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Hedge Funds Similar to Fortress Wealth Group

13F Portfolio OverlapQ2 2026Fortress Wealth Group portfolio →
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Most similar hedge funds by 13F overlap

Fortress Wealth Group, LLC is an institutional investor managing $288M across 127 U.S. equity positions as of Q2 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 Cane Partners, Benchmark Investment Advisors, MADDEN SECURITIES, with shared positions in $BA, $CRWD, $ASML, $MRVL, $PLTR, $UNP. The full ranking of 25 similar funds is below.

#1Cane Capital Partners, LLCPassive
Some overlap · 6 shared positions
$BA$CRWD$ASML$MRVL$PLTR$UNP
$253M
133 positions
#2Benchmark Investment Advisors LLCPassive
Some overlap · 5 shared positions
$CRWD$PLTR$ASML$MRVL$WELL
$228M
70 positions
#3MADDEN SECURITIES CorpPassive
Some overlap · 4 shared positions
$PLTR$BA$CRWD$ASML
$360M
118 positions
#4PRIMORIS WEALTH ADVISORS, LLCPassive
Some overlap · 6 shared positions
$PLTR$NEE$CRWD$MRVL$PM$BA
$219M
125 positions
#5AGP FRANKLIN, LLCPassive
Some overlap · 4 shared positions
$CRWD$PLTR$BA$APLD
$231M
93 positions
#6Darden Wealth Group IncPassive
Some overlap · 5 shared positions
$CRWD$ASML$TT$BA$MRVL
$252M
155 positions
#7Blue Chip Partners, LLCActive
Some overlap · 5 shared positions
$CRWD$NEE$ASML$WELL$PM
$1.6B
184 positions
#8Financial Connections Group, Inc.
Some overlap · 5 shared positions
$PLTR$CRWD$BA$UNP$NEE
$288M
251 positions
#9HOWE & RUSLING INCPassive
Some overlap · 5 shared positions
$CRWD$NEE$ASML$PM$UNP
$1.7B
479 positions
#10KIRTLAND HILLS CAPITAL MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$PLTR$CRWD$ASML$UNP
$351M
166 positions
#11Prospect Financial Services LLCPassive
Some overlap · 4 shared positions
$PLTR$BA$CRWD$MRVL
$197M
115 positions
#12Renaissance Investment Group LLCPassive
Some overlap · 4 shared positions
$CRWD$NEE$TT$UNP
$508M
84 positions
#13Peterson Wealth ServicesPassive
Some overlap · 5 shared positions
$PLTR$ASML$MPC$PM$UNP
$459M
245 positions
#14Wisconsin Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$CRWD$PLTR$BA
$117M
90 positions
#15RPG Investment Advisory, LLCPassive
Some overlap · 3 shared positions
$CRWD$PLTR$BA
$973M
93 positions
#16Blue Zone Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$CRWD$NEE$BA$MRVL
$573M
125 positions
#17Legal Advantage Investments, Inc.Active
Some overlap · 4 shared positions
$PLTR$BA$ASML$TT
$285M
77 positions
#18CAPITAL MANAGEMENT ASSOCIATES /NY/Passive
Some overlap · 4 shared positions
$PLTR$NEE$ASML$MRVL
$78M
44 positions
#19KKM Financial LLCPassive
Some overlap · 4 shared positions
$PLTR$CRWD$ASML$MPC
$730M
169 positions
#20Corient IA LLCPassive
Some overlap · 5 shared positions
$ASML$TT$PLTR$CRWD$MRVL
$108M
249 positions
#21Orion Investment CoActive
Some overlap · 4 shared positions
$PLTR$NEE$ASML$UNP
$343M
73 positions
#22BUFFALO BUSINESS & ESTATE SERVICES LTDActive
Some overlap · 5 shared positions
$BA$TT$NEE$CRWD$ASML
$793M
105 positions
#23Brentview Investment Management LLCActive
Some overlap · 5 shared positions
$NEE$TT$WELL$PM$UNP
$253M
63 positions
#24Camarda Financial Advisors, LLCPassive
Some overlap · 4 shared positions
$BA$TT$ASML$MRVL
$331M
122 positions
#25Capital Markets Trading UK LLPActive
Some overlap · 4 shared positions
$BA$CRWD$PLTR$MRVL
$10.4B
351 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.