13F Pro

Hedge Funds Similar to Freedom Investment ,

13F Portfolio OverlapQ1 2026Freedom Investment , portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Freedom Investment Management, Inc. is an institutional investor managing $337M across 106 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 Investment , are Kane Wealth ,, SKY-MOUNTAIN ,, McGrath & Associates,, with shared positions in $WT, $NKE, $NEE, $BRZE, $MSTR, $GBTC. The full ranking of 25 similar funds is below.

#1Kane Co Wealth Management, Inc.Active
Substantial overlap · 3 shared positions
$WT$NKE$NEE
$119M
51 positions
#2SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.Smart money
Substantial overlap · 4 shared positions
$WT$NKE$BRZE$MSTR
$139M
37 positions
#3McGrath & Associates, Inc.Active
Substantial overlap · 3 shared positions
$WT$NKE$BRZE
$68M
41 positions
#4Exit Wealth Advisors, LLC.Active
Substantial overlap · 3 shared positions
$WT$BRZE$GBTC
$195M
131 positions
#5SK Wealth Management, LLCActive
Substantial overlap · 3 shared positions
$WT$NU$MUFG
$360M
77 positions
#6Halbert, Hargrove/Russell LLCSmart money
Notable overlap · 3 shared positions
$WT$MUFG$BRZE
$2.1B
372 positions
#7Bravias Capital Group, LLCActive
Notable overlap · 3 shared positions
$WT$NEE$GLDM
$153M
96 positions
#8Sharper & Granite LLCPassive
Notable overlap · 4 shared positions
$WT$RL$GBTC$MUFG
$293M
107 positions
#9Tidemark, LLCPassive
Notable overlap · 3 shared positions
$WT$GLDM$MDLZ
$393M
901 positions
#10Vantage Point Financial LLCPassive
Notable overlap · 4 shared positions
$WT$NKE$NEE$GLDM
$285M
176 positions
#11Stonekeep Investments, LLCActive
Notable overlap · 3 shared positions
$WT$BRZE$NEE
$154M
66 positions
#12Prism Advisors, Inc.Active
Notable overlap · 3 shared positions
$WT$NKE$MUFG
$375M
75 positions
#13Ankerstar Wealth, LLCPassive
Notable overlap · 5 shared positions
$WT$BRZE$NKE$NEE$MSTR
$95M
955 positions
#14UPTICK PARTNERS, LLCPassive
Notable overlap · 3 shared positions
$WT$GLDM$MDLZ
$502M
293 positions
#15Professional Financial Advisors, LLCActive
Notable overlap · 3 shared positions
$WT$BRZE$GBTC
$491M
137 positions
#16Ares Financial Consulting, LLCPassive
Notable overlap · 4 shared positions
$WT$NKE$BRZE$GLDM
$127M
1,066 positions
#17RATIONAL ADVISORS, INC.Active
Notable overlap · 3 shared positions
$WT$NEE$VLTO
$980M
179 positions
#18LWM Advisory Services, LLCPassive
Notable overlap · 4 shared positions
$WT$NEE$GLDM$NU
$94M
76 positions
#19Magnolia Private Wealth, LLCPassive
Notable overlap · 3 shared positions
$WT$BRZE$GLDM
$150M
134 positions
#20TigerOak Management, L.L.C.Active
Notable overlap · 3 shared positions
$WT$GBTC$NEE
$317M
126 positions
#21SNS Financial Group, LLCActive
Notable overlap · 3 shared positions
$WT$GLDM$MDLZ
$1.2B
208 positions
#22Laurel Wealth Planning LLCActive
Notable overlap · 6 shared positions
$WT$NKE$ZBRA$BRZE$NU$MUFG
$190M
59 positions
#23Roan Capital PartnersPassive
Notable overlap · 3 shared positions
$WT$GLDM$RL
$108M
77 positions
#24First Financial Group CorpActive
Notable overlap · 3 shared positions
$WT$NKE$NEE
$122M
80 positions
#25REGIMEN WEALTH, LLCActive
Notable overlap · 3 shared positions
$WT$MDLZ$BRZE
$342M
70 positions

Compare Freedom Investment ,’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Freedom Investment ,’s holdings

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.