13F Pro

Hedge Funds Similar to Compass Financial Group,

13F Portfolio OverlapQ1 2026Compass Financial Group, portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Compass Financial Group, Inc. is an institutional investor managing $222M across 47 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 Financial Group, are PENNINGTON PARTNERS & ,, KDK Private Wealth ,, Towneley , / DE, with shared positions in $EPAM, $JHG, $IAU, $SNOW, $NKE, $COP. The full ranking of 25 similar funds is below.

#1PENNINGTON PARTNERS & CO., LLCActive
Notable overlap · 3 shared positions
$EPAM$JHG$IAU
$292M
114 positions
#2KDK Private Wealth Management, LLCActive
Notable overlap · 3 shared positions
$EPAM$SNOW$NKE
$109M
60 positions
#3Towneley Capital Management, Inc / DESmart money
Notable overlap · 5 shared positions
$JHG$IAU$SNOW$COP$NKE
$478M
42 positions
#4First Financial Group CorpActive
Notable overlap · 4 shared positions
$JHG$IAU$SNOW$NKE
$122M
80 positions
#5Glass Jacobson Investment Advisors llcPassive
Notable overlap · 5 shared positions
$NKE$IAU$EH$COP$SNOW
$290M
607 positions
#6TruWealth Advisors, LLCActive
Notable overlap · 3 shared positions
$JHG$NKE$IAU
$2.1B
182 positions
#7Traub Capital Management LLCPassive
Notable overlap · 4 shared positions
$JHG$SNPS$COP$SNOW
$101M
130 positions
#8Disciplined Investments, LLCPassive
Notable overlap · 5 shared positions
$NKE$IAU$COP$SNPS$SNOW
$279M
141 positions
#9Pillar Financial Advisors, LLCActive
Notable overlap · 4 shared positions
$NKE$IAU$SNOW$COP
$171M
106 positions
#10Sterling Financial Planning, Inc.Active
Notable overlap · 4 shared positions
$NKE$IAU$SNOW$COP
$337M
117 positions
#11Tillman Hartley LLCActive
Notable overlap · 4 shared positions
$NKE$IAU$SNOW$COP
$398M
88 positions
#12Generation Capital Management LLCPassive
Notable overlap · 3 shared positions
$JHG$IAU$NKE
$137M
74 positions
#13Timonier Family Office, LTD.
Notable overlap · 3 shared positions
$NKE$EPAM$IAU
$315M
56 positions
#14IFC & Insurance Marketing, Inc.Active
Notable overlap · 3 shared positions
$JHG$SNOW$IAU
$96M
72 positions
#15BARINGS LLCActive
Notable overlap · 3 shared positions
$JHG$SNOW$COP
$6.2B
179 positions
#16Bridgewealth Advisory Group, LLCActive
Notable overlap · 3 shared positions
$JHG$SNOW$IAU
$482M
135 positions
#17ALLIANZ SEActive
Notable overlap · 4 shared positions
$JHG$IAU$SNPS$NKE
$9.0B
473 positions
#18HANOVER ADVISORS INCActive
Notable overlap · 3 shared positions
$EPAM$SNOW$NKE
$246M
118 positions
#19Medallion Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$JHG$SNOW$NKE
$306M
1,121 positions
#20Altiora Financial Group, LLCActive
Some overlap · 5 shared positions
$NKE$IAU$SNOW$COP$EPAM
$607M
110 positions
#21Sovereign Investment Advisors, LLCActive
Some overlap · 3 shared positions
$JHG$SNOW$COP
$472M
106 positions
#22Northeast Financial Group, Inc.Active
Some overlap · 3 shared positions
$JHG$SNOW$COP
$404M
90 positions
#23Broadhurst Jeffrey BActive
Some overlap · 3 shared positions
$NKE$IAU$SNPS
$98M
41 positions
#24Kestra Investment Management, LLCActive
Some overlap · 4 shared positions
$NKE$SNPS$JHG$SNOW
$5.8B
439 positions
#25Dynamic Financial GroupActive
Some overlap · 3 shared positions
$JHG$IAU$SNOW
$122M
69 positions

Compare Compass Financial Group,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Compass Financial Group,’s holdings

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.