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Hedge Funds Similar to BITTERROOT ADVISORS

13F Portfolio OverlapQ1 2026BITTERROOT ADVISORS portfolio →
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Most similar hedge funds by 13F overlap

BITTERROOT CAPITAL ADVISORS LLC is an institutional investor managing $165M across 60 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 BITTERROOT ADVISORS are Bay Rivers Group, Alexis Investment Partners,, FLAGSTAR ADVISORS, with shared positions in $HUM, $MDY, $DIA, $FBTC, $MPLX, $SNOW. The full ranking of 25 similar funds is below.

#1Bay Rivers GroupPassive
Some overlap · 3 shared positions
$HUM$MDY$DIA
$240M
109 positions
#2Alexis Investment Partners, LLCActive
Some overlap · 3 shared positions
$HUM$MDY$DIA
$145M
35 positions
#3FLAGSTAR ADVISORS INC.Passive
Some overlap · 3 shared positions
$HUM$MDY$DIA
$276M
174 positions
#4Madison Park Capital Advisors, LLCActive
Some overlap · 5 shared positions
$MDY$HUM$DIA$FBTC$MPLX
$127M
62 positions
#5HANOVER ADVISORS INCActive
Some overlap · 4 shared positions
$HUM$MDY$SNOW$DDOG
$246M
118 positions
#6Granite FO LLCActive
Some overlap · 4 shared positions
$HUM$MDY$DIA$MU
$169M
170 positions
#7Novak & Powell Financial Services, Inc.Passive
Some overlap · 3 shared positions
$HUM$DIA$EPD
$186M
163 positions
#8Pinnacle Holdings, LLCPassive
Some overlap · 7 shared positions
$DIA$PAGP$EPD$MPLX$WES$UNH
$309M
233 positions
#9American Institute for Advanced Investment Management, LLPPassive
Some overlap · 3 shared positions
$HUM$MDY$EPD
$154M
153 positions
#10Firestone Capital ManagementPassive
Some overlap · 4 shared positions
$HUM$MDY$FBTC$DDOG
$480M
160 positions
#11SMITH, MOORE & CO.Passive
Some overlap · 3 shared positions
$MDY$HUM$SNOW
$1.4B
558 positions
#12SENTINEL WEALTH MANAGEMENT, INC.Active
Some overlap · 5 shared positions
$MDY$DIA$EPD$SNOW$SE
$125M
39 positions
#13Clarity Wealth Advisors, LLCPassive
Some overlap · 4 shared positions
$HUM$DIA$SNOW$C
$486M
108 positions
#14CMG Global Holdings, LLCPassive
Some overlap · 4 shared positions
$MDY$EPD$IBIT$FBTC
$210M
96 positions
#15Whitegate Investment Counselors, Inc.Active
Some overlap · 3 shared positions
$HUM$MDY$SNOW
$315M
68 positions
#16SNOWWATER INVESTMENT PARTNERS, LLCPassive
Some overlap · 3 shared positions
$HUM$DIA$HON
$106M
89 positions
#17Stanich Group LLCSmart money
Some overlap · 3 shared positions
$HUM$MDY$MU
$131M
47 positions
#18Conservest Capital Advisors, Inc.Active
Some overlap · 3 shared positions
$MDY$DIA$HUM
$1.1B
127 positions
#19HOWARD FINANCIAL SERVICES, LTD.Passive
Some overlap · 3 shared positions
$HUM$EPD$MPLX
$888M
223 positions
#20Objective Capital Management, LLCPassive
Some overlap · 4 shared positions
$HUM$DIA$IBIT$FBTC
$99M
95 positions
#21DMKC Advisory Services, LLCPassive
Some overlap · 3 shared positions
$HUM$DIA$C
$240M
84 positions
#22SONATA CAPITAL GROUP INCPassive
Some overlap · 4 shared positions
$MDY$HUM$SNOW$DDOG
$271M
123 positions
#23Sound View Wealth Advisors Group, LLCPassive
Some overlap · 3 shared positions
$HUM$DIA$EPD
$1.5B
422 positions
#24IFG Advisors, LLCActive
Some overlap · 6 shared positions
$MDY$DIA$SNOW$HUM$SE$MU
$611M
149 positions
#25Evergreen Wealth Solutions, LLCPassive
Some overlap · 3 shared positions
$HUM$DIA$SNOW
$1.4B
406 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.