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Hedge Funds Similar to Prospera

13F Portfolio OverlapQ3 2026Prospera portfolio →
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Most similar hedge funds by 13F overlap

Prospera Capital Management, LLC is an institutional investor managing $726M across 77 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Prospera are Orion Investment, McGuire Investment Group, Financial Sense Advisors, with shared positions in $PLTR, $NEE, $ASML, $QCOM, $SCHW, $IAU. The full ranking of 25 similar funds is below.

#1Orion Investment CoActive
Some overlap · 4 shared positions
$PLTR$NEE$ASML$QCOM
$343M
73 positions
#2McGuire Investment Group, LLCActive
Some overlap · 4 shared positions
$PLTR$ASML$SCHW$QCOM
$1.1B
132 positions
#3Financial Sense Advisors, Inc.Passive
Some overlap · 4 shared positions
$NEE$PLTR$IAU$QCOM
$508M
137 positions
#4Weaver C. Barksdale & Associates, Inc.Passive
Some overlap · 4 shared positions
$NEE$SCHW$QCOM$AFL
$111M
62 positions
#5Faithward Advisors, LLCPassive
Some overlap · 3 shared positions
$PLTR$ASML$IAU
$819M
339 positions
#6BALDWIN WEALTH PARTNERS LLC/MAPassive
Some overlap · 4 shared positions
$NEE$ASML$IAU$SCHW
$1.5B
234 positions
#7Ark Wealth Advisors LLCPassive
Some overlap · 4 shared positions
$NEE$QCOM$AFL$SCHW
$113M
87 positions
#8SENTINEL TRUST CO LBASmart money
Some overlap · 3 shared positions
$PLTR$IAU$ASML
$1.1B
136 positions
#9Aster Capital Management (DIFC) LtdPassive
Some overlap · 3 shared positions
$PLTR$QCOM$AFL
$470M
808 positions
#10BayBridge Capital Group, LLCActive
Some overlap · 3 shared positions
$PLTR$ASML$SCHW
$190M
97 positions
#11Northstar Financial Companies, Inc.Passive
Some overlap · 4 shared positions
$NEE$IAU$AFL$QCOM
$148M
117 positions
#12Ducere Wealth Management LLCPassive
Some overlap · 4 shared positions
$ASML$QCOM$PLTR$SCHW
$333M
135 positions
#13Legal Advantage Investments, Inc.Active
Some overlap · 3 shared positions
$PLTR$ASML$SCHW
$468M
83 positions
#14FAGAN ASSOCIATES, INC.Active
Some overlap · 3 shared positions
$PLTR$SCHW$NEE
$861M
139 positions
#15CAPITAL MANAGEMENT ASSOCIATES /NY/Passive
Some overlap · 3 shared positions
$PLTR$ASML$NEE
$78M
44 positions
#16Pacific Point Advisors, LLCPassive
Some overlap · 3 shared positions
$NEE$ASML$IAU
$219M
129 positions
#17Baugh & Associates, LLCActive
Some overlap · 3 shared positions
$NEE$ASML$QCOM
$221M
41 positions
#18VIRTUE ASSET MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$NEE$ASML$AFL
$147M
106 positions
#19Sovran Advisors, LLCPassive
Some overlap · 4 shared positions
$PLTR$QCOM$IAU$ASML
$1.3B
615 positions
#20Global Trust Asset Management, LLCPassive
Some overlap · 3 shared positions
$PLTR$NEE$ASML
$321M
508 positions
#21Banco de Sabadell, S.APassive
Some overlap · 3 shared positions
$NEE$ASML$QCOM
$170M
61 positions
#22FFG Partners, LLCPassive
Some overlap · 3 shared positions
$PLTR$ASML$IAU
$338M
50 positions
#23Financial & Tax Architects, LLCPassive
Some overlap · 3 shared positions
$NEE$ASML$IAU
$486M
109 positions
#24FourThought Financial Partners, LLCPassive
Some overlap · 3 shared positions
$NEE$ASML$QCOM
$1.3B
393 positions
#25LaFleur & Godfrey LLCPassive
Some overlap · 3 shared positions
$PLTR$NEE$SCHW
$842M
149 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.