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 Fortis Advisors

13F Portfolio OverlapQ2 2026Fortis Advisors portfolio →

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Most similar hedge funds by 13F overlap

Fortis Capital Advisors, LLC is an institutional investor managing $889M across 408 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 Fortis Advisors are Realta Investment Advisors, Greenline Wealth, Faithward Advisors, with shared positions in $PLTR, $ALAB, $ANET, $NET, $CRWD, $DE. The full ranking of 25 similar funds is below.

#1Realta Investment AdvisorsPassive

Some overlap · 6 shared positions

$PLTR $ALAB $ANET $NET $CRWD $DE

$342M

362 positions

#2Greenline Wealth Management LLCPassive

Some overlap · 7 shared positions

$PLTR $ALAB $CRDO $CRWD $CLS $ETN

$122M

131 positions

#3Faithward Advisors, LLCPassive

Some overlap · 6 shared positions

$PLTR $ANET $NET $CRWD $INCY $SLV

$819M

339 positions

#4Straight Path Wealth ManagementActive

Some overlap · 6 shared positions

$PLTR $ALAB $CRDO $HOOD $CLS $SLV

$449M

157 positions

#5Legacy Bridge, LLCPassive

Some overlap · 6 shared positions

$PLTR $ANET $CRDO $CLS $DE $ETN

$324M

322 positions

#6Teamwork Financial Advisors, LLCPassive

Some overlap · 6 shared positions

$PLTR $ANET $HOOD $DE $ETN $MNST

$908M

182 positions

#7Sun Financial IncPassive

Some overlap · 6 shared positions

$PLTR $ANET $HOOD $DE $ETN $MNST

$212M

161 positions

#8BNC WEALTH MANAGEMENT, LLCPassive

Some overlap · 6 shared positions

$PLTR $ANET $HOOD $DE $ETN $MNST

$436M

104 positions

#9Forefront Wealth Partners, LLCPassive

Some overlap · 5 shared positions

$PLTR $ALAB $ANET $CRWD $ETN

$323M

177 positions

#10ITHAKA GROUP LLCActive

Some overlap · 5 shared positions

$PLTR $ANET $CRDO $CRWD $HOOD

$551M

40 positions

#11PRAKASH INVESTMENT ADVISORS LLCActive

Some overlap · 5 shared positions

$PLTR $ALAB $CRWD $HOOD $CLS

$165M

86 positions

#12Cornerstone Select Advisors, LLCPassive

Some overlap · 5 shared positions

$PLTR $ANET $CRDO $CRWD $TGTX

$238M

149 positions

#13GLYNN CAPITAL MANAGEMENT LLCActive

Some overlap · 5 shared positions

$PLTR $ANET $NET $CRWD $HOOD

$334M

40 positions

#14Independent Solutions Wealth Management, LLCActive

Some overlap · 5 shared positions

$PLTR $ANET $NET $HOOD $ETN

$766M

194 positions

#15WESPAC Advisors SoCal, LLCPassive

Some overlap · 5 shared positions

$PLTR $ANET $CRWD $HOOD $ETN

$553M

119 positions

#16Paragon Advisors, LLCSmart money

Some overlap · 5 shared positions

$ALAB $ANET $CRWD $PLTR $NET

$476M

77 positions

#17Spear Advisors LLCActive

Some overlap · 5 shared positions

$ALAB $ANET $CRDO $NET $CRWD

$291M

28 positions

#18Genesis Financial Group, LLCPassive

Some overlap · 4 shared positions

$PLTR $ALAB $GLTR $DE

$154M

100 positions

#19Nikko Asset Management Americas, Inc.Passive

Some overlap · 5 shared positions

$PLTR $NET $CRWD $HOOD $DE

$7.7B

276 positions

#20IQ EQ FUND MANAGEMENT (IRELAND) LtdPassive

Some overlap · 5 shared positions

$PLTR $NET $CRWD $HOOD $DE

$1.6B

289 positions

#21RED REEF ADVISORS LLCPassive

Some overlap · 5 shared positions

$PLTR $ANET $MS $CRWD $ETN

$108M

183 positions

#22FACTORY MUTUAL INSURANCE COActive

Some overlap · 6 shared positions

$ANET $PFGC $MS $CRWD $DE $ETN

$10.6B

205 positions

#23Toroso Investments, LLCPassive

Some overlap · 5 shared positions

$PLTR $ALAB $HOOD $ETN $ANET

$57.8B

2,594 positions

#24NLB Skladi, upravljanje premozenja, d.o.o.Passive

Some overlap · 4 shared positions

$PLTR $ANET $CRDO $CRWD

$2.7B

361 positions

#25Left Brain Wealth Management, LLCPassive

Some overlap · 5 shared positions

$ANET $CRDO $ALAB $CRWD $MNST

$332M

99 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.