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Hedge Funds Similar to My Portfolio Guide

13F Portfolio OverlapQ1 2026My Portfolio Guide portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

My Portfolio Guide, LLC is an institutional investor managing $181M across 166 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to My Portfolio Guide are SBI Okasan Asset Ltd., R. W. Roge & Company, Hollow Brook Wealth, with shared positions in $GLDM, $QCOM, $F, $PM, $LMT, $PFE. The full ranking of 25 similar funds is below.

#1SBI Okasan Asset Management Co.Ltd.Smart money
Highly similar · 3 shared positions
$GLDM$QCOM$F
$3.0B
320 positions
#2R. W. Roge & Company, Inc.Active
Substantial overlap · 3 shared positions
$GLDM$PM$LMT
$239M
69 positions
#3Hollow Brook Wealth Management LLCActive
Substantial overlap · 3 shared positions
$GLDM$PFE$VRT
$504M
78 positions
#4Forbes Financial Planning, Inc.Active
Substantial overlap · 3 shared positions
$GLDM$PM$SO
$186M
38 positions
#5Financial Planning Navigators CORPActive
Substantial overlap · 3 shared positions
$GLDM$PM$PLTR
$267M
70 positions
#6ENTREWEALTH, LLCActive
Substantial overlap · 3 shared positions
$GLDM$COP$PM
$270M
140 positions
#7Henderson Brothers Financial Partners, LLCActive
Notable overlap · 3 shared positions
$GLDM$LMT$T
$211M
77 positions
#8RM Financial Services, LLCPassive
Notable overlap · 3 shared positions
$GLDM$COP$ANET
$135M
79 positions
#9Compass Wealth Management, LLC/GAActive
Notable overlap · 6 shared positions
$GLDM$PM$SO$MO$VRT$PLTR
$251M
74 positions
#10Mills Wealth Advisors LLCActive
Notable overlap · 4 shared positions
$GLDM$R$LMT$T
$318M
76 positions
#11MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADVPassive
Notable overlap · 5 shared positions
$OUNZ$COP$QCOM$PFE$MO
$112M
100 positions
#12PEAK FINANCIAL ADVISORS LLCPassive
Notable overlap · 3 shared positions
$GLDM$CVS$MO
$242M
78 positions
#13SIGNATURE ESTATE & INVESTMENT ADVISORS LLCActive
Notable overlap · 3 shared positions
$GLDM$VRT$ANET
$5.6B
669 positions
#14Capital Planning Advisors, LLC
Notable overlap · 3 shared positions
$GLDM$VRT$ANET
$692M
146 positions
#15RETIREMENT INCOME SOLUTIONS, INCSmart money
Notable overlap · 3 shared positions
$GLDM$PLTR$SO
$581M
172 positions
#16Evernest Financial Advisors, LLCPassive
Notable overlap · 3 shared positions
$GLDM$QCOM$MO
$478M
191 positions
#17Fortis Advisors, LLCPassive
Notable overlap · 5 shared positions
$GLDM$SO$CVS$COP$SOFI
$214M
122 positions
#18Beckerman Institutional, LLCPassive
Notable overlap · 4 shared positions
$GLDM$PM$PFE$MO
$210M
124 positions
#19Mission Creek Capital Partners, Inc.Passive
Notable overlap · 3 shared positions
$GLDM$VRT$ANET
$569M
231 positions
#20Baugh & Associates, LLCActive
Notable overlap · 6 shared positions
$QCOM$COP$PFE$MO$SO$ANET
$226M
42 positions
#21Smart Money Group LLCSmart money
Notable overlap · 3 shared positions
$OUNZ$QCOM$LMT
$390M
86 positions
#22Accretive Wealth Partners, LLCPassive
Notable overlap · 3 shared positions
$GLDM$PM$COP
$412M
181 positions
#23Aspetuck Financial Management LLCActive
Notable overlap · 6 shared positions
$GLDM$QCOM$MO$COP$VRT$LMT
$170M
79 positions
#24Bucket List Wealth Management, LLCActive
Some overlap · 3 shared positions
$OUNZ$PFE$SO
$203M
63 positions
#25Noble Wealth Partners LLCPassive
Some overlap · 3 shared positions
$GLDM$MO$PM
$115M
76 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.