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Hedge Funds Similar to PROSPERITY BANCSHARES

13F Portfolio OverlapQ1 2026PROSPERITY BANCSHARES portfolio →
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Most similar hedge funds by 13F overlap

PROSPERITY BANCSHARES INC is an institutional investor managing $125M across 414 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to PROSPERITY BANCSHARES are Clarity Advisors,, FIDELIS iM,, Efficient Advisors,, with shared positions in $BRZE, $SCHW, $COP, $KKR, $MS, $PM. The full ranking of 25 similar funds is below.

#1Clarity Capital Advisors, LLCActive
Notable overlap · 4 shared positions
$BRZE$SCHW$COP$KKR
$215M
95 positions
#2FIDELIS iM, LLCSmart money
Notable overlap · 3 shared positions
$BRZE$SCHW$COP
$264M
25 positions
#3Efficient Advisors, LLCActive
Notable overlap · 3 shared positions
$BRZE$SCHW$COP
$1.4B
58 positions
#4SVRN Asset Management, LLCActive
Notable overlap · 3 shared positions
$BRZE$SCHW$MS
$103M
37 positions
#5TRB Wealth Management, LLCPassive
Notable overlap · 5 shared positions
$BRZE$COP$MS$KKR$PM
$704M
285 positions
#6White Lighthouse Investment Management Inc.Active
Notable overlap · 5 shared positions
$BRZE$COP$KKR$SCHW$PM
$721M
145 positions
#7CLUNE & ASSOCIATES, LTD.Passive
Notable overlap · 4 shared positions
$BRZE$COP$SCHW$KKR
$532M
162 positions
#8Winter & Associates, Inc.Passive
Notable overlap · 5 shared positions
$BRZE$COP$SCHW$MDY$IBM
$114M
84 positions
#9FIDUCIARY ADVISORS, INC.Active
Notable overlap · 5 shared positions
$BRZE$COP$KKR$BAC$KO
$133M
121 positions
#10Latigo Investments, LLCActive
Notable overlap · 3 shared positions
$BRZE$SCHW$MDY
$201M
14 positions
#11Sagace Wealth Management LLCPassive
Notable overlap · 4 shared positions
$BRZE$COP$KKR$IBM
$149M
70 positions
#12WealthCollab, LLCPassive
Some overlap · 3 shared positions
$BRZE$SCHW$COP
$243M
977 positions
#13Pacific Center for Financial ServicesActive
Some overlap · 6 shared positions
$BRZE$KKR$SCHW$MDY$DIS$KO
$394M
513 positions
#14Zhang Financial LLCActive
Some overlap · 4 shared positions
$BRZE$COP$KKR$MU
$2.9B
367 positions
#15Mustard Seed Financial, LLCPassive
Some overlap · 4 shared positions
$BRZE$COP$SCHW$KKR
$167M
92 positions
#16Wrenne Financial Planning LLCSmart money
Some overlap · 3 shared positions
$BRZE$SCHW$MS
$255M
49 positions
#17Cherry Tree Wealth Management, LLCPassive
Some overlap · 5 shared positions
$BRZE$COP$SCHW$KKR$AXP
$473M
582 positions
#18Juno Financial Group LLCActive
Some overlap · 4 shared positions
$BRZE$SCHW$KKR$PM
$255M
70 positions
#19New Covenant Trust Company, N.A.Active
Some overlap · 6 shared positions
$BRZE$KKR$BAC$COP$MS$DIS
$112M
96 positions
#20Leonard Rickey Investment Advisors P.L.L.C.Active
Some overlap · 5 shared positions
$BRZE$COP$MU$PM$SCHW
$578M
118 positions
#21Ruggaard & Associates LLCPassive
Some overlap · 3 shared positions
$BRZE$MS$COP
$252M
122 positions
#22CYPRESS FINANCIAL PLANNING LLCActive
Some overlap · 4 shared positions
$SCHW$COP$MS$IBM
$363M
102 positions
#23CWS Financial Advisors, LLCActive
Some overlap · 5 shared positions
$BRZE$COP$MDY$IBM$PM
$390M
157 positions
#24AA Financial Advisors, LLCPassive
Some overlap · 4 shared positions
$SCHW$COP$KKR$PM
$710M
221 positions
#25Beacon Financial Strategies CORPActive
Some overlap · 4 shared positions
$BRZE$COP$IBM$KO
$176M
177 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.