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Hedge Funds Similar to Fortis Advisors

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

Fortis Advisors, LLC is an institutional investor managing $214M across 122 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 Fortis Advisors are CACTI ASSET, Parkside Investments, Riverview, with shared positions in $STX, $UPS, $GLW, $CVS, $BX, $DIS. The full ranking of 25 similar funds is below.

#1CACTI ASSET MANAGEMENT LLCActive
Substantial overlap · 6 shared positions
$STX$UPS$GLW$CVS$BX$DIS
$2.0B
76 positions
#2Parkside Investments, LLCActive
Notable overlap · 17 shared positions
$C$ESI$GLW$UNP$FCX$TMO
$902M
91 positions
#3Riverview Trust CoActive
Notable overlap · 3 shared positions
$STX$COP$GLW
$84M
166 positions
#4Twin Lakes Capital Management, LLC
Notable overlap · 3 shared positions
$STX$UPS$CVS
$262M
208 positions
#5PEAK FINANCIAL ADVISORS LLCPassive
Notable overlap · 5 shared positions
$GLDM$ESI$CVS$BWA$EW
$242M
78 positions
#6Catherine Avery Investment Management LLCPassive
Notable overlap · 5 shared positions
$STX$UPS$C$FCX$NEE
$229M
166 positions
#7My Portfolio Guide, LLC
Notable overlap · 5 shared positions
$GLDM$SO$CVS$COP$SOFI
$181M
166 positions
#8Accretive Wealth Partners, LLCPassive
Notable overlap · 5 shared positions
$GLDM$UNP$TMO$BX$COP
$412M
181 positions
#9RM Financial Services, LLCPassive
Notable overlap · 3 shared positions
$GLDM$UPS$COP
$135M
79 positions
#10Mission Creek Capital Partners, Inc.Passive
Notable overlap · 3 shared positions
$GLDM$FCX$NEE
$569M
231 positions
#11Collaborative Wealth Managment Inc.Active
Notable overlap · 3 shared positions
$GLDM$UPS$EPD
$238M
170 positions
#12Aull & Monroe Investment Management CorpPassive
Notable overlap · 5 shared positions
$STX$GLW$UNP$NEE$SO
$239M
126 positions
#13Greenline Partners, LLCActive
Notable overlap · 3 shared positions
$GLDM$FCX$EPD
$983M
149 positions
#14Cardinal Strategic Wealth GuidanceActive
Notable overlap · 3 shared positions
$GLDM$UNP$NEE
$441M
67 positions
#15Bangor Savings BankActive
Notable overlap · 3 shared positions
$GLDM$C$NEE
$1.4B
543 positions
#16Plum Street Advisors, LLCActive
Notable overlap · 3 shared positions
$GLDM$TMO$SOFI
$313M
107 positions
#17American National Bank of TexasActive
Notable overlap · 4 shared positions
$GLDM$CVS$EW$UNP
$110M
56 positions
#18BRANDYWINE OAK PRIVATE WEALTH LLCActive
Some overlap · 3 shared positions
$GLDM$UNP$BX
$1.3B
245 positions
#19McAlvany Wealth Management LLCPassive
Some overlap · 3 shared positions
$GLDM$COP$EPD
$134M
48 positions
#20Capital Planning Advisors, LLC
Some overlap · 3 shared positions
$GLDM$BX$NEE
$692M
146 positions
#21AAF Wealth Management, LLCSmart money
Some overlap · 3 shared positions
$GLDM$GLW$UNP
$271M
57 positions
#22Chatterton & Associates Inc.Passive
Some overlap · 3 shared positions
$GLDM$DIS$CVS
$170M
101 positions
#23Austin Wealth Management, LLCActive
Some overlap · 3 shared positions
$GLDM$NEE$EPD
$473M
126 positions
#24MWA Asset ManagementPassive
Some overlap · 3 shared positions
$STX$C$BX
$221M
129 positions
#25Pinnacle West Asset Management, Inc.Passive
Some overlap · 6 shared positions
$STX$UNP$BX$COP$DIS$EPD
$145M
104 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.