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Hedge Funds Similar to Prosperity Wealth ,

13F Portfolio OverlapQ4 2025Prosperity Wealth , portfolio →
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Most similar hedge funds by 13F overlap

Prosperity Wealth Management, Inc. is an institutional investor managing $300M across 251 U.S. equity positions as of Q4 2025. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Prosperity Wealth , are Paragon Advisors,, AXS Investments, Gunderson, with shared positions in $AGQ, $ANET, $PLTR, $ASML, $VRT, $SHW. The full ranking of 25 similar funds is below.

#1Paragon Advisors, LLCActive
Notable overlap · 7 shared positions
$AGQ$ANET$PLTR$ASML$VRT$SHW
$371M
76 positions
#2AXS Investments LLCActive
Notable overlap · 7 shared positions
$AGQ$PLTR$UBER$ASML$MU$VRT
$248M
189 positions
#3Gunderson Capital Management Inc.Passive
Notable overlap · 7 shared positions
$PLTR$AGQ$TRGP$ASML$GE$MU
$239M
46 positions
#4Prosperity Financial Group, Inc.Passive
Notable overlap · 4 shared positions
$AGQ$PLTR$GBTC$UBER
$271M
186 positions
#5Genesis Financial Group, LLCPassive
Notable overlap · 4 shared positions
$AGQ$PLTR$UBER$SHOP
$158M
103 positions
#6Benchmark Investment Advisors LLCPassive
Some overlap · 8 shared positions
$PLTR$ANET$UBER$ASML$GE$MU
$172M
76 positions
#7Westwood Wealth ManagementActive
Some overlap · 4 shared positions
$AGQ$PLTR$UBER$SHW
$255M
42 positions
#8Variant Private Wealth, LLCActive
Some overlap · 5 shared positions
$AGQ$GBTC$ARKO$PLTR$CRWD
$83M
38 positions
#9MFG WEALTH MANAGEMENT, INC.Passive
Some overlap · 4 shared positions
$AGQ$PLTR$GE$IBM
$121M
61 positions
#10RHL GROUP, LLCActive
Some overlap · 4 shared positions
$AGQ$PLTR$SHW$CRWD
$117M
240 positions
#11Dedeker Financial LLCPassive
Some overlap · 3 shared positions
$AGQ$PLTR$MU
$115M
50 positions
#12Valtrion Capital Management, LLCActive
Some overlap · 6 shared positions
$AGQ$ARKO$CRWD$SHW$UBER$PLTR
$106M
93 positions
#13Faithward Advisors, LLCPassive
Some overlap · 7 shared positions
$PLTR$ANET$ASML$VRT$IBM$SHOP
$701M
261 positions
#14Left Brain Wealth Management, LLCPassive
Some overlap · 6 shared positions
$PLTR$ANET$UBER$GE$MU$VRT
$255M
79 positions
#15Ridgepath Capital Management LLCActive
Some overlap · 5 shared positions
$AGQ$GBTC$NTRB$SHW$GE
$201M
51 positions
#16IAM Advisory, LLCActive
Some overlap · 5 shared positions
$AGQ$VRT$PLTR$SHW$VST
$446M
95 positions
#17Winslow Capital Management, LLCActive
Some overlap · 7 shared positions
$PLTR$ANET$ASML$GE$MU$VRT
$25.6B
60 positions
#18Cornerstone Select Advisors, LLCPassive
Some overlap · 7 shared positions
$PLTR$ANET$MU$VRT$IBM$SHW
$160M
124 positions
#19Avant Capital LLCPassive
Some overlap · 4 shared positions
$AGQ$NTRB$PLTR$UBER
$142M
76 positions
#20Game Creek Capital, LPPassive
Some overlap · 5 shared positions
$AGQ$UBER$MU$VRT$IBM
$301M
93 positions
#21SLT Holdings LLCPassive
Some overlap · 7 shared positions
$AGQ$GBTC$PLTR$ASML$MU$CRWD
$148M
136 positions
#22Three Seasons Wealth, LLCPassive
Some overlap · 4 shared positions
$AGQ$ANET$MU$SHOP
$262M
187 positions
#23REUTER JAMES WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$AGQ$GE$UBER$SHW
$697M
218 positions
#24Bucket List Wealth Management, LLCActive
Some overlap · 4 shared positions
$AGQ$NTRB$IBM$GE
$166M
57 positions
#25Hedges Asset Management LLC
Some overlap · 4 shared positions
$AGQ$WYNN$GE$IBM
$142M
108 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.