How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Fortitude Family Office,

13F Portfolio OverlapQ1 2026Fortitude Family Office, portfolio →

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Most similar hedge funds by 13F overlap

Fortitude Family Office, LLC is an institutional investor managing $448M across 1,886 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 Fortitude Family Office, are Hill Investment Group Partners,, Leading Edge Financial Planning, McCartney Wealth, with shared positions in $NSC, $AMN, $GMM, $SNOW, $KKR, $IAU. The full ranking of 25 similar funds is below.

#1Hill Investment Group Partners, LLCSmart money

Notable overlap · 3 shared positions

$NSC $AMN $GMM

$906M

50 positions

#2Leading Edge Financial Planning LLCActive

Notable overlap · 4 shared positions

$NSC $AMN $SNOW $KKR

$475M

72 positions

#3McCartney Wealth Management LLCActive

Notable overlap · 3 shared positions

$NSC $AMN $SNOW

$119M

65 positions

#4Physician Wealth Solutions Inc.Active

Notable overlap · 3 shared positions

$NSC $AMN $SNOW

$242M

45 positions

#5Porter White Investment Advisors, Inc.Smart money

Notable overlap · 3 shared positions

$NSC $AMN $IAU

$250M

40 positions

#6COBALT CAPITAL MANAGEMENT, INC.Active

Notable overlap · 3 shared positions

$NSC $KKR $MU

$179M

24 positions

#7SCRATCH CAPITAL LLCActive

Notable overlap · 3 shared positions

$NSC $MU $SNOW

$175M

45 positions

#8PINNEY & SCOFIELD, INC.Active

Notable overlap · 3 shared positions

$NSC $T $IAU

$185M

243 positions

#9Broadhurst Jeffrey BActive

Notable overlap · 3 shared positions

$NSC $IAU $FBTC

$98M

41 positions

#10Level Financial AdvisorsActive

Some overlap · 4 shared positions

$NSC $AMN $SNOW $UNIT

$392M

92 positions

#11Financial Plan, Inc.Active

Some overlap · 3 shared positions

$NSC $AMN $GMM

$933M

94 positions

#12Gibson Wealth Advisors LLCSmart money

Some overlap · 3 shared positions

$NSC $T $MU

$149M

37 positions

#13Balanced Rock Investment Advisors LLCPassive

Some overlap · 3 shared positions

$NSC $JHG $SNOW

$143M

96 positions

#14Austin Wealth Management, LLCPassive

Some overlap · 4 shared positions

$NSC $AMN $IAU $UNIT

$440M

118 positions

#15Grove Street Fiduciary, LLCActive

Some overlap · 3 shared positions

$NSC $UNIT $SNOW

$227M

74 positions

#16MB Generational Wealth, LLCActive

Some overlap · 4 shared positions

$NSC $AMN $UNIT $GMM

$181M

66 positions

#17ENTREWEALTH, LLCPassive

Some overlap · 3 shared positions

$NSC $AMN $IAU

$223M

104 positions

#18Sterling Financial Planning, Inc.Active

Some overlap · 5 shared positions

$NSC $UNIT $KKR $SNOW $IAU

$337M

117 positions

#19MARKET STREET WEALTH MANAGEMENT ADVISORS LLCActive

Some overlap · 3 shared positions

$NSC $UNIT $SNOW

$634M

106 positions

#20CPA Asset Management LLCActive

Some overlap · 3 shared positions

$NSC $KKR $IAU

$298M

99 positions

#21NINE MASTS CAPITAL LtdActive

Some overlap · 3 shared positions

$NSC $SNOW $JHG

$693M

249 positions

#22FMB WEALTH MANAGEMENTActive

Some overlap · 4 shared positions

$NSC $AMN $MU $IAU

$242M

73 positions

#23WINEBRENNER CAPITAL MANAGEMENT LLCPassive

Some overlap · 5 shared positions

$JHG $UNIT $ET $KKR $SNOW

$156M

139 positions

#24Dynamic Financial GroupActive

Some overlap · 6 shared positions

$JHG $UNIT $GMM $T $SNOW $IAU

$122M

69 positions

#25Bridgewealth Advisory Group, LLCActive

Some overlap · 6 shared positions

$JHG $AMN $KKR $SNOW $T $IAU

$482M

135 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.