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 Prota Financial,

13F Portfolio OverlapQ1 2026Prota Financial, portfolio →

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Most similar hedge funds by 13F overlap

Prota Financial, LLC is an institutional investor managing $152M across 70 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 Prota Financial, are Provident Wealth ,, RiverTree Advisors,, Guilbault, with shared positions in $MS, $REGN, $KO, $TMO, $ALPS, $BXSL. The full ranking of 25 similar funds is below.

#1Provident Wealth Management, LLCActive

Notable overlap · 3 shared positions

$MS $REGN $KO

$331M

134 positions

#2RiverTree Advisors, LLCPassive

Notable overlap · 3 shared positions

$REGN $TMO $ALPS

$158M

60 positions

#3Guilbault Capital LLCPassive

Notable overlap · 4 shared positions

$REGN $BXSL $MS $KO

$91M

67 positions

#4Caldwell Investment Management Ltd.Active

Notable overlap · 6 shared positions

$MS $TMO $KLAC $TJX $MSI $LRCX

$255M

57 positions

#5Silver Coast Investments LLCActive

Notable overlap · 5 shared positions

$MS $LRCX $GILD $AMAT $LMT

$313M

119 positions

#6Powers Advisory Group, LLCActive

Notable overlap · 4 shared positions

$MS $REGN $KO $LMT

$284M

125 positions

#7KOM Wealth Management Group, LLCActive

Notable overlap · 3 shared positions

$MS $REGN $KO

$147M

89 positions

#8Adirondack Capital Advisors, LLCSmart money

Notable overlap · 4 shared positions

$MS $GEV $MSI $GE

$156M

44 positions

#9Owen LaRue, LLCPassive

Notable overlap · 4 shared positions

$REGN $TMO $GEV $GE

$261M

128 positions

#10Capital Investment Advisors, LLCActive

Notable overlap · 3 shared positions

$MS $KO $LMT

$6.2B

693 positions

#11GuoLine Advisory Pte LtdActive

Notable overlap · 5 shared positions

$REGN $TMO $KLAC $CRM $ADBE

$956M

24 positions

#12LifeGoal Investments, LLCPassive

Notable overlap · 3 shared positions

$MS $INTU $GEV

$175M

112 positions

#13PSI Advisors, LLCPassive

Notable overlap · 3 shared positions

$REGN $MS $GILD

$418M

156 positions

#14Talisman Wealth Advisors LLCPassive

Notable overlap · 3 shared positions

$MS $KO $LMT

$124M

101 positions

#15PFS Partners, LLCActive

Notable overlap · 3 shared positions

$MS $GE $GEV

$218M

590 positions

#16Seven Springs Wealth Group, LLCActive

Notable overlap · 5 shared positions

$MS $GE $KO $GILD $MMM

$432M

81 positions

#17Strategies Wealth Advisors, LLCActive

Notable overlap · 4 shared positions

$MS $GEV $KO $GE

$995M

193 positions

#18Clay Northam Wealth Management, LLCPassive

Notable overlap · 4 shared positions

$REGN $ALPS $TMO $AMAT

$178M

101 positions

#19Copley Financial Group, Inc.Active

Notable overlap · 6 shared positions

$REGN $MS $LMT $KO $GILD $ETN

$166M

115 positions

#20Ritter Daniher Financial Advisory LLC / DEActive

Notable overlap · 3 shared positions

$MS $AMAT $REGN

$589M

590 positions

#21DAGCO, INC.Passive

Notable overlap · 3 shared positions

$MS $ETN $TMO

$461M

353 positions

#22Capital Planning LLCActive

Notable overlap · 3 shared positions

$MS $TMO $GE

$307M

82 positions

#23Provenance Wealth Advisors, LLCActive

Notable overlap · 3 shared positions

$MS $ALPS $TJX

$945M

412 positions

#24J.P. Marvel Investment Advisors, LLCActive

Notable overlap · 7 shared positions

$MS $TMO $GEV $KO $LRCX $GE

$705M

60 positions

#25Madson Wealth Advisors IncPassive

Notable overlap · 3 shared positions

$MS $KLAC $KO

$120M

84 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.