13F Pro

Hedge Funds Similar to Compass Financial Services

13F Portfolio OverlapQ2 2026Compass Financial Services portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Compass Financial Services Inc is an institutional investor managing $268M across 57 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 Services are Mokosak Advisory Group, Legacy Financial Group, NORTHWEST WEALTH, with shared positions in $CASY, $DE, $WFC, $SLV. The full ranking of 11 similar funds is below.

#1Mokosak Advisory Group, LLCActive
Some overlap · 3 shared positions
$CASY$DE$WFC
$454M
43 positions
#2Legacy Financial Group LLCActive
Some overlap · 3 shared positions
$CASY$DE$WFC
$888M
133 positions
#3NORTHWEST WEALTH MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$CASY$DE$WFC
$758M
265 positions
#4Wealth Advisors of Iowa, LLCActive
Some overlap · 3 shared positions
$CASY$DE$SLV
$369M
90 positions
#5Foster Group, Inc.Active
Some overlap · 3 shared positions
$CASY$DE$WFC
$3.7B
316 positions
#6FSB PREMIER WEALTH MANAGEMENT, INC.Passive
Slight overlap · 3 shared positions
$CASY$DE$WFC
$355M
257 positions
#7WEALTHSPAN PARTNERS, LLCActive
Slight overlap · 3 shared positions
$DE$WFC$SLV
$317M
129 positions
#8Alternative Investment Advisors, LLC.Active
Slight overlap · 3 shared positions
$DE$WFC$SLV
$263M
78 positions
#9Independent Wealth Network Inc.Passive
Slight overlap · 3 shared positions
$CASY$WFC$SLV
$397M
335 positions
#10Well Done, LLCPassive
Slight overlap · 3 shared positions
$DE$SLV$WFC
$732M
213 positions
#11Asset Allocation Strategies LLCActive
Slight overlap · 3 shared positions
$CASY$WFC$DE
$668M
171 positions

Compare Compass Financial Services’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 Services’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.