13F Pro

Hedge Funds Similar to Compass Wealth , /GA

13F Portfolio OverlapQ1 2026Compass Wealth , /GA portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Compass Wealth Management, LLC/GA is an institutional investor managing $234M across 72 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 , /GA are Strategic Financial Services,, Boyce & Associates Wealth Consulting,, GOULD ASSET /CA/, with shared positions in $UPST, $GLDM, $GEV, $TECK, $IAU, $PM. The full ranking of 25 similar funds is below.

#1Strategic Financial Services, Inc.Smart money
Notable overlap · 3 shared positions
$UPST$GLDM$GEV
$2.1B
152 positions
#2Boyce & Associates Wealth Consulting, Inc.Active
Notable overlap · 4 shared positions
$TECK$GLDM$IAU$PM
$132M
80 positions
#3GOULD ASSET MANAGEMENT LLC /CA/Active
Notable overlap · 3 shared positions
$UPST$GLDM$IAU
$576M
171 positions
#4Catalyst Investment Management LLCPassive
Some overlap · 4 shared positions
$RF$IAU$LOW$KO
$90M
65 positions
#5Frontier Asset Management, LLCActive
Some overlap · 3 shared positions
$TECK$UPST$GEV
$477M
91 positions
#6HORIZON FINANCIAL SERVICES, LLCPassive
Some overlap · 4 shared positions
$UPST$GLDM$LOW$GEV
$226M
425 positions
#7MASTER'S WEALTH MANAGEMENT INC.Active
Some overlap · 3 shared positions
$UPST$RF$KO
$295M
82 positions
#8Alta Advisers LtdActive
Some overlap · 6 shared positions
$UPST$PM$PLTR$AMD$MU$KO
$276M
206 positions
#9Sunrise Financial Services, LLCPassive
Some overlap · 3 shared positions
$TECK$PLTR$BA
$141M
622 positions
#10Heritage Wealth Management, Inc. /CA/Passive
Some overlap · 4 shared positions
$UPST$IAU$PLTR$MU
$181M
94 positions
#11Guardian Wealth Management, LLCActive
Some overlap · 3 shared positions
$UPST$IAU$SO
$330M
30 positions
#12Values First Advisors, Inc.Passive
Some overlap · 4 shared positions
$UPST$IAU$GEV$LOW
$192M
179 positions
#13Wealth Dimensions Group, Ltd.Active
Some overlap · 3 shared positions
$UPST$IAU$GEV
$508M
170 positions
#14ROGCO, LPActive
Some overlap · 3 shared positions
$UPST$IAU$SO
$300M
205 positions
#15MUIRFIELD WEALTH ADVISORS LLCPassive
Some overlap · 3 shared positions
$UPST$IAU$PM
$136M
80 positions
#16Concord Asset Management, LLC/VAActive
Some overlap · 3 shared positions
$UPST$SO$KO
$592M
117 positions
#17Kure Advisory, LLCActive
Some overlap · 3 shared positions
$UPST$IAU$PLTR
$184M
56 positions
#18O'Domhnaill Enterprises, Inc.Passive
Some overlap · 4 shared positions
$UPST$PM$MO$KO
$124M
55 positions
#19Cravens & Co Advisors, LLCActive
Some overlap · 4 shared positions
$UPST$PM$LOW$BA
$154M
64 positions
#20Drum Hill Capital, LLCActive
Some overlap · 4 shared positions
$UPST$PM$GEV$KO
$109M
46 positions
#21Lauer Wealth, LLCActive
Some overlap · 4 shared positions
$UPST$PLTR$AMD$MU
$126M
67 positions
#22TRUSTMARK NATIONAL BANK TRUST DEPARTMENTPassive
Some overlap · 3 shared positions
$UPST$SO$KO
$1.6B
271 positions
#23OneAscent Investment Solutions LLCPassive
Some overlap · 3 shared positions
$UPST$GEV$PLTR
$100M
128 positions
#24NorthRock Partners, LLCActive
Some overlap · 3 shared positions
$UPST$PM$MO
$6.2B
678 positions
#25Chemistry Wealth Management LLCPassive
Some overlap · 3 shared positions
$UPST$IAU$MU
$569M
204 positions

Compare Compass Wealth , /GA’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 Wealth , /GA’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.