Hedge Funds Similar to Guided Wealth

13F Portfolio OverlapQ2 2026Guided Wealth portfolio →

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Most similar hedge funds by 13F overlap

Guided Capital Wealth Management, LLC is an institutional investor managing $171M across 35 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 Guided Wealth are RH Tailwind, RPG Investment Advisory, Clarus Wealth Advisors, with shared positions in $CRS, $PWR, $PLTR, $NOW, $HII, $NTRA. The full ranking of 16 similar funds is below.

#1RH Tailwind Management, LLCActive

Notable overlap · 3 shared positions

$CRS $PWR $PLTR

$1.0B

58 positions

#2RPG Investment Advisory, LLCPassive

Some overlap · 3 shared positions

$PWR $NOW $PLTR

$973M

93 positions

#3Clarus Wealth AdvisorsPassive

Some overlap · 3 shared positions

$PLTR $PWR $NOW

$260M

86 positions

#4Orion Investment CoActive

Some overlap · 3 shared positions

$PLTR $HII $NOW

$343M

73 positions

#5NAVELLIER & ASSOCIATES INCPassive

Some overlap · 3 shared positions

$CRS $PWR $PLTR

$1.3B

322 positions

#6Wedbush Fund Advisers, LLCActive

Some overlap · 3 shared positions

$PLTR $NOW $PWR

$1.1B

103 positions

#7AlphaStar Capital Management, LLCActive

Some overlap · 3 shared positions

$PLTR $PWR $NOW

$1.6B

280 positions

#8Aubrey Capital Management LtdPassive

Some overlap · 3 shared positions

$NTRA $CRS $PLTR

$160M

39 positions

#96th Street Advisors, LLCActive

Some overlap · 3 shared positions

$PWR $NOW $PLTR

$174M

61 positions

#10Teamwork Financial Advisors, LLCPassive

Some overlap · 3 shared positions

$PWR $NOW $PLTR

$1.1B

215 positions

#11BNC WEALTH MANAGEMENT, LLCPassive

Some overlap · 3 shared positions

$PWR $PLTR $NOW

$414M

106 positions

#12Sun Financial IncPassive

Some overlap · 3 shared positions

$PLTR $PWR $NOW

$212M

161 positions

#13Canvas Wealth Advisors, LLCPassive

Some overlap · 3 shared positions

$PLTR $NOW $PWR

$717M

251 positions

#14BankChampaign, National AssociationPassive

Some overlap · 3 shared positions

$PLTR $CRS $PWR

$130M

200 positions

#15WESTFIELD CAPITAL MANAGEMENT CO LPPassive

Slight overlap · 4 shared positions

$PWR $NOW $NTRA $CRS

$30.6B

278 positions

#16Quantum Private Wealth, LLCPassive

Slight overlap · 3 shared positions

$PLTR $PWR $NOW

$390M

171 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.