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Hedge Funds Similar to FORTRESS FINANCIAL GROUP,

13F Portfolio OverlapQ1 2026FORTRESS FINANCIAL GROUP, portfolio →
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Most similar hedge funds by 13F overlap

FORTRESS FINANCIAL GROUP, LLC is an institutional investor managing $135M across 87 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 GROUP, are GODSEY & GIBB,, Rayburn West Financial Services, Steigerwald, Gordon & Koch, with shared positions in $IBM, $FAST, $AMGN, $UPS, $KO, $WFC. The full ranking of 25 similar funds is below.

#1GODSEY & GIBB, INCPassive
Some overlap · 5 shared positions
$IBM$FAST$AMGN$UPS$KO
$1.1B
389 positions
#2Rayburn West Financial Services LLCPassive
Some overlap · 5 shared positions
$IBM$AMGN$WFC$UPS$KO
$170M
82 positions
#3Steigerwald, Gordon & Koch Inc.Passive
Some overlap · 5 shared positions
$IBM$AMGN$WFC$MCK$KO
$974M
782 positions
#4Catherine Avery Investment Management LLCPassive
Some overlap · 5 shared positions
$IBM$AMGN$UPS$KO$KEY
$223M
109 positions
#5Verity Asset Management, Inc.Passive
Some overlap · 4 shared positions
$IBM$AMGN$FAST$IAU
$238M
213 positions
#6CapWealth Advisors, LLCActive
Some overlap · 5 shared positions
$IBM$AMGN$UPS$KO$GE
$1.3B
118 positions
#7Argyle Capital Management, LLCPassive
Some overlap · 5 shared positions
$IBM$AMGN$WFC$MCK$KO
$308M
137 positions
#8Roxbury Financial LLCPassive
Some overlap · 5 shared positions
$IBM$AMGN$WFC$MCK$KO
$126M
410 positions
#9Wynn Capital, LLCPassive
Some overlap · 7 shared positions
$AMGN$IBM$WFC$MCK$KO$SCHW
$195M
107 positions
#10Greystone Financial Group, LLCPassive
Some overlap · 5 shared positions
$IBM$AMGN$MCK$KO$RF
$353M
78 positions
#11Capital Wealth Planning, LLCActive
Some overlap · 4 shared positions
$IBM$AMGN$FAST$KO
$18.1B
151 positions
#12GRANITE ISLANDS PRIVATE WEALTH, LLCPassive
Some overlap · 4 shared positions
$IBM$AMGN$UPS$KO
$109M
70 positions
#13MEYER HANDELMAN COActive
Some overlap · 4 shared positions
$IBM$AMGN$MCK$GE
$3.2B
220 positions
#14Community Bank, N.A.Passive
Some overlap · 4 shared positions
$IBM$AMN$AMGN$KO
$840M
501 positions
#15Estabrook Capital ManagementPassive
Some overlap · 4 shared positions
$IBM$AMGN$WFC$GE
$685M
380 positions
#16Providence Wealth Advisors, LLCPassive
Some overlap · 5 shared positions
$IBM$AMGN$WFC$KO$SCHW
$157M
80 positions
#17CFC Planning Co LLCPassive
Some overlap · 4 shared positions
$IBM$AMGN$UPS$KO
$140M
72 positions
#18Yoffe Investment Management, LLCPassive
Some overlap · 4 shared positions
$IBM$AMGN$KO$GE
$78M
111 positions
#19WILKINS INVESTMENT COUNSEL INCActive
Some overlap · 3 shared positions
$IBM$FAST$UPS
$698M
119 positions
#20DB&C Advisors, LLCPassive
Some overlap · 4 shared positions
$IBM$AMGN$UPS$KO
$77M
67 positions
#21B & T Capital Management DBA Alpha Capital ManagementActive
Some overlap · 4 shared positions
$FAST$AMGN$IBM$SCHW
$690M
115 positions
#22Atala Financial IncPassive
Some overlap · 4 shared positions
$IBM$AMN$KO$IAU
$149M
117 positions
#23TOTH FINANCIAL ADVISORY CORPPassive
Some overlap · 5 shared positions
$AMGN$FAST$IBM$MCK$KO
$911M
918 positions
#24MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$IBM$WFC$UPS$KO
$220M
148 positions
#25VAN STRUM & TOWNE INC.Passive
Some overlap · 3 shared positions
$IBM$AMGN$GE
$343M
111 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.