How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Compass Wealth

13F Portfolio OverlapQ2 2026Compass Wealth portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Compass Wealth Management, LLC/GA is an institutional investor managing $251M across 74 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 Wealth are Cedar Point Partners, Hudson Oak Wealth Advisory, Upper Left Wealth, with shared positions in $GLDM, $STT, $CRWD, $BA, $IAU, $WELL. The full ranking of 25 similar funds is below.

#1Cedar Point Capital Partners, LLCActive

Notable overlap · 4 shared positions

$GLDM $STT $CRWD $BA

$174M

77 positions

#2Hudson Oak Wealth Advisory LLCActive

Notable overlap · 3 shared positions

$GLDM $STT $IAU

$130M

52 positions

#3Upper Left Wealth Management, LLCActive

Notable overlap · 3 shared positions

$GLDM $STT $IAU

$180M

73 positions

#4RCW Management, LLCActive

Notable overlap · 4 shared positions

$GLDM $STT $IAU $WELL

$112M

68 positions

#5January Capital Advisors LLCActive

Notable overlap · 4 shared positions

$GLDM $SNDK $IAU $WDC

$120M

55 positions

#6Cassaday & Co Wealth Management LLCSmart money

Notable overlap · 3 shared positions

$GLDM $STT $PEP

$5.3B

1,313 positions

#7My Portfolio Guide, LLC

Notable overlap · 6 shared positions

$GLDM $PM $SO $MO $VRT $PLTR

$181M

166 positions

#8BUSH INVESTMENT GROUP, LLC

Notable overlap · 3 shared positions

$GLDM $SO $LOW

$183M

38 positions

#9Forbes Financial Planning, Inc.Active

Notable overlap · 3 shared positions

$GLDM $PM $SO

$186M

38 positions

#10NavPoint Financial, Inc.Active

Notable overlap · 5 shared positions

$GLDM $IAU $PLTR $ROST $MELI

$270M

74 positions

#11Walkner Condon Financial Advisors LLCPassive

Notable overlap · 3 shared positions

$GLDM $STT $IAU

$871M

344 positions

#12SIGNATURE ESTATE & INVESTMENT ADVISORS LLCActive

Notable overlap · 5 shared positions

$GLDM $STT $CRWD $VRT $WELL

$5.6B

669 positions

#133EDGE Asset Management, LPActive

Notable overlap · 3 shared positions

$GLDM $STT $IAU

$2.2B

94 positions

#14Integrity Wealth Solutions LLCActive

Notable overlap · 5 shared positions

$GLDM $CRWD $PLTR $IAU $MELI

$271M

129 positions

#15Argos Wealth Advisors, LLCActive

Notable overlap · 4 shared positions

$GLDM $IAU $PLTR $CRWD

$378M

224 positions

#16RETIREMENT INCOME SOLUTIONS, INCSmart money

Notable overlap · 5 shared positions

$GLDM $STT $IAU $PLTR $SO

$581M

172 positions

#17American Investment Services, Inc.Active

Notable overlap · 3 shared positions

$GLDM $IAU $PEP

$473M

133 positions

#18Henderson Brothers Financial Partners, LLCActive

Notable overlap · 3 shared positions

$GLDM $IAU $PEP

$211M

77 positions

#19Bangor Savings BankActive

Notable overlap · 4 shared positions

$GLDM $PEP $BA $LOW

$1.4B

543 positions

#20RM Financial Services, LLCPassive

Notable overlap · 4 shared positions

$GLDM $PEP $BA $CMI

$135M

79 positions

#21Financial Planning Navigators CORPActive

Notable overlap · 3 shared positions

$GLDM $PLTR $PM

$267M

70 positions

#22PENOBSCOT WEALTH MANAGEMENTActive

Notable overlap · 3 shared positions

$GLDM $IAU $PEP

$374M

117 positions

#23American National Bank of TexasActive

Notable overlap · 3 shared positions

$GLDM $STT $PM

$110M

56 positions

#24Sankala Group LLCPassive

Notable overlap · 3 shared positions

$GLDM $IAU $ROST

$150M

631 positions

#25ENTREWEALTH, LLCActive

Notable overlap · 3 shared positions

$GLDM $CRWD $PM

$270M

140 positions

Compare Compass Wealth’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 Wealth’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.