How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Freedom Day Solutions,

13F Portfolio OverlapQ1 2026Freedom Day Solutions, portfolio →

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Most similar hedge funds by 13F overlap

Freedom Day Solutions, LLC is an institutional investor managing $373M across 96 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Freedom Day Solutions, are Evercore Wealth ,, Consolidated Planning, Charis Legacy Partners,, with shared positions in $FIX, $WT, $WMB, $AZO, $CB, $PGR. The full ranking of 25 similar funds is below.

#1Evercore Wealth Management, LLCActive

Notable overlap · 7 shared positions

$FIX $WT $WMB $AZO $CB $PGR

$6.4B

418 positions

#2Consolidated Planning CorpActive

Notable overlap · 4 shared positions

$WT $FIX $CASY $HEI

$617M

144 positions

#3Charis Legacy Partners, LLCSmart money

Notable overlap · 3 shared positions

$WT $BRZE $MKL

$68M

27 positions

#4Joseph Group Capital ManagementPassive

Notable overlap · 3 shared positions

$WT $BRZE $PGR

$400M

379 positions

#5Value Investment Professionals, LLCPassive

Notable overlap · 4 shared positions

$WT $BRZE $MKL $MCD

$89M

81 positions

#6Professional Financial Advisors, LLCActive

Notable overlap · 3 shared positions

$WT $BRZE $MKL

$491M

137 positions

#7SOROS CAPITAL MANAGEMENT LLCPassive

Notable overlap · 5 shared positions

$FIX $ASML $CASY $DHR $LOW

$230M

47 positions

#8Good Harbor Advisors, Inc.Passive

Notable overlap · 4 shared positions

$WT $BRZE $DHR $CB

$92M

82 positions

#9McGrath & Associates, Inc.Active

Notable overlap · 3 shared positions

$WT $BRZE $LOW

$68M

41 positions

#10RESOLUTE CAPITAL, LLCActive

Notable overlap · 3 shared positions

$WT $BRZE $DHR

$247M

57 positions

#11STRATEGIC PLANNING GROUP, LLCPassive

Notable overlap · 6 shared positions

$FIX $CTAS $LIN $PGR $HEI $ASML

$715M

72 positions

#12SYKON CAPITAL LLCActive

Notable overlap · 3 shared positions

$WT $BRZE $MCD

$300M

88 positions

#13Ares Financial Consulting, LLCPassive

Notable overlap · 4 shared positions

$WT $BRZE $MCD $ASML

$127M

1,066 positions

#14Pinnacle Financial Group, LLC / ILPassive

Notable overlap · 4 shared positions

$WT $MCD $MKL $BRZE

$365M

111 positions

#15Leibman Financial Services, Inc.Passive

Notable overlap · 3 shared positions

$WT $CASY $LOW

$136M

49 positions

#16EULAV Asset ManagementActive

Notable overlap · 6 shared positions

$CASY $FIX $CTAS $AZO $WTS $HEI

$3.1B

133 positions

#17Davidson Kahn Capital Management, LLCActive

Notable overlap · 4 shared positions

$BRZE $WT $MKL $ASML

$188M

62 positions

#18Compass Financial Services IncActive

Notable overlap · 3 shared positions

$WT $DHR $CASY

$231M

56 positions

#19Greenline Partners, LLCActive

Notable overlap · 5 shared positions

$BRZE $WMB $LNG $CB $MKL

$930M

144 positions

#20REUTER JAMES WEALTH MANAGEMENT, LLCPassive

Notable overlap · 4 shared positions

$WT $WMB $LNG $SHW

$697M

218 positions

#21MOULTON WEALTH MANAGEMENT, INCActive

Notable overlap · 4 shared positions

$WT $MKL $SHW $AZO

$147M

52 positions

#22Etesian Wealth Advisors, Inc.Passive

Notable overlap · 5 shared positions

$WT $FCFS $MCD $BRZE $CTAS

$313M

138 positions

#23SYM FINANCIAL CorpActive

Notable overlap · 3 shared positions

$WT $BRZE $FIX

$1.0B

415 positions

#24Catalyst Investment Management LLCPassive

Notable overlap · 4 shared positions

$WT $DHR $MKL $LOW

$90M

65 positions

#25Trinity Wealth Management, LLCActive

Notable overlap · 3 shared positions

$WT $DHR $BRZE

$272M

72 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.