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Hedge Funds Similar to Fortune Financial Group,

13F Portfolio OverlapQ1 2026Fortune Financial Group, portfolio →
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Most similar hedge funds by 13F overlap

Fortune Financial Group, Inc. is an institutional investor managing $111M across 84 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 Fortune Financial Group, are AMERICAN FINANCIAL & TAX STRATEGIES, CATHY PARETO & ASSOCIATES,, IAM Advisory,, with shared positions in $WT, $REGN, $USB, $GSAT, $AGQ, $LEN. The full ranking of 25 similar funds is below.

#1AMERICAN FINANCIAL & TAX STRATEGIES INCPassive
Substantial overlap · 3 shared positions
$WT$REGN$USB
$206M
97 positions
#2CATHY PARETO & ASSOCIATES, INCPassive
Substantial overlap · 3 shared positions
$WT$REGN$USB
$149M
96 positions
#3IAM Advisory, LLCActive
Substantial overlap · 5 shared positions
$WT$GSAT$AGQ$REGN$USB
$446M
95 positions
#4Lunt Capital Management, Inc.Active
Substantial overlap · 4 shared positions
$WT$REGN$USB$GSAT
$260M
97 positions
#5MOULTON WEALTH MANAGEMENT, INCActive
Substantial overlap · 4 shared positions
$WT$AGQ$USB$GSAT
$147M
52 positions
#6Reyes Financial Architecture, Inc.Passive
Substantial overlap · 3 shared positions
$WT$LEN$AGQ
$122M
348 positions
#7Global View Capital Management LLCActive
Substantial overlap · 5 shared positions
$WT$AGQ$USB$SIVR$OTIS
$377M
140 positions
#8COLUMBIA ADVISORY PARTNERS LLCActive
Substantial overlap · 4 shared positions
$WT$LEN$REGN$GSAT
$157M
92 positions
#9Oxinas Partners Wealth Management LLCPassive
Substantial overlap · 3 shared positions
$WT$AGQ$USB
$219M
145 positions
#10RVW Wealth, LLCActive
Substantial overlap · 3 shared positions
$WT$REGN$SSL
$1.3B
176 positions
#11Lauer Wealth, LLCActive
Substantial overlap · 3 shared positions
$WT$USB$AGQ
$126M
67 positions
#12TopTier Wealth Management, LLCPassive
Substantial overlap · 3 shared positions
$WT$LEN$OTIS
$163M
795 positions
#13tru Independence LLCPassive
Substantial overlap · 3 shared positions
$WT$AGQ$OTIS
$202M
102 positions
#14Sanchez Wealth Management GroupActive
Notable overlap · 3 shared positions
$WT$REGN$AGQ
$462M
53 positions
#15Systelligence, LLCPassive
Notable overlap · 4 shared positions
$WT$GSAT$USB$SIVR
$514M
56 positions
#16Provident Wealth Management, LLCActive
Notable overlap · 3 shared positions
$REGN$WT$AGQ
$331M
134 positions
#17Bravias Capital Group, LLCActive
Notable overlap · 4 shared positions
$WT$AGQ$REGN$SIVR
$153M
96 positions
#18CMC Financial GroupActive
Notable overlap · 4 shared positions
$REGN$WT$AGQ$USB
$51M
38 positions
#19Encompass More Asset ManagementPassive
Notable overlap · 5 shared positions
$WT$AGQ$USB$LEN$SIVR
$597M
251 positions
#20Madrid Financial ServicesActive
Notable overlap · 3 shared positions
$WT$GSAT$USB
$169M
26 positions
#21Clearwater Capital Advisors, LLCActive
Notable overlap · 4 shared positions
$WT$GSAT$USB$AGQ
$1.2B
177 positions
#22MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive
Notable overlap · 3 shared positions
$WT$USB$SIVR
$1.3B
143 positions
#23Glassman Wealth ServicesSmart money
Notable overlap · 4 shared positions
$WT$OTIS$USB$GSAT
$736M
187 positions
#24Fermata Advisors, LLCPassive
Notable overlap · 3 shared positions
$WT$REGN$GSAT
$444M
232 positions
#25Aspire Capital Advisors LLCActive
Notable overlap · 3 shared positions
$WT$REGN$GSAT
$444M
122 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.