13F Pro

Hedge Funds Similar to Prospera Financial Services

13F Portfolio OverlapQ2 2026Prospera Financial Services portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Prospera Financial Services Inc is an institutional investor managing $6.9B across 1,468 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 Prospera Financial Services are Axiom Investment, PFS Partners, Camarda Financial Advisors, with shared positions in $HONA, $EPD, $HON, $GLW, $BX, $WDC. The full ranking of 25 similar funds is below.

#1Axiom Investment Management LLCPassive
Some overlap · 5 shared positions
$HONA$EPD$HON$GLW$BX
$150M
528 positions
#2PFS Partners, LLCPassive
Some overlap · 5 shared positions
$WDC$HONA$HON$HEI$GLW
$247M
599 positions
#3Camarda Financial Advisors, LLCPassive
Some overlap · 4 shared positions
$WDC$HONA$ARM$HON
$331M
122 positions
#4Persistent Asset Partners LtdPassive
Some overlap · 4 shared positions
$WDC$HONA$HON$GLW
$335M
818 positions
#5Werlinich Asset Management, LLCActive
Some overlap · 5 shared positions
$GLW$BX$CRWD$HON$HONA
$262M
58 positions
#6Altshuler Shaham LtdActive
Some overlap · 4 shared positions
$ARM$HON$HONA$ADI
$8.1B
497 positions
#7TABR Capital Management, LLCActive
Slight overlap · 4 shared positions
$WDC$ARM$GLW$CRWD
$117M
54 positions
#8Markin Volterra Fund LPActive
Slight overlap · 4 shared positions
$WDC$ARM$GLW$CRWD
$147M
69 positions
#9VMS Asset Management LimitedPassive
Slight overlap · 4 shared positions
$WDC$ARM$GLW$CRWD
$315M
33 positions
#10Stonebridge Financial Group, LLC/CAPassive
Slight overlap · 5 shared positions
$HON$HONA$CRWD$GLW$BX
$722M
310 positions
#11Randolph Co IncActive
Slight overlap · 4 shared positions
$HONA$HON$GLW$BX
$1.2B
47 positions
#12PATTON FUND MANAGEMENT, INC.Passive
Slight overlap · 4 shared positions
$WDC$GLW$ADI$CRWD
$462M
86 positions
#13Jeter Robert S IIActive
Slight overlap · 4 shared positions
$WDC$GLW$ADI$CRWD
$104M
47 positions
#14JACOBS & CO/CAPassive
Slight overlap · 4 shared positions
$HONA$HON$GLW$CRWD
$1.2B
134 positions
#15Ironvine Capital Partners, LLCActive
Slight overlap · 4 shared positions
$HONA$HON$ADI$HEI
$1.1B
57 positions
#16ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INCPassive
Slight overlap · 4 shared positions
$WDC$ADI$BX$CRWD
$409M
182 positions
#17Corient IA LLCPassive
Slight overlap · 4 shared positions
$WDC$GLW$CRWD$HEI
$108M
249 positions
#18Great Lakes Retirement, Inc.Passive
Slight overlap · 4 shared positions
$GLW$BX$HON$HONA
$1.1B
216 positions
#19MOSELEY INVESTMENT MANAGEMENT INC
Slight overlap · 4 shared positions
$HON$EPD$BX$CRWD
$314M
163 positions
#20Coastal Bridge Advisors, LLCPassive
Slight overlap · 4 shared positions
$HON$HONA$CRWD$BX
$1.6B
471 positions
#21Fairscale Capital, LLCActive
Slight overlap · 4 shared positions
$GLW$BX$CRWD$ADI
$167M
441 positions
#22Phraction Management LLCActive
Slight overlap · 4 shared positions
$HONA$HON$ADI$EPD
$596M
66 positions
#23Maxi Investments CY LtdActive
Slight overlap · 4 shared positions
$ADI$ARM$HON$HONA
$494M
72 positions
#24Silvant Capital Management LLCActive
Slight overlap · 4 shared positions
$WDC$ARM$HON$HONA
$3.4B
385 positions
#25BERKSHIRE CAPITAL HOLDINGS INCActive
Slight overlap · 4 shared positions
$WDC$ARM$GLW$CRWD
$462M
122 positions

Compare Prospera Financial Services’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Prospera Financial Services’s holdings

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.