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Hedge Funds Similar to Bear Mountain

13F Portfolio OverlapQ2 2026Bear Mountain portfolio →
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Most similar hedge funds by 13F overlap

Bear Mountain Capital, Inc. is an institutional investor managing $345M across 214 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 Bear Mountain are Acorns Advisers, Hummer Financial Advisory Services, jvl associates, with shared positions in $MUFG, $SBUX, $BA, $MDY, $ADP, $VRT. The full ranking of 25 similar funds is below.

#1Acorns Advisers, LLCSmart money
Notable overlap · 3 shared positions
$MUFG$SBUX$BA
$15.3B
107 positions
#2Hummer Financial Advisory Services IncActive
Notable overlap · 3 shared positions
$MDY$ADP$VRT
$152M
129 positions
#3jvl associates llcActive
Notable overlap · 4 shared positions
$MDY$BABA$SBUX$ADP
$352M
79 positions
#4Finley Financial, LLCActive
Notable overlap · 3 shared positions
$MDY$MUFG$SBUX
$248M
110 positions
#5HANOVER ADVISORS INCSmart money
Notable overlap · 3 shared positions
$MDY$PLTR$ESS
$278M
122 positions
#6Madison Park Capital Advisors, LLCActive
Notable overlap · 3 shared positions
$MDY$PLTR$SBUX
$140M
65 positions
#7Winter & Associates, Inc.Active
Notable overlap · 3 shared positions
$MDY$MUFG$PLTR
$133M
85 positions
#8BLUELINE ADVISORS LLCActive
Notable overlap · 3 shared positions
$MDY$ESS$VMRK
$144M
260 positions
#9Montz Harcus Wealth Management LLCActive
Notable overlap · 3 shared positions
$MDY$BA$GBTC
$281M
100 positions
#10Avise Financial Cooperative, Inc.Passive
Some overlap · 3 shared positions
$MUFG$AVB$VRT
$141M
114 positions
#11SONATA CAPITAL GROUP INCActive
Some overlap · 3 shared positions
$MDY$SBUX$BA
$310M
128 positions
#12Omega Financial Group, LLCActive
Some overlap · 3 shared positions
$MUFG$MDY$PLTR
$329M
91 positions
#13Audent Global Asset Management, LLCPassive
Some overlap · 3 shared positions
$MDY$BA$SBUX
$90M
46 positions
#14Midwest Financial Partners Investments, Inc.Active
Some overlap · 3 shared positions
$MUFG$BA$SBUX
$241M
80 positions
#15Wilmar Advisors LLCSmart money
Some overlap · 3 shared positions
$MDY$BA$ARM
$138M
23 positions
#16RETIREMENT INCOME SOLUTIONS, INCSmart money
Some overlap · 3 shared positions
$MDY$PLTR$MUFG
$581M
172 positions
#17LAM GROUP, INC.Active
Some overlap · 3 shared positions
$MDY$BA$PLTR
$201M
139 positions
#18Expressive Wealth LLCPassive
Some overlap · 3 shared positions
$MDY$PLTR$GD
$106M
133 positions
#19Bay Rivers GroupPassive
Some overlap · 3 shared positions
$MDY$PLTR$BA
$293M
126 positions
#20FULCRUM WEALTH ADVISORS, LLCPassive
Some overlap · 3 shared positions
$MUFG$BA$BKNG
$131M
81 positions
#21Livet Wealth, LLCPassive
Some overlap · 4 shared positions
$MDY$MUFG$BA$SBUX
$173M
122 positions
#22DWR WEALTH MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$MDY$MUFG$CCJ$ARM
$134M
56 positions
#23High Note Wealth, LLCPassive
Some overlap · 4 shared positions
$MUFG$PLTR$BKNG$GD
$586M
959 positions
#24TIAA TRUST, NATIONAL ASSOCIATIONActive
Some overlap · 3 shared positions
$MUFG$MDY$ADP
$1.7B
347 positions
#25Henshaw Capital LLCActive
Some overlap · 4 shared positions
$MDY$ADP$BA$VRT
$3.1B
160 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.