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Hedge Funds Similar to Compton Financial Group

13F Portfolio OverlapQ2 2026Compton Financial Group portfolio →
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Most similar hedge funds by 13F overlap

Compton Financial Group, LLC is an institutional investor managing $519M across 84 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 Compton Financial Group are WEST CHESTER ADVISORS, Kinloch, Vermillion & White Wealth Group, with shared positions in $MO, $BA, $EXC, $PNC, $PM, $CEG. The full ranking of 25 similar funds is below.

#1WEST CHESTER CAPITAL ADVISORS, INCSmart money
Notable overlap · 6 shared positions
$MO$BA$EXC$PNC$PM$CEG
$150M
54 positions
#2Kinloch Capital, LLCPassive
Notable overlap · 4 shared positions
$PM$MO$TROW$PEP
$274M
79 positions
#3Vermillion & White Wealth Management Group, LLCActive
Notable overlap · 4 shared positions
$PM$MO$CEG$EXC
$198M
69 positions
#4Carolina Wealth Advisors, LLCPassive
Notable overlap · 4 shared positions
$PM$MO$TROW$PEP
$255M
278 positions
#5Keystone Financial Planning, Inc.Smart money
Some overlap · 3 shared positions
$TROW$PM$MO
$388M
39 positions
#6PARK CIRCLE CoActive
Some overlap · 3 shared positions
$TROW$PM$MO
$117M
53 positions
#7Measured Risk Portfolios, Inc.Active
Some overlap · 3 shared positions
$PM$TROW$MO
$112M
63 positions
#8GQG Partners LLCActive
Some overlap · 3 shared positions
$PM$MO$EXC
$53.8B
102 positions
#9Gerald Baker Financial Group LLCPassive
Some overlap · 6 shared positions
$PM$MO$CEG$PEP$EXC$BA
$351M
126 positions
#10Slagle Financial, LLCPassive
Some overlap · 4 shared positions
$PM$MO$EXC$PEP
$334M
127 positions
#11Newton One Investments LLCActive
Some overlap · 5 shared positions
$CEG$EXC$PM$PEP$PPL
$397M
146 positions
#12SANDERS MORRIS HARRIS LLCActive
Some overlap · 3 shared positions
$PM$MO$MAIN
$172M
75 positions
#13Windle Wealth, LLCActive
Some overlap · 3 shared positions
$TROW$MO$PEP
$249M
35 positions
#14CFC Planning Co LLCPassive
Some overlap · 3 shared positions
$PM$MO$RVMD
$171M
71 positions
#15Coston, McIsaac & PartnersPassive
Some overlap · 3 shared positions
$PM$MO$PEP
$497M
948 positions
#16Graver Capital Management, LLCSmart money
Some overlap · 3 shared positions
$PM$MO$PEP
$140M
26 positions
#17Vigil Wealth Management, LLCActive
Some overlap · 3 shared positions
$PM$MO$PEP
$140M
81 positions
#18Investmark Advisory Group LLCPassive
Some overlap · 3 shared positions
$PM$MO$PEP
$263M
148 positions
#19HUTNER CAPITAL MANAGEMENT INCActive
Some overlap · 3 shared positions
$PM$MO$PEP
$252M
43 positions
#20Kennon-Green & Company, LLCActive
Some overlap · 3 shared positions
$PM$MO$PEP
$128M
41 positions
#21Ellenbecker Investment GroupSmart money
Some overlap · 3 shared positions
$PM$MO$PEP
$860M
149 positions
#22Lionhunter Capital Management, LLCPassive
Some overlap · 4 shared positions
$CEG$BA$EXC$PEP
$222M
109 positions
#23SIMA Wealth Partners, LLCActive
Some overlap · 3 shared positions
$PM$MO$PEP
$141M
130 positions
#24Wheelhouse Advisory Group LLCActive
Some overlap · 3 shared positions
$PM$BA$MO
$354M
55 positions
#25Brentview Investment Management LLCActive
Some overlap · 3 shared positions
$PM$CEG$PEP
$253M
63 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.