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Hedge Funds Similar to Prostatis Group

13F Portfolio OverlapQ2 2026Prostatis Group portfolio →
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Most similar hedge funds by 13F overlap

Prostatis Group LLC is an institutional investor managing $429M across 190 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 Prostatis Group are Athena Wealth, HORAN Wealth, O'Domhnaill Enterprises, with shared positions in $NEE, $NOC, $STX, $TMO, $PM, $ALL. The full ranking of 25 similar funds is below.

#1Athena Wealth Management, LLCActive
Some overlap · 6 shared positions
$NEE$NOC$STX$TMO$PM$ALL
$134M
104 positions
#2HORAN Wealth, LLCActive
Some overlap · 5 shared positions
$NOC$NEE$TMO$VZ$AMGN
$1.2B
217 positions
#3O'Domhnaill Enterprises, Inc.Passive
Some overlap · 4 shared positions
$SPCX$NOC$GD$PM
$125M
61 positions
#4CROBANPassive
Some overlap · 4 shared positions
$NOC$NEE$GD$AMGN
$227M
81 positions
#5CAPITAL CITY TRUST CO/FLPassive
Some overlap · 5 shared positions
$NEE$TMO$GD$PM$TRV
$482M
129 positions
#6SPRENG CAPITAL MANAGEMENT, INC.Active
Some overlap · 4 shared positions
$SPCX$TMO$VZ$AMGN
$275M
77 positions
#7Valtrion Capital Management, LLCActive
Some overlap · 5 shared positions
$NOC$STX$GD$PM$TRV
$134M
103 positions
#8ASSET PLANNING SERVICES INC /LA/ /ADVActive
Some overlap · 3 shared positions
$SPCX$NOC$PM
$236M
36 positions
#9Private Capital Advisors, Inc.Smart money
Some overlap · 3 shared positions
$SPCX$NOC$TMO
$1.1B
76 positions
#10Flavin Financial Services, Inc.Passive
Some overlap · 4 shared positions
$NEE$NOC$VZ$AMGN
$175M
81 positions
#11Talbot Financial, LLCActive
Some overlap · 5 shared positions
$NOC$TMO$PM$AMGN$TRV
$1.4B
71 positions
#12Sandro Wealth Management LLCPassive
Some overlap · 4 shared positions
$NEE$NOC$TMO$STX
$138M
103 positions
#13Kingdom Financial Group LLC.Active
Some overlap · 3 shared positions
$SPCX$STX$GD
$391M
855 positions
#14GW HENSSLER & ASSOCIATES LTDPassive
Some overlap · 6 shared positions
$TMO$VZ$PM$AMGN$TRV$ALL
$2.2B
268 positions
#15WINDWARD CAPITAL MANAGEMENT CO /CAActive
Some overlap · 4 shared positions
$NEE$STX$TMO$AMGN
$1.3B
73 positions
#16SHARPEPOINT LLCPassive
Some overlap · 3 shared positions
$SPCX$STX$VZ
$200M
89 positions
#17MITCHELL & PAHL PRIVATE WEALTH, LLCPassive
Some overlap · 4 shared positions
$NEE$STX$GD$AMGN
$272M
149 positions
#18STUDIO INVESTMENT MANAGEMENT LLCActive
Some overlap · 4 shared positions
$NEE$NOC$GD$AMGN
$592M
181 positions
#19GQG Partners LLCActive
Some overlap · 5 shared positions
$NEE$VZ$PM$TRV$ALL
$53.8B
102 positions
#20Stablepoint Partners, LLCPassive
Some overlap · 4 shared positions
$NEE$STX$VZ$AMGN
$723M
260 positions
#21Catherine Avery Investment Management LLCPassive
Some overlap · 4 shared positions
$NEE$STX$VZ$AMGN
$229M
166 positions
#22Aull & Monroe Investment Management CorpPassive
Some overlap · 4 shared positions
$NEE$STX$VZ$AMGN
$239M
126 positions
#23AMERICAN NATIONAL BANK & TRUSTPassive
Some overlap · 5 shared positions
$NEE$GD$VZ$AAAU$AMGN
$1.2B
631 positions
#24STEVENS CAPITAL PARTNERSActive
Some overlap · 3 shared positions
$SPCX$TMO$VZ
$526M
157 positions
#25Chesapeake Wealth ManagementPassive
Some overlap · 4 shared positions
$NEE$TMO$GD$AMGN
$357M
168 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.