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Hedge Funds Similar to Fort Henry ,

13F Portfolio OverlapQ1 2026Fort Henry , portfolio →
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Most similar hedge funds by 13F overlap

Fort Henry Capital, LLC is an institutional investor managing $182M across 17 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 Fort Henry , are Archvest Wealth Advisors,, Allen Investment ,, Intrinsic Value Partners,, with shared positions in $SCHW, $BRZE, $GEV, $LLYVA. The full ranking of 18 similar funds is below.

#1Archvest Wealth Advisors, Inc.Active
Notable overlap · 3 shared positions
$SCHW$BRZE$GEV
$155M
74 positions
#2Allen Investment Management, LLCActive
Some overlap · 3 shared positions
$SCHW$BRZE$GEV
$8.1B
221 positions
#3Intrinsic Value Partners, LLCActive
Some overlap · 3 shared positions
$SCHW$BRZE$GEV
$130M
69 positions
#4Partners in Financial PlanningActive
Some overlap · 3 shared positions
$SCHW$BRZE$GEV
$603M
122 positions
#5TABR Capital Management, LLCActive
Some overlap · 3 shared positions
$BRZE$SCHW$GEV
$109M
54 positions
#6TFO-TDC, LLCSmart money
Some overlap · 3 shared positions
$SCHW$BRZE$GEV
$735M
72 positions
#7Hardy Reed LLCActive
Some overlap · 3 shared positions
$BRZE$SCHW$GEV
$1.4B
243 positions
#8Investment Research & Advisory Group, Inc.Active
Slight overlap · 3 shared positions
$SCHW$BRZE$GEV
$286M
279 positions
#9Peak Financial Management, Inc.Active
Slight overlap · 3 shared positions
$BRZE$GEV$SCHW
$394M
100 positions
#10Rockbridge Investment Management, LCCSmart money
Slight overlap · 3 shared positions
$BRZE$SCHW$GEV
$1.1B
137 positions
#11SJS Investment Consulting Inc.Active
Slight overlap · 3 shared positions
$SCHW$BRZE$GEV
$819M
2,473 positions
#12Genesis Financial Group, LLCPassive
Slight overlap · 3 shared positions
$SCHW$BRZE$GEV
$158M
103 positions
#13Parkwoods Wealth Partners, LLCActive
Slight overlap · 3 shared positions
$SCHW$BRZE$GEV
$408M
111 positions
#14Sprinkle Financial Consultants LLCPassive
Slight overlap · 3 shared positions
$SCHW$GEV$LLYVA
$217M
99 positions
#15Fee-Only Financial Planning, L.C.Smart money
Slight overlap · 3 shared positions
$GEV$SCHW$BRZE
$166M
43 positions
#16TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICAActive
Slight overlap · 3 shared positions
$GEV$SCHW$BRZE
$80M
84 positions
#17American Financial Advisors, LLCActive
Slight overlap · 3 shared positions
$SCHW$GEV$BRZE
$750M
159 positions
#18Truepoint, Inc.Active
Slight overlap · 3 shared positions
$SCHW$BRZE$GEV
$4.5B
148 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.