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Hedge Funds Similar to Prosperitas Financial

13F Portfolio OverlapQ2 2026Prosperitas Financial portfolio →
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Most similar hedge funds by 13F overlap

Prosperitas Financial LLC is an institutional investor managing $312M across 103 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Prosperitas Financial are Beacon Harbor Wealth Advisors, Titan Investment, Investmark Advisory Group, with shared positions in $FIX, $VRT, $PM, $LMT, $MO, $SFM. The full ranking of 25 similar funds is below.

#1Beacon Harbor Wealth Advisors, Inc.Passive
Notable overlap · 3 shared positions
$FIX$VRT$PM
$513M
70 positions
#2Titan Investment Management LLCActive
Some overlap · 3 shared positions
$VRT$LMT$PM
$137M
40 positions
#3Investmark Advisory Group LLCPassive
Some overlap · 3 shared positions
$LMT$MO$PM
$263M
148 positions
#4Sidoxia Capital Management, LLCPassive
Some overlap · 3 shared positions
$FIX$VRT$SFM
$136M
88 positions
#5O'Domhnaill Enterprises, Inc.Passive
Some overlap · 3 shared positions
$MO$PM$LMT
$125M
61 positions
#6Graver Capital Management, LLCSmart money
Some overlap · 3 shared positions
$MO$PM$AEE
$140M
26 positions
#7Measured Risk Portfolios, Inc.Active
Some overlap · 3 shared positions
$MO$PM$SFM
$94M
64 positions
#8Fee-Only Financial Planning, L.C.Smart money
Some overlap · 3 shared positions
$MO$PM$WBD
$182M
43 positions
#9Wrenne Financial Planning LLCSmart money
Some overlap · 3 shared positions
$MO$PM$LMT
$296M
60 positions
#10FCF Advisors LLCPassive
Some overlap · 3 shared positions
$VRT$MO$LMT
$544M
58 positions
#11McBroom & Associates, LLCActive
Some overlap · 3 shared positions
$VRT$SFM$PM
$199M
37 positions
#12Hilton Head Capital Partners, LLCPassive
Some overlap · 4 shared positions
$PM$MO$LMT$VRT
$185M
877 positions
#13BENEDICT FINANCIAL ADVISORS INCPassive
Some overlap · 3 shared positions
$MO$PM$LMT
$504M
136 positions
#14Carolina Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$MO$PM$LMT
$263M
373 positions
#15Wheelhouse Advisory Group LLCActive
Some overlap · 3 shared positions
$AEE$PM$MO
$378M
56 positions
#16SANDERS MORRIS HARRIS LLCActive
Some overlap · 4 shared positions
$PM$MO$FIX$AN
$755M
325 positions
#17TOEWS CORP /ADVActive
Some overlap · 3 shared positions
$MO$PM$FIX
$686M
151 positions
#18Davidson Capital Management Inc.Active
Some overlap · 3 shared positions
$FIX$VRT$ENSG
$604M
99 positions
#19Keystone Financial Planning, Inc.Active
Some overlap · 3 shared positions
$MO$PM$LMT
$404M
39 positions
#20Night Squared LPPassive
Some overlap · 3 shared positions
$PM$TAP$FIX
$930M
69 positions
#21RBO & CO LLCActive
Some overlap · 3 shared positions
$PM$LMT$MO
$628M
56 positions
#22KEATING INVESTMENT COUNSELORS INCSmart money
Some overlap · 3 shared positions
$LMT$TAP$PM
$382M
60 positions
#23Vigil Wealth Management, LLCActive
Some overlap · 3 shared positions
$MO$PM$CRM
$140M
81 positions
#24CFC Planning Co LLCPassive
Some overlap · 3 shared positions
$MO$PM$CRM
$171M
71 positions
#25Altrius Capital Management IncPassive
Some overlap · 3 shared positions
$PM$MO$LMT
$526M
89 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.