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Hedge Funds Similar to COMPASS /MA/ /ADV

13F Portfolio OverlapQ1 2026COMPASS /MA/ /ADV portfolio →
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Most similar hedge funds by 13F overlap

COMPASS CAPITAL CORP /MA/ /ADV is an institutional investor managing $279M across 202 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 /MA/ /ADV are McGuire Investment Group,, FORTEM FINANCIAL GROUP,, NatWest Group plc, with shared positions in $PLTR, $LRCX, $MS, $HWM, $ALPS, $UBER. The full ranking of 25 similar funds is below.

#1McGuire Investment Group, LLCActive
Some overlap · 3 shared positions
$PLTR$LRCX$MS
$885M
121 positions
#2FORTEM FINANCIAL GROUP, LLCPassive
Some overlap · 4 shared positions
$PLTR$LRCX$HWM$ALPS
$399M
173 positions
#3NatWest Group plcActive
Some overlap · 4 shared positions
$LRCX$MS$HWM$UBER
$462M
44 positions
#4Rockline Wealth Management, LLCActive
Some overlap · 3 shared positions
$PLTR$LRCX$DOV
$460M
108 positions
#5Secure Asset Management, LLCPassive
Some overlap · 6 shared positions
$DOV$LRCX$PLTR$ALPS$UBER$IBIT
$632M
327 positions
#6Owen LaRue, LLCPassive
Some overlap · 5 shared positions
$PLTR$SAN$CEG$GRWG$IBIT
$261M
128 positions
#7Blue Sparrow, LLC /DEActive
Some overlap · 4 shared positions
$PLTR$MS$INTC$LRCX
$5.8B
176 positions
#8Hound Partners, LLCActive
Some overlap · 3 shared positions
$PLTR$MS$UBER
$799M
35 positions
#9OFI INVEST ASSET MANAGEMENTActive
Some overlap · 4 shared positions
$MS$LRCX$PLTR$INTC
$7.6B
347 positions
#10HOWARD WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$PLTR$DOV$SAN$ALPS
$238M
142 positions
#11Blue Sky Capital Consultants Group, Inc.Passive
Some overlap · 4 shared positions
$PLTR$GRWG$IBIT$ARKO
$210M
76 positions
#12Elite Wealth Management, Inc.Active
Some overlap · 4 shared positions
$PLTR$LRCX$HWM$CEG
$308M
49 positions
#13PRIMORIS WEALTH ADVISORS, LLCPassive
Some overlap · 3 shared positions
$PLTR$LRCX$MS
$143M
96 positions
#14Morangie Management LLCActive
Some overlap · 4 shared positions
$MS$PLTR$GRWG$UBER
$109M
34 positions
#15SPIREPOINT PRIVATE CLIENT, LLCPassive
Some overlap · 4 shared positions
$PLTR$LRCX$ALPS$UBER
$1.1B
322 positions
#16PACIFIC HEIGHTS ASSET MANAGEMENT LLCActive
Some overlap · 3 shared positions
$PLTR$MS$UBER
$3.0B
77 positions
#17Endowment Wealth Management, Inc.Passive
Some overlap · 5 shared positions
$MS$DOV$UBER$PLTR$ALPS
$226M
165 positions
#18Kingsman Wealth Management, Inc.Active
Some overlap · 4 shared positions
$PLTR$HWM$LRCX$MS
$178M
70 positions
#19Trifecta Capital Advisors, LLCPassive
Some overlap · 4 shared positions
$PLTR$MS$LRCX$UBER
$646M
274 positions
#20Brendel Financial Advisors LLCPassive
Some overlap · 3 shared positions
$DOV$PLTR$LRCX
$202M
95 positions
#21Objectivity Squared, LLCActive
Some overlap · 4 shared positions
$MS$LRCX$UBER$IBIT
$159M
55 positions
#22Kapstone Financial Advisors LLCActive
Some overlap · 4 shared positions
$PLTR$MS$IBIT$UBER
$204M
154 positions
#23Henson-Edgewater Management, LLCPassive
Some overlap · 3 shared positions
$PLTR$LRCX$UBER
$157M
66 positions
#24Brentview Investment Management LLCPassive
Some overlap · 3 shared positions
$LRCX$MS$CEG
$231M
63 positions
#25Benchmark Investment Advisors LLCPassive
Some overlap · 3 shared positions
$LRCX$PLTR$UBER
$172M
76 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.