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Hedge Funds Similar to Compton Wealth Advisory Group

13F Portfolio OverlapQ3 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 $489M across 91 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 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
$269M
85 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, LLCActive
Some overlap · 6 shared positions
$KLAC$MMM$CRM$PEP$LMT$ADBE
$157M
69 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
$185M
42 positions
#10Commonwealth Retirement Investments LLCPassive
Some overlap · 4 shared positions
$MS$KLAC$PEP$LMT
$370M
129 positions
#11Mondrian Investment Partners LTDActive
Some overlap · 4 shared positions
$DLTR$CRM$PEP$TMO
$5.4B
136 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
$324M
176 positions
#14OLD SECOND NATIONAL BANK OF AURORAPassive
Some overlap · 4 shared positions
$MS$KLAC$PEP$NEE
$501M
276 positions
#15BDF-GESTIONActive
Some overlap · 4 shared positions
$MS$KLAC$TMUS$ITW
$738M
145 positions
#16MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 5 shared positions
$MS$PEP$LMT$NEE$TMO
$1.2B
100 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
$1.8B
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
$112M
261 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
$230M
116 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.