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Hedge Funds Similar to Fortis Group Advisors,

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

Fortis Group Advisors, LLC is an institutional investor managing $605M across 582 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 Group Advisors, are CASTLE WEALTH, Future Financial Wealth Managment, J.W. COLE ADVISORS,, with shared positions in $ALPS, $JHG, $SLV, $WT, $USB, $SNOW. The full ranking of 25 similar funds is below.

#1CASTLE WEALTH MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$ALPS$JHG$SLV$WT$USB
$309M
132 positions
#2Future Financial Wealth Managment LLCActive
Some overlap · 7 shared positions
$JHG$SNOW$SHW$USB$UNH$IBM
$155M
128 positions
#3J.W. COLE ADVISORS, INC.Passive
Some overlap · 8 shared positions
$JHG$DIA$WT$T$REGN$USB
$3.0B
785 positions
#41 NORTH WEALTH SERVICES LLCPassive
Some overlap · 7 shared positions
$ALPS$JHG$DIA$WT$USB$REGN
$277M
270 positions
#5PCG Wealth Advisors, LLCPassive
Some overlap · 7 shared positions
$SLV$FITB$SHW$JHG$WT$REGN
$395M
164 positions
#6Sovran Advisors, LLCPassive
Some overlap · 7 shared positions
$JHG$SLV$DOV$SNOW$PLTR$REGN
$1.3B
578 positions
#7GREAT VALLEY ADVISOR GROUP, INC.Passive
Some overlap · 6 shared positions
$JHG$SNOW$SLV$SHW$WT$REGN
$5.5B
999 positions
#8Mason & Associates IncActive
Some overlap · 5 shared positions
$ALPS$JHG$SHW$WT$PLTR
$516M
160 positions
#9Castle Rock Wealth Management, LLCPassive
Some overlap · 7 shared positions
$JHG$ALPS$SHW$WT$PLTR$IBM
$462M
262 positions
#10HC Advisors, LLCActive
Some overlap · 7 shared positions
$ALPS$FITB$WT$SNOW$IBM$BABA
$149M
60 positions
#11Copia Wealth ManagementPassive
Some overlap · 7 shared positions
$SNOW$SLV$SHW$DOV$WT$REGN
$146M
532 positions
#12Element Wealth, LLCPassive
Some overlap · 5 shared positions
$ALPS$JHG$SNOW$SHW$WT
$242M
207 positions
#13BLUELINE ADVISORS LLCActive
Some overlap · 5 shared positions
$CTVA$JHG$SHW$WT$USB
$129M
217 positions
#14OneAscent Wealth Management LLCActive
Some overlap · 6 shared positions
$JHG$SNOW$SHW$WT$T$USB
$302M
157 positions
#15RHODES INVESTMENT ADVISORS INC /ADVPassive
Some overlap · 6 shared positions
$ALPS$SLV$PLTR$UNH$USB$ADBE
$116M
116 positions
#16Summit Financial Wealth Advisors, LLCActive
Some overlap · 6 shared positions
$ALPS$FITB$T$UNH$USB$IBM
$705M
193 positions
#17Prasad Wealth Partners, LLCPassive
Some overlap · 6 shared positions
$ALPS$JHG$PLTR$IBM$SLV$FITB
$367M
146 positions
#18URS Advisory LLCActive
Some overlap · 5 shared positions
$JHG$SNOW$SHW$SLV$ALPS
$137M
51 positions
#19Capstone Wealth Management Group LLCPassive
Some overlap · 6 shared positions
$ALPS$SLV$WT$USB$IBM$REGN
$163M
123 positions
#20COURIER CAPITAL LLCPassive
Some overlap · 5 shared positions
$CTVA$JHG$SNOW$WT$IBM
$1.8B
385 positions
#21Ergawealth Advisors, Inc.Smart money
Some overlap · 5 shared positions
$JHG$ALPS$SHW$T$IBM
$226M
55 positions
#22BEAM WEALTH ADVISORS, INC.Active
Some overlap · 6 shared positions
$SNOW$ALPS$SLV$PLTR$T$REGN
$402M
108 positions
#23HBW Advisory Services LLCPassive
Some overlap · 7 shared positions
$SNOW$SHW$WT$REGN$T$USB
$949M
444 positions
#24First Financial Group CorpActive
Some overlap · 5 shared positions
$JHG$SNOW$SHW$WT$IBM
$122M
80 positions
#25SMITH, MOORE & CO.Passive
Some overlap · 5 shared positions
$SNOW$JHG$SLV$WT$USB
$1.4B
558 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.