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Hedge Funds Similar to COMPASS /MA

13F Portfolio OverlapQ2 2026COMPASS /MA portfolio →
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Most similar hedge funds by 13F overlap

COMPASS CAPITAL CORP /MA/ /ADV is an institutional investor managing $307M across 205 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 /MA are Kingstone Partners Texas, Networth Advisors, Z3 Partners, with shared positions in $PLTR, $COF, $IBIT, $UBER, $HWM, $CEG. The full ranking of 25 similar funds is below.

#1Kingstone Capital Partners Texas, LLCActive
Some overlap · 4 shared positions
$PLTR$COF$IBIT$UBER
$188M
60 positions
#2Networth Advisors, LLCActive
Some overlap · 3 shared positions
$PLTR$HWM$COF
$172M
383 positions
#3Z3 Capital Partners, LLCPassive
Some overlap · 3 shared positions
$PLTR$UBER$COF
$476M
192 positions
#4Hedeker Wealth, LLCPassive
Some overlap · 3 shared positions
$PLTR$UBER$CEG
$524M
92 positions
#5Owen LaRue, LLCPassive
Some overlap · 3 shared positions
$PLTR$IBIT$CEG
$288M
141 positions
#6ELLERSON GROUP INC /ADVPassive
Some overlap · 3 shared positions
$PLTR$PSX$PFE
$169M
64 positions
#7Genesis Financial Group, LLCPassive
Some overlap · 3 shared positions
$PLTR$UBER$DE
$154M
100 positions
#8Van Cleef Asset Management,IncActive
Some overlap · 3 shared positions
$PLTR$DOV$CEG
$981M
119 positions
#9Kapstone Financial Advisors LLCActive
Some overlap · 3 shared positions
$PLTR$IBIT$UBER
$239M
175 positions
#10SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co
Some overlap · 3 shared positions
$PLTR$UBER$DE
$134M
52 positions
#11High Note Wealth, LLCPassive
Some overlap · 3 shared positions
$PLTR$UBER$IBIT
$586M
959 positions
#12Lauer Wealth, LLCActive
Some overlap · 4 shared positions
$PLTR$IBIT$CEG$ETHA
$167M
75 positions
#13SBI Securities Co., Ltd.Passive
Some overlap · 3 shared positions
$PLTR$DOV$PFE
$4.4B
4,072 positions
#14Murphy & Mullick Capital Management CorpPassive
Some overlap · 4 shared positions
$DOV$PLTR$DE$UBER
$161M
666 positions
#15PARTNERS CAPITAL INVESTMENT GROUP, LLPActive
Some overlap · 5 shared positions
$DOV$COF$DE$PSX$HWM
$2.8B
186 positions
#16Carroll Investors, IncActive
Some overlap · 3 shared positions
$PLTR$CEG$HWM
$234M
31 positions
#17Prospect Financial Services LLCPassive
Some overlap · 3 shared positions
$PLTR$IBIT$UBER
$197M
115 positions
#18Gunpowder Capital Management, LLC dba Oliver Wealth ManagementActive
Some overlap · 3 shared positions
$PLTR$CEG$ETHA
$142M
408 positions
#19Defender Capital, LLC.Active
Some overlap · 3 shared positions
$PLTR$PFE$PSX
$308M
37 positions
#20Orion Capital Management LLC
Some overlap · 3 shared positions
$PLTR$COF$UBER
$323M
511 positions
#21Foster Group, Inc.Active
Some overlap · 3 shared positions
$DOV$PLTR$DE
$3.8B
318 positions
#22FORTEM FINANCIAL GROUP, LLCPassive
Some overlap · 3 shared positions
$PLTR$HWM$TER
$490M
188 positions
#23Destiny Wealth Partners, LLCPassive
Some overlap · 3 shared positions
$PLTR$DOV$UBER
$709M
186 positions
#24Parkway Wealth Management Group, LLCActive
Some overlap · 3 shared positions
$PLTR$HWM$TER
$866M
147 positions
#25Elite Wealth Management, Inc.Active
Some overlap · 3 shared positions
$PLTR$HWM$CEG
$337M
47 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.