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Hedge Funds Similar to Fortress Financial Solutions,

13F Portfolio OverlapQ1 2026Fortress Financial Solutions, portfolio →
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Most similar hedge funds by 13F overlap

Fortress Financial Solutions, LLC is an institutional investor managing $96M across 56 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 Fortress Financial Solutions, are Davidson, SpringVest Wealth, Foundation Wealth , \PA, with shared positions in $USB, $COP, $FIX, $MPWR, $AEP, $EME. The full ranking of 25 similar funds is below.

#1Davidson Capital Management Inc.Active
Notable overlap · 6 shared positions
$USB$COP$FIX$MPWR$AEP$EME
$552M
93 positions
#2SpringVest Wealth Management LLCActive
Notable overlap · 5 shared positions
$USB$COP$AEP$MKL$SLV
$146M
67 positions
#3Foundation Wealth Management, LLC\PAActive
Notable overlap · 4 shared positions
$USB$COP$MKL$UNH
$284M
91 positions
#4CYPRESS FINANCIAL PLANNING LLCActive
Notable overlap · 3 shared positions
$USB$COP$UNH
$363M
102 positions
#5Longview Financial Advisors LLCActive
Notable overlap · 3 shared positions
$USB$COP$PLTR
$184M
157 positions
#6Farrell Financial LLCPassive
Notable overlap · 3 shared positions
$USB$COP$MKL
$167M
76 positions
#7Hilton Capital Management, LLCActive
Notable overlap · 3 shared positions
$USB$COP$ALPS
$1.3B
129 positions
#8WESCAP Management Group, Inc.Active
Notable overlap · 4 shared positions
$USB$COP$SLV$GLW
$508M
107 positions
#9PRUDENTIAL PLCActive
Notable overlap · 3 shared positions
$USB$COP$PLTR
$17.1B
680 positions
#10Powers Advisory Group, LLCActive
Notable overlap · 3 shared positions
$USB$COP$GLW
$284M
125 positions
#11Equita Financial Network, Inc.Active
Notable overlap · 3 shared positions
$USB$COP$MKL
$318M
87 positions
#12KEYVANTAGE WEALTH, LLCActive
Notable overlap · 3 shared positions
$USB$COP$SLV
$227M
92 positions
#13Insight Wealth Partners, LLCSmart money
Notable overlap · 3 shared positions
$USB$COP$PLTR
$713M
120 positions
#14Marshall & Sterling Wealth Advisors Inc.Passive
Notable overlap · 3 shared positions
$USB$COP$CRWD
$153M
344 positions
#15Stonebridge Capital Advisors LLCPassive
Notable overlap · 5 shared positions
$COP$USB$GLW$T$MKL
$1.4B
211 positions
#16Rosenberg Matthew HamiltonActive
Notable overlap · 3 shared positions
$USB$COP$SLV
$488M
799 positions
#17NORTHEAST PLANNING ASSOCIATES, INC. / NH /Active
Notable overlap · 3 shared positions
$USB$MKL$SLV
$149M
55 positions
#18Newton One Investments LLCActive
Notable overlap · 3 shared positions
$USB$MKL$UNH
$368M
121 positions
#19MilWealth Group LLCSmart money
Notable overlap · 4 shared positions
$USB$MKL$COP$PLTR
$420M
81 positions
#20Gladwyn Financial Advisors, Inc.Active
Notable overlap · 3 shared positions
$COP$USB$MKL
$160M
82 positions
#21BUFFALO BUSINESS & ESTATE SERVICES LTDActive
Notable overlap · 4 shared positions
$USB$CRWD$PLTR$GLW
$689M
87 positions
#22Evergreen Advisors, LLCActive
Notable overlap · 3 shared positions
$USB$MKL$PLTR
$426M
168 positions
#23Integrity Investment Advisors, LLCActive
Notable overlap · 3 shared positions
$COP$USB$PLTR
$184M
74 positions
#24Berkeley Capital Partners, LLCActive
Notable overlap · 4 shared positions
$USB$COP$ALPS$MKL
$431M
184 positions
#25Horizon Investment Services, LLCPassive
Notable overlap · 6 shared positions
$COP$FIX$APH$AEP$SLV$EME
$288M
137 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.