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Hedge Funds Similar to Fortune Financial Advisors,

13F Portfolio OverlapQ1 2026Fortune Financial Advisors, portfolio →
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Most similar hedge funds by 13F overlap

Fortune Financial Advisors, LLC is an institutional investor managing $196M across 148 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 Financial Advisors, are BCWM,, O'Domhnaill Enterprises,, Stony Point, with shared positions in $GRMN, $NOC, $MO, $LMT, $UNP, $UPST. The full ranking of 25 similar funds is below.

#1BCWM, LLCPassive
Notable overlap · 5 shared positions
$GRMN$NOC$MO$LMT$UNP
$353M
57 positions
#2O'Domhnaill Enterprises, Inc.Passive
Notable overlap · 6 shared positions
$UPST$MO$PM$NOC$LMT$TPL
$124M
55 positions
#3Stony Point Capital LLCActive
Some overlap · 3 shared positions
$GRMN$ORLY$TJX
$1.2B
32 positions
#4American Money Management, LLCActive
Some overlap · 5 shared positions
$UPST$NOC$PM$TPL$UNP
$632M
168 positions
#5Commonwealth Retirement Investments LLCPassive
Some overlap · 6 shared positions
$AMAT$MO$LMT$TJX$ABT$TSCO
$323M
122 positions
#6Blue Chip Partners, LLCActive
Some overlap · 6 shared positions
$ORLY$PM$MNST$TJX$ABT$ETN
$1.4B
170 positions
#7JLB & ASSOCIATES INCPassive
Some overlap · 4 shared positions
$ORLY$NOC$APH$TJX
$696M
70 positions
#8SHUTTLEWORTH & CoPassive
Some overlap · 5 shared positions
$AMAT$APH$TJX$ABT$ETN
$111M
52 positions
#9Silver Lake Advisory, LLCPassive
Some overlap · 5 shared positions
$AMAT$GRMN$ABT$TPL$ETN
$252M
103 positions
#10HUTNER CAPITAL MANAGEMENT INCActive
Some overlap · 6 shared positions
$MO$PM$ORLY$FNV$ABT$UNP
$243M
44 positions
#11NS Partners LtdActive
Some overlap · 5 shared positions
$AMAT$PM$APH$MNST$NOC
$2.2B
71 positions
#12Pollock Investment Advisors, LLC
Some overlap · 6 shared positions
$ORLY$LMT$TJX$ABT$TSCO$MNST
$136M
40 positions
#13Night Squared LPPassive
Some overlap · 4 shared positions
$AMAT$MO$STX$MNST
$681M
72 positions
#14Concord Asset Management, LLC/VAActive
Some overlap · 5 shared positions
$UPST$LMT$AMAT$UNP$ETN
$592M
117 positions
#15ICW Investment Advisors LLCPassive
Some overlap · 5 shared positions
$ORLY$NOC$LMT$TJX$ABT
$277M
147 positions
#16Sanders Capital, LLCActive
Some overlap · 5 shared positions
$AMAT$NOC$STX$LMT$ABT
$83.9B
44 positions
#17Westerkirk Capital Inc.Active
Some overlap · 4 shared positions
$UPST$AMAT$TJX$ETN
$929M
208 positions
#18Glass Wealth Management Co LLCPassive
Some overlap · 4 shared positions
$AMAT$NOC$LMT$ETN
$258M
67 positions
#19SMITHBRIDGE ASSET MANAGEMENT INC/DEPassive
Some overlap · 5 shared positions
$AMAT$LMT$TJX$ABT$DIA
$674M
183 positions
#20HALL LAURIE J TRUSTEEPassive
Some overlap · 4 shared positions
$AMAT$APH$TJX$ABT
$283M
104 positions
#21Union Heritage Capital, LLCPassive
Some overlap · 4 shared positions
$ORLY$APH$LMT$TJX
$269M
62 positions
#22Concord Wealth PartnersPassive
Some overlap · 5 shared positions
$UPST$LMT$AMAT$UNP$ETN
$770M
207 positions
#23CARDEROCK CAPITAL MANAGEMENT INCPassive
Some overlap · 4 shared positions
$ORLY$APH$MNST$STE
$405M
73 positions
#24AMJ Financial Wealth ManagementPassive
Some overlap · 4 shared positions
$AMAT$ORLY$TJX$ETN
$424M
86 positions
#25Sierra Legacy GroupPassive
Some overlap · 4 shared positions
$NOC$APH$LMT$TJX
$131M
77 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.