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Hedge Funds Similar to Prostatis Group

13F Portfolio OverlapQ1 2026Prostatis Group portfolio →
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Most similar hedge funds by 13F overlap

Prostatis Group LLC is an institutional investor managing $391M across 167 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 Prostatis Group are Systelligence,, Somerset Group, Tandem Financial,, with shared positions in $SNOW, $USB, $XYZ, $SAN, $NEE, $AAAU. The full ranking of 25 similar funds is below.

#1Systelligence, LLCPassive
Some overlap · 4 shared positions
$SNOW$USB$XYZ$SAN
$514M
56 positions
#2Somerset Group LLCActive
Some overlap · 4 shared positions
$SNOW$USB$NEE$SAN
$135M
59 positions
#3Tandem Financial, LLCPassive
Some overlap · 5 shared positions
$SNOW$USB$SAN$AAAU$PM
$314M
98 positions
#4FLC Capital AdvisorsPassive
Some overlap · 5 shared positions
$SNOW$USB$NEE$SAN$PM
$560M
221 positions
#5Certified Advisory CorpPassive
Some overlap · 5 shared positions
$SNOW$XYZ$USB$SAN$LMT
$1.1B
318 positions
#6Pflug Koory, LLCPassive
Some overlap · 5 shared positions
$SNOW$USB$NOC$TMO$LMT
$218M
419 positions
#7BetterWealth, LLCSmart money
Some overlap · 3 shared positions
$SNOW$USB$NEE
$510M
85 positions
#8MFA WEALTH ADVISORS, LLCActive
Some overlap · 4 shared positions
$SNOW$USB$SAN$LMT
$508M
88 positions
#9Fortis Advisors, LLCPassive
Some overlap · 4 shared positions
$SNOW$USB$NEE$TMO
$200M
119 positions
#10Sagace Wealth Management LLCPassive
Some overlap · 5 shared positions
$SNOW$USB$SNPS$NEE$LMT
$149M
70 positions
#11W.H. Cornerstone Investments Inc.Passive
Some overlap · 3 shared positions
$SNOW$USB$TMO
$160M
129 positions
#12CAMDEN ASSET MANAGEMENT L P /CAActive
Some overlap · 3 shared positions
$SNOW$XYZ$NEE
$2.9B
69 positions
#13Hurlow Wealth Management Group, Inc.Active
Some overlap · 4 shared positions
$SNOW$USB$SNPS$NEE
$420M
120 positions
#14Carl P. Sherr & Co., LLCPassive
Some overlap · 3 shared positions
$SNOW$USB$NEE
$213M
124 positions
#15Westover Capital Advisors, LLCPassive
Some overlap · 4 shared positions
$SNOW$USB$TMO$GD
$543M
235 positions
#16MMA ASSET MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$USB$XYZ$SNOW$SNPS
$284M
179 positions
#17Hilton Capital Management, LLCActive
Some overlap · 3 shared positions
$SNOW$USB$GD
$1.3B
129 positions
#18Mach-1 Financial Group, LLCPassive
Some overlap · 3 shared positions
$SNOW$XYZ$NOC
$284M
161 positions
#19BAM Wealth Management, LLCPassive
Some overlap · 3 shared positions
$USB$SNOW$TMO
$134M
158 positions
#20Silver Coast Investments LLCActive
Some overlap · 3 shared positions
$SNOW$USB$LMT
$313M
119 positions
#21Cornerstone Financial Management LLCPassive
Some overlap · 3 shared positions
$SNOW$USB$LMT
$109M
1,311 positions
#22FAGAN ASSOCIATES, INC.Passive
Some overlap · 3 shared positions
$SNOW$USB$NEE
$719M
135 positions
#23Verde Capital ManagementActive
Some overlap · 3 shared positions
$SNOW$USB$SNPS
$468M
69 positions
#24Marmo Financial Group, LLCActive
Some overlap · 4 shared positions
$SNOW$XYZ$GD$TMO
$202M
38 positions
#25Bigelow Investment Advisors, LLCPassive
Some overlap · 4 shared positions
$SNOW$USB$NEE$GD
$250M
153 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.