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Hedge Funds Similar to Prosperitas Financial

13F Portfolio OverlapQ1 2026Prosperitas Financial portfolio →
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Most similar hedge funds by 13F overlap

Prosperitas Financial LLC is an institutional investor managing $268M across 93 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 Prosperitas Financial are Contrarius Group Ltd, FCF Advisors, Titan Investment, with shared positions in $WBD, $MO, $PM, $TAP, $VRT, $LMT. The full ranking of 25 similar funds is below.

#1Contrarius Group Holdings LtdActive
Some overlap · 4 shared positions
$WBD$MO$PM$TAP
$1.8B
39 positions
#2FCF Advisors LLCPassive
Some overlap · 3 shared positions
$VRT$LMT$MO
$444M
52 positions
#3Titan Investment Management LLCPassive
Some overlap · 3 shared positions
$VRT$LMT$PM
$113M
37 positions
#4Beacon Harbor Wealth Advisors, Inc.Passive
Some overlap · 3 shared positions
$FIX$VRT$PM
$477M
70 positions
#5Sidoxia Capital Management, LLCPassive
Some overlap · 3 shared positions
$FIX$VRT$SFM
$116M
83 positions
#6Investmark Advisory Group LLCPassive
Some overlap · 3 shared positions
$LMT$MO$PM
$234M
142 positions
#7O'Domhnaill Enterprises, Inc.Passive
Some overlap · 3 shared positions
$LMT$MO$PM
$124M
55 positions
#8GQG Partners LLCActive
Some overlap · 3 shared positions
$MO$PM$OXY
$63.1B
81 positions
#9Measured Risk Portfolios, Inc.Passive
Some overlap · 3 shared positions
$MO$PM$SFM
$91M
66 positions
#10BENEDICT FINANCIAL ADVISORS INCPassive
Some overlap · 3 shared positions
$MO$PM$LMT
$480M
133 positions
#11Guardian Wealth Management, Inc.Passive
Some overlap · 4 shared positions
$OXY$SFM$WBD$LMT
$183M
61 positions
#12Carolina Wealth Advisors, LLCPassive
Some overlap · 3 shared positions
$MO$PM$LMT
$240M
278 positions
#13Hilton Head Capital Partners, LLCPassive
Some overlap · 4 shared positions
$PM$MO$VRT$LMT
$177M
989 positions
#14RBO & CO LLCActive
Some overlap · 3 shared positions
$LMT$PM$MO
$620M
57 positions
#15Altrius Capital Management IncPassive
Some overlap · 3 shared positions
$PM$MO$LMT
$503M
87 positions
#16Slagle Financial, LLCPassive
Some overlap · 3 shared positions
$MO$LMT$PM
$303M
121 positions
#17STRATEGY ASSET MANAGERS LLCPassive
Some overlap · 3 shared positions
$LMT$PM$MO
$609M
263 positions
#18Fortune Financial Advisors, LLCPassive
Some overlap · 3 shared positions
$MO$PM$LMT
$196M
148 positions
#19Hartford Funds Management Co LLCSmart money
Some overlap · 3 shared positions
$PM$LMT$VRT
$1.2B
96 positions
#20Graver Capital Management, LLCSmart money
Some overlap · 3 shared positions
$PM$MO$AEE
$132M
25 positions
#21Keystone Financial Planning, Inc.Smart money
Some overlap · 3 shared positions
$MO$PM$LMT
$374M
40 positions
#22KEATING INVESTMENT COUNSELORS INCActive
Some overlap · 3 shared positions
$LMT$TAP$PM
$404M
59 positions
#23KEYNOTE FINANCIAL SERVICES LLCPassive
Some overlap · 3 shared positions
$OXY$LMT$MO
$188M
174 positions
#24Davidson Capital Management Inc.Active
Some overlap · 3 shared positions
$VRT$FIX$ENSG
$552M
93 positions
#25Slocum, Gordon & Co LLPPassive
Some overlap · 3 shared positions
$LMT$OXY$IRT
$147M
64 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.