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Hedge Funds Similar to Fidelis Partners

13F Portfolio OverlapQ2 2026Fidelis Partners portfolio →
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Most similar hedge funds by 13F overlap

Fidelis Capital Partners, LLC is an institutional investor managing $1.7B across 538 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 Fidelis Partners are HC Advisors, Entruity Wealth, Hurley, with shared positions in $PSLV, $PHYS, $DAL, $WFC, $MS, $MDY. The full ranking of 25 similar funds is below.

#1HC Advisors, LLCActive
Some overlap · 4 shared positions
$PSLV$PHYS$DAL$WFC
$165M
62 positions
#2Entruity Wealth, LLCActive
Some overlap · 4 shared positions
$PSLV$PHYS$MS$WFC
$155M
54 positions
#3Hurley Capital, LLCPassive
Some overlap · 3 shared positions
$PSLV$PHYS$MS
$193M
678 positions
#4WEALTHCARE CAPITAL MANAGEMENT LLCSmart money
Some overlap · 3 shared positions
$PSLV$PHYS$MDY
$1.1B
105 positions
#5Alpha Advisors, LLC/VAActive
Some overlap · 3 shared positions
$PSLV$PHYS$WFC
$133M
51 positions
#6Hartford Funds Management Co LLCSmart money
Some overlap · 5 shared positions
$KLAC$WMB$DAL$MS$WFC
$1.3B
98 positions
#7E&G Advisors, LPPassive
Some overlap · 5 shared positions
$PHYS$KLAC$MS$DAL$MDY
$518M
243 positions
#8Walser Wealth Management Company, A Ltd Liability CoPassive
Some overlap · 3 shared positions
$PSLV$PHYS$MS
$241M
215 positions
#9Rossby Financial, LCCPassive
Some overlap · 3 shared positions
$PSLV$PHYS$KLAC
$547M
2,144 positions
#10K.J. Harrison & Partners IncPassive
Some overlap · 3 shared positions
$PHYS$PSLV$MS
$706M
224 positions
#11SURIENCE PRIVATE WEALTH LLCPassive
Some overlap · 3 shared positions
$PHYS$PSLV$MS
$114M
45 positions
#12Arsenal Capital Advisors LLCPassive
Some overlap · 3 shared positions
$AVAV$MS$WFC
$169M
108 positions
#13Pasadena Private Wealth, LLCActive
Some overlap · 3 shared positions
$PHYS$PSLV$MDY
$786M
309 positions
#14ISLAY CAPITAL MANAGEMENT, LLCPassive
Slight overlap · 3 shared positions
$PHYS$PSLV$WFC
$216M
231 positions
#15Pekin Hardy Strauss, Inc.Passive
Slight overlap · 3 shared positions
$PHYS$PSLV$AVAV
$1.1B
511 positions
#16Arkos Global AdvisorsActive
Slight overlap · 3 shared positions
$PSLV$PHYS$WMB
$844M
124 positions
#17Phraction Management LLCActive
Slight overlap · 3 shared positions
$PHYS$WMB$WFC
$596M
66 positions
#18Clarendon Private LLCPassive
Slight overlap · 4 shared positions
$KLAC$MS$MDY$WFC
$156M
124 positions
#19Great Diamond Partners, LLCPassive
Slight overlap · 3 shared positions
$KLAC$WMB$MS
$582M
238 positions
#20Signet Private Wealth LLCPassive
Slight overlap · 3 shared positions
$KLAC$WMB$MS
$125M
127 positions
#21Alaethes Wealth, LLCPassive
Slight overlap · 3 shared positions
$KLAC$WMB$MS
$345M
111 positions
#22Freedom Day Solutions, LLCActive
Slight overlap · 3 shared positions
$KLAC$WMB$MS
$452M
134 positions
#23Intellectus Partners, LLCPassive
Slight overlap · 3 shared positions
$KLAC$DAL$AVAV
$578M
317 positions
#24E6 Portfolios, LLCActive
Slight overlap · 3 shared positions
$KLAC$DAL$MS
$125M
97 positions
#25Pettinga Financial Advisors LLCActive
Slight overlap · 3 shared positions
$PSLV$MDY$PHYS
$624M
156 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.