13F Pro

Hedge Funds Similar to Prospect Financial Group

13F Portfolio OverlapQ2 2026Prospect Financial Group portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Prospect Financial Group LLC is an institutional investor managing $124M across 70 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 Prospect Financial Group are Promethos, Five Oceans Advisors, OneAscent Investment Solutions, with shared positions in $NVS, $HSBC, $ASML, $KLAC, $WDC, $JBL. The full ranking of 25 similar funds is below.

#1Promethos Capital, LLCActive
Some overlap · 4 shared positions
$NVS$HSBC$ASML$KLAC
$368M
54 positions
#2Five Oceans AdvisorsPassive
Some overlap · 5 shared positions
$ASML$NVS$KLAC$HSBC$WDC
$262M
184 positions
#3OneAscent Investment Solutions LLCPassive
Some overlap · 4 shared positions
$HSBC$ASML$KLAC$WDC
$106M
144 positions
#4Camarda Financial Advisors, LLCPassive
Some overlap · 4 shared positions
$ASML$KLAC$JBL$WDC
$331M
122 positions
#5COOKSON PEIRCE & CO INCPassive
Some overlap · 3 shared positions
$NVS$HSBC$JBL
$3.0B
317 positions
#6Madson Wealth Advisors IncActive
Some overlap · 3 shared positions
$NVS$ASML$KLAC
$144M
93 positions
#7OAK ASSOCIATES LTD /OH/Active
Some overlap · 3 shared positions
$NVS$ASML$KLAC
$1.8B
139 positions
#8Ariadne Wealth Management, LPPassive
Some overlap · 4 shared positions
$KLAC$ASML$WDC$NVS
$226M
254 positions
#9Naviter Wealth, LLCPassive
Some overlap · 3 shared positions
$ASML$HSBC$NVS
$1.1B
305 positions
#10Henry James International Management Inc.Passive
Some overlap · 3 shared positions
$NVS$ASML$HSBC
$330M
90 positions
#11Optimist Retirement Group LLCActive
Some overlap · 3 shared positions
$NVS$KLAC$WDC
$259M
118 positions
#12ClearAlpha Technologies LPPassive
Some overlap · 3 shared positions
$ASML$NVS$WDC
$58M
79 positions
#13PARADIGM ASSET MANAGEMENT CO LLCPassive
Some overlap · 3 shared positions
$ASML$NVS$WDC
$468M
419 positions
#14FDx Advisors, Inc.Passive
Some overlap · 3 shared positions
$ASML$NVS$WDC
$332M
179 positions
#15Stanley-Laman Group, Ltd.Passive
Some overlap · 3 shared positions
$ASML$KLAC$JBL
$915M
299 positions
#16PALLADIEM, LLCActive
Some overlap · 3 shared positions
$ASML$NVS$KLAC
$103M
136 positions
#17SIGNET FINANCIAL MANAGEMENT, LLC
Some overlap · 3 shared positions
$ASML$JBL$KLAC
$892M
299 positions
#18CogentBlue Wealth Advisors, LLCActive
Slight overlap · 3 shared positions
$ASML$KLAC$WDC
$108M
52 positions
#19Rheos Capital Works Inc.Passive
Slight overlap · 3 shared positions
$ASML$KLAC$WDC
$1.8B
82 positions
#20Western Financial Corp/CAActive
Slight overlap · 3 shared positions
$ASML$KLAC$WDC
$300M
136 positions
#21Corient IA LLCPassive
Slight overlap · 3 shared positions
$ASML$JBL$WDC
$108M
249 positions
#22Alight Capital Management LPPassive
Slight overlap · 3 shared positions
$ASML$KLAC$WDC
$712M
83 positions
#23Arlington Partners LLCActive
Slight overlap · 3 shared positions
$NVS$ASML$HLN
$65M
3 positions
#24BLUE SQUARE ASSET MANAGEMENT, LLCPassive
Slight overlap · 3 shared positions
$NVS$ASML$KLAC
$247M
74 positions
#25GF FUND MANAGEMENT CO. LTD.Active
Slight overlap · 3 shared positions
$ASML$KLAC$WDC
$7.7B
616 positions

Compare Prospect Financial Group’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Prospect Financial Group’s holdings

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.