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 Fortis Advisors,

13F Portfolio OverlapQ1 2026Fortis Advisors, portfolio →

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Most similar hedge funds by 13F overlap

Fortis Capital Advisors, LLC is an institutional investor managing $763M across 371 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 Fortis Advisors, are Ponta Wealth Partners,, Legacy Bridge,, Faithward Advisors,, with shared positions in $PLTR, $SLV, $ANET, $MCD, $DE, $BRZE. The full ranking of 25 similar funds is below.

#1Ponta Wealth Partners, LLCPassive

Some overlap · 5 shared positions

$PLTR $SLV $ANET $MCD $DE

$124M

138 positions

#2Legacy Bridge, LLCPassive

Slight overlap · 5 shared positions

$PLTR $BRZE $ANET $CLS $DE

$262M

320 positions

#3Faithward Advisors, LLCPassive

Slight overlap · 4 shared positions

$PLTR $SLV $ANET $NET

$701M

261 positions

#4Kingsview Wealth Management, LLCPassive

Slight overlap · 5 shared positions

$PLTR $MS $TXN $MCD $LEN

$7.3B

1,334 positions

#5JANE STREET GROUP, LLCPassive

Slight overlap · 4 shared positions

$PLTR $SLV $NET $CLS

$777.2B

11,403 positions

#6Realta Investment AdvisorsPassive

Slight overlap · 4 shared positions

$PLTR $SLV $ANET $NET

$288M

367 positions

#7Comprehensive Financial Planning, Inc./PAPassive

Slight overlap · 4 shared positions

$PLTR $SLV $MS $LEN

$144M

387 positions

#8Tuttle Capital Management, LLCPassive

Slight overlap · 4 shared positions

$PLTR $ANET $MS $NET

$61M

124 positions

#9IronBridge Private Wealth, LLCActive

Slight overlap · 3 shared positions

$PLTR $TXN $SLV

$310M

45 positions

#10Global Trust Asset Management, LLCPassive

Slight overlap · 4 shared positions

$PLTR $BRZE $ANET $CLS

$262M

458 positions

#11Independent Solutions Wealth Management, LLCActive

Slight overlap · 4 shared positions

$PLTR $ANET $NET $MCD

$679M

185 positions

#12CAMBIENT FAMILY OFFICE, LLCPassive

Slight overlap · 4 shared positions

$PLTR $ANET $MCD $DE

$716M

261 positions

#13Genesis Financial Group, LLCPassive

Slight overlap · 3 shared positions

$PLTR $GLTR $BRZE

$158M

103 positions

#14CLEAR INVESTMENT RESEARCH, LLCPassive

Slight overlap · 4 shared positions

$PLTR $TXN $SLV $MS

$64M

241 positions

#15IQ EQ FUND MANAGEMENT (IRELAND) LtdPassive

Slight overlap · 4 shared positions

$PLTR $NET $MCD $DE

$1.3B

290 positions

#16Wealthstar Advisors, LLCActive

Slight overlap · 3 shared positions

$PLTR $TXN $SLV

$213M

111 positions

#17Hartmann Taylor Wealth Management, LLCActive

Slight overlap · 3 shared positions

$PLTR $SLV $BRZE

$151M

54 positions

#18Ariadne Wealth Management, LPPassive

Slight overlap · 3 shared positions

$PLTR $SLV $ANET

$223M

248 positions

#19Optiver Holding B.V.Active

Slight overlap · 3 shared positions

$PLTR $SLV $MS

$289.5B

2,301 positions

#20Rakuten Securities, Inc.Passive

Slight overlap · 3 shared positions

$PLTR $SLV $NET

$241M

879 positions

#21Vantage Point Financial LLCPassive

Slight overlap · 4 shared positions

$PLTR $SLV $MCD $LEN

$285M

176 positions

#22Mezzasalma Advisors, LLCPassive

Slight overlap · 4 shared positions

$PLTR $SLV $ANET $CLS

$391M

155 positions

#23Larson Financial Group LLCPassive

Slight overlap · 4 shared positions

$GLTR $TXN $PLTR $MS

$3.1B

3,631 positions

#24Saudi Central BankPassive

Slight overlap · 3 shared positions

$PLTR $SLV $MCD

$4.7B

514 positions

#25Innovative Asset Advisors Group, LLCPassive

Slight overlap · 3 shared positions

$PLTR $SLV $BRZE

$173M

1,039 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.