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Hedge Funds Similar to Compass Wealth

13F Portfolio OverlapQ1 2026Compass Wealth portfolio →
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Most similar hedge funds by 13F overlap

Compass Wealth Management LLC is an institutional investor managing $405M across 75 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 Wealth are CAMBIAR INVESTORS, LONDON OF VIRGINIA, Saranac Partners Ltd, with shared positions in $AMAT, $STZ, $CB, $TJX, $MDT, $UBER. The full ranking of 25 similar funds is below.

#1CAMBIAR INVESTORS LLCActive
Notable overlap · 6 shared positions
$AMAT$STZ$CB$TJX$MDT$UBER
$2.2B
145 positions
#2LONDON CO OF VIRGINIAActive
Notable overlap · 6 shared positions
$APD$GLW$CB$ENTG$SBUX$TEL
$16.2B
167 positions
#3Saranac Partners LtdPassive
Notable overlap · 5 shared positions
$DHR$AMAT$TJX$CP$TEL
$234M
103 positions
#4Hartford Financial Management Inc.Passive
Notable overlap · 6 shared positions
$AMAT$MAR$GLW$TJX$DHR$WMB
$392M
344 positions
#5Dempze Nancy EPassive
Notable overlap · 5 shared positions
$AMAT$DHR$TJX$UBER$CB
$182M
92 positions
#6Eliot Finkel Investment Counsel, LLCActive
Notable overlap · 4 shared positions
$AMAT$APD$GLW$EOG
$184M
32 positions
#7Notis-McConarty EdwardActive
Notable overlap · 5 shared positions
$AMAT$DHR$TJX$UBER$CP
$219M
68 positions
#8Green Alpha Advisors, LLCPassive
Notable overlap · 3 shared positions
$AMAT$AEIS$GLW
$102M
107 positions
#9Hemenway Trust Co LLCActive
Notable overlap · 5 shared positions
$DHR$AMAT$TJX$UBER$CP
$1.2B
135 positions
#10Nishkama Capital, LLCActive
Notable overlap · 5 shared positions
$AMAT$ENTG$WMB$RKT$UBER
$1.6B
52 positions
#11PUZO MICHAEL JPassive
Some overlap · 4 shared positions
$AMAT$DHR$TJX$UBER
$343M
67 positions
#12SOMERVILLE KURT FPassive
Some overlap · 5 shared positions
$DHR$AMAT$TJX$UBER$EOG
$379M
91 positions
#13Insight Inv LLCPassive
Some overlap · 4 shared positions
$AMAT$TJX$GLW$EOG
$183M
104 positions
#14BRADY FAMILY WEALTH, LLCPassive
Some overlap · 6 shared positions
$TJX$PSX$CB$APD$SBUX$MDT
$321M
110 positions
#15Elefante Mark BPassive
Some overlap · 4 shared positions
$AMAT$DHR$TJX$UBER
$182M
58 positions
#16OSTERWEIS CAPITAL MANAGEMENT INCPassive
Some overlap · 4 shared positions
$AMAT$DHR$APD$CP
$1.9B
229 positions
#17Kidder Stephen WPassive
Some overlap · 4 shared positions
$AMAT$DHR$TJX$UBER
$340M
76 positions
#18BCV Asset Management Inc.Active
Some overlap · 5 shared positions
$AMAT$CP$HCA$DHR$TJX
$2.9B
120 positions
#19HOWLAND CAPITAL MANAGEMENT LLCActive
Some overlap · 5 shared positions
$DHR$TJX$CB$TEL$UBER
$2.5B
262 positions
#20CrossGen Wealth, LLCPassive
Some overlap · 6 shared positions
$APD$TJX$CB$MDT$DHR$PSX
$114M
200 positions
#21Delaney Dennis RPassive
Some overlap · 4 shared positions
$DHR$TJX$AMAT$UBER
$282M
60 positions
#22TWIN CITY PRIVATE WEALTH, LLCPassive
Some overlap · 4 shared positions
$AMAT$SBUX$APD$MDT
$132M
96 positions
#23RBA Wealth Management, LLCPassive
Some overlap · 4 shared positions
$AMAT$MAR$EOG$MDT
$278M
92 positions
#24DB Fitzpatrick & Co, IncActive
Some overlap · 5 shared positions
$DHR$APD$CB$SBUX$GLW
$117M
106 positions
#25CORDA Investment Management, LLC.Active
Some overlap · 4 shared positions
$AMAT$GLW$STZ$MDT
$1.4B
80 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.