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Hedge Funds Similar to Prota Financial

13F Portfolio OverlapQ2 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 Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Prota Financial are Prairiewood, TT, NORTHSTAR ASSET, with shared positions in $OBDC, $MMM, $PEP, $BXSL, $OTF, $ADP. The full ranking of 25 similar funds is below.

#1Prairiewood Capital, LLCActive
Notable overlap · 3 shared positions
$OBDC$MMM$PEP
$386M
81 positions
#2TT Capital Management LLCActive
Some overlap · 3 shared positions
$OBDC$BXSL$OTF
$128M
77 positions
#3NORTHSTAR ASSET MANAGEMENT INCActive
Some overlap · 6 shared positions
$ADP$KLAC$ETN$TJX$INTU$CRM
$341M
91 positions
#4Shoker Investment Counsel, Inc.Active
Some overlap · 5 shared positions
$KLAC$MMM$LMT$PEP$GILD
$398M
113 positions
#5BOSTON FAMILY OFFICE LLCPassive
Some overlap · 6 shared positions
$ADP$ETN$ASML$PEP$TJX$CRM
$1.6B
314 positions
#6Blue Chip Partners, LLCActive
Some overlap · 5 shared positions
$KLAC$ETN$ASML$PEP$TJX
$1.6B
184 positions
#7Bayshore Capital Advisors, LLCSmart money
Some overlap · 3 shared positions
$OBDC$OTF$BXSL
$214M
42 positions
#8Commonwealth Retirement Investments LLCPassive
Some overlap · 6 shared positions
$KLAC$LMT$PEP$INTU$TJX$ADP
$368M
417 positions
#9Lafayette Investments, Inc.Active
Some overlap · 5 shared positions
$KLAC$PGR$LMT$PEP$ASML
$542M
162 positions
#10Signet Private Wealth LLCPassive
Some overlap · 5 shared positions
$KLAC$ETN$ASML$LMT$PEP
$125M
127 positions
#11Karani Asset Management LLCPassive
Some overlap · 6 shared positions
$KLAC$ASML$MSI$INTU$CRM$PGR
$139M
57 positions
#12WINDWARD CAPITAL MANAGEMENT CO /CAActive
Some overlap · 6 shared positions
$LMT$PEP$TJX$CRM$ASML$ETN
$1.3B
73 positions
#13DOVER ADVISORS, LLCPassive
Some overlap · 5 shared positions
$KLAC$ETN$PEP$ASML$CRM
$244M
153 positions
#14Willis Investment CounselActive
Some overlap · 5 shared positions
$ADP$MMM$ETN$LMT$PEP
$2.1B
125 positions
#15NORRIS PERNE & FRENCH LLP/MIActive
Some overlap · 5 shared positions
$KLAC$ETN$TJX$MSI$ADBE
$1.7B
147 positions
#16Palisade Asset Management, LLCPassive
Some overlap · 5 shared positions
$ADP$KLAC$MMM$PEP$TJX
$1.1B
204 positions
#17Columbus Macro, LLCPassive
Some overlap · 4 shared positions
$BXSL$KLAC$ADP$LMT
$1.0B
207 positions
#18HEADINVEST, LLCPassive
Some overlap · 5 shared positions
$KLAC$ETN$PEP$TJX$INTU
$536M
217 positions
#19Stokes Capital Advisors, LLCPassive
Some overlap · 5 shared positions
$ADP$LMT$PEP$GILD$TJX
$467M
118 positions
#20CAPE COD FIVE CENTS SAVINGS BANKPassive
Some overlap · 5 shared positions
$ADP$LMT$PEP$KLAC$TJX
$1.2B
203 positions
#21Minot DeBlois Advisors LLCPassive
Some overlap · 5 shared positions
$ADP$ASML$PEP$TJX$CRM
$116M
240 positions
#22All Terrain Financial Advisors, LLCActive
Some overlap · 3 shared positions
$BXSL$PEP$MMM
$615M
157 positions
#23ARROWSTREET CAPITAL, LIMITED PARTNERSHIPPassive
Some overlap · 7 shared positions
$ASML$CRM$KLAC$ADBE$PGR$TJX
$225.4B
1,887 positions
#24Papamarkou Wellner Asset Management inc.Passive
Some overlap · 5 shared positions
$ETN$ASML$LMT$GILD$PGR
$159M
75 positions
#25STRATEGIC PLANNING GROUP, LLCActive
Some overlap · 5 shared positions
$PGR$ASML$TJX$ETN$INTU
$918M
75 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.