC/MOActive
Some overlap · 3 shared positions
$DHR$KKR$DE
$692M
62 positions
#25STATE FARM MUTUAL AUTOMOBILE INSURANCE COActive
Some overlap · 5 shared positions
$ADM$ITW$TXN$AMGN$DE
$146.1B
107 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.