How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Fortitude Financial,

13F Portfolio OverlapQ1 2026Fortitude Financial, portfolio →

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Most similar hedge funds by 13F overlap

Fortitude Financial, LLC is an institutional investor managing $111M across 28 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 Fortitude Financial, are ESG Planning DBA Harper Investing, WNY Asset ,, Canoe Financial, with shared positions in $TXN, $SHW, $IBIT, $SLV, $TECK, $XYZ. The full ranking of 25 similar funds is below.

#1ESG Planning DBA Harper InvestingPassive

Slight overlap · 3 shared positions

$TXN $SHW $IBIT

$229M

75 positions

#2WNY Asset Management, LLCPassive

Slight overlap · 3 shared positions

$TXN $SHW $SLV

$967M

249 positions

#3Canoe Financial LPActive

Slight overlap · 3 shared positions

$TXN $SHW $TECK

$7.3B

112 positions

#4Objective Capital Management, LLCPassive

Slight overlap · 3 shared positions

$TXN $XYZ $IBIT

$99M

95 positions

#5Centennial Bank/AR/Passive

Slight overlap · 3 shared positions

$SHW $TXN $IBIT

$279M

323 positions

#6NewEdge Advisors, LLCPassive

Slight overlap · 3 shared positions

$TXN $SHW $GMM

$2.2B

1,217 positions

#7Advyzon Investment Management, LLCPassive

Slight overlap · 3 shared positions

$SHW $TXN $GMM

$1.1B

675 positions

#8Forefront Wealth Partners, LLCPassive

Slight overlap · 4 shared positions

$SHW $IBIT $GMM $TECK

$239M

162 positions

#9Alpha Financial Partners, LLCActive

Slight overlap · 3 shared positions

$TXN $IBIT $SLV

$169M

103 positions

#10Oasis Advisors, LLCPassive

Slight overlap · 3 shared positions

$SHW $TXN $IBIT

$509M

210 positions

#11LexAurum Advisors, LLCPassive

Slight overlap · 3 shared positions

$SHW $XYZ $GMM

$771M

400 positions

#12Certified Advisory CorpPassive

Slight overlap · 3 shared positions

$TXN $XYZ $SLV

$1.1B

318 positions

#13Heritage Family Offices, LLPPassive

Slight overlap · 3 shared positions

$TXN $IBIT $GMM

$225M

196 positions

#14Taylor & Morgan Wealth Management, LLCActive

Slight overlap · 3 shared positions

$TXN $IBIT $SLV

$175M

79 positions

#15Wellington Shields Capital Management, LLCPassive

Slight overlap · 3 shared positions

$SHW $XYZ $SLV

$666M

325 positions

#16Curran Financial Partners, LLCActive

Slight overlap · 4 shared positions

$SHW $TXN $SLV $TECK

$559M

127 positions

#17Beacon Harbor Wealth Advisors, Inc.Passive

Slight overlap · 3 shared positions

$TXN $SLV $TECK

$477M

70 positions

#18FOUNDERS FINANCIAL SECURITIES LLCPassive

Slight overlap · 4 shared positions

$SHW $TXN $GMM $TECK

$1.7B

498 positions

#19Titiun YejielPassive

Slight overlap · 3 shared positions

$SHW $IBIT $SLV

$99M

57 positions

#20Benson Wealth Management INCPassive

Slight overlap · 3 shared positions

$SHW $IBIT $SLV

$73M

354 positions

#21MARIPAU WEALTH MANAGEMENT LLCPassive

Slight overlap · 3 shared positions

$SHW $IBIT $SLV

$227M

166 positions

#22Copia Wealth ManagementPassive

Slight overlap · 3 shared positions

$SHW $IBIT $SLV

$146M

532 positions

#23Wealth Watch Advisors, INCPassive

Slight overlap · 3 shared positions

$SHW $IBIT $SLV

$239M

126 positions

#24QUATTRO FINANCIAL ADVISORS LLCPassive

Slight overlap · 3 shared positions

$SHW $IBIT $TECK

$331M

91 positions

#25Integrated Capital Management, LLCActive

Slight overlap · 3 shared positions

$SHW $GMM $IBIT

$237M

62 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.