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Hedge Funds Similar to Freestone ,

13F Portfolio OverlapQ1 2026Freestone , portfolio →
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Most similar hedge funds by 13F overlap

Freestone Capital Holdings, LLC is an institutional investor managing $3.3B across 571 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 Freestone , are Sompo Asset , Ltd., One River Asset ,, BROWN BROTHERS HARRIMAN &, with shared positions in $NKE, $KLAC, $AMAT, $UNP, $CRM, $BAC. The full ranking of 25 similar funds is below.

#1Sompo Asset Management Co., Ltd.Active
Some overlap · 6 shared positions
$NKE$KLAC$AMAT$UNP$CRM$BAC
$545M
180 positions
#2One River Asset Management, LLCPassive
Some overlap · 7 shared positions
$KLAC$APP$CRM$TMO$WFC$ABT
$273M
255 positions
#3BROWN BROTHERS HARRIMAN & COPassive
Some overlap · 5 shared positions
$KLAC$NKE$AMAT$TMO$ABT
$18.6B
1,800 positions
#4Harbor Island Capital LLCActive
Some overlap · 5 shared positions
$KLAC$NKE$AMAT$WFC$BAC
$269M
16 positions
#5Ally Financial Inc.Active
Some overlap · 6 shared positions
$NKE$CRM$TMO$WFC$ABT$BAC
$804M
125 positions
#6NORRIS PERNE & FRENCH LLP/MIActive
Slight overlap · 5 shared positions
$KLAC$AMAT$UNP$TMO$ABT
$1.5B
139 positions
#7PARNASSUS INVESTMENTS, LLCActive
Slight overlap · 5 shared positions
$KLAC$AMAT$CRM$TMO$BAC
$34.1B
135 positions
#8FLOSSBACH VON STORCH SEActive
Slight overlap · 5 shared positions
$NKE$AMAT$CRM$TMO$ABT
$21.4B
109 positions
#9PATTON ALBERTSON MILLER GROUP, LLCPassive
Slight overlap · 5 shared positions
$KLAC$AMAT$APP$TMO$MCK
$842M
212 positions
#10Hartford Financial Management Inc.Passive
Slight overlap · 5 shared positions
$KLAC$AMAT$UNP$ABT$BAC
$392M
344 positions
#11Westerkirk Capital Inc.Active
Slight overlap · 4 shared positions
$KLAC$NKE$AMAT$TMO
$929M
208 positions
#12Raiffeisen Bank International AGActive
Slight overlap · 5 shared positions
$KLAC$AMAT$TMO$ABT$BAC
$7.0B
824 positions
#13Pflug Koory, LLCPassive
Slight overlap · 6 shared positions
$AMAT$UNP$TMO$WFC$ABT$MCK
$218M
419 positions
#14Applied Finance Capital Management, LLCPassive
Slight overlap · 5 shared positions
$KLAC$AMAT$UNP$BAC$MCK
$1.3B
218 positions
#15Swedbank ABActive
Slight overlap · 5 shared positions
$KLAC$AMAT$TMO$BAC$MCK
$95.1B
684 positions
#16Gibraltar Capital Management, Inc.Active
Slight overlap · 5 shared positions
$KLAC$CRM$TMO$WFC$BAC
$581M
125 positions
#17BDF-GESTIONActive
Slight overlap · 5 shared positions
$KLAC$AMAT$CRM$ABT$BAC
$749M
144 positions
#18HARRIS ASSOCIATES L PActive
Slight overlap · 5 shared positions
$NKE$UNP$CRM$WFC$BAC
$75.0B
158 positions
#1944 WEALTH MANAGEMENT LLCPassive
Slight overlap · 4 shared positions
$KLAC$NKE$UNP$WFC
$286M
183 positions
#20Providence Capital Advisors, LLCPassive
Slight overlap · 5 shared positions
$NKE$UNP$TMO$ABT$BAC
$613M
200 positions
#21Atlantic Edge Private Wealth Management, LLCPassive
Slight overlap · 5 shared positions
$KLAC$APP$TMO$BAC$MCK
$407M
601 positions
#22Wahed Invest LLCPassive
Slight overlap · 5 shared positions
$KLAC$AMAT$CRM$TMO$ABT
$770M
225 positions
#23BANK OF STOCKTONActive
Slight overlap · 5 shared positions
$KLAC$UNP$WFC$ABT$MCK
$323M
133 positions
#24SP Asset Management LLCActive
Slight overlap · 6 shared positions
$AMAT$WFC$ABT$BAC$CRM$NKE
$1.1B
119 positions
#25Crew Capital Management, Ltd.Passive
Slight overlap · 4 shared positions
$KLAC$NKE$AMAT$BAC
$151M
109 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.