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Hedge Funds Similar to Prosperity Advisers,

13F Portfolio OverlapQ1 2026Prosperity Advisers, portfolio →
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Most similar hedge funds by 13F overlap

Prosperity Advisers, LLC is an institutional investor managing $120M across 39 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 Prosperity Advisers, are VAN STRUM & TOWNE, R.H. Investment Group,, Quaker Wealth ,, with shared positions in $USB, $COP, $ADP, $HUM, $MAR, $PEG. The full ranking of 25 similar funds is below.

#1VAN STRUM & TOWNE INC.Passive
Some overlap · 3 shared positions
$USB$COP$ADP
$343M
111 positions
#2R.H. Investment Group, LLCPassive
Some overlap · 3 shared positions
$USB$COP$ADP
$130M
45 positions
#3Quaker Wealth Management, LLCActive
Some overlap · 5 shared positions
$USB$COP$HUM$MAR$PEG
$320M
972 positions
#4Center for Wealth Management AdvisoryActive
Some overlap · 3 shared positions
$COP$USB$ADP
$139M
62 positions
#5Farrell Financial LLCPassive
Some overlap · 4 shared positions
$USB$COP$HUM$MAR
$167M
76 positions
#6PATRIOT INVESTMENT MANAGEMENT GROUP, INC.Active
Some overlap · 4 shared positions
$USB$COP$HUM$MAR
$1.6B
236 positions
#7White Lighthouse Investment Management Inc.Active
Some overlap · 4 shared positions
$USB$COP$HUM$MAR
$721M
145 positions
#8TAGStone Capital, Inc.Passive
Some overlap · 4 shared positions
$USB$COP$HUM$MAR
$283M
137 positions
#9Marshall & Sterling Wealth Advisors Inc.Passive
Some overlap · 4 shared positions
$USB$COP$HUM$MAR
$153M
344 positions
#10Clarity Wealth Development LLCSmart money
Some overlap · 4 shared positions
$USB$COP$HUM$BA
$123M
44 positions
#11Seaside Wealth Management, Inc.Smart money
Some overlap · 5 shared positions
$USB$COP$HUM$MAR$ADP
$356M
65 positions
#12Luminvest Wealth Management LLCSmart money
Some overlap · 4 shared positions
$USB$COP$HUM$MU
$382M
55 positions
#13WESCAP Management Group, Inc.Active
Some overlap · 3 shared positions
$USB$COP$HUM
$508M
107 positions
#14WEBSTERROGERS FINANCIAL ADVISORS, LLCActive
Some overlap · 3 shared positions
$USB$COP$HUM
$350M
95 positions
#15Hurlow Wealth Management Group, Inc.Active
Some overlap · 3 shared positions
$USB$COP$HUM
$420M
120 positions
#16American Financial Advisors, LLCActive
Some overlap · 3 shared positions
$USB$COP$HUM
$750M
159 positions
#17Integrity Investment Advisors, LLCActive
Some overlap · 3 shared positions
$USB$COP$HUM
$184M
74 positions
#18Cascade Wealth Advisors, IncActive
Some overlap · 3 shared positions
$USB$COP$HUM
$228M
60 positions
#19Tide Cove Capital Partners LLCSmart money
Some overlap · 3 shared positions
$USB$COP$HUM
$147M
13 positions
#20Ballast Financial Advisors LLCActive
Some overlap · 3 shared positions
$USB$COP$HUM
$98M
68 positions
#21Cornerstone Financial Management LLCPassive
Some overlap · 3 shared positions
$USB$COP$HUM
$109M
1,311 positions
#22OneAscent Financial Services LLCPassive
Some overlap · 3 shared positions
$USB$COP$HUM
$1.8B
591 positions
#23CYPRESS FINANCIAL PLANNING LLCActive
Some overlap · 3 shared positions
$USB$COP$HUM
$363M
102 positions
#24Greenspring Advisors, LLCActive
Some overlap · 3 shared positions
$USB$COP$HUM
$1.6B
318 positions
#25SILVER OAK WEALTH ADVISORS SERVICES, LLCSmart money
Some overlap · 3 shared positions
$USB$COP$HUM
$154M
39 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.