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Hedge Funds Similar to Compass Wealth

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

Compass Wealth Management LLC is an institutional investor managing $519M across 417 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 Wealth are LONDON OF VIRGINIA, Tufton, OF VIRGINIA, with shared positions in $GLW, $APD, $ENTG, $CB, $SBUX, $TJX. The full ranking of 25 similar funds is below.

#1LONDON CO OF VIRGINIAActive
Some overlap · 5 shared positions
$GLW$APD$ENTG$CB$SBUX
$17.5B
169 positions
#2Tufton Capital ManagementPassive
Some overlap · 5 shared positions
$GLW$TJX$CB$DHR$MDT
$583M
131 positions
#3TRUST CO OF VIRGINIA /VAPassive
Some overlap · 5 shared positions
$GLW$TJX$CB$WMB$BX
$1.3B
220 positions
#4DB Fitzpatrick & Co, IncActive
Some overlap · 4 shared positions
$DHR$SBUX$APD$CB
$121M
100 positions
#5Estabrook Capital ManagementPassive
Some overlap · 5 shared positions
$GLW$CB$CP$WMB$MDT
$739M
344 positions
#6Minot DeBlois Advisors LLCPassive
Some overlap · 5 shared positions
$DHR$TJX$CB$SBUX$BX
$116M
240 positions
#7Winthrop Partners - WNY, LLCPassive
Some overlap · 5 shared positions
$GLW$APD$CB$BX$DHR
$202M
87 positions
#8GRIFFIN ASSET MANAGEMENT, INC.Passive
Some overlap · 5 shared positions
$TJX$SBUX$DHR$APD$BX
$934M
240 positions
#9BRADY FAMILY WEALTH, LLCPassive
Some overlap · 5 shared positions
$TJX$CB$APD$PSX$SBUX
$346M
113 positions
#10Capital Investment Services of America, Inc.Active
Some overlap · 4 shared positions
$DHR$SBUX$TJX$VEEV
$1.0B
83 positions
#11Godshalk Welsh Capital Management, Inc.Passive
Some overlap · 5 shared positions
$GLW$TJX$SBUX$PSX$BX
$186M
137 positions
#12Generation Capital Management LLCPassive
Some overlap · 4 shared positions
$GLW$SBUX$APD$UBER
$163M
83 positions
#13Marietta Wealth Management, LLCActive
Some overlap · 5 shared positions
$GLW$MAR$SBUX$UBER$BX
$945M
128 positions
#14NEW VERNON INVESTMENT MANAGEMENT LLCActive
Some overlap · 5 shared positions
$TJX$MAR$CB$UBER$BX
$82M
37 positions
#15SUMMITRY LLCPassive
Some overlap · 5 shared positions
$SBUX$GLW$UBER$APD$MDT
$3.0B
340 positions
#16Lincoln Capital LLCActive
Some overlap · 5 shared positions
$DHR$SBUX$MAR$CB$GLW
$570M
138 positions
#17CrossGen Wealth, LLCPassive
Some overlap · 5 shared positions
$APD$TJX$CB$MDT$PSX
$129M
214 positions
#18BRISTOL JOHN W & CO INC /NY/Active
Some overlap · 4 shared positions
$SBUX$APD$ENTG$CP
$6.8B
62 positions
#19NovaPoint Capital, LLCPassive
Some overlap · 4 shared positions
$GLW$APD$CB$MDT
$464M
162 positions
#20RED CEDAR INVESTMENT MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$GLW$MAR$PSX$TJX
$1.1B
90 positions
#21VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Some overlap · 5 shared positions
$MAA$CB$PSX$MDT$BX
$203M
58 positions
#22Investment Research & Advisory Group, Inc.Active
Some overlap · 5 shared positions
$SBUX$CB$VEEV$UBER$DHR
$337M
333 positions
#23Susquehanna Portfolio Strategies, LLCPassive
Some overlap · 6 shared positions
$SBUX$WMB$TJX$MDT$APD$NUE
$6.3B
833 positions
#24MFG WEALTH MANAGEMENT, INC.Passive
Some overlap · 3 shared positions
$GLW$SBUX$RKT
$138M
62 positions
#25BENEDICT FINANCIAL ADVISORS INCPassive
Some overlap · 4 shared positions
$GLW$CB$SBUX$MDT
$504M
136 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.