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Hedge Funds Similar to Compass Advisory Group

13F Portfolio OverlapQ2 2026Compass Advisory Group portfolio →
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Most similar hedge funds by 13F overlap

Compass Advisory Group LLC is an institutional investor managing $421M across 89 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 Compass Advisory Group are Ruane, Cunniff & Goldfarb, with shared positions in $SCHW, $EQH, $DOV. The full ranking of 1 similar funds is below.

#1Ruane, Cunniff & Goldfarb L.P.Active
Slight overlap · 3 shared positions
$SCHW$EQH$DOV
$6.4B
54 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.