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Hedge Funds Similar to Fortis

13F Portfolio OverlapQ1 2026Fortis portfolio →
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Most similar hedge funds by 13F overlap

Fortis Capital Management LLC is an institutional investor managing $977M across 211 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 are ITHAKA GROUP, DSM PARTNERS, ZEVENBERGEN INVESTMENTS, with shared positions in $AMD, $NOW, $ANET, $SHOP, $CDNS, $MELI. The full ranking of 25 similar funds is below.

#1ITHAKA GROUP LLCActive
Notable overlap · 9 shared positions
$AMD$NOW$ANET$SHOP$CDNS$MELI
$482M
38 positions
#2DSM CAPITAL PARTNERS LLCActive
Notable overlap · 10 shared positions
$GEV$ANET$CDNS$UBER$NOW$ADSK
$5.7B
44 positions
#3ZEVENBERGEN CAPITAL INVESTMENTS LLCActive
Notable overlap · 8 shared positions
$AMD$SHOP$NOW$MELI$UBER$ANET
$3.5B
110 positions
#4Sun Financial IncPassive
Some overlap · 6 shared positions
$AMD$GEV$ANET$CDNS$PANW$CRM
$200M
159 positions
#5Boomfish Wealth Group, LLCPassive
Some overlap · 6 shared positions
$JHG$NOW$ANET$MELI$PANW$CRM
$187M
87 positions
#6Bluebird Wealth Management LLCPassive
Some overlap · 6 shared positions
$NOW$ANET$SHOP$MELI$UBER$SPOT
$98M
77 positions
#7Accuvest Global AdvisorsPassive
Some overlap · 7 shared positions
$NOW$MELI$UBER$GEV$APO$SPOT
$107M
57 positions
#8Teamwork Financial Advisors, LLCPassive
Some overlap · 5 shared positions
$AMD$GEV$OKE$ANET$CDNS
$946M
216 positions
#9Torrey Growth & Income AdvisorsActive
Some overlap · 6 shared positions
$AMD$NOW$SHOP$CRM$UBER$BSX
$239M
110 positions
#10BENDER ROBERT & ASSOCIATESActive
Some overlap · 5 shared positions
$AMD$GEV$NOW$MELI$PANW
$417M
45 positions
#11TCW GROUP INCActive
Some overlap · 7 shared positions
$ANET$NOW$PANW$CDNS$SPOT$BSX
$13.3B
629 positions
#12Sava Infond d.o.o.Passive
Some overlap · 6 shared positions
$NOW$ANET$MELI$AMD$PANW$CRM
$705M
230 positions
#13Beaumont Asset Management, L.L.C.Active
Some overlap · 6 shared positions
$JHG$OKE$UNIT$NOW$CRM$UBER
$222M
76 positions
#14WD RUTHERFORD LLCPassive
Some overlap · 5 shared positions
$AMD$GEV$ANET$PANW$SHOP
$225M
71 positions
#15Everest Financial Group LLCPassive
Some overlap · 6 shared positions
$NOW$AMD$UBER$PANW$CRM$JHG
$607M
199 positions
#16Sphera Management Technology Funds LtdActive
Some overlap · 5 shared positions
$AMD$NOW$ANET$UBER$PANW
$178M
55 positions
#17Generate Investment Management LtdActive
Some overlap · 6 shared positions
$GEV$AMD$UBER$NOW$CRM$BSX
$2.0B
70 positions
#18LYELL WEALTH MANAGEMENT, LPPassive
Some overlap · 6 shared positions
$AMD$SHOP$CDNS$UBER$PANW$NOW
$1.4B
216 positions
#19Broadleaf Partners, LLCActive
Some overlap · 6 shared positions
$NOW$ANET$SHOP$UBER$PANW$SPOT
$429M
84 positions
#20Paragon Advisors, LLCActive
Some overlap · 5 shared positions
$JHG$NOW$ANET$MELI$GEV
$371M
76 positions
#21Telligent Fund, LPActive
Some overlap · 4 shared positions
$AMD$NOW$GEV$ANET
$94M
24 positions
#22AXS Investments LLCActive
Some overlap · 7 shared positions
$JHG$PANW$CRM$UBER$SPOT$NOW
$248M
189 positions
#23Mendel Money ManagementPassive
Some overlap · 5 shared positions
$GEV$JHG$NOW$UBER$PANW
$239M
137 positions
#24Employees Provident Fund BoardActive
Some overlap · 6 shared positions
$NOW$UBER$PANW$CRM$BSX$RMD
$13.2B
70 positions
#25Asio Capital, LLCActive
Some overlap · 5 shared positions
$JHG$GEV$UBER$PANW$MELI
$712M
110 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.