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Hedge Funds Similar to Sage Mountain Advisors

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

Sage Mountain Advisors LLC is an institutional investor managing $1.6B across 304 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 Sage Mountain Advisors are Lalia, Next, Granite FO, with shared positions in $GBDC, $IBIT, $BX, $QCOM, $MDY, $IAU. The full ranking of 25 similar funds is below.

#1Lalia Capital, LLCActive
Substantial overlap · 3 shared positions
$GBDC$IBIT$BX
$206M
15 positions
#2Next Capital Management LLCActive
Some overlap · 3 shared positions
$GBDC$QCOM$BX
$370M
138 positions
#3Granite FO LLCSmart money
Some overlap · 4 shared positions
$GBDC$MDY$IAU$QCOM
$189M
171 positions
#4one8zero8, LLCPassive
Some overlap · 3 shared positions
$FTNT$RY$BX
$505M
266 positions
#5Independent Family Office, LLCActive
Some overlap · 4 shared positions
$GBDC$IAU$PHYS$IBIT
$249M
85 positions
#6SSA SWISS ADVISORS AGPassive
Some overlap · 4 shared positions
$FTNT$MDY$QCOM$IAU
$266M
107 positions
#7STEINBERGANNA WEALTH MANAGEMENTActive
Some overlap · 4 shared positions
$FTNT$MDY$BX$QCOM
$246M
139 positions
#8Ravenstone Capital Management Inc.Active
Some overlap · 3 shared positions
$FTNT$RY$IAU
$244M
54 positions
#9VISTA INVESTMENT PARTNERS II, LLCPassive
Slight overlap · 3 shared positions
$FTNT$IBIT$MSTR
$255M
160 positions
#10Coastal Bridge Advisors, LLCPassive
Slight overlap · 3 shared positions
$GBDC$IAU$BX
$1.6B
471 positions
#11Alpha Zero LLCActive
Slight overlap · 3 shared positions
$FTNT$IAU$IBIT
$264M
107 positions
#12Carolina Wealth Management IncActive
Slight overlap · 4 shared positions
$CPRT$RY$DAL$MDY
$217M
114 positions
#13Alpha Financial Partners, LLCActive
Slight overlap · 4 shared positions
$IAU$PHYS$IBIT$GLDM
$190M
118 positions
#14Weil Company, Inc.Passive
Slight overlap · 3 shared positions
$FTNT$IAU$MDY
$568M
133 positions
#15Pettinga Financial Advisors LLCActive
Slight overlap · 4 shared positions
$IAU$IBIT$PHYS$MDY
$624M
156 positions
#16Apeiron RIA LLCActive
Slight overlap · 4 shared positions
$IAU$IBIT$GLDM$MDY
$390M
162 positions
#17Genesis Wealth Advisors, LLCActive
Slight overlap · 5 shared positions
$IAU$GLDM$AGNC$DAL$MDY
$167M
72 positions
#18Koa Wealth Management, LLCActive
Slight overlap · 4 shared positions
$CPRT$IAU$QCOM$BX
$147M
54 positions
#19Cobblestone Asset Management LLCActive
Slight overlap · 3 shared positions
$IAU$PHYS$IBIT
$240M
74 positions
#20UNIQUE WEALTH, LLCActive
Slight overlap · 3 shared positions
$IAU$PHYS$IBIT
$858M
201 positions
#21J2 Capital Management IncActive
Slight overlap · 3 shared positions
$IAU$PHYS$IBIT
$149M
123 positions
#22Discipline Wealth Solutions, LLCActive
Slight overlap · 3 shared positions
$IAU$PHYS$IBIT
$1.1B
197 positions
#23Colter Lewis Investment Partners LLCActive
Slight overlap · 4 shared positions
$IAU$IBIT$MDY$TPL
$225M
114 positions
#24Pekin Hardy Strauss, Inc.Passive
Slight overlap · 3 shared positions
$IAU$PHYS$IBIT
$1.1B
511 positions
#25MACROVIEW INVESTMENT MANAGEMENT LLCPassive
Slight overlap · 3 shared positions
$IAU$PHYS$GLDM
$162M
106 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.