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Hedge Funds Similar to Compass Ion Advisors

13F Portfolio OverlapQ3 2026Compass Ion Advisors portfolio →
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Most similar hedge funds by 13F overlap

Compass Ion Advisors, LLC is an institutional investor managing $1.2B across 306 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Compass Ion Advisors are Atlas Wealth Partners, Kastel Advisors, NavPoint Financial, with shared positions in $FBTC, $TPL, $MSTR, $SYK, $GBTC, $BAH. The full ranking of 25 similar funds is below.

#1Atlas Wealth Partners, LLCActive
Notable overlap · 6 shared positions
$FBTC$TPL$MSTR$SYK$GBTC$BAH
$92M
64 positions
#2Kastel Capital Advisors, LLCActive
Notable overlap · 3 shared positions
$FBTC$DOV$IBIT
$158M
57 positions
#3NavPoint Financial, Inc.Active
Some overlap · 5 shared positions
$DOV$GLDM$IBIT$GBTC$ROST
$283M
75 positions
#4Copia Wealth ManagementPassive
Some overlap · 5 shared positions
$DOV$GLDM$IBIT$GBTC$AMGN
$166M
570 positions
#5CERTIOR FINANCIAL GROUP, LLCPassive
Some overlap · 5 shared positions
$DOV$GLDM$MSTR$BAH$GBTC
$184M
143 positions
#6Zhang Financial LLCActive
Some overlap · 5 shared positions
$DOV$IBIT$GLDM$AMGN$SYK
$3.4B
392 positions
#7ParaFi Capital LPActive
Some overlap · 3 shared positions
$FBTC$IBIT$MSTR
$361M
24 positions
#8Wealth Management NebraskaSmart money
Some overlap · 4 shared positions
$DOV$GLDM$NEE$FBTC
$1.1B
109 positions
#9Objective Capital Management, LLCActive
Some overlap · 5 shared positions
$FBTC$IBIT$DOV$NEE$AMGN
$112M
99 positions
#10Alamea Verwaltungs GmbHActive
Some overlap · 4 shared positions
$FBTC$IBIT$TT$GBTC
$125M
73 positions
#11TLT Family Holdco ULCActive
Some overlap · 3 shared positions
$DOV$GLDM$IBIT
$704M
9 positions
#12Noble Wealth Partners LLCPassive
Some overlap · 3 shared positions
$DOV$GLDM$IBIT
$115M
76 positions
#13Mills Wealth Advisors LLCActive
Some overlap · 4 shared positions
$FBTC$GLDM$GBTC$MKL
$316M
78 positions
#14American National Bank of TexasActive
Some overlap · 4 shared positions
$DOV$GLDM$TT$AMGN
$109M
52 positions
#15Upper Left Wealth Management, LLCActive
Some overlap · 5 shared positions
$FBTC$GLDM$IBIT$TT$GBTC
$193M
68 positions
#16Wilson & Boucher Capital Management, LLCPassive
Some overlap · 4 shared positions
$DOV$NEE$AMGN$SYK
$170M
121 positions
#17Financial Enhancement Group LLCPassive
Some overlap · 5 shared positions
$GLDM$IBIT$BX$NEE$MSTR
$871M
139 positions
#18ELEMENT POINTE ADVISORS, LLCSmart money
Some overlap · 4 shared positions
$FBTC$GLDM$IBIT$BX
$709M
91 positions
#19NCM Capital Management, LLCPassive
Some overlap · 3 shared positions
$TPL$BAH$NEE
$324M
194 positions
#20HFR Wealth Management, LLCActive
Some overlap · 4 shared positions
$DOV$NEE$AMGN$APH
$410M
53 positions
#21MARIPAU WEALTH MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$IBIT$FBTC$MSTR$APH$DOV
$280M
177 positions
#22NORTH POINT PORTFOLIO MANAGERS CORP/OHPassive
Some overlap · 4 shared positions
$DOV$TPL$APH$ROST
$595M
264 positions
#23VISTA FINANCE, LLCActive
Some overlap · 5 shared positions
$FBTC$GLDM$IBIT$GBTC$DOV
$188M
55 positions
#24Austin Wealth Management, LLCActive
Some overlap · 4 shared positions
$DOV$GLDM$TPL$NEE
$473M
126 positions
#25MAD RIVER INVESTORSActive
Some overlap · 3 shared positions
$TPL$FBTC$GBTC
$246M
31 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.