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Hedge Funds Similar to SKY-MOUNTAIN

13F Portfolio OverlapQ2 2026SKY-MOUNTAIN portfolio →
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Most similar hedge funds by 13F overlap

SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. is an institutional investor managing $140M across 40 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 SKY-MOUNTAIN are United of KS, McGinn Penninger Investment, Sather Financial Group, with shared positions in $FBTC, $TJX, $MPC, $NKE, $BA, $SBUX. The full ranking of 25 similar funds is below.

#1United Capital Management of KS, Inc.Passive
Some overlap · 3 shared positions
$FBTC$TJX$MPC
$763M
98 positions
#2McGinn Penninger Investment Management, Inc.Active
Some overlap · 3 shared positions
$NKE$BA$SBUX
$164M
38 positions
#3Sather Financial Group IncActive
Some overlap · 3 shared positions
$NKE$BA$TJX
$1.7B
121 positions
#4EagleClaw Capital Managment, LLCPassive
Some overlap · 3 shared positions
$NKE$BA$TJX
$745M
145 positions
#5DCM Advisors, LLCActive
Some overlap · 3 shared positions
$NKE$BA$MPC
$253M
38 positions
#6Collar Capital Management, LLCPassive
Some overlap · 4 shared positions
$BA$MSTR$SBUX$EIX
$170M
73 positions
#7INKWELL CAPITAL LLCActive
Some overlap · 3 shared positions
$NKE$SBUX$NSC
$96M
31 positions
#8MARIPAU WEALTH MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$FBTC$MSTR$BA
$280M
177 positions
#9Capula Management LtdActive
Some overlap · 3 shared positions
$BA$MSTR$NKE
$28.0B
700 positions
#10VISTA INVESTMENT PARTNERS II, LLCPassive
Some overlap · 3 shared positions
$FBTC$MSTR$TJX
$255M
160 positions
#11Financial Gravity Asset Management, Inc.
Some overlap · 3 shared positions
$BA$NKE$SBUX
$562M
973 positions
#12Smart Portfolios, LLC
Slight overlap · 3 shared positions
$BA$NKE$SBUX
$100M
99 positions
#13Sepio Capital, LPActive
Slight overlap · 4 shared positions
$BA$FBTC$SBUX$NSC
$2.0B
346 positions
#14PROMETHIUM ADVISORS,LLCPassive
Slight overlap · 3 shared positions
$FBTC$BA$TJX
$208M
122 positions
#15MADDEN SECURITIES CorpPassive
Slight overlap · 3 shared positions
$BA$MSTR$EIX
$360M
118 positions
#16Platform Wealth Management, LLCActive
Slight overlap · 3 shared positions
$NKE$SBUX$TJX
$273M
57 positions
#17Camarda Financial Advisors, LLC
Slight overlap · 3 shared positions
$BA$SBUX$TJX
$331M
122 positions
#18LOOMIS SAYLES & CO L PActive
Slight overlap · 3 shared positions
$BA$SBUX$NKE
$79.8B
707 positions
#19MFG WEALTH MANAGEMENT, INC.Passive
Slight overlap · 3 shared positions
$BA$SBUX$CARR
$140M
63 positions
#20Pegasus Asset Management, Inc.Passive
Slight overlap · 3 shared positions
$BA$SBUX$CARR
$351M
75 positions
#21FLOYD FINANCIAL GROUP LLCActive
Slight overlap · 3 shared positions
$BA$SBUX$TJX
$153M
65 positions
#22Strategic Planning, Inc.
Slight overlap · 3 shared positions
$NKE$CARR$BA
$199M
54 positions
#23WINDWARD CAPITAL MANAGEMENT CO /CAActive
Slight overlap · 4 shared positions
$NKE$BA$TJX$CARR
$1.3B
73 positions
#24TRITONPOINT WEALTH, LLCPassive
Slight overlap · 3 shared positions
$BA$SBUX$TJX
$1.0B
281 positions
#25TritonPoint Partners, LLCPassive
Slight overlap · 3 shared positions
$BA$SBUX$TJX
$1.2B
351 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.