13F Pro

Hedge Funds Similar to Mount Ltd

13F Portfolio OverlapQ1 2026Mount Ltd portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Mount Capital Ltd is an institutional investor managing $248M across 18 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 Mount Ltd are CALEDONIA INVESTMENTS PLC, Quaker Investments,, Ruane, Cunniff & Goldfarb, with shared positions in $SCHW, $CHTR, $PM, $LBRDA, $KHC, $KMX. The full ranking of 25 similar funds is below.

#1CALEDONIA INVESTMENTS PLCSmart money
Notable overlap · 3 shared positions
$SCHW$CHTR$PM
$856M
15 positions
#2Quaker Capital Investments, LLCSmart money
Notable overlap · 3 shared positions
$CHTR$LBRDA$KHC
$409M
21 positions
#3Ruane, Cunniff & Goldfarb L.P.Active
Notable overlap · 3 shared positions
$SCHW$LBRDA$CHTR
$6.0B
50 positions
#4BANYAN CAPITAL MANAGEMENT, INC.Active
Some overlap · 3 shared positions
$KMX$CHTR$LBRDA
$232M
55 positions
#5Poehling Capital Management, INC.Passive
Some overlap · 3 shared positions
$SCHW$WFC$DIS
$475M
153 positions
#6INKWELL CAPITAL LLCActive
Some overlap · 4 shared positions
$SCHW$KMX$DIS$WFC
$98M
31 positions
#7DODGE & COXActive
Some overlap · 3 shared positions
$SCHW$CHTR$WFC
$182.0B
222 positions
#8Tranquilli Financial Advisor LLCPassive
Some overlap · 3 shared positions
$SCHW$PM$WFC
$171M
132 positions
#9TWIN CITY PRIVATE WEALTH, LLCPassive
Some overlap · 3 shared positions
$WFC$SCHW$PM
$132M
96 positions
#10PRESILIUM PRIVATE WEALTH, LLCActive
Some overlap · 3 shared positions
$SCHW$DIS$PM
$567M
75 positions
#11DCM Advisors, LLCActive
Some overlap · 3 shared positions
$WFC$PM$DIS
$220M
38 positions
#12Blume Capital Management, Inc.Passive
Some overlap · 3 shared positions
$SCHW$WFC$DIS
$588M
337 positions
#13First Pacific Advisors, LPActive
Some overlap · 3 shared positions
$LBRDA$KMX$WFC
$7.1B
86 positions
#14Van Diest Capital, LLCPassive
Some overlap · 4 shared positions
$SCHW$WFC$PM$DIS
$127M
190 positions
#15ProVise Management Group, LLCPassive
Some overlap · 3 shared positions
$WFC$SCHW$PM
$1.4B
261 positions
#16Kinsale Capital Group, Inc.Active
Some overlap · 4 shared positions
$SCHW$PM$KMX$DIS
$624M
41 positions
#17Regal Partners LtdActive
Some overlap · 3 shared positions
$WFC$SCHW$DIS
$1.8B
106 positions
#18SPWM Advisors LLCPassive
Some overlap · 4 shared positions
$SCHW$PM$WFC$DIS
$115M
93 positions
#19HARRIS ASSOCIATES L PActive
Some overlap · 3 shared positions
$SCHW$WFC$CHTR
$75.0B
158 positions
#20Legal Advantage Investments, Inc.Passive
Some overlap · 3 shared positions
$SCHW$MRNA$DIS
$194M
79 positions
#21Hillman Capital Management, Inc.Passive
Some overlap · 3 shared positions
$KMX$KHC$DIS
$144M
56 positions
#22FSB PREMIER WEALTH MANAGEMENT, INC.Passive
Some overlap · 3 shared positions
$SCHW$PM$WFC
$319M
251 positions
#23WITTENBERG INVESTMENT MANAGEMENT, INC.Active
Some overlap · 3 shared positions
$LBRDA$WFC$MRNA
$269M
74 positions
#24HF Advisory Group, LLCPassive
Some overlap · 3 shared positions
$WFC$SCHW$PM
$293M
166 positions
#25Tillman Hartley LLCActive
Some overlap · 3 shared positions
$SCHW$WFC$PM
$398M
88 positions

Compare Mount Ltd’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 Mount Ltd’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.