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Hedge Funds Similar to Mountain Investment Advisors

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

Mountain Capital Investment Advisors Inc. is an institutional investor managing $702M across 95 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 Mountain Investment Advisors are MADDEN SECURITIES, Modus Advisors, RED REEF ADVISORS, with shared positions in $PLTR, $CRWD, $SPCX, $EPD, $MSTR, $ASML. The full ranking of 25 similar funds is below.

#1MADDEN SECURITIES CorpPassive
Some overlap · 6 shared positions
$PLTR$CRWD$SPCX$EPD$MSTR$ASML
$360M
118 positions
#2Modus Advisors, LLCPassive
Some overlap · 4 shared positions
$IBIT$PLTR$CRWD$SPCX
$405M
118 positions
#3RED REEF ADVISORS LLCPassive
Some overlap · 4 shared positions
$IBIT$PLTR$CRWD$MUFG
$108M
183 positions
#4KKM Financial LLCPassive
Some overlap · 5 shared positions
$PLTR$CRWD$SPCX$EPD$ASML
$730M
169 positions
#5High Note Wealth, LLCPassive
Some overlap · 4 shared positions
$MUFG$PLTR$CRWD$IBIT
$586M
959 positions
#6GenTrust, LLCActive
Some overlap · 4 shared positions
$IBIT$PLTR$CRWD$EPD
$2.6B
201 positions
#7Kultura Capital Management LPActive
Some overlap · 5 shared positions
$PLTR$CRWD$SPCX$NBIS$ASML
$553M
66 positions
#8Financial Futures Ltd Liability Co.Active
Some overlap · 4 shared positions
$IBIT$MUFG$ASML$UAL
$263M
80 positions
#9Lauer Wealth, LLCActive
Some overlap · 4 shared positions
$IBIT$PLTR$MSTR$SPCX
$167M
75 positions
#10RIK SAYLOR FINANCIAL, INC.Passive
Some overlap · 3 shared positions
$IBIT$PLTR$SPCX
$151M
89 positions
#11Forefront Wealth Partners, LLC
Some overlap · 4 shared positions
$IBIT$PLTR$CRWD$ASML
$323M
177 positions
#12TITLEIST ASSET MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$PLTR$IBIT$CRWD$MSTR$ETHE
$1.5B
412 positions
#13WMG Financial Advisors, LLCActive
Some overlap · 3 shared positions
$IBIT$CRWD$SPCX
$265M
105 positions
#14PENNINGTON PARTNERS & CO., LLCActive
Some overlap · 3 shared positions
$IBIT$PLTR$EPD
$312M
131 positions
#15Capital Wealth Alliance, LLCActive
Some overlap · 3 shared positions
$IBIT$PSLV$MSTR
$215M
99 positions
#16DRW Securities, LLCPassive
Some overlap · 3 shared positions
$IBIT$PLTR$ASML
$4.1B
928 positions
#17RIVERSEDGE ADVISORS, LLCPassive
Some overlap · 3 shared positions
$IBIT$PLTR$ASML
$759M
316 positions
#18Kapstone Financial Advisors LLCActive
Some overlap · 3 shared positions
$IBIT$PLTR$MSTR
$239M
175 positions
#19Scientech Research LLCPassive
Some overlap · 5 shared positions
$CRWD$SPCX$NBIS$MSTR$UAL
$123M
224 positions
#20Financial Sense Advisors, Inc.Passive
Some overlap · 4 shared positions
$PLTR$IBIT$PSLV$SPCX
$508M
137 positions
#21Prospect Financial Services LLCPassive
Some overlap · 4 shared positions
$PLTR$IBIT$CRWD$NBIS
$197M
115 positions
#22Transcendent Capital Group LLCPassive
Some overlap · 3 shared positions
$IBIT$PLTR$ASML
$257M
128 positions
#23Aspiring Ventures, LLCActive
Some overlap · 7 shared positions
$PLTR$MSTR$ASML$PL$IBIT$CRWD
$411M
103 positions
#24Abu Dhabi Investment Council Co P.J.S.CSmart money
Some overlap · 3 shared positions
$IBIT$CRWD$NBIS
$715M
26 positions
#25Longitude (Cayman) Ltd.Passive
Some overlap · 3 shared positions
$IBIT$SPCX$MSTR
$314M
46 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.