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Hedge Funds Similar to Prospera Financial Services

13F Portfolio OverlapQ1 2026Prospera Financial Services portfolio →
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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 Q1 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 LEVEL FOUR ADVISORY SERVICES,, MADDEN SECURITIES, Headlands Technologies, with shared positions in $MU, $BAH, $COP, $SHW, $USB, $MS. The full ranking of 25 similar funds is below.

#1LEVEL FOUR ADVISORY SERVICES, LLCPassive
Some overlap · 6 shared positions
$MU$BAH$COP$SHW$USB$MS
$3.0B
866 positions
#2MADDEN SECURITIES CorpPassive
Some overlap · 5 shared positions
$HON$EPD$SHW$MSTR$PLTR
$333M
113 positions
#3Headlands Technologies LLCPassive
Some overlap · 4 shared positions
$HON$USB$MU$MSTR
$878M
712 positions
#4HOWE & RUSLING INCPassive
Some overlap · 4 shared positions
$HON$USB$COP$MS
$1.5B
477 positions
#5GILPIN WEALTH MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$USB$EPD$COP$PLTR$MS
$126M
999 positions
#6Greenline Wealth Management LLCPassive
Some overlap · 5 shared positions
$USB$MU$BAH$PLTR$MSTR
$87M
94 positions
#7CALTON & ASSOCIATES, INC.Passive
Some overlap · 5 shared positions
$USB$SHW$MU$COP$MS
$696M
438 positions
#8CREATIVE FINANCIAL DESIGNS INC /ADVPassive
Some overlap · 5 shared positions
$USB$BAH$MSTR$COP$MS
$1.6B
2,162 positions
#9Bouvel Investment Partners, LLCPassive
Some overlap · 4 shared positions
$HON$BAH$PLTR$MS
$345M
78 positions
#10Eaton Financial Holdings Company, LLCPassive
Some overlap · 5 shared positions
$MU$BAH$PLTR$USB$EPD
$305M
125 positions
#11RICHARDS, MERRILL & PETERSON, INC.Passive
Some overlap · 5 shared positions
$MU$HON$BAH$PLTR$MS
$273M
283 positions
#12Comprehensive Financial Planning, Inc./PAPassive
Some overlap · 5 shared positions
$MU$SHW$BAH$PLTR$MS
$144M
387 positions
#13IAM Advisory, LLCActive
Some overlap · 4 shared positions
$HON$USB$SHW$PLTR
$446M
95 positions
#14Sunbelt Securities, Inc.Passive
Some overlap · 5 shared positions
$EPD$BAH$MU$PLTR$MS
$1.6B
2,954 positions
#15Midwest Financial Group LLCPassive
Slight overlap · 5 shared positions
$USB$MU$SHW$BAH$COP
$234M
126 positions
#16MARCO INVESTMENT MANAGEMENT LLCPassive
Slight overlap · 4 shared positions
$HON$USB$EPD$COP
$1.3B
232 positions
#17NATIXISActive
Slight overlap · 5 shared positions
$HON$MU$PLTR$MS$MSTR
$28.0B
1,091 positions
#18LifeGoal Investments, LLCPassive
Slight overlap · 5 shared positions
$MU$BAH$COP$USB$MS
$175M
112 positions
#19Lauer Wealth, LLCActive
Slight overlap · 5 shared positions
$USB$COP$MSTR$PLTR$MU
$126M
67 positions
#20COFG Advisors, LLCPassive
Slight overlap · 5 shared positions
$MU$PLTR$BAH$MS$SHW
$404M
241 positions
#21J.W. COLE ADVISORS, INC.Passive
Slight overlap · 5 shared positions
$COP$USB$PLTR$SHW$MS
$3.0B
785 positions
#22Strategic Financial Concepts, LLCPassive
Slight overlap · 5 shared positions
$USB$BAH$MS$SHW$MU
$405M
298 positions
#23Kercheville Advisors, LLCPassive
Slight overlap · 4 shared positions
$USB$EPD$MU$PLTR
$313M
106 positions
#24Fund Advisors of America Inc/FLPassive
Slight overlap · 4 shared positions
$USB$EPD$MU$PLTR
$99M
118 positions
#25Signet Investment Advisory Group, Inc.Passive
Slight overlap · 3 shared positions
$HON$USB$COP
$218M
69 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.