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

13F Portfolio OverlapQ3 2026C2P Advisory Group, d.b.a. Prosperity Ad portfolio →
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Most similar hedge funds by 13F overlap

C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Ad is an institutional investor managing $2.0B across 417 U.S. equity positions as of Q3 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 Ackerman Advisors, MAIMON WEALTH LTD., Boyce & Associates Wealth Consulting, with shared positions in $IAU, $DOV, $MCD, $ABT, $IBIT, $PM. The full ranking of 25 similar funds is below.

#1Ackerman Capital Advisors, LLCActive
Some overlap · 5 shared positions
$IAU$DOV$MCD$ABT$IBIT
$497M
120 positions
#2MAIMON WEALTH MANAGEMENT LTD.Active
Some overlap · 4 shared positions
$IAU$DOV$MCD$PM
$130M
80 positions
#3Boyce & Associates Wealth Consulting, Inc.Active
Some overlap · 4 shared positions
$IAU$DOV$PM$SHW
$165M
79 positions
#4Leonard Rickey Investment Advisors P.L.L.C.Active
Some overlap · 4 shared positions
$IAU$DOV$PM$MCK
$637M
125 positions
#5NavPoint Financial, Inc.Active
Some overlap · 4 shared positions
$IAU$DOV$IBIT$MCD
$283M
75 positions
#6Cranbrook Wealth Management, LLCActive
Some overlap · 4 shared positions
$IAU$ABT$IBIT$CRDO
$534M
406 positions
#7Roehl & Yi Investment Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$DOV$PM
$304M
194 positions
#8Shah Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$IAU$DOV$PM
$433M
79 positions
#9Fermata Advisors, LLCPassive
Some overlap · 4 shared positions
$IAU$DOV$PM$IBIT
$517M
293 positions
#10Allie Family Office LLCActive
Some overlap · 3 shared positions
$IAU$DOV$IBIT
$270M
107 positions
#11Discipline Wealth Solutions, LLCActive
Some overlap · 3 shared positions
$IAU$DOV$IBIT
$1.2B
196 positions
#12Proficio Capital Partners LLCPassive
Some overlap · 3 shared positions
$IAU$DOV$IBIT
$2.8B
691 positions
#13Sharkey, Howes & JaverActive
Some overlap · 3 shared positions
$IAU$DOV$IBIT
$830M
159 positions
#14Zhang Financial LLCActive
Some overlap · 3 shared positions
$IAU$DOV$IBIT
$3.4B
392 positions
#15REUTER JAMES WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$IAU$DOV$SHW$MCK
$769M
225 positions
#16Verus Financial Partners, Inc.Smart money
Some overlap · 3 shared positions
$IAU$DOV$PM
$1.2B
127 positions
#17MBA Advisors LLCPassive
Some overlap · 3 shared positions
$IAU$MCD$PM
$297M
166 positions
#18TPG Advisors LLCActive
Some overlap · 3 shared positions
$IAU$MCD$PM
$187M
118 positions
#19Accretive Wealth Partners, LLCPassive
Some overlap · 3 shared positions
$IAU$MCD$PM
$412M
181 positions
#20Red Mountain Financial, LLCActive
Some overlap · 3 shared positions
$IAU$MCD$DOV
$119M
82 positions
#21Asempa Wealth AdvisorsActive
Some overlap · 3 shared positions
$IAU$MCD$IBIT
$131M
114 positions
#22Wealth Watch Advisors, INCActive
Some overlap · 3 shared positions
$IAU$MCD$IBIT
$309M
142 positions
#23Modus Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$MCD$IBIT
$405M
118 positions
#24Archer Investment Management, LLCActive
Some overlap · 3 shared positions
$IAU$DOV$IBIT
$317M
121 positions
#25Battery Global Advisors, LLCSmart money
Some overlap · 3 shared positions
$IAU$DOV$MIAX
$200M
157 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.