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Hedge Funds Similar to Red Mountain Financial

13F Portfolio OverlapQ2 2026Red Mountain Financial portfolio →
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Most similar hedge funds by 13F overlap

Red Mountain Financial, LLC is an institutional investor managing $119M across 82 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 Red Mountain Financial are Sage Investment Advisers, BCWM, ROGCO, with shared positions in $IAU, $LMT, $UNP, $MCD, $DE, $SLV. The full ranking of 25 similar funds is below.

#1Sage Investment Advisers LLCPassive
Notable overlap · 6 shared positions
$IAU$LMT$UNP$MCD$DE$SLV
$149M
98 positions
#2BCWM, LLCPassive
Notable overlap · 3 shared positions
$IAU$LMT$UNP
$342M
57 positions
#3ROGCO, LPActive
Notable overlap · 4 shared positions
$IAU$LMT$CMI$MCD
$327M
224 positions
#4Modus Advisors, LLCPassive
Notable overlap · 4 shared positions
$IAU$LMT$MCD$VST
$405M
118 positions
#5Ackerman Capital Advisors, LLCActive
Notable overlap · 4 shared positions
$IAU$UNP$MCD$DOV
$497M
120 positions
#6Asempa Wealth AdvisorsPassive
Notable overlap · 3 shared positions
$IAU$LMT$MCD
$134M
119 positions
#7CAPE ANN SAVINGS BANKActive
Notable overlap · 4 shared positions
$IAU$CMI$MCD$DE
$212M
113 positions
#8Kelly Financial Services LLCActive
Notable overlap · 3 shared positions
$IAU$LMT$AMGN
$467M
141 positions
#9JMAC ENTERPRISES LLCActive
Notable overlap · 5 shared positions
$IAU$UNP$LMT$MCD$AMGN
$593M
122 positions
#10FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INCActive
Notable overlap · 6 shared positions
$CTVA$Q$DD$UNP$MCD$DOW
$1.2B
180 positions
#11CADINHA & CO LLCActive
Notable overlap · 4 shared positions
$IAU$MCD$AMGN$UNP
$675M
107 positions
#12WEALTHSPAN PARTNERS, LLCPassive
Notable overlap · 4 shared positions
$IAU$MCD$DE$SLV
$317M
129 positions
#13CPA Asset Management LLCActive
Notable overlap · 4 shared positions
$IAU$MCD$AMGN$DE
$347M
97 positions
#14Cushing Capital Partners, LLCPassive
Notable overlap · 4 shared positions
$IAU$MCD$SLV$SYK
$145M
99 positions
#15Roehl & Yi Investment Advisors, LLCPassive
Notable overlap · 4 shared positions
$IAU$UNP$AMGN$DOV
$304M
194 positions
#16Wealth Quarterback LLCActive
Notable overlap · 3 shared positions
$IAU$LMT$SLV
$324M
172 positions
#17CPR Investments Inc.Active
Notable overlap · 4 shared positions
$IAU$SLV$DOV$LMT
$130M
55 positions
#18Midwest Capital Advisors, LLCActive
Notable overlap · 4 shared positions
$IAU$DE$SYK$UNP
$246M
210 positions
#19EQ WEALTH ADVISORS, LLCActive
Notable overlap · 3 shared positions
$IAU$MCD$AMGN
$182M
57 positions
#20MBA Advisors LLCPassive
Notable overlap · 3 shared positions
$IAU$MCD$AMGN
$297M
166 positions
#21Signet Investment Advisory Group, Inc.Passive
Notable overlap · 4 shared positions
$IAU$LMT$MCD$AMGN
$227M
73 positions
#22Strathmore Capital Advisors, Inc.Active
Notable overlap · 4 shared positions
$IAU$LMT$CMI$SYK
$371M
142 positions
#23Kure Advisory, LLCActive
Notable overlap · 3 shared positions
$IAU$CMI$SLV
$211M
62 positions
#24Sharkey, Howes & JaverActive
Notable overlap · 3 shared positions
$IAU$UNP$DOV
$829M
163 positions
#25Palisades Hudson Asset Management, L.P.Active
Notable overlap · 4 shared positions
$IAU$CMI$DE$SLV
$286M
108 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.