13F Pro

Hedge Funds Similar to Prospect Financial Services

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

Most similar hedge funds by 13F overlap

Prospect Financial Services LLC is an institutional investor managing $197M across 115 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 Services are Financial Sense Advisors, Henson-Edgewater, Sender & Partners, with shared positions in $BA, $PLTR, $IBIT, $ET, $CRWD, $VZ. The full ranking of 25 similar funds is below.

#1Financial Sense Advisors, Inc.Passive
Notable overlap · 3 shared positions
$BA$PLTR$IBIT
$508M
137 positions
#2Henson-Edgewater Management, LLCActive
Notable overlap · 6 shared positions
$PLTR$BA$ET$CRWD$VZ$UBER
$192M
66 positions
#3Sender Co & Partners, Inc.Passive
Notable overlap · 3 shared positions
$BA$PLTR$UBER
$345M
120 positions
#4Lionhunter Capital Management, LLCPassive
Some overlap · 3 shared positions
$BA$ET$KMI
$222M
109 positions
#5Symmetry Investments LPActive
Some overlap · 3 shared positions
$BA$IBIT$UBER
$1.5B
152 positions
#6INFRASTRUCTURE CAPITAL ADVISORS, LLCActive
Some overlap · 4 shared positions
$BA$ET$PAA$KMI
$1.7B
185 positions
#7Old North State Wealth Management, LLCPassive
Some overlap · 3 shared positions
$BA$ET$KMI
$241M
108 positions
#8Alden Global Capital LLCActive
Some overlap · 4 shared positions
$PLTR$ET$NBIS$UBER
$273M
19 positions
#9FFG Partners, LLCPassive
Some overlap · 3 shared positions
$PLTR$ET$VRT
$338M
50 positions
#10Pitti Group Wealth Management, LLCActive
Some overlap · 4 shared positions
$BA$VZ$UBER$LOW
$137M
84 positions
#11Corps Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$ET$CRWD$PAA$PLTR$VZ
$124M
99 positions
#12Parisi Gray Wealth ManagementPassive
Some overlap · 5 shared positions
$PLTR$CRWD$MRVL$VRT$LOW
$504M
145 positions
#13Bosman Wealth Management, LLCActive
Some overlap · 5 shared positions
$PLTR$IBIT$MRVL$VRT$NBIS
$161M
56 positions
#14Themes Management Co LLCPassive
Some overlap · 3 shared positions
$BA$PLTR$RKLB
$151M
120 positions
#15Cane Capital Partners, LLCPassive
Some overlap · 5 shared positions
$BA$CRWD$MRVL$PLTR$LOW
$269M
148 positions
#16Capital Markets Trading UK LLPActive
Some overlap · 4 shared positions
$BA$CRWD$PLTR$MRVL
$10.4B
351 positions
#17AGP FRANKLIN, LLCPassive
Some overlap · 3 shared positions
$PLTR$BA$CRWD
$231M
93 positions
#18Econ Financial Services CorpPassive
Some overlap · 3 shared positions
$BA$VZ$UBER
$239M
85 positions
#19Forefront Wealth Partners, LLCPassive
Some overlap · 7 shared positions
$CRWD$PLTR$IBIT$MRVL$VRT$MELI
$323M
177 positions
#20EAGLE GLOBAL ADVISORS LLCActive
Some overlap · 5 shared positions
$ET$PAA$BA$NBIS$KMI
$3.0B
277 positions
#21Alpha Wealth Funds, LLCActive
Some overlap · 5 shared positions
$ET$PLTR$NBIS$MELI$LOW
$183M
63 positions
#22Weaver Consulting GroupPassive
Some overlap · 3 shared positions
$BA$PLTR$VZ
$514M
305 positions
#23LONGFELLOW INVESTMENT MANAGEMENT CO LLCPassive
Some overlap · 4 shared positions
$ET$BA$PAA$VZ
$489M
244 positions
#24Faithward Advisors, LLCPassive
Some overlap · 5 shared positions
$PLTR$CRWD$NBIS$VRT$RKLB
$819M
339 positions
#25McAlister, Sweet & Associates, Inc.Active
Some overlap · 3 shared positions
$BA$VRT$MRVL
$158M
35 positions

Compare Prospect Financial Services’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 Services’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.