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Hedge Funds Similar to Fortis

13F Portfolio OverlapQ2 2026Fortis portfolio →
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Most similar hedge funds by 13F overlap

Fortis Capital Management LLC is an institutional investor managing $894M across 242 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 are Forefront Wealth Partners, DSM PARTNERS, ITHAKA GROUP, with shared positions in $UBER, $ANET, $MELI, $CRM, $NOW, $SHOP. The full ranking of 25 similar funds is below.

#1Forefront Wealth Partners, LLCPassive
Some overlap · 7 shared positions
$UBER$ANET$MELI$CRM$NOW$SHOP
$323M
177 positions
#2DSM CAPITAL PARTNERS LLCActive
Some overlap · 6 shared positions
$ANET$UBER$SPOT$NOW$ADSK$BSX
$5.8B
70 positions
#3ITHAKA GROUP LLCActive
Some overlap · 5 shared positions
$ANET$UBER$SHOP$MELI$NOW
$551M
40 positions
#4Bluebird Wealth Management LLCPassive
Some overlap · 5 shared positions
$ANET$UBER$MELI$SPOT$NOW
$115M
89 positions
#5BARLOW WEALTH PARTNERS, INC.Active
Some overlap · 6 shared positions
$UBER$TKO$CRM$FICO$INTU$NOW
$926M
149 positions
#6CapitalatWork S.A.Active
Some overlap · 5 shared positions
$UBER$MELI$APO$CRM$NOW
$4.0B
93 positions
#7Accuvest Global AdvisorsPassive
Some overlap · 5 shared positions
$UBER$MELI$APO$SPOT$BX
$116M
78 positions
#8Nepsis Inc.Active
Some overlap · 4 shared positions
$ANET$UBER$SHOP$NOW
$295M
28 positions
#9Quantitative Investment Management, LLCPassive
Some overlap · 6 shared positions
$SHOP$MELI$UBER$BSX$INTU$SPOT
$917M
346 positions
#10Sycale Advisors (NY) LLCActive
Some overlap · 5 shared positions
$SHOP$TKO$MELI$SPOT$NOW
$326M
24 positions
#11Employees Provident Fund BoardActive
Some overlap · 6 shared positions
$UBER$NOW$BSX$CRM$ANET$RMD
$17.4B
68 positions
#12Advocacy Wealth Management, LLCActive
Some overlap · 4 shared positions
$ANET$UBER$NOW$INTU
$2.8B
151 positions
#13Clean Yield GroupPassive
Some overlap · 4 shared positions
$ANET$CRM$VEEV$NOW
$403M
395 positions
#14CEERA INVESTMENTS, LLCPassive
Some overlap · 5 shared positions
$UBER$CRM$VEEV$FICO$INTU
$236M
101 positions
#15Sava Infond d.o.o.Passive
Some overlap · 4 shared positions
$ANET$MELI$CRM$NOW
$1.4B
242 positions
#16Rare Wolf Capital LLCPassive
Some overlap · 5 shared positions
$SHOP$CRM$VEEV$NOW$MELI
$156M
120 positions
#17Benchmark Investment Advisors LLCPassive
Some overlap · 4 shared positions
$ANET$UBER$SPOT$NOW
$228M
70 positions
#18Renasant BankPassive
Some overlap · 4 shared positions
$ANET$CRM$BX$NOW
$156M
141 positions
#19Thomasville National BankPassive
Some overlap · 5 shared positions
$UBER$CRM$VEEV$NOW$ADSK
$1.8B
241 positions
#20Distillate Capital Partners LLCPassive
Some overlap · 5 shared positions
$UBER$CRM$BSX$ADSK$INTU
$1.9B
118 positions
#21Synergy Financial Group, LTDPassive
Some overlap · 4 shared positions
$ANET$SHOP$MELI$NOW
$139M
119 positions
#22Bulltick Wealth Management, LLCPassive
Some overlap · 5 shared positions
$UBER$CRM$BX$NOW$APO
$490M
134 positions
#23Gallagher Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$UBER$BX$VEEV$NOW$SHOP
$175M
71 positions
#24Beta Wealth Group, Inc.Active
Some overlap · 4 shared positions
$ANET$BX$NOW$UBER
$267M
114 positions
#25Saranac Partners LtdPassive
Some overlap · 4 shared positions
$ANET$NOW$BSX$INTU
$343M
117 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.