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Hedge Funds Similar to Mount Ltd

13F Portfolio OverlapQ2 2026Mount Ltd portfolio →
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Most similar hedge funds by 13F overlap

Mount Capital Ltd is an institutional investor managing $265M across 17 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 Mount Ltd are Endure, CALEDONIA INVESTMENTS PLC, Regal Partners Ltd, with shared positions in $KMX, $CHTR, $NOMD, $SCHW, $PM, $WFC. The full ranking of 25 similar funds is below.

#1Endure Capital Management, LLCActive
Notable overlap · 3 shared positions
$KMX$CHTR$NOMD
$451M
50 positions
#2CALEDONIA INVESTMENTS PLCSmart money
Notable overlap · 3 shared positions
$SCHW$CHTR$PM
$883M
15 positions
#3Regal Partners LtdActive
Notable overlap · 3 shared positions
$SCHW$WFC$DIS
$1.8B
122 positions
#4Oregon Pacific Wealth Management, LLCActive
Notable overlap · 5 shared positions
$SCHW$PM$SPGI$WFC$DIS
$107M
115 positions
#5Neumann Capital Management, LLCActive
Some overlap · 3 shared positions
$SCHW$WFC$DIS
$151M
58 positions
#6Kinsale Capital Group, Inc.Active
Some overlap · 4 shared positions
$SCHW$KMX$PM$DIS
$754M
41 positions
#7BANYAN CAPITAL MANAGEMENT, INC.Active
Some overlap · 3 shared positions
$KMX$CHTR$LBRDA
$230M
55 positions
#8Aufman Associates IncSmart money
Some overlap · 3 shared positions
$MRNA$KHC$DIS
$251M
67 positions
#9Keystone Financial ServicesActive
Some overlap · 3 shared positions
$SCHW$WFC$PM
$388M
131 positions
#10Poehling Capital Management, INC.Passive
Some overlap · 3 shared positions
$SCHW$WFC$DIS
$466M
166 positions
#11ProVise Management Group, LLCPassive
Some overlap · 3 shared positions
$WFC$SCHW$PM
$1.5B
282 positions
#12LOUNTZIS ASSET MANAGEMENT, LLCSmart money
Some overlap · 3 shared positions
$WFC$SCHW$PM
$316M
55 positions
#13TWIN CITY PRIVATE WEALTH, LLCPassive
Some overlap · 3 shared positions
$WFC$SCHW$PM
$143M
104 positions
#14SPWM Advisors LLCActive
Some overlap · 5 shared positions
$SCHW$PM$WFC$SPGI$DIS
$108M
90 positions
#15Independence Wealth Advisors, LLCActive
Some overlap · 5 shared positions
$SCHW$PM$WFC$STT$DIS
$199M
85 positions
#16Quaker Capital Investments, LLCActive
Some overlap · 3 shared positions
$CHTR$LBRDA$KHC
$366M
22 positions
#17Blume Capital Management, Inc.Passive
Some overlap · 3 shared positions
$SCHW$WFC$DIS
$684M
359 positions
#18DODGE & COXActive
Some overlap · 3 shared positions
$SCHW$WFC$CHTR
$191.0B
222 positions
#19DCM Advisors, LLCActive
Some overlap · 3 shared positions
$WFC$PM$DIS
$253M
38 positions
#20YACKTMAN ASSET MANAGEMENT LPActive
Some overlap · 3 shared positions
$SCHW$STT$DIS
$8.1B
74 positions
#21Leith Wheeler Investment Counsel Ltd.Active
Some overlap · 3 shared positions
$WFC$CCK$DIS
$1.3B
85 positions
#22Tranquilli Financial Advisor LLCPassive
Some overlap · 3 shared positions
$SCHW$WFC$PM
$186M
135 positions
#23CapitalatWork S.A.Active
Some overlap · 3 shared positions
$SCHW$SPGI$DIS
$4.0B
93 positions
#24Prana Capital Management, LPActive
Some overlap · 3 shared positions
$WFC$SPGI$STT
$3.3B
122 positions
#25CRUX WEALTH ADVISORSPassive
Some overlap · 4 shared positions
$SCHW$PM$WFC$DIS
$289M
192 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.