How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Prospect Financial Services

13F Portfolio OverlapQ1 2026Prospect Financial Services portfolio →

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Most similar hedge funds by 13F overlap

Prospect Financial Services LLC is an institutional investor managing $164M across 104 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 Prospect Financial Services are Advisors Wealth ,, McGlone Suttner Wealth ,, RHODES INVESTMENT ADVISORS /ADV, with shared positions in $USB, $HUM, $KKR, $DDOG, $PLTR, $SLV. The full ranking of 25 similar funds is below.

#1Capital Advisors Wealth Management, LLCPassive

Notable overlap · 5 shared positions

$USB $HUM $KKR $DDOG $PLTR

$745M

219 positions

#2McGlone Suttner Wealth Management, Inc.Active

Notable overlap · 4 shared positions

$USB $HUM $KKR $DDOG

$755M

189 positions

#3RHODES INVESTMENT ADVISORS INC /ADVPassive

Notable overlap · 4 shared positions

$USB $SLV $PLTR $ET

$116M

116 positions

#4IronBridge Private Wealth, LLCActive

Notable overlap · 4 shared positions

$USB $PLTR $SLV $ET

$310M

45 positions

#5Yoder Wealth Management, Inc.Passive

Notable overlap · 5 shared positions

$USB $HUM $PLTR $WT $VZ

$219M

124 positions

#621 West Wealth Management LLCPassive

Notable overlap · 3 shared positions

$USB $HUM $KKR

$108M

63 positions

#7SWAN Capital LLCPassive

Notable overlap · 5 shared positions

$USB $HUM $KKR $PLTR $KMI

$272M

554 positions

#8Cornerstone Financial Management LLCPassive

Notable overlap · 4 shared positions

$USB $HUM $KKR $DDOG

$109M

1,311 positions

#9Tide Cove Capital Partners LLCSmart money

Notable overlap · 3 shared positions

$USB $HUM $KKR

$147M

13 positions

#10Graetz Wealth LLCPassive

Notable overlap · 5 shared positions

$USB $HUM $IBIT $DDOG $PLTR

$112M

80 positions

#11Curran Financial Partners, LLCActive

Notable overlap · 6 shared positions

$HUM $USB $KKR $WT $SLV $ARKO

$559M

127 positions

#12Farrell Financial LLCPassive

Notable overlap · 4 shared positions

$USB $HUM $WT $DDOG

$167M

76 positions

#13KRAEMATON INVESTMENT ADVISORS, INCPassive

Notable overlap · 7 shared positions

$USB $PLTR $BA $KKR $WT $ARKO

$123M

99 positions

#14Buska Wealth Management, LLCActive

Notable overlap · 4 shared positions

$USB $HUM $KKR $ET

$249M

74 positions

#15HOWARD WEALTH MANAGEMENT, LLCPassive

Notable overlap · 4 shared positions

$HUM $PLTR $KKR $WT

$238M

142 positions

#16SILVER OAK WEALTH ADVISORS SERVICES, LLCSmart money

Notable overlap · 4 shared positions

$USB $SLV $HUM $KKR

$154M

39 positions

#17Cascade Wealth Advisors, IncActive

Notable overlap · 4 shared positions

$USB $HUM $DDOG $KKR

$228M

60 positions

#18Henson-Edgewater Management, LLCPassive

Notable overlap · 4 shared positions

$PLTR $BA $ET $VZ

$157M

66 positions

#19Crews Bank & TrustPassive

Notable overlap · 3 shared positions

$USB $HUM $KKR

$690M

673 positions

#20FINANCIAL ADVISORY PARTNERS, LLCActive

Some overlap · 3 shared positions

$USB $HUM $WT

$354M

66 positions

#21Hurlow Wealth Management Group, Inc.Active

Some overlap · 4 shared positions

$USB $HUM $DDOG $KKR

$420M

120 positions

#22Miller Capital Partners, Inc.Passive

Some overlap · 3 shared positions

$USB $HUM $DDOG

$208M

262 positions

#23WEBSTERROGERS FINANCIAL ADVISORS, LLCActive

Some overlap · 3 shared positions

$USB $HUM $DDOG

$350M

95 positions

#24Ballast Financial Advisors LLCActive

Some overlap · 3 shared positions

$USB $HUM $KKR

$98M

68 positions

#25Piedmont Capital Management, LLCActive

Some overlap · 4 shared positions

$USB $KKR $HUM $VZ

$197M

50 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.