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Hedge Funds Similar to Bear Mountain ,

13F Portfolio OverlapQ1 2026Bear Mountain , portfolio →
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Most similar hedge funds by 13F overlap

Bear Mountain Capital, Inc. is an institutional investor managing $333M across 198 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 Bear Mountain , are E&R Wealth ,, AMI INVESTMENT, Cordant,, with shared positions in $COP, $UPST, $SCHW, $DDOG, $AMD, $INTC. The full ranking of 25 similar funds is below.

#1E&R Wealth Management, LLCSmart money
Substantial overlap · 3 shared positions
$COP$UPST$SCHW
$100M
12 positions
#2AMI INVESTMENT MANAGEMENT INCActive
Substantial overlap · 4 shared positions
$COP$UPST$DDOG$SCHW
$445M
77 positions
#3Cordant, Inc.Active
Substantial overlap · 5 shared positions
$UPST$COP$SCHW$AMD$INTC
$246M
75 positions
#4Disciplined Investments, LLCPassive
Notable overlap · 6 shared positions
$COP$UPST$SCHW$SE$DDOG$MDY
$279M
141 positions
#5Kure Advisory, LLCActive
Notable overlap · 4 shared positions
$UPST$COP$SCHW$PLTR
$184M
56 positions
#6Johnson Bixby & Associates, LLCActive
Notable overlap · 5 shared positions
$COP$SE$AFRM$DDOG$INTC
$806M
127 positions
#7Beacon Financial Strategies CORPActive
Notable overlap · 3 shared positions
$COP$UPST$MKL
$176M
177 positions
#8BLUELINE ADVISORS LLCActive
Notable overlap · 6 shared positions
$SE$COP$SCHW$MDY$AFRM$UPST
$129M
217 positions
#9Beacon Capital Management, Inc.Active
Notable overlap · 3 shared positions
$UPST$COP$SCHW
$1.8B
57 positions
#10Wolff Financial Management LLCActive
Notable overlap · 3 shared positions
$COP$UPST$DDOG
$453M
103 positions
#11Strategic Financial Services, Inc.Smart money
Notable overlap · 4 shared positions
$COP$UPST$DDOG$BKNG
$2.1B
152 positions
#12Finhabits Advisors LLCActive
Notable overlap · 3 shared positions
$COP$SCHW$DDOG
$108M
15 positions
#13BluePrint Investing LLCActive
Notable overlap · 3 shared positions
$UPST$SCHW$COP
$126M
26 positions
#14PRESILIUM PRIVATE WEALTH, LLCActive
Notable overlap · 5 shared positions
$UPST$SCHW$COP$DDOG$MUFG
$567M
75 positions
#15Level Financial AdvisorsActive
Notable overlap · 4 shared positions
$UPST$COP$AFRM$SCHW
$392M
92 positions
#16ARK & TLK INVESTMENTS, LLCActive
Notable overlap · 5 shared positions
$UPST$SCHW$MDY$SE$COP
$370M
119 positions
#17Cornerstone Financial Management LLCPassive
Notable overlap · 5 shared positions
$UPST$COP$DDOG$MUFG$SE
$109M
1,311 positions
#18GOULD ASSET MANAGEMENT LLC /CA/Active
Notable overlap · 7 shared positions
$UPST$COP$SCHW$AFRM$MDY$MUFG
$576M
171 positions
#19CYPRESS FINANCIAL PLANNING LLCActive
Notable overlap · 3 shared positions
$COP$SCHW$DDOG
$363M
102 positions
#20WEBSTERROGERS FINANCIAL ADVISORS, LLCActive
Notable overlap · 4 shared positions
$UPST$COP$DDOG$SCHW
$350M
95 positions
#21Kohmann Bosshard Financial Services, LLCActive
Notable overlap · 3 shared positions
$COP$SCHW$MKL
$1.2B
1,060 positions
#22Jordan Park Group LLCSmart money
Notable overlap · 4 shared positions
$SE$DDOG$MDY$MUFG
$1.9B
69 positions
#23Heritage Wealth Management, Inc. /CA/Passive
Notable overlap · 5 shared positions
$UPST$SE$DDOG$PLTR$INTC
$181M
94 positions
#24Cascade Wealth Advisors, IncActive
Notable overlap · 3 shared positions
$UPST$COP$DDOG
$228M
60 positions
#25NEPC LLCSmart money
Notable overlap · 3 shared positions
$COP$UPST$DDOG
$5.0B
51 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.