13F Pro

Hedge Funds Similar to Fortune 45

13F Portfolio OverlapQ1 2026Fortune 45 portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Fortune 45 LLC is an institutional investor managing $205M across 39 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 Fortune 45 are Aspen ,, Bridgewater Advisors, Davidson, with shared positions in $USB, $DIA, $DOV, $GEV, $ORLY, $VRT. The full ranking of 25 similar funds is below.

#1Aspen Capital Management, LLCSmart money
Notable overlap · 3 shared positions
$USB$DIA$DOV
$404M
77 positions
#2Bridgewater Advisors Inc.Passive
Notable overlap · 3 shared positions
$USB$DIA$DOV
$1.7B
456 positions
#3Davidson Capital Management Inc.Active
Notable overlap · 5 shared positions
$USB$GEV$ORLY$VRT$EME
$552M
93 positions
#4Summit Asset Management, LLCActive
Notable overlap · 3 shared positions
$USB$DIA$SLV
$719M
172 positions
#5BUFFALO BUSINESS & ESTATE SERVICES LTDActive
Notable overlap · 5 shared positions
$USB$GEV$LMT$PLTR$GLW
$689M
87 positions
#6McMill Wealth ManagementActive
Notable overlap · 4 shared positions
$USB$NTRB$PLTR$LMT
$376M
58 positions
#7Fortress Financial Solutions, LLCActive
Notable overlap · 5 shared positions
$USB$PLTR$GLW$EME$SLV
$96M
56 positions
#8KEYVANTAGE WEALTH, LLCActive
Notable overlap · 4 shared positions
$USB$LMT$GEV$SLV
$227M
92 positions
#9David R. Rahn & Associates Inc.Passive
Notable overlap · 3 shared positions
$USB$GEV$SLV
$354M
122 positions
#10Insight Wealth Partners, LLCSmart money
Notable overlap · 4 shared positions
$USB$PLTR$VRT$SNDK
$713M
120 positions
#11Powers Advisory Group, LLCActive
Notable overlap · 3 shared positions
$USB$LMT$GLW
$284M
125 positions
#12PRUDENTIAL PLCActive
Notable overlap · 3 shared positions
$USB$DOV$PLTR
$17.1B
680 positions
#13Sagace Wealth Management LLCPassive
Notable overlap · 3 shared positions
$USB$GEV$LMT
$149M
70 positions
#14SpringVest Wealth Management LLCActive
Notable overlap · 3 shared positions
$USB$NTRB$SLV
$146M
67 positions
#15Passumpsic Savings Bank
Notable overlap · 3 shared positions
$USB$GEV$EME
$183M
90 positions
#16Financial Freedom, LLCPassive
Notable overlap · 3 shared positions
$USB$NTRB$SLV
$201M
426 positions
#17Dodds Wealth, LLCSmart money
Notable overlap · 3 shared positions
$USB$DOV$HCA
$407M
51 positions
#18WESCAP Management Group, Inc.Active
Notable overlap · 3 shared positions
$USB$GLW$SLV
$508M
107 positions
#19PETERSON WEALTH MANAGEMENTActive
Notable overlap · 3 shared positions
$USB$GEV$LMT
$172M
166 positions
#20OxenFree Capital LLCActive
Some overlap · 3 shared positions
$USB$NTRB$SLV
$206M
56 positions
#21Evergreen Advisors, LLCActive
Some overlap · 3 shared positions
$USB$PLTR$GEV
$426M
168 positions
#22Hudock, Inc.Active
Some overlap · 3 shared positions
$USB$DIA$GLW
$680M
200 positions
#23Focused Wealth Management, IncActive
Some overlap · 3 shared positions
$USB$NTRB$GEV
$964M
228 positions
#24Gladwyn Financial Advisors, Inc.Active
Some overlap · 3 shared positions
$USB$NTRB$GEV
$160M
82 positions
#25Drum Hill Capital, LLCActive
Some overlap · 3 shared positions
$USB$GLW$GEV
$109M
46 positions

Compare Fortune 45’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Fortune 45’s holdings

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.