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Hedge Funds Similar to Mountain Investment Advisors

13F Portfolio OverlapQ1 2026Mountain Investment Advisors portfolio →
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Most similar hedge funds by 13F overlap

Mountain Capital Investment Advisors Inc. is an institutional investor managing $702M across 95 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Mountain Investment Advisors are INSIGNEO ADVISORY SERVICES,, Wealth Alliance,, Belvedere Trading, with shared positions in $IBIT, $PSLV, $PLTR, $SLV, $BRZE, $MSTR. The full ranking of 25 similar funds is below.

#1INSIGNEO ADVISORY SERVICES, LLCPassive
Slight overlap · 5 shared positions
$IBIT$PSLV$PLTR$SLV$BRZE
$1.4B
745 positions
#2Capital Wealth Alliance, LLCActive
Slight overlap · 5 shared positions
$IBIT$PSLV$MSTR$BRZE$SAN
$221M
93 positions
#3Belvedere Trading LLCActive
Slight overlap · 5 shared positions
$IBIT$PLTR$MSTR$SLV$SAN
$84.4B
731 positions
#4Evolution Wealth Advisors, LLCActive
Slight overlap · 5 shared positions
$IBIT$PLTR$MSTR$BAC$SAN
$981M
176 positions
#5RIA Advisory Group LLCPassive
Slight overlap · 4 shared positions
$IBIT$PSLV$PLTR$SLV
$421M
145 positions
#6Exit Wealth Advisors, LLC.Active
Slight overlap · 4 shared positions
$IBIT$PSLV$SLV$BRZE
$195M
131 positions
#7Lauer Wealth, LLCActive
Slight overlap · 4 shared positions
$IBIT$PLTR$MSTR$SLV
$126M
67 positions
#8Abacus Planning Group, Inc.Active
Slight overlap · 4 shared positions
$IBIT$PSLV$BAC$BRZE
$743M
264 positions
#9Verde Capital ManagementActive
Slight overlap · 4 shared positions
$IBIT$PLTR$ETHE$SLV
$468M
69 positions
#10BASSO CAPITAL MANAGEMENT, L.P.Active
Slight overlap · 4 shared positions
$IBIT$PSLV$SLV$EPD
$163M
137 positions
#11Hurley Capital, LLCPassive
Slight overlap · 4 shared positions
$IBIT$PSLV$BRZE$EPD
$187M
673 positions
#12PROMETHIUM ADVISORS,LLCPassive
Slight overlap · 4 shared positions
$IBIT$PLTR$MSTR$EPD
$193M
112 positions
#13Gainplan LLCActive
Slight overlap · 4 shared positions
$IBIT$PLTR$SLV$BAC
$133M
59 positions
#14ACORN FINANCIAL ADVISORY SERVICES INC /ADVPassive
Slight overlap · 4 shared positions
$IBIT$PLTR$MSTR$SHOP
$730M
215 positions
#15Wealth Analytics Partners, LLCActive
Slight overlap · 4 shared positions
$IBIT$PLTR$BAC$ETHE
$246M
46 positions
#16Marathon Trading Investment Management LLCActive
Slight overlap · 4 shared positions
$IBIT$MSTR$SLV$BAC
$3.7B
294 positions
#17Citrine Capital LLCActive
Slight overlap · 4 shared positions
$IBIT$MSTR$BAC$BRZE
$231M
58 positions
#18Financial Sense Advisors, Inc.Passive
Slight overlap · 3 shared positions
$IBIT$PSLV$PLTR
$493M
142 positions
#19IMC-Chicago, LLCPassive
Slight overlap · 3 shared positions
$IBIT$PSLV$PLTR
$278.4B
5,950 positions
#20Cobblestone Asset Management LLCPassive
Slight overlap · 3 shared positions
$IBIT$PSLV$PLTR
$222M
73 positions
#21WMG Financial Advisors, LLCActive
Slight overlap · 4 shared positions
$IBIT$BAC$BRZE$SHOP
$240M
100 positions
#22Weiss Asset Management LPPassive
Slight overlap · 3 shared positions
$IBIT$PSLV$MSTR
$5.9B
488 positions
#23Himension FundSmart money
Slight overlap · 3 shared positions
$IBIT$PSLV$MSTR
$1.3B
135 positions
#24Pettinga Financial Advisors LLCPassive
Slight overlap · 3 shared positions
$IBIT$PSLV$SLV
$531M
147 positions
#25Grand Central Investment GroupActive
Slight overlap · 3 shared positions
$IBIT$PSLV$SLV
$135M
44 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.