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Hedge Funds Similar to FORTRESS PRIVATE LEDGER,

13F Portfolio OverlapQ1 2026FORTRESS PRIVATE LEDGER, portfolio →
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Most similar hedge funds by 13F overlap

FORTRESS PRIVATE LEDGER, LLC is an institutional investor managing $320M across 251 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 FORTRESS PRIVATE LEDGER, are UNICOM Systems,, Owen LaRue,, Blue Sky Consultants Group,, with shared positions in $PLTR, $RGTI, $IONQ, $C, $IBIT, $AGQ. The full ranking of 25 similar funds is below.

#1UNICOM Systems, Inc.Active
Notable overlap · 3 shared positions
$PLTR$RGTI$IONQ
$976M
32 positions
#2Owen LaRue, LLCPassive
Notable overlap · 3 shared positions
$PLTR$C$IBIT
$261M
128 positions
#3Blue Sky Capital Consultants Group, Inc.Passive
Notable overlap · 3 shared positions
$PLTR$AGQ$IBIT
$210M
76 positions
#4Orion Investment CoActive
Some overlap · 3 shared positions
$PLTR$IONQ$RGTI
$315M
69 positions
#5Harvest Investment Services, LLCPassive
Some overlap · 3 shared positions
$PLTR$COKE$AGQ
$547M
346 positions
#6InTrack Investment Management IncPassive
Some overlap · 3 shared positions
$PLTR$C$MCD
$175M
108 positions
#7Kapstone Financial Advisors LLCActive
Some overlap · 3 shared positions
$PLTR$PM$IBIT
$204M
154 positions
#8Peterson Wealth ServicesPassive
Some overlap · 3 shared positions
$PLTR$PM$MCD
$405M
215 positions
#9Global X Japan Co., Ltd.Active
Some overlap · 3 shared positions
$PLTR$PM$MCD
$1.9B
378 positions
#10Independent Solutions Wealth Management, LLCActive
Some overlap · 3 shared positions
$PLTR$PM$MCD
$679M
185 positions
#11Colonial River Wealth Management, LLCPassive
Some overlap · 3 shared positions
$PLTR$PM$C
$279M
229 positions
#12Kessler Investment Group, LLCPassive
Some overlap · 3 shared positions
$PLTR$RGTI$PM
$211M
79 positions
#13SLT Holdings LLCPassive
Some overlap · 4 shared positions
$AGQ$PLTR$PM$MCD
$148M
136 positions
#14FARMERS TRUST COPassive
Some overlap · 4 shared positions
$PLTR$C$PM$MCD
$637M
203 positions
#15WORLD EQUITY GROUP, INC.Passive
Some overlap · 3 shared positions
$PLTR$C$MCD
$386M
368 positions
#16Cordatus Wealth Management LLCPassive
Some overlap · 3 shared positions
$PLTR$C$MCD
$420M
164 positions
#17Generation Capital Management LLCPassive
Some overlap · 4 shared positions
$AGQ$C$MCD$PM
$137M
74 positions
#18SBI Securities Co., Ltd.Passive
Some overlap · 3 shared positions
$PLTR$BTI$AGQ
$3.6B
4,018 positions
#19MERIDIAN INVESTMENT COUNSEL INC.Passive
Some overlap · 3 shared positions
$PLTR$C$BTI
$420M
237 positions
#20Finer Wealth Management, Inc.Active
Some overlap · 4 shared positions
$PLTR$MCD$IBIT$BTI
$199M
87 positions
#21Valtrion Capital Management, LLCActive
Some overlap · 4 shared positions
$AGQ$PM$MCD$PLTR
$106M
93 positions
#2244 WEALTH MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$C$PM$BTI$MCD
$286M
183 positions
#23Belvedere Trading LLCActive
Slight overlap · 3 shared positions
$PLTR$AGQ$IBIT
$84.4B
731 positions
#24Altrius Capital Management IncPassive
Slight overlap · 4 shared positions
$C$PM$BTI$TSN
$503M
87 positions
#25Larry Mathis Financial Planning, LLCPassive
Slight overlap · 3 shared positions
$AGQ$C$MCD
$112M
156 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.