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 Financial Group, /SD

13F Portfolio OverlapQ1 2026Compass Financial Group, /SD portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Compass Financial Group, INC/SD is an institutional investor managing $715M across 105 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 Financial Group, /SD are Verisail Partners,, Wheelhouse Advisory Group, Junk Investment Group,, with shared positions in $MAR, $DDOG, $USB, $HUM, $SNOW, $KKR. The full ranking of 25 similar funds is below.

#1Verisail Partners, LLCSmart money

Substantial overlap · 3 shared positions

$MAR $DDOG $USB

$246M

25 positions

#2Wheelhouse Advisory Group LLCActive

Notable overlap · 8 shared positions

$MAR $HUM $DDOG $SNOW $KKR $MQY

$302M

51 positions

#3Junk Investment Group, LLCPassive

Notable overlap · 7 shared positions

$MAR $HUM $DOV $UNIT $KKR $HSY

$191M

88 positions

#4Vermillion Wealth Management, Inc.Passive

Notable overlap · 5 shared positions

$MAR $HUM $DDOG $KKR $USB

$255M

1,563 positions

#5Mokosak Advisory Group, LLCSmart money

Notable overlap · 3 shared positions

$MAR $UNIT $DDOG

$399M

34 positions

#6AMI INVESTMENT MANAGEMENT INCActive

Notable overlap · 3 shared positions

$MAR $DDOG $HSY

$445M

77 positions

#7SWAN Capital LLCPassive

Notable overlap · 6 shared positions

$MAR $HUM $UNIT $KKR $USB $MKL

$272M

554 positions

#8HARBOR INVESTMENT ADVISORY, LLCPassive

Notable overlap · 3 shared positions

$MAR $SNOW $MKL

$1.3B

1,233 positions

#9PGIM Custom Harvest LLCActive

Notable overlap · 4 shared positions

$MAR $HSY $SLV $HUM

$6.4B

276 positions

#10Marotta Asset ManagementActive

Notable overlap · 3 shared positions

$MAR $SNOW $UNIT

$543M

103 positions

#11RCW Management, LLCPassive

Notable overlap · 4 shared positions

$MAR $HUM $KKR $HSY

$98M

68 positions

#12Osbon Capital Management LLCPassive

Notable overlap · 3 shared positions

$MAR $SNOW $HUM

$123M

493 positions

#13Madden Advisory Services, Inc.Passive

Notable overlap · 5 shared positions

$MAR $HUM $SNOW $HSY $SLV

$254M

108 positions

#14Advantage Trust CoActive

Notable overlap · 5 shared positions

$MAR $HUM $UNIT $HSY $SLV

$223M

123 positions

#15John A. Wolfe & Associates, Inc.Active

Notable overlap · 5 shared positions

$MAR $UNIT $KKR $USB $HSY

$65M

42 positions

#16Enclave Advisors LLCActive

Notable overlap · 5 shared positions

$HUM $MAR $DDOG $SNOW $ET

$729M

132 positions

#17Capital Advisors Wealth Management, LLCPassive

Notable overlap · 7 shared positions

$HUM $MAR $DDOG $SNOW $UNIT $KKR

$745M

219 positions

#18Financial Perspectives, IncPassive

Notable overlap · 4 shared positions

$MAR $HUM $KKR $USB

$358M

716 positions

#19Beacon Capital Management, Inc.Active

Notable overlap · 3 shared positions

$MAR $SNOW $HSY

$1.8B

57 positions

#20CVA Family Office, LLCPassive

Notable overlap · 5 shared positions

$MAR $HUM $KKR $ET $USB

$950M

1,838 positions

#21ARMSTRONG ADVISORY GROUP, INCActive

Notable overlap · 4 shared positions

$MAR $HUM $KKR $DDOG

$1.5B

958 positions

#22Wiser Wealth Management, IncSmart money

Notable overlap · 3 shared positions

$MAR $HUM $MKL

$464M

58 positions

#23Bulwark Capital CorpActive

Notable overlap · 4 shared positions

$MAR $HUM $KKR $SNOW

$162M

100 positions

#24New Insight Wealth AdvisorsActive

Notable overlap · 4 shared positions

$MAR $HUM $DDOG $KKR

$279M

107 positions

#25ATLANTIC FAMILY WEALTH, LLCSmart money

Notable overlap · 5 shared positions

$MAR $HUM $SNOW $KKR $USB

$138M

59 positions

Compare Compass Financial Group, /SD’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Compass Financial Group, /SD’s holdings

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.