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Hedge Funds Similar to Prospect Hill

13F Portfolio OverlapQ2 2026Prospect Hill portfolio →
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Most similar hedge funds by 13F overlap

Prospect Hill Management, LLC is an institutional investor managing $257M across 14 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 Prospect Hill are Orange Investment Advisors, Purus Wealth, Navera Investment Ltd., with shared positions in $ISRG, $TMO, $AXP, $PLTR. The full ranking of 25 similar funds is below.

#1Orange Investment Advisors, Inc.Passive
Some overlap · 3 shared positions
$ISRG$TMO$AXP
$823M
143 positions
#2Purus Wealth Management, LLCPassive
Slight overlap · 3 shared positions
$ISRG$PLTR$AXP
$363M
171 positions
#3Navera Investment Management Ltd.Active
Slight overlap · 3 shared positions
$ISRG$TMO$AXP
$3.7B
56 positions
#4WILLNER & HELLER, LLCPassive
Slight overlap · 3 shared positions
$ISRG$TMO$PLTR
$160M
165 positions
#5McGuire Investment Group, LLCActive
Slight overlap · 3 shared positions
$ISRG$TMO$PLTR
$1.1B
137 positions
#6Brick & Kyle, AssociatesActive
Slight overlap · 3 shared positions
$ISRG$TMO$PLTR
$303M
96 positions
#7Forefront Wealth Partners, LLCPassive
Slight overlap · 3 shared positions
$ISRG$TMO$PLTR
$323M
177 positions
#8Harvest Portfolios Group Inc.Active
Slight overlap · 3 shared positions
$ISRG$TMO$PLTR
$7.1B
267 positions
#9Trifecta Capital Advisors, LLCPassive
Slight overlap · 3 shared positions
$ISRG$TMO$PLTR
$776M
493 positions
#10Covea FinanceActive
Slight overlap · 3 shared positions
$ISRG$TMO$AXP
$3.2B
153 positions
#11Destination Wealth ManagementPassive
Slight overlap · 3 shared positions
$ISRG$TMO$AXP
$4.3B
344 positions
#12SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIActive
Slight overlap · 3 shared positions
$ISRG$PLTR$AXP
$1.5B
160 positions
#13Fire Capital Management LLCPassive
Slight overlap · 3 shared positions
$ISRG$TMO$AXP
$246M
122 positions
#14Bayesian Capital Management, LPPassive
Slight overlap · 3 shared positions
$ISRG$PLTR$AXP
$156M
223 positions
#15RICHARDS, MERRILL & PETERSON, INC.Passive
Slight overlap · 3 shared positions
$ISRG$PLTR$AXP
$315M
285 positions
#16ELLERSON GROUP INC /ADVPassive
Slight overlap · 3 shared positions
$ISRG$TMO$PLTR
$169M
64 positions
#17OSSIAMPassive
Slight overlap · 3 shared positions
$TMO$ISRG$PLTR
$7.5B
680 positions
#18ARTHUR M. COHEN & ASSOCIATES, LLCActive
Slight overlap · 3 shared positions
$ISRG$TMO$PLTR
$640M
139 positions
#19Groupe la FrancaisePassive
Slight overlap · 3 shared positions
$ISRG$TMO$AXP
$16.2B
797 positions
#20Codex Capital Asset Management L.L.C.Active
Slight overlap · 3 shared positions
$ISRG$TMO$AXP
$289M
33 positions
#21Parallel Advisors, LLCPassive
Slight overlap · 3 shared positions
$TMO$ISRG$PLTR
$6.6B
3,930 positions
#22Breakwater Investment ManagementPassive
Slight overlap · 3 shared positions
$TMO$ISRG$PLTR
$294M
600 positions
#23LaFleur & Godfrey LLCPassive
Slight overlap · 3 shared positions
$TMO$PLTR$AXP
$842M
149 positions
#24Fairbanks Capital Management, Inc.Passive
Slight overlap · 3 shared positions
$TMO$PLTR$AXP
$169M
48 positions
#25Prudent Man Investment Management, Inc.Smart money
Slight overlap · 3 shared positions
$TMO$PLTR$AXP
$293M
169 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.