13F Pro

Hedge Funds Similar to Freedom Investment

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

Freedom Investment Management, Inc. is an institutional investor managing $359M across 106 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 Freedom Investment are Walkner Condon Financial Advisors, JNBA Financial Advisors, Pitcairn Wealth Advisors, with shared positions in $GLDM, $STT, $NU, $MUFG. The full ranking of 15 similar funds is below.

#1Walkner Condon Financial Advisors LLCPassive
Slight overlap · 3 shared positions
$GLDM$STT$NU
$871M
344 positions
#2JNBA Financial AdvisorsActive
Slight overlap · 3 shared positions
$GLDM$STT$MUFG
$1.3B
830 positions
#3Pitcairn Wealth Advisors LLCActive
Slight overlap · 3 shared positions
$GLDM$STT$MUFG
$913M
281 positions
#4Equita Financial Network, Inc.Active
Slight overlap · 3 shared positions
$GLDM$NU$MUFG
$360M
95 positions
#5Napier Financial, LLCActive
Slight overlap · 3 shared positions
$GLDM$NU$MUFG
$480M
472 positions
#6XY Planning Network, Inc.Passive
Slight overlap · 3 shared positions
$STT$GLDM$MUFG
$797M
340 positions
#7TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLCActive
Slight overlap · 3 shared positions
$STT$NU$MUFG
$29.1B
751 positions
#8RETIREMENT INCOME SOLUTIONS, INCSmart money
Slight overlap · 3 shared positions
$GLDM$STT$MUFG
$581M
172 positions
#9Marshall & Sterling Wealth Advisors Inc.Passive
Slight overlap · 3 shared positions
$STT$GLDM$NU
$169M
339 positions
#10Livet Wealth, LLCPassive
Slight overlap · 3 shared positions
$NU$GLDM$MUFG
$173M
122 positions
#11SAGE FINANCIAL GROUP INCSmart money
Slight overlap · 3 shared positions
$STT$MUFG$NU
$1.8B
110 positions
#12RTD Financial Advisors, Inc.Active
Slight overlap · 3 shared positions
$NU$MUFG$STT
$917M
120 positions
#13Betterment LLCActive
Slight overlap · 4 shared positions
$MUFG$STT$GLDM$NU
$59.1B
675 positions
#14VANGUARD ADVISERS INCSmart money
Slight overlap · 4 shared positions
$MUFG$STT$GLDM$NU
$29.4B
715 positions
#15Glassman Wealth ServicesActive
Slight overlap · 3 shared positions
$STT$GLDM$MUFG
$835M
236 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.