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Hedge Funds Similar to Prosperity Financial Group,

13F Portfolio OverlapQ1 2026Prosperity Financial Group, portfolio →
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Most similar hedge funds by 13F overlap

Prosperity Financial Group, Inc. is an institutional investor managing $271M across 186 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 Financial Group, are Westwood Wealth, Lattice ,, Prosperity Wealth ,, with shared positions in $AGQ, $PLTR, $AMD, $UBER, $ISRG, $GBTC. The full ranking of 25 similar funds is below.

#1Westwood Wealth ManagementActive
Notable overlap · 4 shared positions
$AGQ$PLTR$AMD$UBER
$255M
42 positions
#2Lattice Capital Management, LLCActive
Notable overlap · 4 shared positions
$AGQ$PLTR$AMD$ISRG
$57M
18 positions
#3Prosperity Wealth Management, Inc.
Notable overlap · 4 shared positions
$AGQ$PLTR$GBTC$UBER
$300M
251 positions
#4IAM Advisory, LLCActive
Notable overlap · 5 shared positions
$AGQ$AMD$AMN$SNDK$PLTR
$446M
95 positions
#5RHL GROUP, LLCActive
Notable overlap · 4 shared positions
$AGQ$PLTR$AMN$ETN
$117M
240 positions
#6Variant Private Wealth, LLCActive
Notable overlap · 4 shared positions
$AGQ$GBTC$AMD$PLTR
$83M
38 positions
#7Genesis Financial Group, LLCPassive
Some overlap · 3 shared positions
$AGQ$PLTR$UBER
$158M
103 positions
#8Dedeker Financial LLCPassive
Some overlap · 3 shared positions
$AGQ$PLTR$LRCX
$115M
50 positions
#9REUTER JAMES WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$AGQ$FHI$ISRG$UBER
$697M
218 positions
#10WMS Group LLCPassive
Some overlap · 4 shared positions
$AGQ$PLTR$PWR$AMN
$69M
50 positions
#11Gunderson Capital Management Inc.Passive
Some overlap · 6 shared positions
$PLTR$AGQ$AMD$SNDK$PWR$ETN
$239M
46 positions
#12MFG WEALTH MANAGEMENT, INC.Passive
Some overlap · 3 shared positions
$AGQ$PLTR$PWR
$121M
61 positions
#13Paragon Advisors, LLCActive
Some overlap · 4 shared positions
$AGQ$PLTR$LRCX$AMN
$371M
76 positions
#14TTP Investments, Inc.Active
Some overlap · 4 shared positions
$AGQ$AMD$KLAC$SNDK
$240M
35 positions
#15Connective Capital Management, LLCPassive
Some overlap · 4 shared positions
$AGQ$KLAC$ISRG$PLTR
$121M
66 positions
#16Arta Finance Wealth Management LLCPassive
Some overlap · 4 shared positions
$AGQ$PLTR$AMD$ISRG
$202M
95 positions
#17Trifecta Capital Advisors, LLCPassive
Some overlap · 7 shared positions
$PLTR$AMD$ETN$UBER$LRCX$ISRG
$646M
274 positions
#18Runnymede Capital Advisors, Inc.Passive
Some overlap · 4 shared positions
$AGQ$LRCX$GBTC$AMD
$116M
75 positions
#19Ridgepath Capital Management LLCActive
Some overlap · 3 shared positions
$AGQ$GBTC$LRCX
$201M
51 positions
#20Teamwork Financial Advisors, LLCPassive
Some overlap · 6 shared positions
$PLTR$AMD$KLAC$PWR$ETN$TJX
$946M
216 positions
#21BNC WEALTH MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$PLTR$AMD$KLAC$PWR$ETN$TJX
$360M
106 positions
#22AXS Investments LLCActive
Some overlap · 4 shared positions
$AGQ$PLTR$UBER$AMD
$248M
189 positions
#23FAGAN ASSOCIATES, INC.Passive
Some overlap · 5 shared positions
$PLTR$AGQ$AMD$UBER$GBTC
$719M
135 positions
#24Dale Q Rice Investment Management LtdActive
Some overlap · 3 shared positions
$AGQ$LRCX$PLTR
$132M
68 positions
#25Menard Financial Group LLCActive
Some overlap · 6 shared positions
$PLTR$KLAC$PWR$UBER$AMD$LRCX
$143M
82 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.