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Hedge Funds Similar to COMPASS FINANCIAL

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

COMPASS FINANCIAL MANAGEMENT LLC is an institutional investor managing $829M across 1,547 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 are Bosman Wealth, Independent Solutions Wealth, HAGER INVESTMENT SERVICES, with shared positions in $PLTR, $MRVL, $CRWV, $KLAC, $NLY, $ETH. The full ranking of 25 similar funds is below.

#1Bosman Wealth Management, LLCPassive
Some overlap · 3 shared positions
$PLTR$MRVL$CRWV
$161M
56 positions
#2Independent Solutions Wealth Management, LLCActive
Some overlap · 3 shared positions
$PLTR$MRVL$CRWV
$766M
194 positions
#3HAGER INVESTMENT MANAGEMENT SERVICES, LLCPassive
Some overlap · 3 shared positions
$PLTR$MRVL$KLAC
$217M
352 positions
#4Global X Japan Co., Ltd.Active
Some overlap · 3 shared positions
$PLTR$MRVL$KLAC
$2.7B
390 positions
#5Z3 Capital Partners, LLCPassive
Some overlap · 3 shared positions
$PLTR$MRVL$CRWV
$476M
192 positions
#6Aft, Forsyth & Sober, LLCActive
Some overlap · 3 shared positions
$PLTR$KLAC$MRVL
$320M
60 positions
#7FORTEM FINANCIAL GROUP, LLCPassive
Some overlap · 3 shared positions
$PLTR$KLAC$NLY
$490M
188 positions
#8IronBridge Private Wealth, LLCActive
Some overlap · 3 shared positions
$PLTR$CRWV$ETH
$304M
47 positions
#9Rakuten Securities, Inc.Active
Some overlap · 3 shared positions
$PLTR$MRVL$CRWV
$430M
914 positions
#10Markin Volterra Fund LPActive
Some overlap · 4 shared positions
$MRVL$PLTR$KLAC$CRWV
$147M
69 positions
#11Transcendent Capital Group LLCPassive
Some overlap · 3 shared positions
$PLTR$MRVL$OKE
$257M
128 positions
#12Newbridge Financial Services Group, Inc.Passive
Some overlap · 3 shared positions
$PLTR$MRVL$CRWV
$808M
1,245 positions
#13Cypress Point Wealth Management, LLCActive
Some overlap · 3 shared positions
$PLTR$KLAC$MRVL
$492M
142 positions
#14MCGUIRE CAPITAL ADVISORS INCPassive
Some overlap · 3 shared positions
$PLTR$MRVL$OKE
$183M
915 positions
#15Broadleaf Partners, LLCPassive
Some overlap · 3 shared positions
$PLTR$MRVL$KLAC
$517M
86 positions
#16FLOW TRADERS U.S. LLCPassive
Some overlap · 4 shared positions
$MRVL$PLTR$KLAC$BAR
$2.4B
979 positions
#17Harvest Fund Management Co., LtdActive
Some overlap · 3 shared positions
$PLTR$MRVL$KLAC
$3.0B
455 positions
#18Kingstone Capital Partners Texas, LLCActive
Some overlap · 3 shared positions
$PLTR$NLY$AGNC
$188M
60 positions
#19Benchmark Investment Advisors LLCPassive
Some overlap · 3 shared positions
$PLTR$MRVL$KLAC
$228M
70 positions
#20Silverleafe Capital Partners, LLCActive
Some overlap · 3 shared positions
$PLTR$MRVL$KLAC
$367M
99 positions
#21Mason & Associates IncActive
Some overlap · 3 shared positions
$PLTR$BAR$NLY
$619M
161 positions
#22IBEX WEALTH ADVISORSPassive
Slight overlap · 3 shared positions
$PLTR$NLY$OKE
$1.3B
209 positions
#23NLB Skladi, upravljanje premozenja, d.o.o.Passive
Slight overlap · 3 shared positions
$PLTR$MRVL$KLAC
$2.6B
358 positions
#24Taylor Frigon Capital Management LLCPassive
Slight overlap · 3 shared positions
$MRVL$CLPT$KLAC
$214M
93 positions
#25China Universal Asset Management Co., Ltd.Passive
Slight overlap · 4 shared positions
$MRVL$PLTR$KLAC$BAR
$1.7B
513 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.