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Hedge Funds Similar to Prosperity Planning

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

Prosperity Planning, Inc. is an institutional investor managing $451M across 119 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 Prosperity Planning are HTG Investment Advisors, Fi3 FINANCIAL ADVISORS, Firestone, with shared positions in $CBRE, $DOV, $MDY, $FBTC, $LOW, $IDXX. The full ranking of 23 similar funds is below.

#1HTG Investment Advisors, Inc.Active
Substantial overlap · 3 shared positions
$CBRE$DOV$MDY
$390M
88 positions
#2Fi3 FINANCIAL ADVISORS, LLCPassive
Some overlap · 3 shared positions
$MDY$DOV$CBRE
$418M
232 positions
#3Firestone Capital ManagementActive
Some overlap · 3 shared positions
$MDY$FBTC$LOW
$537M
168 positions
#4Cambridge Advisors Inc.Active
Some overlap · 3 shared positions
$MDY$FBTC$LOW
$581M
182 positions
#5Salomon & Ludwin, LLCPassive
Some overlap · 3 shared positions
$MDY$DOV$LOW
$1.2B
2,116 positions
#6Intelligent Financial StrategiesSmart money
Some overlap · 3 shared positions
$MDY$DOV$IDXX
$206M
77 positions
#7Verus Financial Partners, Inc.Smart money
Some overlap · 3 shared positions
$DOV$FBTC$LOW
$1.2B
127 positions
#8Pasadena Private Wealth, LLCActive
Slight overlap · 3 shared positions
$O$FBTC$MDY
$786M
309 positions
#9Berman McAleer LLCActive
Slight overlap · 3 shared positions
$FBTC$MDY$DOV
$862M
177 positions
#10Ironwood Financial, llcActive
Slight overlap · 3 shared positions
$DOV$LOW$YUM
$644M
172 positions
#11Discipline Wealth Solutions, LLCActive
Slight overlap · 3 shared positions
$DOV$LOW$O
$1.2B
196 positions
#12Breakwater Investment ManagementActive
Slight overlap · 3 shared positions
$DOV$MDY$LOW
$302M
774 positions
#13Charter Oak Capital Management, LLC
Slight overlap · 3 shared positions
$DOV$IDXX$YUM
$1.3B
208 positions
#14Mesirow Financial Investment Management, Inc.Active
Slight overlap · 3 shared positions
$DOV$LOW$MDY
$6.4B
529 positions
#15SummitTX Capital, L.P.Passive
Slight overlap · 3 shared positions
$CBRE$MDY$LOW
$3.9B
762 positions
#16Tarbox Group, Inc.Smart money
Slight overlap · 3 shared positions
$LOW$O$MDY
$711M
100 positions
#17Churchill Financial Advisors, LLCActive
Slight overlap · 3 shared positions
$LOW$YUM$MDY
$511M
127 positions
#18Genesis Wealth Advisors, LLCActive
Slight overlap · 3 shared positions
$MDY$DOV$IDXX
$167M
72 positions
#19Align Financial, LLCActive
Slight overlap · 3 shared positions
$DOV$MDY$LOW
$210M
653 positions
#20Aster Capital Management (DIFC) LtdPassive
Slight overlap · 3 shared positions
$MDY$IDXX$LOW
$470M
808 positions
#21GenTrust, LLCActive
Slight overlap · 3 shared positions
$FCX$MDY$DOV
$2.6B
201 positions
#22Glassman Wealth ServicesActive
Slight overlap · 3 shared positions
$MDY$DOV$FBTC
$835M
236 positions
#23Horizons Wealth Management
Slight overlap · 4 shared positions
$MDY$LOW$IDXX$YUM
$160M
165 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.