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Hedge Funds Similar to FORTRESS FINANCIAL GROUP

13F Portfolio OverlapQ3 2026FORTRESS FINANCIAL GROUP portfolio →
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Most similar hedge funds by 13F overlap

FORTRESS FINANCIAL GROUP, LLC is an institutional investor managing $205M across 78 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to FORTRESS FINANCIAL GROUP are GODSEY & GIBB, Barnes Dennig Private Wealth, Steigerwald, Gordon & Koch, with shared positions in $FAST, $AMGN, $UPS, $MRVL, $IAU, $WFC. The full ranking of 25 similar funds is below.

#1GODSEY & GIBB, INCPassive
Some overlap · 3 shared positions
$FAST$AMGN$UPS
$1.2B
611 positions
#2Barnes Dennig Private Wealth Management LLCPassive
Some overlap · 4 shared positions
$AMGN$UPS$MRVL$IAU
$125M
365 positions
#3Steigerwald, Gordon & Koch Inc.Passive
Some overlap · 3 shared positions
$AMGN$WFC$MCK
$1.0B
765 positions
#4Econ Financial Services CorpPassive
Some overlap · 4 shared positions
$AMGN$UPS$TT$DAL
$239M
85 positions
#5Catherine Avery Investment Management LLCPassive
Some overlap · 3 shared positions
$AMGN$UPS$KEY
$116M
172 positions
#6Aristotle Capital Management, LLCActive
Some overlap · 3 shared positions
$AMGN$WFC$OSK
$47.7B
212 positions
#7Adams Asset Advisors, LLCActive
Some overlap · 4 shared positions
$AMGN$WFC$HRL$UPS
$984M
94 positions
#8CLIFFORD SWAN INVESTMENT COUNSEL LLCActive
Some overlap · 4 shared positions
$FAST$WFC$UPS$MCK
$3.1B
340 positions
#9Cohen Investment Advisors LLCPassive
Some overlap · 3 shared positions
$AMGN$WFC$UPS
$233M
81 positions
#10Verity Asset Management, Inc.Passive
Some overlap · 4 shared positions
$AMGN$FAST$SPCX$IAU
$264M
223 positions
#11Navalign, LLCActive
Some overlap · 3 shared positions
$AMGN$MCK$DAL
$429M
132 positions
#12Cetera Trust Company, N.APassive
Some overlap · 4 shared positions
$AMGN$MCK$DAL$WFC
$199M
345 positions
#13ALPINE WOODS CAPITAL INVESTORS, LLCPassive
Some overlap · 3 shared positions
$AMGN$WFC$TT
$460M
220 positions
#14OpenArc Corporate Advisory, LLCActive
Some overlap · 3 shared positions
$AMGN$UPS$IAU
$8.9B
931 positions
#15Phoenix Wealth AdvisorsActive
Some overlap · 4 shared positions
$FAST$WFC$AMGN$IAU
$297M
129 positions
#16Vision Capital Management, Inc.Active
Some overlap · 3 shared positions
$AMGN$UPS$IAU
$882M
151 positions
#17SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLCPassive
Some overlap · 5 shared positions
$TT$FAST$KEY$RF$DAL
$5.3B
737 positions
#18Tortuga Wealth Management, IncPassive
Some overlap · 3 shared positions
$AMGN$MCK$MRVL
$141M
141 positions
#19Argyle Capital Management, LLCPassive
Some overlap · 3 shared positions
$AMGN$WFC$MCK
$347M
138 positions
#20SilverOak Wealth Management LLCActive
Some overlap · 5 shared positions
$HRL$MRVL$WFC$TT$DAL
$777M
126 positions
#21PCB Capital LLCPassive
Some overlap · 3 shared positions
$FAST$WFC$UPS
$82M
114 positions
#22WBI INVESTMENTS, LLCPassive
Some overlap · 4 shared positions
$UPS$OMF$MCK$MRVL
$403M
286 positions
#23Birchwood Financial Partners, Inc.Passive
Some overlap · 3 shared positions
$FAST$WFC$IAU
$122M
352 positions
#24North Forty Two & Co.Passive
Some overlap · 3 shared positions
$AMGN$WFC$IAU
$121M
106 positions
#25Rayburn West Financial Services LLCPassive
Some overlap · 3 shared positions
$AMGN$UPS$WFC
$181M
81 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.