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Hedge Funds Similar to Compass Financial Group, (Ohio)

13F Portfolio OverlapQ2 2026Compass Financial Group, (Ohio) portfolio →
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Most similar hedge funds by 13F overlap

Compass Financial Group, Inc. (Ohio) is an institutional investor managing $150M across 48 U.S. equity positions as of Q2 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 DWM Financial Group, Cobblestone Asset, Copia Wealth, with shared positions in $IBIT, $IAU, $ETHA. The full ranking of 11 similar funds is below.

#1DWM Financial Group, Inc.Active
Some overlap · 3 shared positions
$IBIT$IAU$ETHA
$112M
40 positions
#2Cobblestone Asset Management LLCActive
Some overlap · 3 shared positions
$IBIT$IAU$ETHA
$240M
74 positions
#3Copia Wealth ManagementPassive
Some overlap · 3 shared positions
$IBIT$IAU$ETHA
$166M
570 positions
#4Reliant Wealth PlanningSmart money
Some overlap · 3 shared positions
$IAU$IBIT$ETHA
$364M
54 positions
#5Capital Advisor Network LLCActive
Some overlap · 3 shared positions
$IBIT$ETHA$IAU
$80M
183 positions
#6Pilgrim Partners Asia Pte LtdActive
Some overlap · 3 shared positions
$IBIT$IAU$ETHA
$234M
108 positions
#7Colter Lewis Investment Partners LLCActive
Slight overlap · 3 shared positions
$IBIT$IAU$ETHA
$225M
114 positions
#8Garde Capital, Inc.Active
Slight overlap · 3 shared positions
$IAU$IBIT$ETHA
$2.2B
224 positions
#9TITLEIST ASSET MANAGEMENT, LLCPassive
Slight overlap · 3 shared positions
$IBIT$ETHA$IAU
$1.5B
412 positions
#10WESCAP Management Group, Inc.Active
Slight overlap · 3 shared positions
$IAU$IBIT$ETHA
$536M
107 positions
#11Betterment LLCActive
Slight overlap · 3 shared positions
$IBIT$ETHA$IAU
$59.1B
675 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.