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Hedge Funds Similar to Compass Ion Advisors,

13F Portfolio OverlapQ1 2026Compass Ion Advisors, portfolio →
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Most similar hedge funds by 13F overlap

Compass Ion Advisors, LLC is an institutional investor managing $1.0B across 279 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Compass Ion Advisors, are Kastel Advisors,, Schubert &, Tide Cove Partners, with shared positions in $DHR, $HUM, $IBIT, $UNIT, $COP, $DOV. The full ranking of 25 similar funds is below.

#1Kastel Capital Advisors, LLCActive
Notable overlap · 8 shared positions
$DHR$HUM$IBIT$UNIT$COP$DOV
$163M
55 positions
#2Schubert & CoActive
Notable overlap · 5 shared positions
$DHR$AMN$COP$NEE$KKR
$123M
69 positions
#3Tide Cove Capital Partners LLCSmart money
Notable overlap · 5 shared positions
$DHR$HUM$COP$SCHW$KKR
$147M
13 positions
#4Catalyst Investment Management LLCPassive
Notable overlap · 7 shared positions
$DHR$MS$DOV$HUM$MKL$SCHW
$90M
65 positions
#5MontVue Capital Management, Inc.Active
Notable overlap · 5 shared positions
$DHR$MKL$MAR$SCHW$DOV
$147M
67 positions
#6Astoria Strategic Wealth, Inc.Smart money
Notable overlap · 3 shared positions
$DHR$MKL$DOV
$394M
37 positions
#7Spectrum Investment Advisors, Inc.Active
Notable overlap · 5 shared positions
$DHR$UNIT$HUM$NEE$KKR
$201M
46 positions
#8Hardy Reed LLCActive
Notable overlap · 5 shared positions
$DHR$COP$SCHW$KKR$NEE
$1.4B
243 positions
#9Solutions 4 Wealth, LtdPassive
Notable overlap · 4 shared positions
$DHR$UNIT$MAR$COP
$66M
55 positions
#10FORTE ASSET MANAGEMENT LLCPassive
Notable overlap · 3 shared positions
$DHR$MS$IBIT
$228M
76 positions
#11Magnolia Wealth Management, LLCActive
Notable overlap · 6 shared positions
$DHR$MAR$SCHW$NEE$COP$MS
$172M
212 positions
#12Waldron Private Wealth LLCActive
Notable overlap · 5 shared positions
$DHR$UNIT$DOV$KKR$MAR
$2.6B
342 positions
#13SIMS INVESTMENT MANAGEMENT, LLCActive
Notable overlap · 3 shared positions
$DHR$COP$MAR
$272M
35 positions
#14Vantage Financial Partners, LLC
Notable overlap · 5 shared positions
$DHR$MS$HUM$COP$BAH
$493M
212 positions
#15Beta Wealth Group, Inc.Passive
Notable overlap · 4 shared positions
$DHR$AMN$HUM$MS
$242M
112 positions
#16Mill Creek Capital Advisors, LLCActive
Notable overlap · 5 shared positions
$DHR$UNIT$MS$KKR$HUM
$4.9B
260 positions
#17FIDUCIARY ADVISORS, INC.Active
Notable overlap · 8 shared positions
$DHR$AMN$MKL$UNIT$DOV$COP
$133M
121 positions
#18Skyline Advisors, Inc.Passive
Notable overlap · 6 shared positions
$DHR$MKL$MS$BAH$UNIT$NEE
$287M
120 positions
#19Patrick Mauro Investment Advisor, INC.Active
Notable overlap · 3 shared positions
$DHR$DUK$DOV
$199M
40 positions
#20WealthCollab, LLCPassive
Notable overlap · 5 shared positions
$DHR$AMN$MKL$SCHW$COP
$243M
977 positions
#21Ballast Financial Advisors LLCActive
Notable overlap · 8 shared positions
$DHR$AMN$MS$DOV$HUM$UNIT
$98M
68 positions
#22FC Advisory LLCActive
Notable overlap · 7 shared positions
$MS$DHR$HUM$MKL$DOV$SCHW
$342M
115 positions
#23APS Management Group, Inc.Passive
Notable overlap · 5 shared positions
$DHR$MS$MAR$COP$KKR
$117M
72 positions
#24Hubbell Strickland Wealth Management, LLCActive
Notable overlap · 7 shared positions
$MS$DHR$HUM$DOV$FBTC$KKR
$251M
83 positions
#25Meridian Wealth Partners, LLCActive
Notable overlap · 4 shared positions
$DHR$MKL$HUM$MAR
$729M
118 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.