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Hedge Funds Similar to Compton Wealth Advisory Group

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

Compton Wealth Advisory Group, LLC is an institutional investor managing $495M across 83 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 Wealth Advisory Group are Alliance Private Wealth, Blue Chip Partners, CONSCIOUS WEALTH INVESTMENTS, with shared positions in $TMUS, $MS, $MMM, $PEP, $KLAC, $NEE. The full ranking of 25 similar funds is below.

#1Alliance Private Wealth, LLCActive
Some overlap · 4 shared positions
$TMUS$MS$MMM$PEP
$288M
82 positions
#2Blue Chip Partners, LLCActive
Some overlap · 5 shared positions
$MS$KLAC$TMUS$PEP$NEE
$1.6B
184 positions
#3CONSCIOUS WEALTH INVESTMENTS, LLCPassive
Some overlap · 5 shared positions
$TMUS$KLAC$CRM$PEP$NEE
$195M
67 positions
#4Union Heritage Capital, LLCPassive
Some overlap · 5 shared positions
$MS$KLAC$PEP$LMT$ORLY
$295M
65 positions
#5Prota Financial, LLCPassive
Some overlap · 6 shared positions
$KLAC$MMM$CRM$PEP$LMT$ADBE
$152M
70 positions
#6Signet Private Wealth LLCPassive
Some overlap · 6 shared positions
$MS$KLAC$PEP$LMT$NEE$ITW
$125M
127 positions
#7Brentview Investment Management LLCActive
Some overlap · 4 shared positions
$MS$TMUS$PEP$NEE
$253M
63 positions
#8Chesapeake Wealth ManagementPassive
Some overlap · 5 shared positions
$MS$KLAC$TMUS$NEE$TMO
$357M
168 positions
#9Graphene Investments SASPassive
Some overlap · 3 shared positions
$MS$TMUS$CRM
$172M
42 positions
#10Commonwealth Retirement Investments LLCPassive
Some overlap · 4 shared positions
$MS$KLAC$PEP$LMT
$368M
417 positions
#11Mondrian Investment Partners LTDActive
Some overlap · 4 shared positions
$DLTR$CRM$PEP$TMO
$6.5B
111 positions
#12Shoker Investment Counsel, Inc.Active
Some overlap · 5 shared positions
$MMM$KLAC$PEP$LMT$ITW
$398M
113 positions
#13River Street Advisors LLCPassive
Some overlap · 4 shared positions
$MS$KLAC$PEP$NEE
$340M
177 positions
#14OLD SECOND NATIONAL BANK OF AURORAPassive
Some overlap · 4 shared positions
$MS$KLAC$PEP$NEE
$530M
275 positions
#15BDF-GESTIONActive
Some overlap · 4 shared positions
$MS$KLAC$TMUS$ITW
$747M
143 positions
#16MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 5 shared positions
$MS$PEP$LMT$NEE$TMO
$1.2B
106 positions
#17HOWE & RUSLING INCPassive
Some overlap · 4 shared positions
$MS$KLAC$PEP$NEE
$1.7B
479 positions
#18VALLEY WEALTH MANAGERS, INC.Passive
Some overlap · 3 shared positions
$MS$TMUS$CRM
$1.7B
345 positions
#19Broyhill Asset Management, LLCPassive
Some overlap · 4 shared positions
$DLTR$MS$NEE$TMO
$112M
77 positions
#20Clifford Group, LLCSmart money
Some overlap · 4 shared positions
$MS$KLAC$PEP$NEE
$145M
86 positions
#21P.A.W. CAPITAL CORPPassive
Some overlap · 3 shared positions
$MS$MMM$PEP
$133M
66 positions
#22Teza Capital Management LLCPassive
Some overlap · 4 shared positions
$MS$KLAC$MMM$CIEN
$52M
119 positions
#23Vickerman Investment Advisors, Inc.Active
Some overlap · 5 shared positions
$TMUS$CRM$PEP$TMO$ADBE
$515M
100 positions
#24Optimist Retirement Group LLCActive
Some overlap · 4 shared positions
$MMM$KLAC$PEP$LMT
$259M
118 positions
#25OmniStar Financial Group, Inc.Passive
Some overlap · 4 shared positions
$MS$MMM$LMT$NEE
$217M
118 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.