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 Red Mountain Financial,

13F Portfolio OverlapQ1 2026Red Mountain Financial, portfolio →

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Most similar hedge funds by 13F overlap

Red Mountain Financial, LLC is an institutional investor managing $106M across 79 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 Red Mountain Financial, are Frankly Finances,, MBA Advisors, Moisand Fitzgerald Tamayo,, with shared positions in $SNOW, $IAU, $MKL, $SCHW, $MCD, $AMGN. The full ranking of 25 similar funds is below.

#1Frankly Finances, LLCActive

Notable overlap · 4 shared positions

$SNOW $IAU $MKL $SCHW

$110M

64 positions

#2MBA Advisors LLCPassive

Notable overlap · 5 shared positions

$SNOW $IAU $MKL $MCD $AMGN

$260M

146 positions

#3Moisand Fitzgerald Tamayo, LLCActive

Notable overlap · 4 shared positions

$SNOW $IAU $MKL $SCHW

$931M

518 positions

#4Grove Street Fiduciary, LLCActive

Notable overlap · 5 shared positions

$SNOW $HUM $MKL $MAR $AMGN

$227M

74 positions

#5Seneschal Advisors, LLCActive

Notable overlap · 5 shared positions

$SNOW $IAU $SCHW $AMGN $CTVA

$135M

594 positions

#6STEPHEN J. GARRY & ASSOCIATES, LLCActive

Notable overlap · 3 shared positions

$SNOW $IAU $SLV

$124M

51 positions

#7NavPoint Financial, Inc.Active

Notable overlap · 3 shared positions

$SNOW $IAU $MCD

$247M

71 positions

#8Cauble & Harre Wealth Management, Inc.Passive

Notable overlap · 3 shared positions

$SNOW $IAU $HUM

$126M

74 positions

#9FIDUCIARY FINANCIAL GROUP, LLCPassive

Notable overlap · 6 shared positions

$SNOW $IAU $HUM $MKL $SCHW $MCD

$754M

345 positions

#10MFA WEALTH ADVISORS, LLCActive

Notable overlap · 4 shared positions

$SNOW $IAU $LMT $MAR

$508M

88 positions

#11Discipline Wealth Solutions, LLCActive

Notable overlap · 6 shared positions

$SNOW $MKL $IAU $SCHW $SLV $HUM

$950M

192 positions

#12IFC & Insurance Marketing, Inc.Active

Notable overlap · 4 shared positions

$SNOW $MKL $IAU $MAR

$96M

72 positions

#13Andrews Advisory Associates, LLCActive

Notable overlap · 6 shared positions

$SNOW $HUM $IAU $MKL $MCD $SCHW

$190M

82 positions

#14Pillar Financial Advisors, LLCActive

Notable overlap · 3 shared positions

$IAU $SNOW $MKL

$171M

106 positions

#15Burk Holdings LLCPassive

Notable overlap · 4 shared positions

$IAU $SNOW $HUM $SCHW

$233M

676 positions

#16CHRISTINE MESSMER PCActive

Notable overlap · 7 shared positions

$SNOW $LMT $MAR $DD $Q $HUM

$156M

80 positions

#17LODESTAR PRIVATE ASSET MANAGEMENT LLCPassive

Notable overlap · 5 shared positions

$SNOW $HUM $MKL $SCHW $MAR

$1.0B

232 positions

#18Efficient Advisors, LLCActive

Notable overlap · 3 shared positions

$SNOW $MKL $SCHW

$1.4B

58 positions

#19Hillcrest Wealth Advisors - NY, LLCActive

Notable overlap · 7 shared positions

$SNOW $MKL $CTVA $MAR $IAU $SCHW

$247M

51 positions

#20Tillman Hartley LLCActive

Notable overlap · 4 shared positions

$SNOW $IAU $CTVA $SCHW

$398M

88 positions

#21Verus Financial Partners, Inc.Smart money

Notable overlap · 3 shared positions

$SNOW $MKL $IAU

$1.1B

121 positions

#22Sagace Wealth Management LLCPassive

Notable overlap · 3 shared positions

$SNOW $IAU $LMT

$149M

70 positions

#23Evergreen Wealth Management, LLCPassive

Notable overlap · 5 shared positions

$SNOW $MKL $HUM $LMT $AMGN

$194M

54 positions

#24Sage Financial Management Group, Inc.Active

Notable overlap · 3 shared positions

$SNOW $MKL $UNP

$325M

57 positions

#25Colter Lewis Investment Partners LLCPassive

Notable overlap · 7 shared positions

$SNOW $HUM $MKL $MAR $UNP $IAU

$106M

111 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.