13F Pro

Hedge Funds Similar to FORTE ASSET

13F Portfolio OverlapQ2 2026FORTE ASSET portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

FORTE ASSET MANAGEMENT LLC is an institutional investor managing $245M across 77 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 FORTE ASSET are ENCOMPASS WEALTH ADVISORS, with shared positions in $KLAC, $IBIT, $UNP. The full ranking of 1 similar funds is below.

#1ENCOMPASS WEALTH ADVISORS, LLCActive
Slight overlap · 3 shared positions
$KLAC$IBIT$UNP
$328M
109 positions

Compare FORTE ASSET’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 FORTE ASSET’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.