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 Fortis Advisors,

13F Portfolio OverlapQ1 2026Fortis Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Fortis Advisors, LLC is an institutional investor managing $200M across 119 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 Fortis Advisors, are Graetz Wealth, Lionsbridge Wealth, Brindle & Bay Financial Advisors,, with shared positions in $SNOW, $HUM, $USB, $GLDM, $AGQ, $REGN. The full ranking of 25 similar funds is below.

#1Graetz Wealth LLCPassive

Notable overlap · 4 shared positions

$SNOW $HUM $USB $GLDM

$112M

80 positions

#2Lionsbridge Wealth Management LLCPassive

Notable overlap · 7 shared positions

$SNOW $USB $AGQ $REGN $GSAT $COP

$99M

59 positions

#3Brindle & Bay Financial Advisors, LLCPassive

Notable overlap · 5 shared positions

$SNOW $GLDM $USB $HUM $RELX

$163M

67 positions

#4FLC Capital AdvisorsPassive

Notable overlap · 5 shared positions

$SNOW $USB $HUM $NEE $UPS

$560M

221 positions

#5Erickson Financial Group, LLCSmart money

Notable overlap · 3 shared positions

$SNOW $USB $AGQ

$160M

25 positions

#6FMA Wealth Management, LLCActive

Notable overlap · 3 shared positions

$SNOW $HUM $NEE

$150M

38 positions

#7Capital Advisors Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$SNOW $HUM $USB $ALPS

$745M

219 positions

#8ForthRight Wealth Management, LLCActive

Notable overlap · 7 shared positions

$SNOW $AGQ $ALPS $UPS $SO $COP

$353M

75 positions

#9True Link Financial Advisors, LLCActive

Notable overlap · 4 shared positions

$SNOW $HUM $USB $MS

$1.6B

418 positions

#10Tandem Financial, LLCPassive

Notable overlap · 5 shared positions

$SNOW $USB $ALPS $GSAT $MS

$314M

98 positions

#11Family Investment Center, Inc.Active

Notable overlap · 3 shared positions

$SNOW $HUM $COP

$520M

91 positions

#12TPG Financial Advisors, LLCPassive

Notable overlap · 3 shared positions

$SNOW $GSAT $USB

$307M

76 positions

#13Windward Private Wealth Management Inc.Smart money

Notable overlap · 3 shared positions

$SNOW $HUM $COP

$289M

44 positions

#14PLANNING DIRECTIONS INCActive

Notable overlap · 4 shared positions

$SNOW $HUM $USB $COP

$198M

106 positions

#15Cassaday & Co Wealth Management LLCActive

Notable overlap · 3 shared positions

$SNOW $GLDM $AGQ

$4.7B

1,361 positions

#16NavPoint Financial, Inc.Active

Notable overlap · 3 shared positions

$SNOW $GLDM $COP

$247M

71 positions

#17MFA WEALTH ADVISORS, LLCActive

Notable overlap · 4 shared positions

$SNOW $USB $AGQ $GSAT

$508M

88 positions

#18Discipline Wealth Solutions, LLCActive

Notable overlap · 5 shared positions

$SNOW $AGQ $NEE $HUM $COP

$950M

192 positions

#19RATIONAL ADVISORS, INC.Active

Notable overlap · 5 shared positions

$GSAT $HUM $USB $NEE $SO

$980M

179 positions

#20Longview Financial Advisors LLCActive

Notable overlap · 4 shared positions

$SNOW $USB $COP $MS

$184M

157 positions

#21BetterWealth, LLCSmart money

Notable overlap · 4 shared positions

$SNOW $USB $NEE $HUM

$510M

85 positions

#22LifeGoal Investments, LLCPassive

Notable overlap · 6 shared positions

$SNOW $GLDM $HUM $MS $USB $COP

$175M

112 positions

#23Silver Coast Investments LLCActive

Notable overlap · 3 shared positions

$SNOW $USB $MS

$313M

119 positions

#24Grove Street Fiduciary, LLCActive

Notable overlap · 3 shared positions

$SNOW $HUM $DDS

$227M

74 positions

#25Rosenberg Matthew HamiltonActive

Notable overlap · 3 shared positions

$SNOW $USB $COP

$488M

799 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.