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Hedge Funds Similar to Prosperity Financial Group

13F Portfolio OverlapQ2 2026Prosperity Financial Group portfolio →
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Most similar hedge funds by 13F overlap

Prosperity Financial Group, Inc. is an institutional investor managing $323M across 184 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 Prosperity Financial Group are Teamwork Financial Advisors, Sun Financial, BNC WEALTH, with shared positions in $KLAC, $PLTR, $PWR, $ETN, $DE, $TJX. The full ranking of 25 similar funds is below.

#1Teamwork Financial Advisors, LLCPassive
Some overlap · 6 shared positions
$KLAC$PLTR$PWR$ETN$DE$TJX
$1.1B
215 positions
#2Sun Financial IncPassive
Some overlap · 6 shared positions
$PLTR$KLAC$PWR$ETN$DE$TJX
$212M
161 positions
#3BNC WEALTH MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$KLAC$PLTR$PWR$ETN$DE$TJX
$414M
106 positions
#4HAGER INVESTMENT MANAGEMENT SERVICES, LLCPassive
Some overlap · 5 shared positions
$KLAC$PLTR$PWR$ROK$TJX
$217M
352 positions
#5QUEST INVESTMENT MANAGEMENT LLCActive
Some overlap · 6 shared positions
$KLAC$ETN$VIK$PLTR$MPWR$TJX
$856M
115 positions
#6Benchmark Investment Advisors LLCPassive
Some overlap · 4 shared positions
$KLAC$SNDK$PLTR$UBER
$228M
70 positions
#7Vivid Wealth Management, LLCPassive
Some overlap · 5 shared positions
$KLAC$PWR$ETN$DE$TJX
$284M
73 positions
#8Blue Chip Partners, LLCActive
Some overlap · 5 shared positions
$KLAC$PWR$ETN$TJX$RCL
$1.6B
184 positions
#9Menard Financial Group LLCActive
Some overlap · 4 shared positions
$KLAC$PLTR$PWR$DE
$184M
80 positions
#10MARVIN & PALMER ASSOCIATES INCActive
Some overlap · 4 shared positions
$KLAC$SNDK$PWR$DE
$159M
28 positions
#11N10 WEALTH, LLCActive
Some overlap · 4 shared positions
$PLTR$SNDK$PWR$UBER
$282M
43 positions
#12N10 ASSETS, LLCActive
Some overlap · 4 shared positions
$PLTR$SNDK$PWR$UBER
$231M
34 positions
#13NZS Capital, LLCActive
Some overlap · 5 shared positions
$KLAC$PWR$MPWR$ISRG$UBER
$3.9B
61 positions
#14MorganRosel Wealth Management, LLCActive
Some overlap · 4 shared positions
$KLAC$PWR$SNDK$ETN
$296M
104 positions
#15Broadleaf Partners, LLCPassive
Some overlap · 4 shared positions
$KLAC$PLTR$PWR$ISRG
$517M
86 positions
#16Markin Volterra Fund LPActive
Some overlap · 4 shared positions
$SNDK$KLAC$PLTR$PWR
$147M
69 positions
#17Bannerstone Capital Management, LLCPassive
Some overlap · 4 shared positions
$PLTR$PWR$ETN$KLAC
$119M
113 positions
#18CONNORS INVESTOR SERVICES INCPassive
Some overlap · 4 shared positions
$PLTR$PWR$ETN$TJX
$1.2B
153 positions
#19Iyo Bank, Ltd.Active
Some overlap · 5 shared positions
$KLAC$PWR$ROK$DE$ISRG
$329M
32 positions
#20AGF MANAGEMENT LTDPassive
Some overlap · 5 shared positions
$PWR$ETN$VIK$TJX$ISRG
$25.8B
656 positions
#21Ayrshire Capital Management LLCPassive
Some overlap · 5 shared positions
$KLAC$ETN$RSG$TJX$UBER
$214M
50 positions
#22PINNBROOK CAPITAL MANAGEMENT LPActive
Some overlap · 4 shared positions
$SNDK$PWR$VIK$ROST
$938M
103 positions
#23Davidson Capital Management Inc.Active
Some overlap · 4 shared positions
$KLAC$PWR$MPWR$TJX
$624M
96 positions
#24Global X Japan Co., Ltd.Active
Some overlap · 4 shared positions
$KLAC$PLTR$ISRG$MPWR
$2.7B
390 positions
#25Gunderson Capital Management Inc.Active
Some overlap · 3 shared positions
$KLAC$SNDK$PWR
$370M
52 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.