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Hedge Funds Similar to Freestone

13F Portfolio OverlapQ2 2026Freestone portfolio →
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Most similar hedge funds by 13F overlap

Freestone Capital Holdings, LLC is an institutional investor managing $3.9B across 626 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 Freestone are BANK OF STOCKTON, STONERIDGE INVESTMENT PARTNERS, Sompo Asset , Ltd., with shared positions in $KLAC, $QCOM, $UNP, $WFC, $ABT, $NKE. The full ranking of 25 similar funds is below.

#1BANK OF STOCKTONActive
Some overlap · 5 shared positions
$KLAC$QCOM$UNP$WFC$ABT
$356M
126 positions
#2STONERIDGE INVESTMENT PARTNERS LLCPassive
Some overlap · 6 shared positions
$KLAC$NKE$QCOM$WFC$CRM$ABT
$152M
146 positions
#3Sompo Asset Management Co., Ltd.Active
Some overlap · 5 shared positions
$KLAC$QCOM$NKE$UNP$CRM
$609M
177 positions
#4AMICA MUTUAL INSURANCE COActive
Some overlap · 4 shared positions
$KLAC$STT$UNP$NEE
$1.2B
142 positions
#5MARCO INVESTMENT MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$KLAC$QCOM$UNP$CRM
$1.5B
245 positions
#6Ironwood Investment Counsel, LLCPassive
Some overlap · 4 shared positions
$KLAC$QCOM$CRM$CAH
$762M
267 positions
#7FourThought Financial Partners, LLCPassive
Some overlap · 4 shared positions
$KLAC$QCOM$ABT$NEE
$1.3B
393 positions
#8JGP Wealth Management, LLCActive
Some overlap · 4 shared positions
$KLAC$NKE$ABT$NEE
$1.1B
231 positions
#9Fjell Capital, LLCPassive
Some overlap · 4 shared positions
$KLAC$UNP$CRM$NEE
$147M
66 positions
#10Boltwood Capital ManagementPassive
Some overlap · 4 shared positions
$KLAC$WFC$CRM$ABT
$436M
192 positions
#11Newman Dignan & Sheerar, Inc.Passive
Some overlap · 5 shared positions
$KLAC$STT$UNP$QCOM$NEE
$523M
197 positions
#12Walsky Investment Management, Inc.Passive
Some overlap · 6 shared positions
$STT$QCOM$UNP$WFC$ABT$NEE
$108M
52 positions
#13COLTON GROOME FINANCIAL ADVISORS, LLCActive
Some overlap · 3 shared positions
$KLAC$STT$QCOM
$414M
164 positions
#14Atlantic Edge Private Wealth Management, LLCPassive
Some overlap · 3 shared positions
$KLAC$STT$UNP
$489M
619 positions
#1544 WEALTH MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$KLAC$NKE$UNP$WFC
$302M
184 positions
#16Harbor Island Capital LLCSmart money
Some overlap · 3 shared positions
$KLAC$NKE$WFC
$376M
16 positions
#17CAMPBELL NEWMAN ASSET MANAGEMENT INCActive
Some overlap · 3 shared positions
$KLAC$STT$WFC
$1.3B
99 positions
#18SAWGRASS ASSET MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$KLAC$QCOM$UNP
$757M
193 positions
#19SECURITY NATIONAL BANK OF SO DAK
Some overlap · 5 shared positions
$NKE$STT$QCOM$UNP$ABT
$207M
119 positions
#20SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/
Some overlap · 5 shared positions
$NKE$STT$QCOM$UNP$ABT
$169M
104 positions
#21Norway Savings BankPassive
Some overlap · 4 shared positions
$KLAC$CRM$ABT$NEE
$239M
104 positions
#22DIVIDEND ASSETS CAPITAL, LLCPassive
Some overlap · 3 shared positions
$KLAC$NKE$NEE
$517M
137 positions
#23Leisure Capital ManagementActive
Some overlap · 3 shared positions
$KLAC$QCOM$WFC
$320M
157 positions
#24Robinhood Asset Management, LLCActive
Some overlap · 3 shared positions
$KLAC$STT$NEE
$1.9B
83 positions
#25Crew Capital Management, Ltd.Passive
Some overlap · 3 shared positions
$KLAC$QCOM$CRM
$183M
112 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.