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Hedge Funds Similar to Compound Planning

13F Portfolio OverlapQ2 2026Compound Planning portfolio →
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Most similar hedge funds by 13F overlap

Compound Planning, Inc. is an institutional investor managing $3.8B across 1,260 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 Compound Planning are a16z Perennial, ARK Investment, Nikko Asset Americas, with shared positions in $HOOD, $COIN, $FIG, $CRWV, $MRVL, $ASML. The full ranking of 25 similar funds is below.

#1a16z Perennial Management, L.P.Active
Some overlap · 3 shared positions
$HOOD$COIN$FIG
$1.2B
63 positions
#2ARK Investment Management LLCActive
Some overlap · 3 shared positions
$HOOD$COIN$CRWV
$15.4B
191 positions
#3Nikko Asset Management Americas, Inc.Passive
Some overlap · 3 shared positions
$HOOD$COIN$CRWV
$7.7B
276 positions
#4Whetstone Capital Advisors, LLCActive
Some overlap · 4 shared positions
$COIN$HOOD$MRVL$ASML
$380M
68 positions
#5Meadowbrook Wealth Management, LLCPassive
Some overlap · 4 shared positions
$HOOD$ABT$CRWV$MRVL
$93M
81 positions
#6CANTOR FITZGERALD, L. P.Active
Some overlap · 3 shared positions
$HOOD$CRWV$MRVL
$9.2B
319 positions
#7Harvest Portfolios Group Inc.Active
Some overlap · 3 shared positions
$COIN$HOOD$ABT
$7.1B
267 positions
#8Vienna Asset Management LLCPassive
Some overlap · 3 shared positions
$COIN$HOOD$MRVL
$143M
73 positions
#9BIT Capital GmbHActive
Some overlap · 3 shared positions
$HOOD$MRVL$COIN
$3.4B
97 positions
#10Toroso Investments, LLCPassive
Slight overlap · 4 shared positions
$COIN$HOOD$ASML$MRVL
$57.8B
2,594 positions
#11Tairen Capital LtdActive
Slight overlap · 3 shared positions
$HOOD$MRVL$ASML
$1.1B
44 positions
#12Laurion Capital Management LPPassive
Slight overlap · 3 shared positions
$HOOD$COIN$MRVL
$3.9B
420 positions
#13ICONIQ Capital, LLCSmart money
Slight overlap · 3 shared positions
$HOOD$COIN$ASML
$3.5B
76 positions
#14Clear Street Group Inc.Active
Slight overlap · 4 shared positions
$COIN$CRWV$HOOD$MRVL
$39.5B
1,414 positions
#15Grace & Mercy Foundation, Inc.Smart money
Slight overlap · 3 shared positions
$HOOD$COIN$ASML
$402M
21 positions
#16FIDUCIARY FINANCIAL GROUP, LLCPassive
Slight overlap · 4 shared positions
$COIN$FIG$CRWV$MRVL
$882M
373 positions
#17Independent Solutions Wealth Management, LLCActive
Slight overlap · 3 shared positions
$HOOD$CRWV$MRVL
$766M
194 positions
#18CMT Capital Markets Trading GmbHActive
Slight overlap · 4 shared positions
$COIN$ASML$HOOD$MRVL
$11.8B
385 positions
#19Mizuho Markets Cayman LPActive
Slight overlap · 4 shared positions
$ABT$COIN$CRWV$MRVL
$2.7B
95 positions
#20Marex Group plcPassive
Slight overlap · 3 shared positions
$HOOD$CRWV$MRVL
$23.6B
1,117 positions
#21BankChampaign, National AssociationPassive
Slight overlap · 3 shared positions
$HOOD$ASML$MRVL
$130M
200 positions
#22Mission Creek Capital Partners, Inc.Passive
Slight overlap · 3 shared positions
$FIG$ASML$MRVL
$569M
231 positions
#23MITCHELL SINKLER & STARR/PAPassive
Slight overlap · 3 shared positions
$ABT$ASML$MRVL
$240M
155 positions
#24Red Spruce Capital, LLCPassive
Slight overlap · 3 shared positions
$ABT$ASML$MRVL
$287M
94 positions
#25Smith, Salley & AssociatesPassive
Slight overlap · 3 shared positions
$ABT$ASML$MRVL
$2.3B
275 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.