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Hedge Funds Similar to Compass Financial Group

13F Portfolio OverlapQ3 2026Compass Financial Group portfolio →
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Most similar hedge funds by 13F overlap

Compass Financial Group, INC/SD is an institutional investor managing $922M across 120 U.S. equity positions as of Q3 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 Ackerman Advisors, Whipplewood Advisors, Addis & Hill, with shared positions in $DOV, $ET, $MHD, $MMU, $UNP, $MCD. The full ranking of 25 similar funds is below.

#1Ackerman Capital Advisors, LLCActive
Some overlap · 6 shared positions
$DOV$ET$MHD$MMU$UNP$MCD
$497M
120 positions
#2Whipplewood Advisors, LLCPassive
Some overlap · 6 shared positions
$DOV$NZF$ET$UNP$NVG$MCD
$148M
200 positions
#3Addis & Hill, IncSmart money
Some overlap · 3 shared positions
$DOV$MPLX$ET
$181M
29 positions
#4MELFA WEALTH MANAGEMENT, INC.Passive
Some overlap · 4 shared positions
$MHD$MQY$MMU$NVG
$185M
196 positions
#5ROBINSON CAPITAL MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$MHD$MQY$MMU$MIY
$226M
100 positions
#6Melone Private Wealth, LLCActive
Some overlap · 4 shared positions
$NZF$NVG$MIY$MHD
$255M
54 positions
#7RIVERNORTH CAPITAL MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$MHD$MQY$MMU
$2.1B
585 positions
#8Rareview Capital LLCActive
Some overlap · 3 shared positions
$MHD$MQY$MMU
$179M
51 positions
#9REUTER JAMES WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$DOV$ET$UNP
$769M
225 positions
#10Creekside PartnersPassive
Some overlap · 3 shared positions
$DOV$NLY$MCD
$276M
193 positions
#11Northside Capital Management, LLCActive
Some overlap · 3 shared positions
$MPLX$ET$UNP
$1.3B
182 positions
#12Sullivan Wood Capital Management LLCSmart money
Some overlap · 3 shared positions
$NLY$ET$AGNC
$65M
21 positions
#13GraniteShares Advisors LLCPassive
Some overlap · 3 shared positions
$MPLX$NLY$AGNC
$156M
90 positions
#14Energy Income Partners, LLCActive
Some overlap · 3 shared positions
$MPLX$ET$WEC
$6.4B
88 positions
#15Highland Investment Advisors LLCActive
Some overlap · 4 shared positions
$DOV$SLV$WEC$MCD
$229M
734 positions
#16Attessa Capital LLCActive
Some overlap · 4 shared positions
$DOV$MPLX$AGNC$ET
$233M
49 positions
#17MILLER HOWARD INVESTMENTS INC /NYActive
Some overlap · 3 shared positions
$MPLX$ET$MCD
$3.7B
159 positions
#18OUTFITTERS FINANCIAL LLCPassive
Some overlap · 4 shared positions
$ET$MPLX$CSX$MCD
$137M
74 positions
#19SL ADVISORS, LLCActive
Some overlap · 3 shared positions
$MPLX$ET$MCD
$51M
31 positions
#20Blackston Financial Advisory Group, LLCActive
Some overlap · 3 shared positions
$DOV$UNP$SLV
$177M
106 positions
#21New England Professional Planning Group Inc.Smart money
Some overlap · 3 shared positions
$DOV$UNP$SLV
$268M
50 positions
#22Private Capital Advisors, Inc.Smart money
Some overlap · 3 shared positions
$ET$MPLX$UNP
$1.2B
78 positions
#23STUDIO INVESTMENT MANAGEMENT LLCActive
Some overlap · 3 shared positions
$DOV$UNP$CSX
$589M
181 positions
#24HFR Wealth Management, LLCActive
Some overlap · 3 shared positions
$DOV$UNP$WEC
$410M
53 positions
#25Silver Oak Advisory Group, Inc.Active
Some overlap · 3 shared positions
$DOV$CSX$UNP
$254M
86 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.