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Hedge Funds Similar to Compass Planning Associates

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

Compass Planning Associates Inc is an institutional investor managing $156M across 30 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 Planning Associates are Sage Financial Group,, Schiavi &, KRM WEALTH L.L.C., with shared positions in $SNOW, $MKL, $UPST, $DDOG, $DIA. The full ranking of 25 similar funds is below.

#1Sage Financial Management Group, Inc.Active
Substantial overlap · 3 shared positions
$SNOW$MKL$UPST
$325M
57 positions
#2Schiavi & Co LLCSmart money
Substantial overlap · 4 shared positions
$SNOW$UPST$MKL$DDOG
$337M
50 positions
#3KRM WEALTH MANAGEMENT L.L.C.Smart money
Substantial overlap · 3 shared positions
$SNOW$UPST$DDOG
$192M
43 positions
#4Passive Capital Management, LLC.Active
Substantial overlap · 3 shared positions
$SNOW$DDOG$MKL
$335M
104 positions
#5Efficient Advisors, LLCActive
Notable overlap · 3 shared positions
$SNOW$MKL$UPST
$1.4B
58 positions
#6IFC & Insurance Marketing, Inc.Active
Notable overlap · 3 shared positions
$SNOW$UPST$MKL
$96M
72 positions
#7Discipline Wealth Solutions, LLCActive
Notable overlap · 3 shared positions
$SNOW$UPST$MKL
$950M
192 positions
#8Verus Financial Partners, Inc.Smart money
Notable overlap · 4 shared positions
$SNOW$MKL$DDOG$UPST
$1.1B
121 positions
#9FC Advisory LLCActive
Notable overlap · 3 shared positions
$MKL$SNOW$DDOG
$342M
115 positions
#10Heritage Wealth Management, Inc. /CA/Passive
Notable overlap · 3 shared positions
$UPST$SNOW$DDOG
$181M
94 positions
#11Brewster Financial Planning LLCSmart money
Notable overlap · 3 shared positions
$SNOW$MKL$DDOG
$165M
26 positions
#12Cornerstone Wealth Advisors, Inc.Smart money
Notable overlap · 3 shared positions
$UPST$SNOW$MKL
$434M
49 positions
#13Calder Financial LLCActive
Notable overlap · 3 shared positions
$UPST$SNOW$DIA
$101M
40 positions
#14Windward Private Wealth Management Inc.Smart money
Notable overlap · 3 shared positions
$SNOW$UPST$DDOG
$289M
44 positions
#15Journey Beyond Wealth, LLCSmart money
Notable overlap · 3 shared positions
$MKL$SNOW$DDOG
$116M
29 positions
#16GUARDSMAN PRIVATE CAPITAL MANAGEMENT, INC.Smart money
Notable overlap · 3 shared positions
$UPST$MKL$DDOG
$128M
42 positions
#17Valpey Financial Services, LLCPassive
Notable overlap · 3 shared positions
$SNOW$MKL$UPST
$154M
75 positions
#18Five Pine Wealth ManagementActive
Notable overlap · 3 shared positions
$MKL$SNOW$UPST
$161M
47 positions
#19MAYPORT, LLCActive
Notable overlap · 3 shared positions
$UPST$MKL$SNOW
$538M
130 positions
#20Orgel Wealth Management, LLCActive
Notable overlap · 4 shared positions
$UPST$DDOG$MKL$SNOW
$4.6B
95 positions
#21Cornerstone Financial Management LLCPassive
Notable overlap · 3 shared positions
$UPST$SNOW$DDOG
$109M
1,311 positions
#22Grove Street Fiduciary, LLCActive
Notable overlap · 3 shared positions
$SNOW$UPST$MKL
$227M
74 positions
#23Altiora Financial Group, LLCActive
Notable overlap · 3 shared positions
$UPST$SNOW$DDOG
$607M
110 positions
#24TrueWealth Financial PartnersActive
Notable overlap · 3 shared positions
$UPST$MKL$SNOW
$251M
66 positions
#25Hegarty Advisors, LLCActive
Notable overlap · 3 shared positions
$MKL$UPST$DIA
$127M
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.