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Hedge Funds Similar to Fortress Wealth Group,

13F Portfolio OverlapQ1 2026Fortress Wealth Group, portfolio →
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Most similar hedge funds by 13F overlap

Fortress Wealth Group, LLC is an institutional investor managing $265M across 125 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 Wealth Group, are CONSOLIDATED ,, VOYA INVESTMENT, AXS Investments, with shared positions in $EVEX, $GE, $ASML, $AMAT, $ALPS, $MU. The full ranking of 25 similar funds is below.

#1CONSOLIDATED CAPITAL MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$EVEX$GE$ASML$AMAT$ALPS
$310M
74 positions
#2VOYA INVESTMENT MANAGEMENT LLCPassive
Some overlap · 7 shared positions
$MU$BA$NEE$KO$PLTR$AMAT
$96.1B
2,348 positions
#3AXS Investments LLCActive
Some overlap · 6 shared positions
$PLTR$MU$COP$ALPS$AGQ$ASML
$248M
189 positions
#4Benchmark Investment Advisors LLCPassive
Some overlap · 6 shared positions
$PLTR$MU$CRWD$AMAT$GE$ASML
$172M
76 positions
#5Gunderson Capital Management Inc.Passive
Some overlap · 6 shared positions
$PLTR$MU$AGQ$AMAT$GE$ASML
$239M
46 positions
#6Meiji Yasuda America IncActive
Some overlap · 6 shared positions
$MU$COP$KO$NEE$AMAT$GE
$404M
57 positions
#7QTR Family Wealth, LLCPassive
Some overlap · 5 shared positions
$PLTR$MU$EVEX$AGQ$DIA
$240M
287 positions
#8Henson-Edgewater Management, LLCActive
Some overlap · 5 shared positions
$PLTR$MU$BA$CRWD$GE
$157M
66 positions
#9Optiver Holding B.V.Active
Some overlap · 5 shared positions
$PLTR$MU$DIA$CRWD$AMAT
$289.5B
2,301 positions
#10Prosperity Wealth Management, Inc.
Some overlap · 6 shared positions
$PLTR$MU$CRWD$AGQ$GE$ASML
$300M
251 positions
#11Eagle Wealth Advisors LLCActive
Some overlap · 5 shared positions
$PLTR$MU$DIA$AMAT$GE
$108M
98 positions
#12GF FUND MANAGEMENT CO. LTD.Active
Some overlap · 5 shared positions
$PLTR$MU$COP$AMAT$ASML
$6.0B
624 positions
#13NLB Skladi, upravljanje premozenja, d.o.o.Passive
Some overlap · 5 shared positions
$PLTR$MU$NEE$AMAT$GE
$2.1B
335 positions
#14Beech Hill Advisors, Inc.Passive
Some overlap · 5 shared positions
$MU$BA$KO$NEE$AMAT
$200M
94 positions
#15PRIMORIS WEALTH ADVISORS, LLCPassive
Some overlap · 5 shared positions
$PLTR$MU$NEE$BA$CRWD
$143M
96 positions
#16CAMBIENT FAMILY OFFICE, LLCPassive
Some overlap · 5 shared positions
$PLTR$COP$KO$NEE$AMAT
$716M
261 positions
#17FAGAN ASSOCIATES, INC.Active
Some overlap · 5 shared positions
$PLTR$BA$NEE$AGQ$COP
$719M
135 positions
#18WESPAC Advisors SoCal, LLCPassive
Some overlap · 5 shared positions
$PLTR$MU$KO$GE$CRWD
$470M
119 positions
#19Brevan Howard Capital Management LPPassive
Some overlap · 5 shared positions
$PLTR$BA$MU$CRWD$COP
$11.3B
2,114 positions
#20Aventura Private Wealth, LLCPassive
Some overlap · 6 shared positions
$PLTR$CRWD$COP$NEE$GE$ASML
$273M
904 positions
#21Left Brain Wealth Management, LLCActive
Some overlap · 5 shared positions
$PLTR$MU$ALPS$AMAT$GE
$255M
79 positions
#22STF Management LP
Some overlap · 5 shared positions
$PLTR$MU$CRWD$AMAT$ASML
$107M
101 positions
#23AVISO WEALTH MANAGEMENTPassive
Some overlap · 5 shared positions
$MU$BA$NEE$CRWD$GE
$222M
140 positions
#24GABLES CAPITAL MANAGEMENT INC.Passive
Some overlap · 4 shared positions
$PLTR$MU$BA$KO
$236M
472 positions
#25Legal Advantage Investments, Inc.Passive
Some overlap · 5 shared positions
$PLTR$BA$TT$AMAT$ASML
$194M
79 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.