13F Pro

Hedge Funds Similar to FORTRESS PRIVATE LEDGER

13F Portfolio OverlapQ2 2026FORTRESS PRIVATE LEDGER portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

FORTRESS PRIVATE LEDGER, LLC is an institutional investor managing $368M across 279 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 FORTRESS PRIVATE LEDGER are SENTINEL LBA, Cypress Point Wealth, Philadelphia Investment Partners, with shared positions in $PLTR, $IONQ, $MCD, $ET, $C, $MRVL. The full ranking of 25 similar funds is below.

#1SENTINEL TRUST CO LBASmart money
Notable overlap · 4 shared positions
$PLTR$IONQ$MCD$ET
$1.1B
136 positions
#2Cypress Point Wealth Management, LLCActive
Notable overlap · 3 shared positions
$PLTR$C$MRVL
$492M
142 positions
#3Philadelphia Investment Partners, LLCPassive
Notable overlap · 3 shared positions
$PLTR$PM$OKLO
$161M
189 positions
#4Alliance Wealth Advisors, LLCActive
Notable overlap · 3 shared positions
$PLTR$PM$OKLO
$308M
172 positions
#5UNICOM Systems, Inc.Active
Notable overlap · 4 shared positions
$PLTR$RGTI$IONQ$MRVL
$1.5B
39 positions
#6Henson-Edgewater Management, LLCActive
Notable overlap · 3 shared positions
$PLTR$ET$MCD
$192M
66 positions
#7Owen LaRue, LLCPassive
Notable overlap · 3 shared positions
$PLTR$C$IONQ
$288M
141 positions
#8Orion Investment CoActive
Some overlap · 3 shared positions
$PLTR$IONQ$RGTI
$343M
73 positions
#9Bosman Wealth Management, LLCPassive
Some overlap · 3 shared positions
$PLTR$MRVL$VRT
$161M
56 positions
#10United Capital Management of KS, Inc.Passive
Some overlap · 3 shared positions
$PLTR$IONQ$MRVL
$763M
98 positions
#11FFG Partners, LLCActive
Some overlap · 3 shared positions
$PLTR$VRT$ET
$352M
42 positions
#12Z3 Capital Partners, LLCPassive
Some overlap · 3 shared positions
$PLTR$MRVL$PM
$476M
192 positions
#13McBroom & Associates, LLCActive
Some overlap · 3 shared positions
$PLTR$PM$VRT
$199M
37 positions
#14Parisi Gray Wealth ManagementPassive
Some overlap · 3 shared positions
$PLTR$MRVL$VRT
$487M
155 positions
#15Keystone Financial GroupPassive
Some overlap · 4 shared positions
$PLTR$MCD$PM$IONQ
$1.7B
567 positions
#16SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY CoActive
Some overlap · 3 shared positions
$PLTR$ET$MCD
$181M
57 positions
#17Prospect Financial Services LLCPassive
Some overlap · 4 shared positions
$PLTR$MRVL$VRT$ET
$197M
115 positions
#18DB&C Advisors, LLCPassive
Some overlap · 3 shared positions
$PLTR$IONQ$VRT
$92M
76 positions
#19Alden Global Capital LLCActive
Some overlap · 3 shared positions
$PLTR$C$ET
$273M
19 positions
#20Three Magnolias Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$PLTR$VRT$PM
$179M
112 positions
#21Independent Solutions Wealth Management, LLCActive
Some overlap · 4 shared positions
$PLTR$PM$MRVL$MCD
$766M
194 positions
#22N10 ASSETS, LLCActive
Some overlap · 3 shared positions
$PLTR$MRVL$VRT
$231M
34 positions
#23IronBridge Private Wealth, LLCActive
Some overlap · 3 shared positions
$PLTR$EZPW$ET
$304M
47 positions
#24Riggs Asset Managment Co. Inc.Passive
Some overlap · 4 shared positions
$PLTR$C$MRVL$VRT
$560M
132 positions
#25Next Level Wealth Planning, LLCSmart money
Some overlap · 3 shared positions
$PLTR$VRT$ET
$227M
74 positions

Compare FORTRESS PRIVATE LEDGER’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 FORTRESS PRIVATE LEDGER’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.