13F Pro

Hedge Funds Similar to Financial Freedom,

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

Most similar hedge funds by 13F overlap

Financial Freedom, LLC is an institutional investor managing $201M across 426 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 Financial Freedom, are Marshall & Sterling Wealth Advisors, Advantage, Pioneer Wealth Group, with shared positions in $USB, $MAR, $GSAT, $SHW, $MCD, $UNIT. The full ranking of 25 similar funds is below.

#1Marshall & Sterling Wealth Advisors Inc.Passive
Notable overlap · 3 shared positions
$USB$MAR$GSAT
$153M
344 positions
#2Advantage Trust CoActive
Notable overlap · 8 shared positions
$MAR$SHW$MCD$GSAT$UNIT$HSY
$223M
123 positions
#3Pioneer Wealth Management GroupSmart money
Notable overlap · 5 shared positions
$USB$UNIT$NOW$MAR$SCHW
$357M
50 positions
#4BRANDYWINE OAK PRIVATE WEALTH LLCActive
Notable overlap · 5 shared positions
$USB$MAR$UNIT$BRZE$NOW
$1.2B
229 positions
#5FINANCIAL ADVISORY PARTNERS, LLCActive
Notable overlap · 4 shared positions
$USB$MAR$LOW$SCHW
$354M
66 positions
#6SWAN Capital LLCPassive
Notable overlap · 5 shared positions
$MAR$USB$UNIT$MCD$SCHW
$272M
554 positions
#7David R. Rahn & Associates Inc.Passive
Notable overlap · 3 shared positions
$USB$SHW$SLV
$354M
122 positions
#825 LLCActive
Notable overlap · 4 shared positions
$USB$UNIT$BRZE$LOW
$324M
69 positions
#9Capital Advantage, Inc.Active
Notable overlap · 3 shared positions
$USB$UNIT$SCHW
$765M
145 positions
#10DecisionPoint Financial, LLCActive
Notable overlap · 4 shared positions
$USB$MAR$BRZE$SCHW
$464M
679 positions
#11Forest Hill Capital, LLCActive
Notable overlap · 3 shared positions
$USB$UNIT$SLV
$152M
19 positions
#12Sagace Wealth Management LLCPassive
Notable overlap · 3 shared positions
$USB$UNIT$BRZE
$149M
70 positions
#13NORTHEAST PLANNING ASSOCIATES, INC. / NH /Active
Notable overlap · 4 shared positions
$USB$SLV$BRZE$GSAT
$149M
55 positions
#14BRIDGE GENERATIONS WEALTH MANAGEMENT LLCActive
Notable overlap · 3 shared positions
$USB$UNIT$NOW
$174M
32 positions
#15Odyssey Capital Advisors, Inc.Passive
Notable overlap · 5 shared positions
$SHW$MAR$USB$HSY$NOW
$112M
97 positions
#16FIRST INTERSTATE BANKActive
Notable overlap · 4 shared positions
$USB$MCD$LOW$DIS
$1.8B
187 positions
#17Causey Wealth LLCPassive
Notable overlap · 4 shared positions
$USB$NTRB$BRZE$SCHW
$236M
81 positions
#18Newton One Investments LLCActive
Notable overlap · 3 shared positions
$USB$UNIT$MCD
$368M
121 positions
#19Dodds Wealth, LLCSmart money
Notable overlap · 5 shared positions
$USB$BRZE$SCHW$MAR$DIS
$407M
51 positions
#20KEYVANTAGE WEALTH, LLCActive
Notable overlap · 3 shared positions
$USB$SLV$SCHW
$227M
92 positions
#21Legacy Edge Advisors, LLCActive
Notable overlap · 4 shared positions
$USB$NOW$UNIT$MAR
$951M
223 positions
#22Wheelhouse Advisory Group LLCActive
Notable overlap · 5 shared positions
$MAR$HSY$NTRB$MCD$USB
$302M
51 positions
#23SpringVest Wealth Management LLCActive
Notable overlap · 3 shared positions
$USB$NTRB$SLV
$146M
67 positions
#24Financial Futures Ltd Liability Co.Active
Notable overlap · 4 shared positions
$USB$UNIT$SCHW$NOW
$228M
72 positions
#25Foundation Wealth Management, LLC\PAActive
Notable overlap · 4 shared positions
$USB$SCHW$MAR$UNIT
$284M
91 positions

Compare Financial Freedom,’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 Financial Freedom,’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.