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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, LLC is an institutional investor managing $357M across 30 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 LifePlan Financial, Wills Financial Group, Smith Thornton Advisors, with shared positions in $IAU, $DHR, $CL, $SO, $GPN. The full ranking of 8 similar funds is below.

#1LifePlan Financial, LLCPassive
Notable overlap · 3 shared positions
$IAU$DHR$CL
$143M
89 positions
#2Wills Financial Group LLCPassive
Notable overlap · 3 shared positions
$IAU$DHR$SO
$275M
82 positions
#3Smith Thornton Advisors LLCPassive
Notable overlap · 3 shared positions
$IAU$SO$GPN
$227M
140 positions
#4BFSG, LLCPassive
Some overlap · 3 shared positions
$IAU$CL$SO
$1.1B
768 positions
#5Hamilton Point Investment Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$CL$DHR
$710M
193 positions
#6BLUEDOOR PRIVATE WEALTH, LLCPassive
Some overlap · 3 shared positions
$IAU$CL$DHR
$238M
164 positions
#7Ronald Blue Trust, Inc.Active
Some overlap · 3 shared positions
$IAU$GPN$SO
$9.5B
2,447 positions
#8Van Hulzen Asset Management, LLCPassive
Some overlap · 3 shared positions
$DHR$IAU$CL
$1.4B
387 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.