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Hedge Funds Similar to FORTERIS WEALTH

13F Portfolio OverlapQ1 2026FORTERIS WEALTH portfolio →
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Most similar hedge funds by 13F overlap

FORTERIS WEALTH MANAGEMENT INC. is an institutional investor managing $104M across 68 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 FORTERIS WEALTH are William Allan, POINCIANA ADVISORS GROUP,, 44 WEALTH, with shared positions in $AMAT, $NKE, $UPS, $MMM, $TPR, $GILD. The full ranking of 25 similar funds is below.

#1William Allan CorpPassive
Notable overlap · 4 shared positions
$AMAT$NKE$UPS$MMM
$169M
59 positions
#2POINCIANA ADVISORS GROUP, LLCPassive
Notable overlap · 6 shared positions
$NKE$TPR$GILD$BMY$MMM$NEE
$127M
130 positions
#344 WEALTH MANAGEMENT LLCPassive
Notable overlap · 5 shared positions
$NKE$IBM$TPR$BMY$HON
$286M
183 positions
#4DiNuzzo Private Wealth, Inc.Active
Notable overlap · 5 shared positions
$NKE$IBM$NEE$USB$HON
$928M
1,345 positions
#5Cohen Capital Management, Inc.Passive
Notable overlap · 4 shared positions
$AMAT$IBM$MMM$NEE
$644M
154 positions
#6Curat Global, LLCPassive
Notable overlap · 4 shared positions
$AMAT$IBM$TPR$GILD
$102M
265 positions
#7Maytus Capital Management, LLCPassive
Notable overlap · 3 shared positions
$AMAT$IBM$BABA
$562M
62 positions
#8Lauterbach Financial Advisors, LLCActive
Notable overlap · 4 shared positions
$NKE$MPC$GIS$NEE
$205M
79 positions
#9COWA, LLCActive
Some overlap · 4 shared positions
$NKE$UPS$BMY$IBM
$371M
158 positions
#10Timonier Family Office, LTD.
Some overlap · 5 shared positions
$NKE$AGQ$NEE$USB$TFC
$315M
56 positions
#11SKBA CAPITAL MANAGEMENT LLCActive
Some overlap · 6 shared positions
$NKE$IBM$NTAP$MMM$USB$TFC
$728M
79 positions
#12HMV Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$NKE$MPC$NEE
$213M
81 positions
#13Navigate Wealth Management, LLCPassive
Some overlap · 5 shared positions
$NKE$MMM$NSC$AMAT$HON
$142M
72 positions
#14Winter & Associates, Inc.Passive
Some overlap · 4 shared positions
$NKE$MMM$IBM$HON
$114M
84 positions
#15McGlone Suttner Wealth Management, Inc.Active
Some overlap · 4 shared positions
$NKE$AMAT$USB$PH
$755M
189 positions
#16MARKET STREET WEALTH MANAGEMENT ADVISORS LLCActive
Some overlap · 5 shared positions
$NKE$NEE$NSC$USB$GILD
$634M
106 positions
#17Rather & Kittrell, Inc.Active
Some overlap · 5 shared positions
$NKE$NSC$USB$TFC$NEE
$648M
113 positions
#18Disciplined Equity Management, Inc.Active
Some overlap · 4 shared positions
$NKE$F$USB$TFC
$199M
44 positions
#19Cedar Point Capital Partners, LLCPassive
Some overlap · 4 shared positions
$NKE$ADM$USB$NEE
$154M
71 positions
#20Disciplined Investments, LLCPassive
Some overlap · 4 shared positions
$NKE$NEE$USB$IBM
$279M
141 positions
#21Planning Center, Inc.Smart money
Some overlap · 4 shared positions
$NKE$NEE$NSC$IBM
$987M
78 positions
#22Belleair Asset Management, LLCPassive
Some overlap · 4 shared positions
$NKE$NEE$TFC$HON
$110M
77 positions
#23PINNEY & SCOFIELD, INC.Active
Some overlap · 4 shared positions
$NKE$NEE$NSC$IBM
$185M
243 positions
#24BAKER BOYER NATIONAL BANKSmart money
Some overlap · 4 shared positions
$NKE$USB$HON$IBM
$333M
91 positions
#25TCI Wealth Advisors, Inc.Active
Some overlap · 4 shared positions
$NKE$NEE$HON$IBM
$1.9B
251 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.