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Hedge Funds Similar to Compound Planning,

13F Portfolio OverlapQ1 2026Compound Planning, portfolio →
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Most similar hedge funds by 13F overlap

Compound Planning, Inc. is an institutional investor managing $3.3B across 1,209 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 Compound Planning, are Paragon Ltd, ARK Investment, Nikko Asset Americas,, with shared positions in $COIN, $REGN, $DDOG, $AMN, $UNIT, $WT. The full ranking of 25 similar funds is below.

#1Paragon Capital Management LtdActive
Some overlap · 6 shared positions
$COIN$REGN$DDOG$AMN$UNIT$WT
$476M
199 positions
#2ARK Investment Management LLCActive
Some overlap · 3 shared positions
$COIN$HOOD$PLTR
$12.9B
182 positions
#3Nikko Asset Management Americas, Inc.Active
Some overlap · 3 shared positions
$COIN$HOOD$PLTR
$7.1B
186 positions
#4Capital Impact Advisors, LLCPassive
Some overlap · 3 shared positions
$COIN$HOOD$PLTR
$247M
30 positions
#5a16z Perennial Management, L.P.Smart money
Some overlap · 3 shared positions
$COIN$HOOD$PLTR
$1.2B
152 positions
#6Parcion Private Wealth LLCPassive
Slight overlap · 3 shared positions
$COIN$REGN$AMN
$1.6B
435 positions
#7Sloy Dahl & Holst, LLCSmart money
Slight overlap · 4 shared positions
$COIN$WT$PLTR$REGN
$728M
112 positions
#8ITHAKA GROUP LLCActive
Slight overlap · 3 shared positions
$HOOD$COIN$PLTR
$482M
38 positions
#9Beaird Harris Wealth Management, LLCActive
Slight overlap · 6 shared positions
$DDOG$AMN$UNIT$NKE$HOOD$WT
$1.5B
686 positions
#10Clear Street Group Inc.Active
Slight overlap · 3 shared positions
$COIN$HOOD$PLTR
$24.6B
1,113 positions
#11Savant Capital, LLCActive
Slight overlap · 5 shared positions
$DDOG$WT$AMN$UNIT$NKE
$20.7B
1,500 positions
#12Cherry Tree Wealth Management, LLCPassive
Slight overlap · 5 shared positions
$DDOG$WT$AMN$UNIT$NKE
$473M
582 positions
#13Galaxy Digital Capital Management GP LLCActive
Slight overlap · 3 shared positions
$HOOD$COIN$DDOG
$95M
54 positions
#14Mayfair Advisory Group, LLCPassive
Slight overlap · 5 shared positions
$REGN$AMN$WT$UNIT$PLTR
$286M
175 positions
#15CREATIVE FINANCIAL DESIGNS INC /ADVPassive
Slight overlap · 5 shared positions
$REGN$WT$AMN$DDOG$UNIT
$1.6B
2,162 positions
#16ECLECTIC ASSOCIATES INC /ADVActive
Slight overlap · 5 shared positions
$DDOG$WT$UNIT$NKE$PLTR
$753M
159 positions
#17Tortoise Investment Management, LLCPassive
Slight overlap · 5 shared positions
$WT$AMN$UNIT$DDOG$NKE
$1.2B
252 positions
#18Harvest Portfolios Group Inc.Active
Slight overlap · 3 shared positions
$COIN$REGN$PLTR
$6.1B
260 positions
#19Foster Group, Inc.Active
Slight overlap · 5 shared positions
$DDOG$AMN$UNIT$NKE$PLTR
$3.4B
284 positions
#20GLR Partners, LLCPassive
Slight overlap · 4 shared positions
$HOOD$REGN$WT$UNIT
$183M
100 positions
#21Evanson Asset Management, LLCActive
Slight overlap · 5 shared positions
$DDOG$WT$NKE$AMN$UNIT
$1.9B
321 positions
#22MONETTA FINANCIAL SERVICES INCPassive
Slight overlap · 3 shared positions
$HOOD$REGN$PLTR
$129M
58 positions
#23AlphaCore Capital LLCPassive
Slight overlap · 4 shared positions
$REGN$DDOG$WT$AMN
$4.2B
1,202 positions
#24AMERICAN FINANCIAL & TAX STRATEGIES INCPassive
Slight overlap · 4 shared positions
$REGN$DDOG$WT$UNIT
$206M
97 positions
#25Oak Wealth Advisors LLCActive
Slight overlap · 4 shared positions
$CNS$DDOG$AMN$NKE
$182M
57 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.