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 FORTEM FINANCIAL GROUP

13F Portfolio OverlapQ2 2026FORTEM FINANCIAL GROUP portfolio →

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Most similar hedge funds by 13F overlap

FORTEM FINANCIAL GROUP, LLC is an institutional investor managing $490M across 188 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to FORTEM FINANCIAL GROUP are Cunning Partners, Benchmark Investment Advisors, Gunderson, with shared positions in $KLAC, $DELL, $CAH, $TPR, $NRG, $PLTR. The full ranking of 25 similar funds is below.

#1Cunning Capital Partners, LPActive

Notable overlap · 9 shared positions

$KLAC $DELL $CAH $TPR $NRG $PLTR

$248M

55 positions

#2Benchmark Investment Advisors LLCPassive

Notable overlap · 6 shared positions

$KLAC $APH $EME $PLTR $ANET $CRWD

$228M

70 positions

#3Gunderson Capital Management Inc.Active

Notable overlap · 5 shared positions

$DELL $KLAC $ADI $ANET $HAL

$370M

52 positions

#4Axecap Investments, LLCPassive

Notable overlap · 7 shared positions

$KLAC $DELL $ADI $TPR $ANET $CRWD

$181M

73 positions

#5Geneva Partners, LLCPassive

Notable overlap · 4 shared positions

$DELL $KLAC $TER $HWM

$375M

75 positions

#6Kendall Capital ManagementPassive

Notable overlap · 3 shared positions

$DELL $KLAC $CMI

$600M

236 positions

#7Alden Global Capital LLCActive

Notable overlap · 4 shared positions

$DELL $PLTR $APH $ET

$273M

19 positions

#8Close Asset Management LtdActive

Notable overlap · 4 shared positions

$KLAC $EME $APH $ADI

$3.8B

269 positions

#9Bristol Gate Capital Partners Inc.Active

Notable overlap · 4 shared positions

$KLAC $EME $APH $HWM

$1.4B

33 positions

#10Monument Capital ManagementPassive

Notable overlap · 6 shared positions

$DELL $EME $APH $CAH $KLAC $TPR

$497M

262 positions

#11Cornerstone Select Advisors, LLCPassive

Notable overlap · 6 shared positions

$KLAC $DELL $PLTR $CAH $ANET $CRWD

$238M

149 positions

#12POINCIANA ADVISORS GROUP, LLCActive

Notable overlap · 8 shared positions

$TER $DELL $CMI $EME $TPR $HWM

$135M

113 positions

#13RENAISSANCE GROUP LLCPassive

Notable overlap · 7 shared positions

$KLAC $APH $CAH $EME $TPR $NRG

$2.5B

234 positions

#14Richard C. Young & CO., LTD.Passive

Notable overlap · 4 shared positions

$DELL $APH $CMI $ADI

$1.4B

101 positions

#15BEESE FULMER INVESTMENT MANAGEMENT, INC.Passive

Notable overlap · 4 shared positions

$DELL $KLAC $CMI $ANET

$1.7B

401 positions

#16ALKEON CAPITAL MANAGEMENT LLCSmart money

Notable overlap · 5 shared positions

$KLAC $APH $TER $PLTR $ADI

$74.1B

109 positions

#17Global X Japan Co., Ltd.Active

Notable overlap · 5 shared positions

$KLAC $PLTR $ADI $YMM $TER

$2.7B

390 positions

#18HAGER INVESTMENT MANAGEMENT SERVICES, LLCPassive

Notable overlap · 5 shared positions

$PLTR $APH $KLAC $DELL $EME

$217M

352 positions

#19PATTON FUND MANAGEMENT, INC.Passive

Notable overlap · 7 shared positions

$KLAC $TER $ADI $DELL $EME $HWM

$462M

86 positions

#20CONTRAVISORY INVESTMENT MANAGEMENT, INC.Passive

Notable overlap · 4 shared positions

$KLAC $APH $EME $HWM

$566M

391 positions

#21Horizon Investment Services, LLCPassive

Notable overlap · 4 shared positions

$KLAC $DELL $EME $APH

$360M

143 positions

#22Kessler Investment Group, LLCPassive

Notable overlap · 6 shared positions

$KLAC $PLTR $ANET $CRWD $HCA $CMI

$234M

81 positions

#23OAKTOP CAPITAL MANAGEMENT II, L.P.Smart money

Notable overlap · 3 shared positions

$KLAC $DELL $ADI

$2.4B

14 positions

#24KIECKHEFER GROUP LLCSmart money

Notable overlap · 4 shared positions

$DELL $PLTR $NRG $EME

$246M

65 positions

#25Alcosta Capital Management, Inc.Active

Notable overlap · 4 shared positions

$KLAC $APH $HWM $ANET

$148M

22 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.