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 FORTEM FINANCIAL GROUP,

13F Portfolio OverlapQ1 2026FORTEM FINANCIAL GROUP, portfolio →

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Most similar hedge funds by 13F overlap

FORTEM FINANCIAL GROUP, LLC is an institutional investor managing $399M across 173 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 FORTEM FINANCIAL GROUP, are Benchmark Investment Advisors, Dorsey Wright & Associates, Markin Volterra Fund, with shared positions in $KLAC, $PLTR, $EME, $LRCX, $AMAT, $APH. The full ranking of 25 similar funds is below.

#1Benchmark Investment Advisors LLCPassive

Notable overlap · 6 shared positions

$KLAC $PLTR $EME $LRCX $AMAT $APH

$172M

76 positions

#2Dorsey Wright & AssociatesPassive

Notable overlap · 8 shared positions

$PLTR $EME $NEM $APH $CAH $TPR

$807M

158 positions

#3Markin Volterra Fund LPActive

Notable overlap · 5 shared positions

$PLTR $KLAC $LRCX $AMAT $APH

$65M

34 positions

#4RENAISSANCE GROUP LLCPassive

Notable overlap · 7 shared positions

$KLAC $EME $AMAT $LRCX $APH $CAH

$2.4B

234 positions

#5Global X Japan Co., Ltd.Active

Notable overlap · 6 shared positions

$PLTR $KLAC $LRCX $AMAT $YMM $ADI

$1.9B

378 positions

#6Gunderson Capital Management Inc.Passive

Notable overlap · 5 shared positions

$PLTR $DELL $AMAT $ADI $LNG

$239M

46 positions

#7McGuire Investment Group, LLCActive

Notable overlap · 5 shared positions

$PLTR $LRCX $AMAT $CMI $ADI

$885M

121 positions

#8Axecap Investments, LLCPassive

Notable overlap · 6 shared positions

$KLAC $LRCX $AMAT $CAH $ADI $NRG

$145M

69 positions

#9Mason & Associates IncActive

Notable overlap · 5 shared positions

$YMM $JHG $ALPS $PLTR $NLY

$516M

160 positions

#10Telligent Fund, LPActive

Notable overlap · 4 shared positions

$PLTR $KLAC $APH $HWM

$94M

24 positions

#11KANE INVESTMENT MANAGEMENT, INC.Active

Notable overlap · 8 shared positions

$KLAC $LRCX $TPR $HWM $EME $APH

$194M

99 positions

#12Monument Capital ManagementPassive

Notable overlap · 7 shared positions

$EME $APH $CAH $TPR $AMAT $LRCX

$399M

217 positions

#13BYRNE FINANCIAL FREEDOM, LLCPassive

Notable overlap · 5 shared positions

$PLTR $JHG $APH $CAH $DELL

$209M

103 positions

#14Left Brain Wealth Management, LLCPassive

Some overlap · 4 shared positions

$ALPS $PLTR $AMAT $APH

$255M

79 positions

#15Optimize Financial IncPassive

Some overlap · 6 shared positions

$KLAC $LRCX $AMAT $APH $ADI $TER

$203M

297 positions

#16Rafferty Asset Management, LLCActive

Some overlap · 6 shared positions

$AMAT $KLAC $LRCX $ADI $TER $PLTR

$24.6B

1,057 positions

#17LEGACY CAPITAL WEALTH MANAGEMENT, LLCPassive

Some overlap · 5 shared positions

$KLAC $JHG $EME $NEM $PLTR

$174M

65 positions

#18ALKEON CAPITAL MANAGEMENT LLCSmart money

Some overlap · 5 shared positions

$KLAC $LRCX $APH $ADI $TER

$59.5B

102 positions

#19HAGER INVESTMENT MANAGEMENT SERVICES, LLCPassive

Some overlap · 5 shared positions

$PLTR $DELL $EME $APH $LNG

$182M

329 positions

#20Haven Private, LLCPassive

Some overlap · 5 shared positions

$ALPS $KLAC $CAH $AMAT $PLTR

$230M

166 positions

#21Horizon Investment Services, LLCPassive

Some overlap · 5 shared positions

$EME $LRCX $AMAT $KLAC $APH

$288M

137 positions

#22Transamerica Financial Advisors, LLCPassive

Some overlap · 8 shared positions

$APH $EME $PLTR $JHG $HWM $NEM

$1.2B

1,940 positions

#23KIECKHEFER GROUP LLCSmart money

Some overlap · 5 shared positions

$PLTR $DELL $NRG $LNG $EME

$212M

58 positions

#24NatWest Group plcActive

Some overlap · 5 shared positions

$KLAC $LRCX $NEM $HWM $NRG

$462M

44 positions

#25Elite Wealth Management, Inc.Active

Some overlap · 6 shared positions

$PLTR $KLAC $LRCX $HWM $HCA $NRG

$308M

49 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.