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Hedge Funds Similar to Fortune 45

13F Portfolio OverlapQ2 2026Fortune 45 portfolio →
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Most similar hedge funds by 13F overlap

Fortune 45 LLC is an institutional investor managing $234M across 36 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 Fortune 45 are Riggs Asset Managment, Fedenia Advisers, PATTON FUND, with shared positions in $GLW, $SNDK, $ETN, $PLTR, $VRT, $TER. The full ranking of 25 similar funds is below.

#1Riggs Asset Managment Co. Inc.Passive
Some overlap · 5 shared positions
$GLW$SNDK$ETN$PLTR$VRT
$560M
132 positions
#2Fedenia Advisers LLCPassive
Some overlap · 5 shared positions
$GLW$TER$SNDK$PLTR$VRT
$421M
459 positions
#3PATTON FUND MANAGEMENT, INC.Passive
Some overlap · 5 shared positions
$GLW$TER$SNDK$VRT$EME
$462M
86 positions
#4MITCHELL CAPITAL MANAGEMENT COPassive
Some overlap · 5 shared positions
$TER$GLW$SNDK$VRT$EME
$657M
117 positions
#5Bannerstone Capital Management, LLCPassive
Some overlap · 5 shared positions
$GLW$TER$ETN$PLTR$VRT
$119M
113 positions
#6VMS Asset Management LimitedPassive
Some overlap · 4 shared positions
$GLW$TER$SNDK$VRT
$315M
33 positions
#7Williamson Legacy Group, LLCPassive
Some overlap · 4 shared positions
$GLW$TER$SNDK$VRT
$201M
75 positions
#8Goldstream Capital Management LtdActive
Some overlap · 4 shared positions
$GLW$TER$SNDK$VRT
$132M
45 positions
#9Bluebird Wealth Management LLCPassive
Some overlap · 4 shared positions
$GLW$TER$ETN$VRT
$115M
89 positions
#10Markin Volterra Fund LPActive
Some overlap · 4 shared positions
$GLW$SNDK$PLTR$VRT
$147M
69 positions
#11TOEWS CORP /ADVActive
Some overlap · 4 shared positions
$GLW$ETN$DOV$PLTR
$686M
151 positions
#12Lighthouse Financial LLCActive
Some overlap · 4 shared positions
$GLW$TER$DOV$VRT
$193M
78 positions
#13Virtus Wealth Solutions LLCActive
Some overlap · 3 shared positions
$GLW$TER$SNDK
$735M
53 positions
#14Hel Ved Capital Management LtdActive
Some overlap · 3 shared positions
$GLW$TER$SNDK
$1.4B
72 positions
#15Grand Alliance Asset Management LtdActive
Some overlap · 3 shared positions
$GLW$TER$SNDK
$167M
15 positions
#16Park Capital Management, LLC / WIPassive
Some overlap · 3 shared positions
$GLW$TER$SNDK
$170M
161 positions
#17Anther Capital LtdSmart money
Some overlap · 3 shared positions
$GLW$TER$SNDK
$3.9B
21 positions
#18Emergent Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$GLW$TER$SNDK
$192M
122 positions
#19HARTLINE INVESTMENT CORP/Active
Some overlap · 4 shared positions
$GLW$ETN$PLTR$VRT
$1.1B
115 positions
#20SWS PartnersPassive
Some overlap · 3 shared positions
$GLW$TER$ETN
$463M
108 positions
#21FLORIDA FINANCIAL ADVISORS, LLCPassive
Some overlap · 3 shared positions
$GLW$TER$SNDK
$592M
362 positions
#22Strategic Investment Solutions, Inc. /ILPassive
Some overlap · 4 shared positions
$SNDK$DOV$GLW$PLTR
$437M
707 positions
#23LOCKHEED MARTIN INVESTMENT MANAGEMENT COActive
Some overlap · 3 shared positions
$GLW$SNDK$DOV
$2.5B
117 positions
#24River Street Advisors LLCPassive
Slight overlap · 3 shared positions
$GLW$DOV$ETN
$340M
177 positions
#25Two Point Capital Management, Inc.Active
Slight overlap · 3 shared positions
$GLW$DOV$ETN
$248M
30 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.