13F Pro

Hedge Funds Similar to Compass Financial Group, (Ohio)

13F Portfolio OverlapQ1 2026Compass Financial Group, (Ohio) portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Compass Financial Group, Inc. (Ohio) is an institutional investor managing $137M across 45 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 Group, (Ohio) are Advisors Wealth ,, SWAN, Buska Wealth ,, with shared positions in $HUM, $USB, $MAR, $IAU, $MKL, $OKTA. The full ranking of 25 similar funds is below.

#1Capital Advisors Wealth Management, LLCPassive
Notable overlap · 4 shared positions
$HUM$USB$MAR$IAU
$745M
219 positions
#2SWAN Capital LLCPassive
Notable overlap · 4 shared positions
$HUM$USB$MAR$MKL
$272M
554 positions
#3Buska Wealth Management, LLCActive
Notable overlap · 3 shared positions
$HUM$USB$OKTA
$249M
74 positions
#4FINANCIAL ADVISORY PARTNERS, LLCActive
Notable overlap · 4 shared positions
$HUM$USB$MAR$OKTA
$354M
66 positions
#5Ballast Financial Advisors LLCActive
Notable overlap · 3 shared positions
$HUM$USB$IAU
$98M
68 positions
#6Cascade Wealth Advisors, IncActive
Notable overlap · 3 shared positions
$HUM$USB$OKTA
$228M
60 positions
#7Family CFO IncActive
Notable overlap · 3 shared positions
$HUM$USB$MKL
$223M
41 positions
#8Global Wealth Management, LLCActive
Notable overlap · 5 shared positions
$HUM$MAR$IAU$IBIT$MKL
$183M
44 positions
#9E&G Advisors, LPPassive
Notable overlap · 3 shared positions
$HUM$MAR$USB
$449M
236 positions
#10Wheelhouse Advisory Group LLCActive
Notable overlap · 3 shared positions
$HUM$MAR$USB
$302M
51 positions
#11Crews Bank & TrustPassive
Notable overlap · 3 shared positions
$HUM$USB$OKTA
$690M
673 positions
#12Yoder Wealth Management, Inc.Passive
Notable overlap · 4 shared positions
$HUM$USB$IAU$MAR
$219M
124 positions
#13New England Private Wealth Advisors LLCActive
Notable overlap · 5 shared positions
$HUM$MAR$IAU$MKL$OKTA
$866M
194 positions
#14Vermillion Wealth Management, Inc.Passive
Notable overlap · 3 shared positions
$HUM$MAR$USB
$255M
1,563 positions
#15Firestone Capital ManagementPassive
Notable overlap · 4 shared positions
$HUM$IAU$USB$MKL
$480M
160 positions
#16Mosaic Advisors LLCPassive
Notable overlap · 3 shared positions
$HUM$MAR$MKL
$67M
42 positions
#17Fullerton Advisors, LLCActive
Notable overlap · 3 shared positions
$HUM$USB$MKL
$97M
53 positions
#18Robertson Stephens Wealth Management, LLCActive
Notable overlap · 3 shared positions
$HUM$USB$MAR
$3.6B
615 positions
#19Cascades Capital Asset Management, LLCPassive
Notable overlap · 3 shared positions
$HUM$MAR$OKTA
$239M
158 positions
#20Aznar Financial Advisors, LLC
Notable overlap · 3 shared positions
$HUM$IAU$USB
$104M
31 positions
#21Kellett Wealth Advisors, LLCActive
Notable overlap · 3 shared positions
$HUM$MAR$USB
$184M
79 positions
#22HANOVER ADVISORS INCActive
Notable overlap · 3 shared positions
$HUM$MAR$MKL
$246M
118 positions
#23White Lighthouse Investment Management Inc.Active
Notable overlap · 5 shared positions
$USB$MAR$HUM$IAU$MKL
$721M
145 positions
#24FLYWHEEL PRIVATE WEALTH LLCPassive
Notable overlap · 3 shared positions
$HUM$IAU$MAR
$176M
104 positions
#25Trust Point Inc.Active
Notable overlap · 4 shared positions
$HUM$IAU$MAR$MKL
$1.2B
521 positions

Compare Compass Financial Group, (Ohio)’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 Financial Group, (Ohio)’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.