13F Pro

Hedge Funds Similar to Prosperity Consulting Group

13F Portfolio OverlapQ2 2026Prosperity Consulting Group portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Prosperity Consulting Group, LLC is an institutional investor managing $2.6B across 636 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 Prosperity Consulting Group are REXFORD, Granite Group Advisors, KDT Advisors, with shared positions in $BNY, $QCOM, $MCD, $VLO, $PM, $TXN. The full ranking of 25 similar funds is below.

#1REXFORD CAPITAL INCPassive
Slight overlap · 5 shared positions
$BNY$QCOM$MCD$VLO$PM
$163M
301 positions
#2Granite Group Advisors, LLCActive
Slight overlap · 5 shared positions
$BNY$TXN$QCOM$PM$OKE
$169M
84 positions
#3KDT Advisors, LLCPassive
Slight overlap · 5 shared positions
$QCOM$OKE$MCD$VLO$PM
$72M
73 positions
#4CINCINNATI FINANCIAL CORPActive
Slight overlap · 5 shared positions
$QCOM$MCD$SNA$VLO$PM
$5.2B
56 positions
#5Walsky Investment Management, Inc.Passive
Slight overlap · 4 shared positions
$BNY$TXN$QCOM$MCD
$108M
52 positions
#6Axecap Investments, LLCPassive
Slight overlap · 4 shared positions
$BNY$TXN$QCOM$VLO
$181M
73 positions
#7PARADIGM ASSET MANAGEMENT CO LLCPassive
Slight overlap · 4 shared positions
$BNY$TXN$QCOM$VLO
$468M
419 positions
#8BUTENSKY & COHEN FINANCIAL SECURITY, INCPassive
Slight overlap · 4 shared positions
$BNY$QCOM$OKE$MCD
$404M
99 positions
#9Stolper CoPassive
Slight overlap · 4 shared positions
$BNY$TXN$OKE$PM
$387M
91 positions
#10Kinsale Capital Group, Inc.Active
Slight overlap · 4 shared positions
$BNY$TXN$MCD$PM
$754M
41 positions
#11WARNER FINANCIAL, INCActive
Slight overlap · 4 shared positions
$BNY$TXN$MCD$PM
$340M
145 positions
#12IFG Advisory, LLCPassive
Slight overlap · 4 shared positions
$BNY$QCOM$SNA$PM
$2.9B
2,363 positions
#13Sarver Vrooman Wealth AdvisorsSmart money
Slight overlap · 4 shared positions
$BNY$OKE$MCD$QCOM
$168M
145 positions
#14Stokes Capital Advisors, LLCPassive
Slight overlap · 4 shared positions
$TXN$QCOM$OKE$MCD
$467M
118 positions
#15CERTIOR FINANCIAL GROUP, LLCPassive
Slight overlap · 4 shared positions
$TXN$QCOM$OKE$SNA
$183M
146 positions
#16DEARBORN PARTNERS LLCActive
Slight overlap · 4 shared positions
$TXN$QCOM$MCD$SNA
$1.8B
269 positions
#17BENJAMIN EDWARDS INCPassive
Slight overlap · 4 shared positions
$TXN$QCOM$MCD$SNA
$11.0B
1,425 positions
#18Advisors Capital Management, LLCPassive
Slight overlap · 4 shared positions
$TXN$QCOM$OKE$PM
$9.4B
634 positions
#19OLD REPUBLIC INTERNATIONAL CORPActive
Slight overlap · 4 shared positions
$TXN$QCOM$MCD$VLO
$2.7B
54 positions
#20Banco de Sabadell, S.APassive
Slight overlap · 4 shared positions
$TXN$QCOM$MCD$VLO
$170M
61 positions
#21Human Investing LLCSmart money
Slight overlap · 4 shared positions
$TXN$QCOM$MCD$PM
$771M
105 positions
#22Novak & Powell Financial Services, Inc.Passive
Slight overlap · 4 shared positions
$TXN$QCOM$MCD$PM
$212M
171 positions
#23SEARLE & CO.Passive
Slight overlap · 4 shared positions
$TXN$QCOM$MCD$PM
$445M
194 positions
#24Axis Wealth Partners, LLCPassive
Slight overlap · 4 shared positions
$TXN$QCOM$MCD$PM
$208M
183 positions
#25Alliance Wealth Advisors, LLC /UTPassive
Slight overlap · 4 shared positions
$TXN$OKE$MCD$SNA
$530M
235 positions

Compare Prosperity Consulting Group’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 Prosperity Consulting Group’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.