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 PROSPERITY BANCSHARES

13F Portfolio OverlapQ2 2026PROSPERITY BANCSHARES portfolio →

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Most similar hedge funds by 13F overlap

PROSPERITY BANCSHARES INC is an institutional investor managing $153M across 450 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 PROSPERITY BANCSHARES are Alliance Wealth Advisors, MEMBERS WEALTH, Paulson Wealth, with shared positions in $LAZ, $PM, $BA, $MDY, $TXN, $QCOM. The full ranking of 25 similar funds is below.

#1Alliance Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$LAZ $PM $BA

$308M

172 positions

#2MEMBERS WEALTH LLCActive

Some overlap · 3 shared positions

$LAZ $MDY $BA

$182M

120 positions

#3Paulson Wealth Management Inc.Active

Some overlap · 4 shared positions

$LAZ $MDY $TXN $QCOM

$471M

146 positions

#4BAKER TILLY WEALTH MANAGEMENT, LLCPassive

Some overlap · 3 shared positions

$LAZ $TXN $BA

$471M

285 positions

#5BASSWOOD CAPITAL MANAGEMENT, L.L.C.Active

Some overlap · 5 shared positions

$LAZ $MDY $MS $SCHW $BLK

$2.5B

111 positions

#6Clarendon Private LLCPassive

Some overlap · 5 shared positions

$MDY $MS $TXN $AXP $QCOM

$156M

124 positions

#7Fi3 FINANCIAL ADVISORS, LLCPassive

Slight overlap · 5 shared positions

$MDY $TXN $AXP $QCOM $BLK

$418M

232 positions

#8CMG Global Holdings, LLCPassive

Slight overlap · 5 shared positions

$MDY $PM $TXN $BA $SCHW

$236M

100 positions

#9HERITAGE INVESTORS MANAGEMENT CORPActive

Slight overlap · 5 shared positions

$MDY $MS $AXP $BLK $BA

$3.6B

257 positions

#10Coastline Trust CoActive

Slight overlap · 5 shared positions

$LAZ $MS $AXP $MDY $QCOM

$1.1B

406 positions

#11Kearns & Associates LLCSmart money

Slight overlap · 5 shared positions

$MDY $MS $AXP $QCOM $SCHW

$214M

41 positions

#12CDM FINANCIAL COUNSELING SERVICES, INC.Active

Slight overlap · 4 shared positions

$MDY $PM $MS $AXP

$116M

77 positions

#13KMG FIDUCIARY PARTNERS, LLCPassive

Slight overlap · 5 shared positions

$MDY $MS $AXP $QCOM $BLK

$1.1B

207 positions

#14Sepio Capital, LPActive

Slight overlap · 5 shared positions

$MDY $PM $TXN $BLK $BA

$2.0B

346 positions

#15BAXTER BROS INCPassive

Slight overlap · 5 shared positions

$MS $TXN $AXP $QCOM $SCHW

$864M

172 positions

#16PITTENGER & ANDERSON INCPassive

Slight overlap · 4 shared positions

$MDY $PM $MS $BLK

$2.8B

507 positions

#17BOYD WATTERSON ASSET MANAGEMENT LLC/OHPassive

Slight overlap · 4 shared positions

$MDY $TXN $AXP $QCOM

$371M

394 positions

#18Union Bankshares CorpPassive

Slight overlap · 4 shared positions

$MDY $PM $AXP $QCOM

$6.0B

1,699 positions

#19Junk Investment Group, LLCActive

Slight overlap · 4 shared positions

$MDY $TXN $AXP $QCOM

$226M

97 positions

#20Emprise BankActive

Slight overlap · 4 shared positions

$MDY $PM $TXN $BA

$271M

109 positions

#21MEITAV INVESTMENT HOUSE LTDActive

Slight overlap · 4 shared positions

$MDY $MS $TXN $BA

$14.9B

299 positions

#22Central Pacific Bank - Trust DivisionPassive

Slight overlap · 5 shared positions

$PM $TXN $AXP $SCHW $BA

$984M

889 positions

#23Midwest Financial Group LLCPassive

Slight overlap · 4 shared positions

$MDY $AXP $QCOM $BA

$285M

136 positions

#24Wynn Capital, LLCPassive

Slight overlap · 5 shared positions

$TXN $AXP $QCOM $SCHW $BLK

$224M

116 positions

#25Longview Financial Advisors LLCActive

Slight overlap · 4 shared positions

$MDY $MS $SCHW $BLK

$202M

150 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.