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Hedge Funds Similar to FORTERIS WEALTH

13F Portfolio OverlapQ3 2026FORTERIS WEALTH portfolio →
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Most similar hedge funds by 13F overlap

FORTERIS WEALTH MANAGEMENT INC. is an institutional investor managing $121M across 69 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 FORTERIS WEALTH are DYMON ASIA (SINGAPORE) PTE. LTD., Palouse, Signature Wealth Group, with shared positions in $VLO, $MPC, $GILD, $BABA, $PH, $NTAP. The full ranking of 25 similar funds is below.

#1DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.Active
Notable overlap · 5 shared positions
$VLO$MPC$GILD$BABA$PH
$2.4B
236 positions
#2Palouse Capital Management, Inc.Passive
Some overlap · 4 shared positions
$NTAP$UPS$QCOM$GIS
$160M
124 positions
#3Signature Wealth Management Group
Some overlap · 5 shared positions
$VLO$UPS$GIS$BMY$TFC
$263M
128 positions
#4VAUGHAN & Co SECURITIES, INC.Smart money
Some overlap · 4 shared positions
$VLO$UPS$MMM$BMY
$213M
61 positions
#5Hudson Capital Management LLCPassive
Some overlap · 4 shared positions
$VLO$GILD$QCOM$BMY
$405M
78 positions
#6CrossGen Wealth, LLCPassive
Some overlap · 3 shared positions
$VLO$MPC$F
$129M
214 positions
#7Pacer Advisors, Inc.Passive
Some overlap · 7 shared positions
$GILD$F$MPC$QCOM$VLO$ADM
$39.3B
2,614 positions
#8FCF Advisors LLCPassive
Some overlap · 5 shared positions
$NTAP$GILD$ADM$TPR$BMY
$544M
58 positions
#9AIMZ Investment Advisors, LLCPassive
Some overlap · 4 shared positions
$NTAP$GILD$QCOM$BMY
$363M
153 positions
#10United Capital Management of KS, Inc.Passive
Some overlap · 3 shared positions
$VLO$MPC$TFC
$763M
98 positions
#11Railway Pension Investments LtdActive
Some overlap · 6 shared positions
$GILD$NTAP$QCOM$BMY$PH$TPR
$8.0B
102 positions
#12TILIA FIDUCIARY PARTNERS, INC.Passive
Some overlap · 3 shared positions
$VLO$GILD$PH
$217M
114 positions
#13Bank & Trust CoPassive
Some overlap · 4 shared positions
$VLO$MPC$BMY$TFC
$159M
308 positions
#14OmniStar Financial Group, Inc.Passive
Some overlap · 5 shared positions
$GILD$UPS$MMM$BMY$PH
$230M
116 positions
#15O'Domhnaill Enterprises, Inc.Passive
Some overlap · 3 shared positions
$MPC$GILD$VLO
$125M
61 positions
#16Henrickson Nauta Wealth Advisors, Inc.Smart money
Some overlap · 4 shared positions
$MPC$GILD$VLO$PH
$410M
118 positions
#17Cypress Capital, LLCActive
Some overlap · 5 shared positions
$NTAP$TPR$QCOM$GIS$BMY
$377M
117 positions
#18Axecap Investments, LLCPassive
Some overlap · 4 shared positions
$MPC$TPR$QCOM$VLO
$169M
77 positions
#19Alight Capital Management LPPassive
Some overlap · 4 shared positions
$F$MMM$TYL$UPS
$712M
83 positions
#20Asset Allocation & Management Company, LLCActive
Some overlap · 3 shared positions
$MPC$VLO$F
$321M
69 positions
#21L2 Asset Management, LLCPassive
Some overlap · 4 shared positions
$NTAP$GILD$TPR$QCOM
$963M
411 positions
#22Bell & Brown Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$VLO$BABA$QCOM
$320M
72 positions
#23Alliance Private Wealth, LLCActive
Some overlap · 5 shared positions
$UPS$MMM$QCOM$BMY$TFC
$269M
85 positions
#24OLD REPUBLIC INTERNATIONAL CORPActive
Some overlap · 4 shared positions
$VLO$UPS$QCOM$BMY
$2.2B
70 positions
#25Geneva Partners, LLCPassive
Some overlap · 3 shared positions
$VLO$MPC$PH
$334M
81 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.