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 Guild Investment

13F Portfolio OverlapQ2 2026Guild Investment portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Guild Investment Management, Inc. is an institutional investor managing $146M across 59 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 Guild Investment are Wealth Alliance, Hubbell Strickland Wealth, KOM Wealth Group, with shared positions in $PHYS, $OUNZ, $YMM, $FBTC, $QCOM, $DELL. The full ranking of 25 similar funds is below.

#1Capital Wealth Alliance, LLCActive

Notable overlap · 3 shared positions

$PHYS $OUNZ $YMM

$229M

100 positions

#2Hubbell Strickland Wealth Management, LLCSmart money

Notable overlap · 3 shared positions

$PHYS $FBTC $QCOM

$277M

87 positions

#3KOM Wealth Management Group, LLCActive

Notable overlap · 3 shared positions

$PHYS $DELL $KLAC

$201M

96 positions

#4Evanson Asset Management, LLC

Notable overlap · 4 shared positions

$PHYS $ACN $SLV $MDY

$1.9B

321 positions

#5Evanson Financial, LLCActive

Notable overlap · 5 shared positions

$PHYS $SLV $ACN $MDY $CRWD

$2.0B

316 positions

#6MATAURO, LLCActive

Notable overlap · 4 shared positions

$PHYS $BTC $OUNZ $HON

$756M

158 positions

#7VAN DEN BERG MANAGEMENT I, INCPassive

Notable overlap · 3 shared positions

$DELL $PHYS $QCOM

$473M

120 positions

#8Harbour Wealth Management Group, Inc.Active

Notable overlap · 3 shared positions

$PHYS $YMM $CRWD

$148M

89 positions

#9Meixler Investment Management, Ltd.Passive

Notable overlap · 4 shared positions

$PHYS $OUNZ $QCOM $HON

$181M

90 positions

#10Smart Money Group LLCSmart money

Notable overlap · 4 shared positions

$OUNZ $FBTC $QCOM $ASML

$390M

86 positions

#113EDGE Asset Management, LPActive

Notable overlap · 3 shared positions

$PHYS $MDY $BTC

$2.2B

94 positions

#12Mizuho Markets Cayman LPActive

Notable overlap · 3 shared positions

$DELL $NEE $SLV

$2.7B

95 positions

#13Verity & Verity, LLCActive

Notable overlap · 3 shared positions

$DELL $NEE $ACN

$1.5B

139 positions

#14Asset One Wealth Management LLCPassive

Notable overlap · 4 shared positions

$OUNZ $PHYS $QCOM $ASML

$948M

347 positions

#15SPRING CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 4 shared positions

$QCOM $NEE $TPL $DELL

$208M

56 positions

#16GFG Capital, LLCPassive

Notable overlap · 4 shared positions

$DELL $QCOM $ACN $CRWD

$381M

89 positions

#17Kendall Capital ManagementPassive

Notable overlap · 3 shared positions

$DELL $NXST $KLAC

$605M

233 positions

#18Orion Investment CoActive

Notable overlap · 3 shared positions

$QCOM $NEE $ASML

$343M

73 positions

#19Eaton Financial Holdings Company, LLCPassive

Notable overlap · 5 shared positions

$PHYS $YMM $QCOM $DELL $SLV

$364M

134 positions

#20Geneva Partners, LLCPassive

Notable overlap · 4 shared positions

$DELL $ASML $KLAC $HWM

$334M

81 positions

#21BERKSHIRE ASSET MANAGEMENT LLC/PAActive

Some overlap · 3 shared positions

$DELL $QCOM $HON

$2.5B

270 positions

#22Objectivity Squared, LLCActive

Some overlap · 3 shared positions

$DELL $ASML $MDY

$178M

56 positions

#23FORTEM FINANCIAL GROUP, LLCPassive

Some overlap · 5 shared positions

$DELL $YMM $KLAC $CRWD $HWM

$487M

190 positions

#24Walser Wealth Management Company, A Ltd Liability CoPassive

Some overlap · 5 shared positions

$PHYS $YMM $FBTC $SLV $ASML

$250M

217 positions

#25TWIN FOCUS CAPITAL PARTNERS, LLCActive

Some overlap · 3 shared positions

$DELL $CRWD $YMM

$983M

170 positions

Compare Guild Investment’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Guild Investment’s holdings

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.