Hedge Funds Similar to Prodigy Asset

13F Portfolio OverlapQ1 2026Prodigy Asset portfolio →

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Most similar hedge funds by 13F overlap

Prodigy Asset Management LLC is an institutional investor managing $332M across 29 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 Prodigy Asset are Seven Springs Wealth Group,, 360 Financial,, truNorth Financial Services,, with shared positions in $MS, $HUM, $GSAT, $AMGN, $UPST, $MU. The full ranking of 25 similar funds is below.

#1Seven Springs Wealth Group, LLCActive

Substantial overlap · 3 shared positions

$432M

81 positions

#2360 Financial, Inc.Active

Notable overlap · 3 shared positions

$332M

80 positions

#3truNorth Financial Services, Inc.Active

Notable overlap · 3 shared positions

$97M

49 positions

#4LifeGoal Investments, LLCPassive

Notable overlap · 3 shared positions

$175M

112 positions

#5KITCHING PARTNERS, LLCActive

Notable overlap · 3 shared positions

$HUM $GSAT $UPST

$109M

40 positions

#6Noble Family Wealth, LLCActive

Notable overlap · 3 shared positions

$484M

76 positions

#7Fullerton Advisors, LLCActive

Notable overlap · 3 shared positions

$HUM $GSAT $UPST

$97M

53 positions

#8Carr Financial Group CorpPassive

Notable overlap · 3 shared positions

$379M

174 positions

#9Wolff Financial Management LLCActive

Notable overlap · 3 shared positions

$453M

103 positions

#10SWEENEY & MICHEL, LLCActive

Notable overlap · 3 shared positions

$340M

145 positions

#11RIDGECREST WEALTH PARTNERS, LLCPassive

Notable overlap · 3 shared positions

$181M

96 positions

#12STUDIO INVESTMENT MANAGEMENT LLCActive

Notable overlap · 3 shared positions

$HUM $AMGN $UPST

$547M

180 positions

#13Wright Wealth LLCActive

Notable overlap · 3 shared positions

$149M

51 positions

#14Ledyard National BankPassive

Notable overlap · 3 shared positions

$1.2B

236 positions

#15Wealthfront Advisers LLCActive

Notable overlap · 3 shared positions

$45.6B

1,076 positions

#16SPRENG CAPITAL MANAGEMENT, INC.Active

Notable overlap · 3 shared positions

$212M

66 positions

#17Compton Wealth Advisory Group, LLCActive

Some overlap · 3 shared positions

$449M

85 positions

#18Global Wealth Management, LLCActive

Some overlap · 3 shared positions

$HUM $IBIT $AMGN

$183M

44 positions

#19Rooted Wealth Advisors, Inc.Active

Some overlap · 3 shared positions

$379M

144 positions

#20Strategic Financial Concepts, LLCPassive

Some overlap · 3 shared positions

$405M

298 positions

#21Accel Wealth ManagementPassive

Some overlap · 3 shared positions

$383M

290 positions

#22Grove Street Fiduciary, LLCActive

Some overlap · 3 shared positions

$HUM $AMGN $UPST

$227M

74 positions

#23Wealth Analytics Partners, LLCActive

Some overlap · 3 shared positions

$246M

46 positions

#24FLAGSTAR ADVISORS INC.Passive

Some overlap · 3 shared positions

$276M

174 positions

#25Cornerstone Financial Management LLCPassive

Some overlap · 3 shared positions

$109M

1,311 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.