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 Fortitude Advisory Group L.L.C.

13F Portfolio OverlapQ2 2026Fortitude Advisory Group L.L.C. portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Fortitude Advisory Group L.L.C. is an institutional investor managing $262M across 238 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 Fortitude Advisory Group L.L.C. are Markin Volterra Fund, Mengis, Bouvel Investment Partners, with shared positions in $MRVL, $VRT, $PWR, $HPE, $CRDO, $GLW. The full ranking of 25 similar funds is below.

#1Markin Volterra Fund LPActive

Some overlap · 6 shared positions

$MRVL $VRT $PWR $HPE $CRDO $GLW

$147M

69 positions

#2Mengis Capital Management, Inc.Passive

Some overlap · 3 shared positions

$PCAR $MRVL $PWR

$658M

218 positions

#3Bouvel Investment Partners, LLCPassive

Some overlap · 4 shared positions

$MRVL $PWR $VRT $AEHR

$442M

84 positions

#4WESTFIELD CAPITAL MANAGEMENT CO LPPassive

Some overlap · 4 shared positions

$FTAI $VRT $PWR $MS

$30.6B

278 positions

#5Robeco Schweiz AGActive

Some overlap · 4 shared positions

$MRVL $PWR $VRT $GLW

$6.2B

126 positions

#6BECK CAPITAL MANAGEMENT, LLCPassive

Some overlap · 4 shared positions

$FTAI $VRT $TLN $GLW

$543M

140 positions

#7Mission Creek Capital Partners, Inc.Passive

Some overlap · 4 shared positions

$MRVL $PWR $VRT $CEG

$569M

231 positions

#8GARNET EQUITY CAPITAL HOLDINGS, INC.Active

Some overlap · 3 shared positions

$FTAI $AZ $TLN

$530M

29 positions

#9Insight Inv LLCPassive

Some overlap · 4 shared positions

$MRVL $PCAR $MS $GLW

$212M

109 positions

#10HAGER INVESTMENT MANAGEMENT SERVICES, LLCPassive

Some overlap · 4 shared positions

$MRVL $PWR $CEG $GLW

$217M

352 positions

#11HARTLINE INVESTMENT CORP/Active

Some overlap · 4 shared positions

$MRVL $VRT $MS $GLW

$1.1B

115 positions

#12Spears Abacus Advisors LLCPassive

Some overlap · 3 shared positions

$FTAI $PWR $VRT

$5.6B

445 positions

#13Goldstream Capital Management LtdActive

Some overlap · 4 shared positions

$MRVL $VRT $AEHR $GLW

$132M

45 positions

#14Broadleaf Partners, LLCPassive

Some overlap · 3 shared positions

$MRVL $PWR $VRT

$517M

86 positions

#15SIERRA SUMMIT ADVISORS LLCPassive

Some overlap · 3 shared positions

$MRVL $PWR $VRT

$895M

185 positions

#16N10 ASSETS, LLCActive

Some overlap · 3 shared positions

$MRVL $PWR $VRT

$231M

34 positions

#17N10 WEALTH, LLCActive

Some overlap · 3 shared positions

$MRVL $PWR $VRT

$282M

43 positions

#18VMS Asset Management LimitedPassive

Some overlap · 4 shared positions

$MRVL $VRT $CRDO $GLW

$315M

33 positions

#19Incline Global Management LLCActive

Some overlap · 3 shared positions

$FTAI $VRT $TLN

$357M

20 positions

#20Quantum Private Wealth, LLCPassive

Some overlap · 4 shared positions

$MRVL $VRT $GLW $PWR

$390M

171 positions

#21Geneva Partners, LLCPassive

Some overlap · 4 shared positions

$MRVL $VRT $GLW $PWR

$375M

75 positions

#22Clearline Capital LPActive

Some overlap · 3 shared positions

$FTAI $TLN $HPE

$1.7B

102 positions

#23BERKSHIRE CAPITAL HOLDINGS INCActive

Some overlap · 4 shared positions

$MRVL $AEHR $CRDO $GLW

$462M

122 positions

#24Bannerstone Capital Management, LLCPassive

Some overlap · 4 shared positions

$PWR $VRT $FTAI $GLW

$119M

113 positions

#25Taylor Frigon Capital Management LLCPassive

Some overlap · 3 shared positions

$MRVL $PWR $CRDO

$214M

93 positions

Compare Fortitude Advisory Group L.L.C.’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Fortitude Advisory Group L.L.C.’s holdings

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.