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Hedge Funds Similar to SKY-MOUNTAIN ,

13F Portfolio OverlapQ1 2026SKY-MOUNTAIN , portfolio →
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Most similar hedge funds by 13F overlap

SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. is an institutional investor managing $139M across 37 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 SKY-MOUNTAIN , are COLUMBIA ADVISORY PARTNERS, McGrath & Associates,, RESOLUTE ,, with shared positions in $WT, $BA, $SBUX, $NKE, $BRZE, $KKR. The full ranking of 25 similar funds is below.

#1COLUMBIA ADVISORY PARTNERS LLCActive
Highly similar · 3 shared positions
$WT$BA$SBUX
$157M
92 positions
#2McGrath & Associates, Inc.Active
Highly similar · 3 shared positions
$WT$NKE$BRZE
$68M
41 positions
#3RESOLUTE CAPITAL, LLCActive
Substantial overlap · 3 shared positions
$WT$BRZE$KKR
$247M
57 positions
#4Lauer Wealth, LLCActive
Substantial overlap · 3 shared positions
$WT$MSTR$AMD
$126M
67 positions
#5Serenus Wealth Advisors, LLCSmart money
Substantial overlap · 4 shared positions
$WT$BRZE$AMD$UNIT
$501M
68 positions
#6Halbert, Hargrove/Russell LLCSmart money
Substantial overlap · 4 shared positions
$WT$FBTC$BRZE$BA
$2.1B
372 positions
#7MB, LEVIS & ASSOCIATES, LLCPassive
Substantial overlap · 3 shared positions
$WT$UNIT$NSC
$240M
234 positions
#8Kane Co Wealth Management, Inc.Active
Substantial overlap · 3 shared positions
$WT$NKE$NSC
$119M
51 positions
#9Freedom Investment Management, Inc.Active
Substantial overlap · 4 shared positions
$WT$NKE$BRZE$MSTR
$337M
106 positions
#10Quattro Advisors LLCActive
Substantial overlap · 3 shared positions
$WT$TJX$AMD
$115M
51 positions
#11Etesian Wealth Advisors, Inc.Passive
Notable overlap · 3 shared positions
$WT$KKR$BRZE
$313M
138 positions
#12BIP Wealth, LLCActive
Notable overlap · 4 shared positions
$WT$BRZE$UNIT$KKR
$2.5B
453 positions
#13SYM FINANCIAL CorpActive
Notable overlap · 3 shared positions
$WT$BRZE$NSC
$1.0B
415 positions
#14CATHY PARETO & ASSOCIATES, INCPassive
Notable overlap · 3 shared positions
$WT$UNIT$KKR
$149M
96 positions
#15Bonfire FinancialActive
Notable overlap · 3 shared positions
$WT$MSTR$UNIT
$133M
57 positions
#16truNorth Financial Services, Inc.Active
Notable overlap · 3 shared positions
$WT$KKR$UNIT
$97M
49 positions
#17Dickmeyer Boyce Financial Management, Inc.Passive
Notable overlap · 3 shared positions
$WT$KKR$SBUX
$170M
125 positions
#18Catalina Capital Group, LLCPassive
Notable overlap · 3 shared positions
$WT$SBUX$TJX
$168M
176 positions
#19Berkeley, IncActive
Notable overlap · 3 shared positions
$WT$UNIT$TJX
$298M
81 positions
#20Glassman Wealth ServicesSmart money
Notable overlap · 4 shared positions
$WT$BRZE$KKR$UNIT
$736M
187 positions
#21Pinnacle Financial Group, LLC / ILPassive
Notable overlap · 4 shared positions
$WT$KKR$UNIT$BRZE
$365M
111 positions
#22Duncan Williams Asset Management, LLCActive
Notable overlap · 3 shared positions
$WT$BRZE$MPC
$361M
154 positions
#23Goldenstone Wealth Management LLCActive
Notable overlap · 3 shared positions
$WT$NKE$AMD
$137M
89 positions
#24JBGlobal.com LLCActive
Notable overlap · 3 shared positions
$WT$UNIT$SBUX
$102M
27 positions
#25CLG LLCActive
Notable overlap · 3 shared positions
$WT$NKE$BA
$403M
134 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.