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Hedge Funds Similar to Prospect Financial Group

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

Prospect Financial Group LLC is an institutional investor managing $108M across 63 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 Group are Hurlow Wealth Group,, Firestone, West Financial Advisors,, with shared positions in $SCHW, $DDOG, $HUM, $AMAT, $HSBC, $MU. The full ranking of 25 similar funds is below.

#1Hurlow Wealth Management Group, Inc.Active
Notable overlap · 3 shared positions
$SCHW$DDOG$HUM
$420M
120 positions
#2Firestone Capital ManagementPassive
Notable overlap · 3 shared positions
$SCHW$DDOG$HUM
$480M
160 positions
#3West Financial Advisors, LLCActive
Notable overlap · 3 shared positions
$DDOG$SCHW$HUM
$589M
193 positions
#4Note Advisors, LLCActive
Notable overlap · 3 shared positions
$SCHW$DDOG$HUM
$200M
85 positions
#5MOLLER WEALTH PARTNERSActive
Notable overlap · 3 shared positions
$SCHW$DDOG$AMAT
$507M
67 positions
#6WEBSTERROGERS FINANCIAL ADVISORS, LLCActive
Notable overlap · 3 shared positions
$DDOG$HUM$SCHW
$350M
95 positions
#7RIVER'S EDGE WEALTH MANAGEMENT, LLCActive
Notable overlap · 3 shared positions
$SCHW$HUM$DDOG
$107M
46 positions
#8Vermillion Wealth Management, Inc.Passive
Some overlap · 4 shared positions
$DDOG$SCHW$HUM$HSBC
$255M
1,563 positions
#9Wealthfront Advisers LLCActive
Some overlap · 3 shared positions
$DDOG$SCHW$HUM
$45.6B
1,076 positions
#10Ariston Services GroupActive
Some overlap · 3 shared positions
$SCHW$HUM$DDOG
$167M
71 positions
#11SVRN Asset Management, LLCActive
Some overlap · 3 shared positions
$SCHW$DDOG$HUM
$103M
37 positions
#12SWAN Capital LLCPassive
Some overlap · 4 shared positions
$SCHW$HUM$MU$OKE
$272M
554 positions
#13CYPRESS FINANCIAL PLANNING LLCActive
Some overlap · 3 shared positions
$SCHW$HUM$DDOG
$363M
102 positions
#14GENESIS PRIVATE WEALTH, LLCPassive
Some overlap · 3 shared positions
$DDOG$HUM$OKE
$318M
182 positions
#15HHM Wealth Advisors, LLCActive
Some overlap · 3 shared positions
$SCHW$HUM$DDOG
$869M
878 positions
#16ASPIRIANT, LLCActive
Some overlap · 3 shared positions
$DDOG$HUM$SCHW
$3.5B
338 positions
#17Colony Family Offices, LLCActive
Some overlap · 3 shared positions
$DDOG$HUM$SCHW
$406M
62 positions
#18Wrenne Financial Planning LLCSmart money
Some overlap · 3 shared positions
$SCHW$DDOG$HUM
$255M
49 positions
#19Sincerus Advisory, LLCActive
Some overlap · 3 shared positions
$DDOG$HUM$SCHW
$132M
76 positions
#20FC Advisory LLCActive
Some overlap · 3 shared positions
$SCHW$HUM$DDOG
$342M
115 positions
#21Rockwood Wealth Management, LLCSmart money
Some overlap · 3 shared positions
$SCHW$DDOG$HUM
$1.4B
118 positions
#22Opus Financial Solutions LLCPassive
Some overlap · 3 shared positions
$SCHW$HUM$DDOG
$106M
103 positions
#23TPG Advisors LLCPassive
Some overlap · 3 shared positions
$DDOG$HUM$SCHW
$160M
109 positions
#24Horizons Wealth ManagementActive
Some overlap · 3 shared positions
$SCHW$DDOG$HUM
$152M
170 positions
#25Galaxy Digital Capital Management GP LLCActive
Some overlap · 3 shared positions
$DDOG$AMAT$MU
$95M
54 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.