How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Guardian Wealth

13F Portfolio OverlapQ2 2026Guardian Wealth portfolio →

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Most similar hedge funds by 13F overlap

Guardian Wealth Management, Inc. is an institutional investor managing $204M across 66 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 Wealth are 12th Street Asset Company, NORTH POINT PORTFOLIO MANAGERS, CIM, with shared positions in $AZO, $POOL, $SSNC, $LKQ, $ASML, $ANET. The full ranking of 25 similar funds is below.

#112th Street Asset Management Company, LLCActive

Notable overlap · 4 shared positions

$AZO $POOL $SSNC $LKQ

$702M

32 positions

#2NORTH POINT PORTFOLIO MANAGERS CORP/OHPassive

Notable overlap · 4 shared positions

$ASML $ANET $ABT $PEP

$606M

79 positions

#3CIM, LLCPassive

Notable overlap · 3 shared positions

$ASML $ANET $STRL

$773M

171 positions

#4Impact Investors, IncPassive

Notable overlap · 4 shared positions

$ANET $ASML $WM $AZO

$137M

88 positions

#5FIRST MANHATTAN CO. LLC.Active

Notable overlap · 4 shared positions

$ASML $AZO $BN $KKR

$39.2B

742 positions

#6NEW SOUTH CAPITAL MANAGEMENT INCActive

Notable overlap · 5 shared positions

$AZO $BN $SSNC $LKQ $NICE

$2.3B

48 positions

#7Eldred Rock Partners, LLCActive

Notable overlap · 4 shared positions

$ASML $POOL $PEP $UL

$465M

29 positions

#8DIAMOND HILL CAPITAL MANAGEMENT INCActive

Notable overlap · 6 shared positions

$ZTS $WM $COP $ABT $KMB $LH

$12.5B

186 positions

#9FIRST SABREPOINT CAPITAL MANAGEMENT LPActive

Notable overlap · 3 shared positions

$STRL $SFM $AZO

$304M

27 positions

#10Saturna Capital CORPActive

Notable overlap · 6 shared positions

$ASML $WM $AZO $UL $ABT $KMB

$8.2B

140 positions

#11Partners Group Holding AGActive

Notable overlap · 4 shared positions

$APO $BN $WM $KKR

$1.5B

52 positions

#12Sather Financial Group IncActive

Notable overlap · 3 shared positions

$ANET $BN $AZO

$1.7B

121 positions

#13Clean Yield GroupPassive

Notable overlap · 4 shared positions

$ASML $ANET $SFM $UL

$403M

395 positions

#14Legacy Bridge, LLCPassive

Notable overlap · 3 shared positions

$STRL $ANET $ASML

$324M

322 positions

#15Baugh & Associates, LLCActive

Notable overlap · 5 shared positions

$ASML $COP $ANET $ABT $PEP

$226M

42 positions

#16NFC Investments, LLCActive

Notable overlap · 4 shared positions

$AZO $APO $VNOM $KKR

$389M

43 positions

#17Rule One Partners, LLCActive

Notable overlap · 3 shared positions

$SFM $POOL $ZTS

$694M

14 positions

#18Evergreen Private Wealth LLCPassive

Notable overlap · 3 shared positions

$ANET $ZTS $WM

$270M

89 positions

#19PINKERTON WEALTH, LLCActive

Some overlap · 6 shared positions

$COP $WM $PEP $ABT $KMB $UL

$1.2B

103 positions

#20SHERMAN PORFOLIOS, LLCSmart money

Some overlap · 6 shared positions

$COP $WM $PEP $ABT $KMB $UL

$1.3B

97 positions

#21GRAYBILL WEALTH MANAGEMENT, LTD.Passive

Some overlap · 4 shared positions

$ASML $BN $ABT $PEP

$372M

82 positions

#22Blue Chip Partners, LLCActive

Some overlap · 4 shared positions

$ASML $WM $ABT $PEP

$1.6B

184 positions

#23KIRR MARBACH & CO LLC /IN/Active

Some overlap · 3 shared positions

$AZO $BN $SSNC

$594M

57 positions

#24LONE PINE CAPITAL LLCActive

Some overlap · 3 shared positions

$ASML $STRL $BN

$16.4B

34 positions

#25Burkett Asset Management LtdPassive

Some overlap · 3 shared positions

$ASML $BN $UL

$107M

59 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.