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Hedge Funds Similar to FORTE ASSET

13F Portfolio OverlapQ1 2026FORTE ASSET portfolio →
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Most similar hedge funds by 13F overlap

FORTE ASSET MANAGEMENT LLC is an institutional investor managing $228M across 76 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 FORTE ASSET are Compass Ion Advisors,, Finley Financial,, Diversified Portfolios,, with shared positions in $DHR, $MS, $IBIT, $EPAM, $DRI, $RELX. The full ranking of 25 similar funds is below.

#1Compass Ion Advisors, LLCActive
Notable overlap · 3 shared positions
$DHR$MS$IBIT
$1.0B
279 positions
#2Finley Financial, LLCActive
Notable overlap · 3 shared positions
$DHR$EPAM$DRI
$214M
107 positions
#3Diversified Portfolios, Inc.Active
Notable overlap · 3 shared positions
$RELX$EPAM$USB
$1.2B
174 positions
#4TRUE Private Wealth AdvisorsPassive
Notable overlap · 3 shared positions
$DHR$ALPS$USB
$1.0B
266 positions
#5Spectrum Investment Advisors, Inc.Active
Notable overlap · 3 shared positions
$DHR$ALPS$USB
$201M
46 positions
#6Beta Wealth Group, Inc.Passive
Notable overlap · 3 shared positions
$DHR$XYZ$MS
$242M
112 positions
#7Vantage Financial Partners, LLC
Notable overlap · 3 shared positions
$DHR$MS$CRM
$493M
212 positions
#8Mill Creek Capital Advisors, LLCActive
Notable overlap · 3 shared positions
$DHR$EPAM$MS
$4.9B
260 positions
#9Kastel Capital Advisors, LLCActive
Notable overlap · 3 shared positions
$DHR$IBIT$ALPS
$163M
55 positions
#10Mission Hills Financial Advisory, LLCActive
Notable overlap · 3 shared positions
$DHR$XYZ$MS
$195M
54 positions
#11Provenance Wealth Advisors, LLCActive
Notable overlap · 3 shared positions
$MS$EPAM$ALPS
$945M
412 positions
#12TME FINANCIAL, INC.Passive
Notable overlap · 4 shared positions
$MS$IBIT$USB$ALPS
$144M
65 positions
#13FC Advisory LLCActive
Notable overlap · 3 shared positions
$MS$DHR$USB
$342M
115 positions
#14CAHABA WEALTH MANAGEMENT, INC.Smart money
Notable overlap · 3 shared positions
$DHR$RELX$EPAM
$1.5B
154 positions
#15Capital Developers, LLCActive
Notable overlap · 3 shared positions
$DHR$MS$XYZ
$111M
52 positions
#16Williams & Novak, LLCPassive
Some overlap · 4 shared positions
$DHR$MS$USB$CRM
$134M
143 positions
#17Winthrop Partners - WNY, LLCPassive
Some overlap · 3 shared positions
$DHR$DRI$UNP
$188M
87 positions
#18Alliance Wealth Advisors, LLC /UTPassive
Some overlap · 3 shared positions
$DHR$USB$IBIT
$462M
228 positions
#19Systelligence, LLCPassive
Some overlap · 3 shared positions
$MS$USB$XYZ
$514M
56 positions
#20BigSur Wealth Management LLCPassive
Some overlap · 4 shared positions
$EPAM$IBIT$USB$DHR
$356M
163 positions
#21Meridian Financial Partners LLCActive
Some overlap · 4 shared positions
$MS$EPAM$USB$UNP
$263M
121 positions
#22COFG Advisors, LLCPassive
Some overlap · 3 shared positions
$MS$DHR$UNP
$404M
241 positions
#23Rooted Wealth Advisors, Inc.Active
Some overlap · 3 shared positions
$MS$USB$DHR
$379M
144 positions
#24Oakmont Advisory Group, LLCPassive
Some overlap · 4 shared positions
$RELX$USB$DHR$MS
$98M
119 positions
#25Prota Financial, LLCActive
Some overlap · 3 shared positions
$MS$ALPS$CRM
$138M
67 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.