How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Prosperity Consulting Group,

13F Portfolio OverlapQ1 2026Prosperity Consulting Group, portfolio →

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Most similar hedge funds by 13F overlap

Prosperity Consulting Group, LLC is an institutional investor managing $2.2B across 524 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 Prosperity Consulting Group, are Bay Advisors,, Winthrop Advisory Group, MJT & Associates Financial Advisory Group,, with shared positions in $RELX, $WT, $MS, $HUM, $MCD, $OKE. The full ranking of 25 similar funds is below.

#1Bay Capital Advisors, LLCActive

Some overlap · 4 shared positions

$RELX $WT $MS $HUM

$162M

107 positions

#2Winthrop Advisory Group LLCActive

Some overlap · 4 shared positions

$RELX $WT $HUM $MS

$1.2B

195 positions

#3MJT & Associates Financial Advisory Group, Inc.Active

Some overlap · 4 shared positions

$RELX $WT $MCD $OKE

$136M

442 positions

#4Exeter Financial, LLCPassive

Some overlap · 5 shared positions

$RELX $TXN $IBM $KO $MCD

$245M

98 positions

#5Sherry Group, Inc.Active

Some overlap · 3 shared positions

$RELX $WT $HUM

$92M

41 positions

#6Elwood & Goetz Wealth Advisory Group, LLCActive

Some overlap · 4 shared positions

$RELX $WT $IBM $KO

$589M

138 positions

#7OFC FINANCIAL PLANNING, LLCActive

Some overlap · 5 shared positions

$RELX $TXN $REGN $MCD $IBM

$102M

56 positions

#8Bison Wealth, LLCPassive

Some overlap · 3 shared positions

$RELX $WT $KO

$1.0B

457 positions

#9GUIDANCE CAPITAL, INCPassive

Some overlap · 3 shared positions

$RELX $WT $TXN

$446M

229 positions

#10LongView Wealth ManagementPassive

Some overlap · 4 shared positions

$RELX $WT $MS $KO

$398M

247 positions

#11DONALDSON CAPITAL MANAGEMENT, LLCActive

Some overlap · 4 shared positions

$RELX $MS $IBM $MCD

$3.1B

235 positions

#12BEACON FINANCIAL GROUPPassive

Some overlap · 5 shared positions

$WT $RELX $TXN $FITB $HUM

$1.0B

348 positions

#13Oakmont Advisory Group, LLCPassive

Some overlap · 3 shared positions

$RELX $MS $HUM

$98M

119 positions

#14Beckerman Institutional, LLCPassive

Some overlap · 6 shared positions

$WT $TXN $MS $HUM $KO $OKE

$188M

121 positions

#15ATX Financial Planning, LLCPassive

Some overlap · 3 shared positions

$RELX $WT $MS

$132M

81 positions

#16Bulwark Capital CorpActive

Some overlap · 5 shared positions

$RELX $WT $HUM $OKE $MS

$162M

100 positions

#17Avestar Capital, LLCActive

Some overlap · 3 shared positions

$RELX $WT $OKE

$1.6B

509 positions

#18Stonebridge Financial Group, LLCPassive

Some overlap · 6 shared positions

$WT $TXN $MS $KO $MCD $OKE

$1.2B

262 positions

#19Able Wealth Management LLCPassive

Some overlap · 3 shared positions

$RELX $WT $HUM

$374M

138 positions

#20Cerro Pacific Wealth Advisors LLCPassive

Some overlap · 3 shared positions

$RELX $HUM $REGN

$381M

159 positions

#21OakTrust Wealth Advisors, LLCActive

Some overlap · 7 shared positions

$WT $FITB $HUM $REGN $IBM $MCD

$110M

68 positions

#22Iron Financial, LLCPassive

Some overlap · 3 shared positions

$RELX $HUM $OKE

$229M

145 positions

#23Beacon Financial Advisory LLCPassive

Some overlap · 6 shared positions

$WT $MS $FITB $HUM $KO $MCD

$443M

402 positions

#24Agate Pass Investment Management, LLCPassive

Some overlap · 4 shared positions

$RELX $TXN $IBM $__PARK_1390777

$255M

105 positions

#25Strategic Financial Concepts, LLCPassive

Some overlap · 5 shared positions

$WT $RELX $MS $HUM $OKE

$405M

298 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.