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Hedge Funds Similar to Fortis Group Advisors

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

Fortis Group Advisors, LLC is an institutional investor managing $626M across 619 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 Group Advisors are Proficio Partners, SBI Securities , Ltd., Copia Wealth, with shared positions in $AAAU, $DOV, $SLV, $MO, $SOFI, $MRVL. The full ranking of 25 similar funds is below.

#1Proficio Capital Partners LLC
Some overlap · 3 shared positions
$AAAU$DOV$SLV
$2.8B
691 positions
#2SBI Securities Co., Ltd.Passive
Some overlap · 6 shared positions
$DOV$MO$SOFI$MRVL$PLTR$PFE
$4.4B
4,072 positions
#3Copia Wealth Management
Some overlap · 3 shared positions
$DOV$STT$SLV
$166M
570 positions
#4Luminist Capital LLCPassive
Some overlap · 3 shared positions
$DOV$STT$SLV
$89M
418 positions
#5Torrey Growth & Income AdvisorsActive
Some overlap · 6 shared positions
$WM$NVO$MRVL$SOFI$PLTR$PFE
$294M
108 positions
#6Family Legacy Financial Solutions, LLCActive
Some overlap · 4 shared positions
$DOV$WM$MRVL$LIN
$164M
65 positions
#7Foguth Wealth Management, LLC.Passive
Some overlap · 6 shared positions
$STT$WM$SLV$PLTR$AXON$LIN
$879M
213 positions
#8PROFFITT & GOODSON INCActive
Some overlap · 3 shared positions
$DOV$STT$PFE
$728M
298 positions
#9SECURITY NATIONAL BANK OF SO DAK
Some overlap · 3 shared positions
$DOV$STT$LIN
$207M
119 positions
#10Goldstone Financial Group, LLCPassive
Some overlap · 3 shared positions
$DOV$STT$O
$1.1B
243 positions
#11Prentice Wealth Management LLCActive
Some overlap · 3 shared positions
$DOV$STT$LIN
$484M
126 positions
#12Kimelman & Baird, LLCActive
Some overlap · 4 shared positions
$DOV$WM$MRVL$LIN
$1.3B
261 positions
#13Vantage Point Financial LLCPassive
Some overlap · 5 shared positions
$DOV$SLV$PLTR$PFE$MO
$328M
188 positions
#14AlphaStar Capital Management, LLCActive
Some overlap · 6 shared positions
$STT$SLV$SOFI$MO$PLTR$LIN
$1.6B
280 positions
#15WMG Financial Advisors, LLCActive
Some overlap · 3 shared positions
$DOV$AAAU$MRVL
$265M
105 positions
#16TOEWS CORP /ADVActive
Some overlap · 5 shared positions
$STT$DOV$MO$WDC$PLTR
$686M
151 positions
#17McKinley Carter Wealth Services, Inc.Active
Some overlap · 3 shared positions
$DOV$WM$LIN
$1.9B
322 positions
#18WBH ADVISORY INCPassive
Some overlap · 3 shared positions
$DOV$STT$WM
$1.5B
363 positions
#19Financial Network Wealth Advisors LLCPassive
Some overlap · 3 shared positions
$STT$DOV$NVO
$99M
858 positions
#20Asset Management Group, Inc.Passive
Some overlap · 3 shared positions
$DOV$STT$PFE
$683M
137 positions
#21Addison Capital CoActive
Some overlap · 3 shared positions
$DOV$STT$MRVL
$610M
184 positions
#22CHILTON CAPITAL MANAGEMENT LLCActive
Some overlap · 3 shared positions
$DOV$WM$LIN
$3.2B
592 positions
#23Convergence Financial, LLCPassive
Some overlap · 5 shared positions
$STT$SOFI$O$PLTR$LIN
$1.3B
272 positions
#24Strategic Investment Solutions, Inc. /ILPassive
Some overlap · 4 shared positions
$DOV$SLV$PLTR$LIN
$437M
707 positions
#25Murphy & Mullick Capital Management CorpPassive
Some overlap · 4 shared positions
$DOV$WM$AXON$PLTR
$161M
666 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.