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Hedge Funds Similar to Compton Financial Group,

13F Portfolio OverlapQ1 2026Compton Financial Group, portfolio →
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Most similar hedge funds by 13F overlap

Compton Financial Group, LLC is an institutional investor managing $453M across 71 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 Financial Group, are KWB Wealth, Forge Financial Services, J. Derek Lewis & Associates, with shared positions in $CRM, $GMM, $BAH, $LPLA, $BA, $PM. The full ranking of 25 similar funds is below.

#1KWB WealthActive
Some overlap · 5 shared positions
$CRM$GMM$BAH$LPLA$BA
$1.0B
166 positions
#2Forge Financial Services LLCSmart money
Some overlap · 3 shared positions
$CRM$BAH$PM
$987M
31 positions
#3J. Derek Lewis & Associates Inc.Passive
Some overlap · 3 shared positions
$CRM$BAH$BA
$427M
206 positions
#4SEAMOUNT FINANCIAL GROUP INCPassive
Some overlap · 3 shared positions
$CRM$BAH$IBM
$222M
135 positions
#5STEWARDSHIP CONCEPTS FINANCIAL SERVICES LLCPassive
Some overlap · 3 shared positions
$CRM$BAH$IBM
$128M
62 positions
#6Mountain Hill Investment Partners Corp.Passive
Some overlap · 3 shared positions
$CRM$CEG$BA
$169M
205 positions
#7Revisor Wealth Management LLCPassive
Some overlap · 3 shared positions
$GMM$CRM$PM
$362M
327 positions
#8ADE, LLCActive
Some overlap · 3 shared positions
$GMM$BAH$PM
$209M
86 positions
#9Kessler Investment Group, LLCPassive
Some overlap · 3 shared positions
$CRM$PM$IBM
$211M
79 positions
#10Northwest Financial AdvisorsPassive
Some overlap · 4 shared positions
$CRM$BAH$VZ$IBM
$52M
66 positions
#11Shum Financial Group, Inc.Passive
Some overlap · 5 shared positions
$GMM$CRM$PM$PPL$IBM
$141M
93 positions
#12ENDEAVOR PRIVATE WEALTH, INC.Passive
Some overlap · 4 shared positions
$CRM$BAH$PNC$IBM
$349M
202 positions
#13STONEHAVEN WEALTH & TAX SOLUTIONS, LLCPassive
Some overlap · 3 shared positions
$GMM$CRM$MO
$113M
82 positions
#14Walsh & Associates, LLCPassive
Some overlap · 5 shared positions
$GMM$PM$CEG$LPLA$EXC
$101M
287 positions
#15CAPITAL FINANCIAL GROUP INC\CO\ /ADVPassive
Some overlap · 5 shared positions
$GMM$PM$MO$VZ$IBM
$182M
106 positions
#16VICUS CAPITALActive
Some overlap · 3 shared positions
$GMM$BAH$CRM
$1.4B
250 positions
#17Cobblestone Asset Management LLCPassive
Some overlap · 4 shared positions
$GMM$PM$MO$IBM
$222M
73 positions
#18Delta Wealth Advisors LLCActive
Some overlap · 3 shared positions
$GMM$PM$CEG
$131M
46 positions
#19CUTLER INVESTMENT COUNSEL LLCActive
Some overlap · 4 shared positions
$GMM$PNC$VZ$IBM
$971M
146 positions
#20My Portfolio Guide, LLCActive
Some overlap · 3 shared positions
$GMM$PM$MO
$181M
166 positions
#21LEGACY SOLUTIONS, LLCActive
Some overlap · 3 shared positions
$GMM$CEG$EXC
$108M
77 positions
#22Marathon Strategic Advisors, LLCActive
Some overlap · 3 shared positions
$GMM$PPL$IBM
$139M
52 positions
#23Zinnia Wealth Advisory, LLCPassive
Some overlap · 3 shared positions
$GMM$MO$VZ
$89M
96 positions
#24CLG LLCActive
Some overlap · 5 shared positions
$CRM$BAH$BA$VZ$IBM
$403M
134 positions
#25Sterneck Capital Management, LLCActive
Some overlap · 3 shared positions
$GMM$VZ$IBM
$223M
116 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.