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Hedge Funds Similar to Compass Financial Services

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

Compass Financial Services Inc is an institutional investor managing $231M across 56 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 Services are PMG Wealth ,, Wealthcare Partners,, Catalyst Investment, with shared positions in $WT, $FITB, $HUM, $KKR, $SLV, $GLDM. The full ranking of 25 similar funds is below.

#1PMG Wealth Management, Inc.Passive
Notable overlap · 3 shared positions
$WT$FITB$HUM
$139M
59 positions
#2Wealthcare Capital Partners, LLCActive
Notable overlap · 5 shared positions
$WT$KKR$HUM$SLV$GLDM
$213M
153 positions
#3Catalyst Investment Management LLCPassive
Notable overlap · 7 shared positions
$WT$DHR$KKR$HUM$MS$DE
$90M
65 positions
#4Lunt Capital Management, Inc.Active
Notable overlap · 3 shared positions
$WT$DHR$GSAT
$260M
97 positions
#5Etesian Wealth Advisors, Inc.Passive
Notable overlap · 3 shared positions
$WT$KKR$GILD
$313M
138 positions
#6Avant Capital LLCPassive
Notable overlap · 4 shared positions
$WT$HUM$MS$DE
$142M
76 positions
#7tru Independence LLCPassive
Notable overlap · 4 shared positions
$WT$FITB$HUM$WFC
$202M
102 positions
#8TopTier Wealth Management, LLCPassive
Notable overlap · 6 shared positions
$WT$HUM$BTSG$DHR$MS$SLV
$163M
795 positions
#9RESOLUTE CAPITAL, LLCActive
Notable overlap · 7 shared positions
$WT$KKR$FITB$DHR$GILD$HUM
$247M
57 positions
#10Global View Capital Management LLCActive
Notable overlap · 4 shared positions
$WT$FITB$SLV$GLDM
$377M
140 positions
#11BIP Wealth, LLCActive
Notable overlap · 4 shared positions
$WT$HUM$KKR$KO
$2.5B
453 positions
#12Morton Capital Management LLC/CASmart money
Notable overlap · 3 shared positions
$WT$HUM$KKR
$672M
139 positions
#13Retirement Planning Group, LLCActive
Notable overlap · 3 shared positions
$WT$HUM$MS
$3.2B
481 positions
#14Spinnaker Investment Group, LLCActive
Notable overlap · 4 shared positions
$WT$HUM$GSAT$KO
$491M
147 positions
#15Catalina Capital Group, LLCPassive
Notable overlap · 3 shared positions
$WT$HUM$KO
$168M
176 positions
#16Legacy Financial Advisors, Inc.Passive
Notable overlap · 3 shared positions
$WT$FITB$MS
$715M
404 positions
#17IAM Advisory, LLCActive
Notable overlap · 3 shared positions
$WT$GILD$GSAT
$446M
95 positions
#18truNorth Financial Services, Inc.Active
Notable overlap · 6 shared positions
$WT$KKR$HUM$MS$DE$SLV
$97M
49 positions
#19Bravias Capital Group, LLCActive
Notable overlap · 4 shared positions
$WT$DHR$SLV$GLDM
$153M
96 positions
#20CATHY PARETO & ASSOCIATES, INCPassive
Notable overlap · 3 shared positions
$WT$KKR$SLV
$149M
96 positions
#21COLUMBIA ADVISORY PARTNERS LLCActive
Notable overlap · 3 shared positions
$WT$HUM$GSAT
$157M
92 positions
#22RVW Wealth, LLCActive
Notable overlap · 3 shared positions
$WT$MS$HUM
$1.3B
176 positions
#23Bonfire FinancialActive
Notable overlap · 3 shared positions
$WT$MS$SLV
$133M
57 positions
#24Systelligence, LLCPassive
Notable overlap · 3 shared positions
$WT$MS$GSAT
$514M
56 positions
#25Team Financial Group, LLCActive
Notable overlap · 5 shared positions
$WT$KKR$GLDM$HUM$DE
$220M
273 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.