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 GUIDANCE

13F Portfolio OverlapQ2 2026GUIDANCE portfolio →

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Most similar hedge funds by 13F overlap

GUIDANCE CAPITAL, INC is an institutional investor managing $468M across 233 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 GUIDANCE are TICINO WEALTH, Advanced Asset Advisors, Vision, with shared positions in $TMUS, $UPS, $TXN, $AMGN, $CDNS, $QCOM. The full ranking of 25 similar funds is below.

#1TICINO WEALTHPassive

Some overlap · 6 shared positions

$TMUS $UPS $TXN $AMGN $CDNS $QCOM

$317M

135 positions

#2Advanced Asset Management Advisors IncActive

Some overlap · 6 shared positions

$TMUS $UPS $TXN $AMGN $GWW $QCOM

$380M

85 positions

#3Vision Capital Management, Inc.Active

Some overlap · 5 shared positions

$IAU $UPS $AMGN $SNA $QCOM

$876M

156 positions

#4Railway Pension Investments LtdActive

Some overlap · 6 shared positions

$TXN $LNG $EQIX $CDNS $GWW $QCOM

$8.0B

102 positions

#5Stegent Equity Advisors, Inc.Passive

Some overlap · 4 shared positions

$IAU $TMUS $TXN $TPL

$140M

112 positions

#6Ipsen Advisor Group LLCPassive

Some overlap · 4 shared positions

$IAU $UPS $TXN $AMGN

$155M

107 positions

#7Harvest Fund Management Co., LtdActive

Some overlap · 5 shared positions

$TMUS $TXN $MPWR $AMGN $IAU

$3.0B

455 positions

#8CHRISTINE MESSMER PCActive

Some overlap · 5 shared positions

$UPS $Q $URI $AMGN $QCOM

$177M

86 positions

#9SIGMA INVESTMENT COUNSELORS INCActive

Some overlap · 4 shared positions

$IAU $UPS $URI $SNA

$2.1B

218 positions

#10Townsend & Associates, IncActive

Some overlap · 4 shared positions

$IAU $UPS $SNA $GWW

$1.2B

115 positions

#11ALPINE WOODS CAPITAL INVESTORS, LLCPassive

Some overlap · 5 shared positions

$TXN $LNG $EQIX $AMGN $QCOM

$460M

220 positions

#12DELTA FINANCIAL ADVISORS LLCPassive

Some overlap · 4 shared positions

$IAU $ETR $CARR $AMGN

$421M

152 positions

#13AZZAD ASSET MANAGEMENT INC /ADVPassive

Some overlap · 5 shared positions

$TXN $EQIX $TPL $CDNS $MPWR

$1.1B

351 positions

#14Blossom Wealth ManagementActive

Some overlap · 4 shared positions

$IAU $TXN $AMGN $QCOM

$71M

72 positions

#15North Forty Two & Co.Passive

Some overlap · 4 shared positions

$IAU $TXN $AMGN $QCOM

$118M

104 positions

#16WestEnd Advisors, LLCActive

Some overlap · 5 shared positions

$TMUS $UPS $TXN $QCOM $AMGN

$4.5B

408 positions

#17Andrews Advisory Associates, LLCActive

Slight overlap · 4 shared positions

$IAU $TXN $GWW $QCOM

$208M

86 positions

#18Blue Line Capital, LLC / ILPassive

Slight overlap · 5 shared positions

$LNG $URI $AMGN $CDNS $WAB

$120M

92 positions

#19Parcion Private Wealth LLCPassive

Slight overlap · 4 shared positions

$IAU $EQIX $MPWR $AMGN

$1.8B

529 positions

#20Financial Sense Advisors, Inc.Passive

Slight overlap · 4 shared positions

$IAU $LNG $AMGN $QCOM

$508M

137 positions

#21Novak & Powell Financial Services, Inc.Passive

Slight overlap · 4 shared positions

$IAU $TXN $AMGN $QCOM

$212M

171 positions

#22Lifeworks Advisors, LLCPassive

Slight overlap · 4 shared positions

$IAU $L $WAB $QCOM

$955M

337 positions

#23CAMDEN NATIONAL BANKPassive

Slight overlap · 3 shared positions

$IAU $TMUS $TXN

$767M

184 positions

#24SteelPeak Wealth, LLCPassive

Slight overlap · 4 shared positions

$TMUS $TXN $AMGN $QCOM

$3.9B

643 positions

#25Skylands Capital, LLCPassive

Slight overlap · 4 shared positions

$TMUS $GM $CHDN $WAB

$814M

166 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.