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Hedge Funds Similar to GuidedMoney

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

GuidedMoney, LLC is an institutional investor managing $216M across 34 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 GuidedMoney are RMG Wealth, MBE Wealth, FORM Wealth Advisors, with shared positions in $LNT, $MCD, $MGEE. The full ranking of 3 similar funds is below.

#1RMG Wealth Management LLCActive
Some overlap · 3 shared positions
$LNT$MCD$MGEE
$969M
578 positions
#2MBE Wealth Management, LLCActive
Slight overlap · 3 shared positions
$MGEE$MCD$LNT
$284M
170 positions
#3FORM Wealth Advisors, LLCSmart money
Slight overlap · 3 shared positions
$MCD$MGEE$LNT
$909M
61 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.