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 Family Office

13F Portfolio OverlapQ2 2026Fortitude Family Office portfolio →

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Most similar hedge funds by 13F overlap

Fortitude Family Office, LLC is an institutional investor managing $516M across 2,271 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 Family Office are INFRASTRUCTURE ADVISORS, TECTONIC ADVISORS, Adams Asset Advisors, with shared positions in $ET, $KKR, $DHI, $KNX, $T, $IRM. The full ranking of 25 similar funds is below.

#1INFRASTRUCTURE CAPITAL ADVISORS, LLCActive

Some overlap · 3 shared positions

$ET $KKR $DHI

$1.7B

185 positions

#2TECTONIC ADVISORS LLCActive

Some overlap · 4 shared positions

$ET $KNX $T $IRM

$2.1B

289 positions

#3Adams Asset Advisors, LLCActive

Some overlap · 4 shared positions

$ET $T $C $AMGN

$882M

88 positions

#4Encore Global Management, LPPassive

Some overlap · 3 shared positions

$ET $T $C

$102M

53 positions

#5MILLER HOWARD INVESTMENTS INC /NYActive

Some overlap · 3 shared positions

$ET $C $MCD

$3.8B

152 positions

#6Aurora Private Wealth, Inc.Passive

Some overlap · 3 shared positions

$ET $C $MCD

$158M

177 positions

#7Ackerman Capital Advisors, LLCActive

Some overlap · 3 shared positions

$ET $IBIT $MCD

$497M

120 positions

#8Pingora Partners LLCActive

Some overlap · 3 shared positions

$ET $T $MCD

$171M

182 positions

#9Americana Partners, LLCPassive

Slight overlap · 3 shared positions

$ET $IRM $MCD

$4.4B

596 positions

#10SageGuard Financial Group, LLCPassive

Slight overlap · 3 shared positions

$ET $T $MCD

$712M

211 positions

#11Pinnacle Holdings, LLCPassive

Slight overlap · 4 shared positions

$ET $C $AMGN $MCD

$324M

237 positions

#12Jackson Hole Capital Partners, LLC

Slight overlap · 3 shared positions

$ET $T $C

$605M

313 positions

#13U.S. Capital Wealth Advisors, LLC

Slight overlap · 3 shared positions

$ET $T $MCD

$4.0B

1,008 positions

#14Gaddis Premier Wealth Advisors LLCPassive

Slight overlap · 3 shared positions

$ET $T $C

$165M

99 positions

#15Texas Bank & Trust CoPassive

Slight overlap · 3 shared positions

$ET $T $MCD

$305M

185 positions

#16Axiom Investment Management LLCPassive

Slight overlap · 3 shared positions

$ET $T $C

$150M

528 positions

#17MOSAIC FINANCIAL GROUP, LLCPassive

Slight overlap · 3 shared positions

$KKR $T $MCD

$156M

134 positions

#18Manske Wealth ManagementPassive

Slight overlap · 3 shared positions

$T $ET $C

$403M

226 positions

#19Perennial Advisors, LLCPassive

Slight overlap · 3 shared positions

$KKR $AMGN $MCD

$649M

136 positions

#20ADELL HARRIMAN & CARPENTER INCActive

Slight overlap · 3 shared positions

$KKR $C $IRM

$2.0B

158 positions

#21Ranch Capital Advisors Inc.Passive

Slight overlap · 4 shared positions

$T $C $AMGN $IRM

$316M

157 positions

#22Widmann Financial Services, Inc.Passive

Slight overlap · 4 shared positions

$T $C $IRM $MCD

$186M

123 positions

#23Key Capital Management, INCActive

Slight overlap · 4 shared positions

$T $C $IBIT $AMGN

$194M

726 positions

#24Lansing Street AdvisorsActive

Slight overlap · 4 shared positions

$KKR $IBIT $AMGN $MCD

$472M

167 positions

#25American State Bank (Iowa)Passive

Slight overlap · 4 shared positions

$T $C $AMGN $MCD

$247M

139 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.