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Hedge Funds Similar to Fidelis Partners,

13F Portfolio OverlapQ1 2026Fidelis Partners, portfolio →
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Most similar hedge funds by 13F overlap

Fidelis Capital Partners, LLC is an institutional investor managing $1.4B across 504 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 Fidelis Partners, are HC Advisors,, IMC-Chicago,, Alpha Advisors, /VA, with shared positions in $PSLV, $PHYS, $BAC, $DAL, $GE, $PLTR. The full ranking of 25 similar funds is below.

#1HC Advisors, LLCActive
Some overlap · 5 shared positions
$PSLV$PHYS$BAC$DAL$GE
$149M
60 positions
#2IMC-Chicago, LLCPassive
Some overlap · 4 shared positions
$PSLV$PHYS$PLTR$MU
$278.4B
5,950 positions
#3Alpha Advisors, LLC/VAActive
Some overlap · 3 shared positions
$PSLV$PHYS$GE
$127M
47 positions
#4Capital Wealth Alliance, LLCActive
Some overlap · 3 shared positions
$PSLV$PHYS$GE
$221M
93 positions
#5Manatuck Hill Partners, LLCPassive
Some overlap · 3 shared positions
$PSLV$PHYS$BAC
$370M
116 positions
#6COLUMBIA ADVISORY PARTNERS LLCActive
Some overlap · 3 shared positions
$PSLV$PHYS$MU
$157M
92 positions
#7Tradewinds Capital Management, LLCActive
Some overlap · 3 shared positions
$PSLV$MU$BAC
$504M
719 positions
#8Abacus Planning Group, Inc.Active
Some overlap · 3 shared positions
$PSLV$PHYS$BAC
$743M
264 positions
#9MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADVPassive
Some overlap · 3 shared positions
$PSLV$WMB$MU
$115M
98 positions
#10Riggs Asset Managment Co. Inc.Passive
Some overlap · 3 shared positions
$PHYS$PSLV$PLTR
$486M
127 positions
#11Phraction Management LLCActive
Some overlap · 3 shared positions
$PHYS$BAC$WMB
$483M
65 positions
#12FULCRUM WEALTH ADVISORS, LLCActive
Some overlap · 3 shared positions
$PHYS$PSLV$GE
$121M
72 positions
#13ATALANTA SOSNOFF CAPITAL, LLCActive
Some overlap · 5 shared positions
$BAC$DAL$PLTR$GE$MU
$4.7B
104 positions
#14SMART Wealth LLCPassive
Some overlap · 3 shared positions
$PSLV$GE$MU
$341M
207 positions
#15Eaton Financial Holdings Company, LLCPassive
Slight overlap · 4 shared positions
$PHYS$BAC$PLTR$MU
$305M
125 positions
#16Viewpoint Capital Management LLCActive
Slight overlap · 3 shared positions
$PHYS$BAC$GE
$214M
135 positions
#17SIG BROKERAGE, LPPassive
Slight overlap · 3 shared positions
$PHYS$BAC$MU
$3.8B
769 positions
#18CapWealth Advisors, LLCActive
Slight overlap · 4 shared positions
$BAC$WMB$PLTR$GE
$1.3B
118 positions
#19Wealth Alliance Advisory Group, LLCPassive
Slight overlap · 4 shared positions
$BAC$WMB$PLTR$GE
$632M
197 positions
#20Aspen Grove Capital, LLCPassive
Slight overlap · 3 shared positions
$PSLV$PHYS$BAC
$514M
200 positions
#21Cobblestone Asset Management LLCPassive
Slight overlap · 3 shared positions
$PSLV$PHYS$PLTR
$222M
73 positions
#22PANAGORA ASSET MANAGEMENT INCPassive
Slight overlap · 5 shared positions
$BAC$PLTR$GE$DAL$MU
$26.7B
1,159 positions
#23Cyndeo Wealth Partners, LLCPassive
Slight overlap · 3 shared positions
$PHYS$PSLV$PLTR
$1.9B
478 positions
#24Plato Investment Management LtdPassive
Slight overlap · 5 shared positions
$BAC$PLTR$GE$KLAC$MU
$1.5B
516 positions
#25Millennium Capital Advisors, LLCPassive
Slight overlap · 4 shared positions
$BAC$PHYS$PLTR$GE
$162M
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.