How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Compass Advisory Group

13F Portfolio OverlapQ1 2026Compass Advisory Group portfolio →

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Most similar hedge funds by 13F overlap

Compass Advisory Group LLC is an institutional investor managing $374M across 86 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 Advisory Group are Long Island Wealth ,, Kure Advisory,, Orcam Financial Group, with shared positions in $DOV, $LEN, $COP, $MKL, $REGN, $DDOG. The full ranking of 25 similar funds is below.

#1Long Island Wealth Management, Inc.Active

Substantial overlap · 12 shared positions

$DOV $LEN $COP $MKL $REGN $DDOG

$216M

89 positions

#2Kure Advisory, LLCActive

Substantial overlap · 4 shared positions

$LEN $COP $SCHW $USB

$184M

56 positions

#3Orcam Financial GroupSmart money

Substantial overlap · 6 shared positions

$DOV $MKL $DDOG $COP $USB $MAR

$141M

62 positions

#4PTM WEALTH MANAGEMENT, LLCActive

Substantial overlap · 3 shared positions

$LEN $REGN $DOV

$189M

56 positions

#5WHI TRUST Co LLCSmart money

Notable overlap · 4 shared positions

$LEN $HUM $MAR $HSY

$133M

88 positions

#6Global Endowment Management, LPActive

Notable overlap · 3 shared positions

$DOV $USB $SCHW

$896M

126 positions

#7CAMBRIDGE ASSOCIATES LLC /MA/ /ADVSmart money

Notable overlap · 4 shared positions

$DOV $HUM $SCHW $DDOG

$6.3B

64 positions

#8Investments & Financial Planning, LLCSmart money

Notable overlap · 4 shared positions

$COP $DOV $SNOW $SCHW

$184M

36 positions

#9THREADGILL FINANCIAL, LLCActive

Notable overlap · 3 shared positions

$DOV $MKL $COP

$344M

44 positions

#10Pacific Park Financial, Inc.Active

Notable overlap · 5 shared positions

$DOV $COP $DDOG $SNOW $MAR

$153M

73 positions

#11Midwestern Financial, LLC /IAActive

Notable overlap · 5 shared positions

$LEN $DOV $DDOG $MAR $HUM

$127M

54 positions

#12VSM Wealth Advisory, LLCPassive

Notable overlap · 9 shared positions

$COP $MKL $DDOG $SCHW $DOV $MAR

$335M

505 positions

#13Intelligent Financial StrategiesSmart money

Notable overlap · 5 shared positions

$DOV $COP $HUM $HSY $MKL

$192M

62 positions

#14Mustard Seed Financial, LLCPassive

Notable overlap · 7 shared positions

$COP $DDOG $DOV $SCHW $NKE $MAR

$167M

92 positions

#15Resolute Advisors LLCActive

Notable overlap · 3 shared positions

$LEN $MAR $DOV

$242M

90 positions

#16GoalFusion Wealth Management, LLCSmart money

Notable overlap · 3 shared positions

$DOV $USB $MKL

$220M

30 positions

#17Mosaic Advisors LLCPassive

Notable overlap · 5 shared positions

$COP $MKL $DOV $MAR $HUM

$67M

42 positions

#18NEPC LLCSmart money

Notable overlap · 4 shared positions

$COP $DOV $USB $DDOG

$5.0B

51 positions

#19AMI INVESTMENT MANAGEMENT INCActive

Notable overlap · 6 shared positions

$COP $DDOG $SCHW $NKE $MAR $HSY

$445M

77 positions

#20Wealthquest CorpSmart money

Notable overlap · 4 shared positions

$LEN $USB $HSY $HUM

$1.3B

148 positions

#21RETIREMENT CAPITAL STRATEGIESActive

Notable overlap · 3 shared positions

$DOV $SNOW $SCI

$265M

62 positions

#22Eaton-Cambridge Inc.Smart money

Notable overlap · 4 shared positions

$COP $DDOG $USB $HUM

$320M

56 positions

#23Finhabits Advisors LLCActive

Notable overlap · 3 shared positions

$COP $DDOG $SCHW

$108M

15 positions

#24CAPSTONE CAPITAL WEALTH ADVISORSSmart money

Notable overlap · 3 shared positions

$COP $DDOG $USB

$155M

22 positions

#25William Mack & Associates, Inc.Active

Notable overlap · 3 shared positions

$COP $DDOG $SNOW

$175M

73 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.