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Hedge Funds Similar to Fortune Financial Advisors

13F Portfolio OverlapQ2 2026Fortune Financial Advisors portfolio →
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Most similar hedge funds by 13F overlap

Fortune Financial Advisors, LLC is an institutional investor managing $234M across 163 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 Fortune Financial Advisors are Vivid Wealth, BCWM, JLB & ASSOCIATES, with shared positions in $MNST, $PM, $NOC, $TJX, $KLAC, $UNP. The full ranking of 25 similar funds is below.

#1Vivid Wealth Management, LLCPassive
Notable overlap · 8 shared positions
$MNST$PM$NOC$TJX$KLAC$UNP
$284M
73 positions
#2BCWM, LLCPassive
Notable overlap · 5 shared positions
$GRMN$MO$NOC$LMT$UNP
$342M
57 positions
#3JLB & ASSOCIATES INCPassive
Notable overlap · 5 shared positions
$APH$ORLY$NOC$TJX$KLAC
$748M
68 positions
#4Nova R Wealth, Inc.Active
Notable overlap · 5 shared positions
$GRMN$APH$ORLY$TJX$ETN
$343M
86 positions
#5CARDEROCK CAPITAL MANAGEMENT INCPassive
Notable overlap · 5 shared positions
$APH$ORLY$MNST$STE$TJX
$456M
67 positions
#6HARVEY INVESTMENT CO LLCActive
Notable overlap · 5 shared positions
$APH$ORLY$STE$TJX$ABT
$918M
99 positions
#7HENDLEY & CO INCActive
Notable overlap · 6 shared positions
$APH$PM$TJX$UNP$ABT$ETN
$283M
47 positions
#8Elk River Wealth Management, LLCActive
Notable overlap · 5 shared positions
$APH$ORLY$MNST$UNP$KLAC
$628M
103 positions
#9Union Heritage Capital, LLCPassive
Notable overlap · 5 shared positions
$APH$ORLY$LMT$KLAC$TJX
$295M
65 positions
#10Teamwork Financial Advisors, LLCPassive
Some overlap · 7 shared positions
$MNST$PM$TJX$KLAC$UNP$TPL
$1.1B
215 positions
#11HUTNER CAPITAL MANAGEMENT INCActive
Some overlap · 6 shared positions
$MO$PM$ORLY$UNP$ABT$FNV
$252M
43 positions
#12Tower View Wealth Management LLCPassive
Some overlap · 5 shared positions
$GRMN$APH$PM$ETN$UNP
$227M
205 positions
#13Blue Chip Partners, LLCActive
Some overlap · 6 shared positions
$PM$MNST$TJX$KLAC$ABT$ETN
$1.6B
184 positions
#14Stirlingshire Investments, Inc.Passive
Some overlap · 5 shared positions
$MO$MNST$STX$POWL$KLAC
$135M
221 positions
#15WEDGEWOOD INVESTORS INC /PA/Passive
Some overlap · 5 shared positions
$MO$STX$PM$UNP$ETN
$97M
110 positions
#16Sun Financial IncPassive
Some overlap · 6 shared positions
$MNST$NOC$TJX$KLAC$UNP$ETN
$212M
161 positions
#17First Long Island Investors, LLCActive
Some overlap · 5 shared positions
$APH$PM$ABT$LMT$ETN
$1.4B
73 positions
#18FCF Advisors LLCPassive
Some overlap · 5 shared positions
$MO$STX$POWL$LMT$KLAC
$544M
58 positions
#19ICW Investment Advisors LLCPassive
Some overlap · 6 shared positions
$ORLY$TJX$APH$LMT$NOC$ABT
$286M
144 positions
#20HFR Wealth Management, LLCActive
Some overlap · 6 shared positions
$APH$STE$TJX$UNP$TSCO$ETN
$410M
53 positions
#21Pelham Capital Ltd.Active
Some overlap · 3 shared positions
$APH$ORLY$STX
$176M
12 positions
#22O'Domhnaill Enterprises, Inc.Passive
Some overlap · 5 shared positions
$MO$PM$NOC$LMT$TPL
$125M
61 positions
#23KP Management LLCPassive
Some overlap · 5 shared positions
$APH$STX$ORLY$KLAC$ETN
$532M
86 positions
#24HOWLAND CAPITAL MANAGEMENT LLCActive
Some overlap · 4 shared positions
$APH$ORLY$TJX$TPL
$2.8B
278 positions
#25INVESCO, LLCActive
Some overlap · 4 shared positions
$APH$MNST$NOC$KLAC
$323M
133 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.