13F Pro

Hedge Funds Similar to C2P Advisory Group, d.b.a. Prosperity Ad

13F Portfolio OverlapQ1 2026C2P Advisory Group, d.b.a. Prosperity Ad portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Ad is an institutional investor managing $1.8B across 403 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 C2P Advisory Group, d.b.a. Prosperity Ad are 5T Wealth,, Triad Wealth Partners,, Arcadia Wealth ,, with shared positions in $SE, $IAU, $SNOW, $KKR, $WT, $GSAT. The full ranking of 25 similar funds is below.

#15T Wealth, LLCPassive
Some overlap · 7 shared positions
$SE$IAU$SNOW$KKR$WT$GSAT
$253M
129 positions
#2Triad Wealth Partners, LLCPassive
Some overlap · 6 shared positions
$SE$IAU$SNOW$LEN$WT$RF
$1.3B
478 positions
#3Arcadia Wealth Management, LLCActive
Some overlap · 5 shared positions
$SE$SNOW$LEN$VLTO$IAU
$276M
67 positions
#4WealthCare Investment Partners, LLCPassive
Some overlap · 7 shared positions
$SE$IAU$MS$WT$SNOW$GSAT
$360M
191 positions
#5Merit Financial Group, LLCPassive
Some overlap · 6 shared positions
$SE$SNOW$VLTO$IAU$KKR$WT
$13.5B
2,115 positions
#6Strategic Blueprint, LLCPassive
Some overlap · 5 shared positions
$SE$LEN$IAU$VLTO$MS
$1.7B
639 positions
#7Interactive Financial AdvisorsActive
Some overlap · 7 shared positions
$SE$IAU$KKR$WT$SHW$MS
$153M
78 positions
#8Centurion Wealth Management LLCPassive
Some overlap · 8 shared positions
$IAU$SNOW$SE$VLTO$KKR$MS
$444M
316 positions
#9Sterling Financial Planning, Inc.Active
Some overlap · 5 shared positions
$SE$IAU$SNOW$KKR$WT
$337M
117 positions
#10Westfuller Advisors, LLCPassive
Some overlap · 5 shared positions
$SE$SNOW$VLTO$KKR$MS
$232M
756 positions
#11Catalyst Investment Management LLCPassive
Some overlap · 6 shared positions
$SE$IAU$KKR$MS$WT$RF
$90M
65 positions
#12Pacific Excel Wealth Advisors, Inc.Passive
Some overlap · 4 shared positions
$SE$IAU$LEN$VLTO
$95M
140 positions
#13Dentgroup LLC
Some overlap · 5 shared positions
$SE$LEN$SNOW$KKR$IAU
$146M
93 positions
#14Bay Harbor Wealth Management, LLCPassive
Some overlap · 4 shared positions
$SE$SNOW$VLTO$IAU
$386M
1,301 positions
#15Heck Capital Advisors, LLCActive
Some overlap · 6 shared positions
$SE$SNOW$IAU$WT$RF$LEN
$1.3B
202 positions
#16Daviman Financial, LLCPassive
Some overlap · 5 shared positions
$SE$LEN$SNOW$WT$SHW
$169M
84 positions
#17Asempa Wealth AdvisorsPassive
Some overlap · 4 shared positions
$SE$IAU$LEN$KKR
$115M
115 positions
#18TME FINANCIAL, INC.Passive
Some overlap · 5 shared positions
$SE$IAU$KKR$MS$SNOW
$144M
65 positions
#19Altiora Financial Group, LLCActive
Some overlap · 4 shared positions
$SE$IAU$SNOW$GSAT
$607M
110 positions
#20Element Wealth, LLCPassive
Some overlap · 5 shared positions
$SE$SNOW$MS$WT$SHW
$242M
207 positions
#21Disciplined Investments, LLCPassive
Some overlap · 5 shared positions
$SE$IAU$SNOW$LEN$VLTO
$279M
141 positions
#22Coordinated Financial Services, Inc.Passive
Some overlap · 4 shared positions
$SE$SNOW$LEN$KKR
$174M
176 positions
#23rebel Financial LLCPassive
Some overlap · 4 shared positions
$SE$SNOW$VLTO$WT
$231M
65 positions
#24Endowment Wealth Management, Inc.Passive
Some overlap · 6 shared positions
$SE$MS$WT$IAU$GSAT$SHW
$226M
165 positions
#25Archer Investment Management, LLCPassive
Some overlap · 5 shared positions
$SE$IAU$MS$WT$LEN
$238M
108 positions

Compare C2P Advisory Group, d.b.a. Prosperity Ad’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 C2P Advisory Group, d.b.a. Prosperity Ad’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.