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Hedge Funds Similar to Freestate Advisors

13F Portfolio OverlapQ1 2026Freestate Advisors portfolio →
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Most similar hedge funds by 13F overlap

Freestate Advisors LLC is an institutional investor managing $134M across 42 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 Freestate Advisors are Echo Wealth ,, Seed Wealth ,, Wright Wealth, with shared positions in $AMN, $MS, $MMM, $UPST, $JHG, $DE. The full ranking of 25 similar funds is below.

#1Echo Wealth Management, LLCActive
Notable overlap · 4 shared positions
$AMN$MS$MMM$UPST
$174M
47 positions
#2Seed Wealth Management, Inc.Active
Notable overlap · 3 shared positions
$AMN$JHG$DE
$145M
98 positions
#3Wright Wealth LLCActive
Notable overlap · 6 shared positions
$AMN$MS$T$VZ$UPST$IBM
$149M
51 positions
#4Bucket List Wealth Management, LLCActive
Notable overlap · 5 shared positions
$AMN$JHG$VZ$IBM$T
$166M
57 positions
#5Strategic Financial Planning, Inc.Active
Notable overlap · 3 shared positions
$AMN$MS$IBM
$171M
40 positions
#6Pearl Planning LLCActive
Notable overlap · 3 shared positions
$AMN$MS$IBM
$187M
52 positions
#7Objectivity Squared, LLCActive
Notable overlap · 3 shared positions
$AMN$MS$T
$159M
55 positions
#8COWA, LLCActive
Notable overlap · 4 shared positions
$AMN$IBM$DIA$T
$371M
158 positions
#9Alliance Wealth Advisors, LLCActive
Notable overlap · 3 shared positions
$AMN$MS$VZ
$228M
158 positions
#10Pine Harbor Wealth Management, LLCActive
Notable overlap · 3 shared positions
$AMN$MS$JHG
$334M
102 positions
#11WMG Financial Advisors, LLCActive
Notable overlap · 4 shared positions
$AMN$T$VZ$UPST
$240M
100 positions
#12POINCIANA ADVISORS GROUP, LLCPassive
Notable overlap · 3 shared positions
$AMN$MMM$T
$127M
130 positions
#13Beta Wealth Group, Inc.Passive
Notable overlap · 3 shared positions
$AMN$MS$DIA
$242M
112 positions
#14Harbor Group, Inc.Active
Notable overlap · 4 shared positions
$AMN$BAH$T$VZ
$692M
116 positions
#15RETIREMENT FINANCIAL SOLUTIONS, LLCActive
Notable overlap · 4 shared positions
$AMN$DIA$UPST$IBM
$350M
53 positions
#16VISIONARY HORIZONS, LLCPassive
Notable overlap · 3 shared positions
$AMN$VZ$TMUS
$203M
128 positions
#17Financial Futures Ltd Liability Co.Active
Notable overlap · 3 shared positions
$AMN$DIA$IBM
$228M
72 positions
#18EAGLE WEALTH STRATEGIES LLCActive
Notable overlap · 3 shared positions
$AMN$T$VZ
$228M
114 positions
#19Unison Advisors LLCActive
Notable overlap · 3 shared positions
$AMN$VZ$UPST
$1.3B
175 positions
#20KEB ASSET MANAGEMENT, LLCActive
Notable overlap · 3 shared positions
$AMN$DE$IBM
$522M
97 positions
#21Burk Holdings LLCPassive
Notable overlap · 3 shared positions
$AMN$DIA$IBM
$233M
676 positions
#22Flagstone Financial ManagementSmart money
Some overlap · 3 shared positions
$AMN$DE$VZ
$403M
71 positions
#23Valued Wealth Advisors LLCActive
Some overlap · 3 shared positions
$AMN$MS$T
$247M
751 positions
#24ENZI WEALTHActive
Some overlap · 3 shared positions
$AMN$DIA$IBM
$288M
71 positions
#25Meritas Wealth Management, LLCActive
Some overlap · 3 shared positions
$AMN$IBM$UPST
$221M
60 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.