What hedge funds are most similar to Compton Wealth Advisory Group, LLC?

The funds with the most similar 13F portfolios to Compton Wealth Advisory Group, LLC are MilWealth Group, Hegarty Advisors,, Dunhill Financial,, based on overlapping conviction holdings in the latest SEC filings.

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 Compton Wealth Advisory Group,

13F Portfolio OverlapQ1 2026Compton Wealth Advisory Group, portfolio →

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Most similar hedge funds by 13F overlap

Compton Wealth Advisory Group, LLC is an institutional investor managing $449M across 85 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 Compton Wealth Advisory Group, are MilWealth Group, Hegarty Advisors,, Dunhill Financial,, with shared positions in $MKL, $HUM, $CRM, $UNIT, $BAC, $UPST. The full ranking of 25 similar funds is below.

#1MilWealth Group LLCSmart money

Notable overlap · 5 shared positions

$MKL $HUM $CRM $UNIT $BAC

$420M

81 positions

#2Hegarty Advisors, LLCActive

Notable overlap · 5 shared positions

$MKL $UPST $HUM $MS $UNIT

$127M

57 positions

#3Dunhill Financial, LLCPassive

Notable overlap · 3 shared positions

$MKL $BAC $HUM

$424M

1,857 positions

#4Wrenne Financial Planning LLCSmart money

Notable overlap · 4 shared positions

$MKL $UNIT $HUM $MS

$255M

49 positions

#5MB, LEVIS & ASSOCIATES, LLCPassive

Notable overlap · 3 shared positions

$MKL $UNIT $LMT

$240M

234 positions

#6Glassman Wealth ServicesSmart money

Notable overlap · 4 shared positions

$MKL $UNIT $HUM $MS

$736M

187 positions

#7FC Advisory LLCActive

Notable overlap · 3 shared positions

$MKL $HUM $MS

$342M

115 positions

#8Forvis Mazars Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$MKL $KLAC $HUM

$5.3B

399 positions

#9Evergreen Wealth Management, LLCPassive

Notable overlap · 5 shared positions

$HUM $MKL $UNH $UNIT $LMT

$194M

54 positions

#10Firestone Capital ManagementPassive

Notable overlap · 3 shared positions

$HUM $MKL $UNIT

$480M

160 positions

#11GreatBanc Trust COActive

Notable overlap · 4 shared positions

$HUM $MKL $UNIT $BAC

$143M

67 positions

#12CORNERSTONE ADVISORS ASSET MANAGEMENT, LLCActive

Notable overlap · 3 shared positions

$MKL $HUM $MS

$648M

134 positions

#13Hartmann Taylor Wealth Management, LLCActive

Notable overlap · 3 shared positions

$MKL $HUM $CRM

$151M

54 positions

#14Sage Financial Management Group, Inc.Active

Notable overlap · 3 shared positions

$MKL $UPST $UNIT

$325M

57 positions

#15TL Private WealthSmart money

Notable overlap · 3 shared positions

$MKL $LMT $BAC

$253M

44 positions

#16Grove Street Fiduciary, LLCActive

Notable overlap · 5 shared positions

$HUM $UPST $MKL $UNIT $MMM

$227M

74 positions

#17Diversified Trust CoActive

Notable overlap · 5 shared positions

$MKL $HUM $UNH $BAC $KLAC

$5.4B

1,049 positions

#18STUDIO INVESTMENT MANAGEMENT LLCActive

Notable overlap · 5 shared positions

$HUM $UPST $BAC $UNH $UNIT

$547M

180 positions

#19AVENIR CORPActive

Notable overlap · 3 shared positions

$MKL $LMT $BAC

$820M

72 positions

#20M3 Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$HUM $MKL $LMT

$130M

35 positions

#21Pasadena Private Wealth, LLCPassive

Notable overlap · 3 shared positions

$MKL $BAC $UNIT

$723M

277 positions

#22Pinnacle Financial Group, LLC / ILPassive

Notable overlap · 5 shared positions

$MKL $HUM $UNIT $MS $UPST

$365M

111 positions

#23HALL CAPITAL MANAGEMENT CO INCPassive

Notable overlap · 3 shared positions

$MKL $HUM $LMT

$280M

107 positions

#24WEBSTERROGERS FINANCIAL ADVISORS, LLCActive

Notable overlap · 4 shared positions

$HUM $UPST $BAC $KLAC

$350M

95 positions

#25Fullerton Advisors, LLCActive

Notable overlap · 3 shared positions

$HUM $UPST $MKL

$97M

53 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.