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Hedge Funds Similar to Fortress Financial Solutions

13F Portfolio OverlapQ3 2026Fortress Financial Solutions portfolio →
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Most similar hedge funds by 13F overlap

Fortress Financial Solutions, LLC is an institutional investor managing $118M across 66 U.S. equity positions as of Q3 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 Horizon Investment Services, Benchmark Investment Advisors, AdvisorShares Investments, with shared positions in $FIX, $APH, $STT, $AEP, $EME, $PLTR. The full ranking of 25 similar funds is below.

#1Horizon Investment Services, LLCPassive
Notable overlap · 5 shared positions
$FIX$APH$STT$AEP$EME
$360M
143 positions
#2Benchmark Investment Advisors LLCActive
Notable overlap · 5 shared positions
$FIX$APH$PLTR$CRWD$EME
$228M
70 positions
#3AdvisorShares Investments LLCActive
Notable overlap · 4 shared positions
$FIX$APH$MLI$HEI
$828M
269 positions
#4Dedeker Financial LLCActive
Notable overlap · 4 shared positions
$FIX$PLTR$CRWD$SLV
$176M
56 positions
#5COOKSON PEIRCE & CO INCPassive
Some overlap · 5 shared positions
$APH$GLW$STT$MPWR$EME
$3.0B
317 positions
#6Peterson Wealth ServicesPassive
Some overlap · 3 shared positions
$FIX$PLTR$EME
$474M
223 positions
#7CORNERSTONE ENTERPRISES, LLCActive
Some overlap · 4 shared positions
$PLTR$APH$GLW$CRWD
$171M
51 positions
#8GODSEY & GIBB, INCPassive
Some overlap · 4 shared positions
$GLW$AEP$T$STT
$1.2B
611 positions
#9PRAKASH INVESTMENT ADVISORS LLCActive
Some overlap · 4 shared positions
$FIX$GLW$CRWD$PLTR
$165M
86 positions
#10HAGER INVESTMENT MANAGEMENT SERVICES, LLCPassive
Some overlap · 4 shared positions
$PLTR$GLW$APH$EME
$217M
352 positions
#11Kaufman Rossin Wealth, LLCActive
Some overlap · 3 shared positions
$FIX$APH$GLW
$247M
180 positions
#12Riggs Asset Managment Co. Inc.Passive
Some overlap · 4 shared positions
$GLW$PLTR$MLI$CRWD
$560M
132 positions
#13Katamaran Capital LLPActive
Some overlap · 3 shared positions
$FIX$GLW$APH
$126M
36 positions
#14Freedom Day Solutions, LLCActive
Some overlap · 3 shared positions
$FIX$MLI$HEI
$455M
133 positions
#15AGP FRANKLIN, LLCPassive
Some overlap · 4 shared positions
$PLTR$GLW$CRWD$SLV
$231M
93 positions
#16Bannerstone Capital Management, LLCPassive
Some overlap · 4 shared positions
$PLTR$FIX$STT$GLW
$119M
113 positions
#17Consolidated Planning CorpActive
Some overlap · 3 shared positions
$FIX$APH$HEI
$735M
186 positions
#18Worthington Financial Partners, LLCPassive
Some overlap · 4 shared positions
$APH$MPWR$PLTR$EME
$118M
98 positions
#19Davidson Capital Management Inc.Active
Some overlap · 4 shared positions
$FIX$MPWR$AEP$EME
$604M
99 positions
#20Retireful, LLCPassive
Some overlap · 3 shared positions
$FIX$GLW$CRWD
$116M
86 positions
#21Monument Capital ManagementPassive
Some overlap · 3 shared positions
$FIX$APH$EME
$480M
255 positions
#22TimesSquare Capital Management, LLCActive
Some overlap · 4 shared positions
$FIX$MPWR$EME$APH
$6.8B
158 positions
#23Dorsey Wright & AssociatesPassive
Some overlap · 3 shared positions
$FIX$APH$EME
$590M
131 positions
#24Bellwether Advisors, LLCActive
Some overlap · 4 shared positions
$GLW$STT$FIX$EME
$675M
167 positions
#25FORTEM FINANCIAL GROUP, LLCPassive
Some overlap · 4 shared positions
$PLTR$APH$EME$CRWD
$487M
190 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.