How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Freestone Grove Partners

13F Portfolio OverlapQ1 2026Freestone Grove Partners portfolio →

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Most similar hedge funds by 13F overlap

Freestone Grove Partners LP is an institutional investor managing $14.2B across 962 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 Freestone Grove Partners are LEVIN STRATEGIES,, Generali Investments Towarzystwo Funduszy Inwestycyjnych, HOTCHKIS & WILEY, with shared positions in $C, $AXS, $KKR, $AIG, $DE, $BAC. The full ranking of 25 similar funds is below.

#1LEVIN CAPITAL STRATEGIES, L.P.Passive

Some overlap · 6 shared positions

$C $AXS $KKR $AIG $DE $BAC

$1.3B

232 positions

#2Generali Investments Towarzystwo Funduszy InwestycyjnychPassive

Some overlap · 6 shared positions

$DDOG $C $ISRG $DE $NOW $BAC

$194M

146 positions

#3HOTCHKIS & WILEY CAPITAL MANAGEMENT LLCActive

Some overlap · 6 shared positions

$C $MDLZ $AIG $USB $FFIV $OVV

$32.4B

465 positions

#4FIRST FINANCIAL BANKSHARES INCActive

Some overlap · 6 shared positions

$C $MDLZ $MCD $NOW $WMB $BAC

$5.0B

201 positions

#5Cushing Capital Partners, LLCPassive

Some overlap · 6 shared positions

$MDLZ $KKR $GWW $PSX $MCD $USB

$130M

96 positions

#6MWA Asset ManagementPassive

Some overlap · 6 shared positions

$C $GWW $DE $NOW $BAC $CDNS

$182M

154 positions

#75T Wealth, LLCPassive

Some overlap · 5 shared positions

$DDOG $BAH $MDLZ $KKR $PSX

$253M

129 positions

#8MONTGOMERY INVESTMENT MANAGEMENT INCActive

Some overlap · 6 shared positions

$PNFP $PSX $MCD $DE $NOW $BAC

$293M

103 positions

#9RIVERPARK CAPITAL MANAGEMENT LLC

Some overlap · 5 shared positions

$DDOG $ISRG $KKR $MCD $NOW

$52M

36 positions

#10SKBA CAPITAL MANAGEMENT LLCActive

Some overlap · 5 shared positions

$C $WY $AIG $PSX $USB

$728M

79 positions

#11Robocap Asset Management LtdActive

Some overlap · 5 shared positions

$DDOG $ISRG $DT $NOW $CDNS

$94M

23 positions

#12Night Squared LPPassive

Some overlap · 5 shared positions

$DDOG $MDLZ $GWW $VMC $EAT

$681M

72 positions

#13United Asset Strategies, Inc.Passive

Some overlap · 5 shared positions

$C $GWW $AIG $NOW $BAC

$1.3B

257 positions

#14VIKING FUND MANAGEMENT LLCPassive

Some overlap · 5 shared positions

$C $XEL $PSX $WMB $BAC

$976M

142 positions

#15Qsemble Capital Management, LPPassive

Some overlap · 5 shared positions

$C $AIG $XEL $NOW $BAC

$1.3B

430 positions

#16Blume Capital Management, Inc.Passive

Some overlap · 5 shared positions

$C $WY $USB $DE $BAC

$588M

337 positions

#17TBH Global Asset Management, LLCPassive

Some overlap · 5 shared positions

$DDOG $KKR $PSX $USB $FHN

$497M

245 positions

#18Longaeva Partners L.P.Passive

Some overlap · 5 shared positions

$C $KKR $USB $BAC $KEY

$2.7B

204 positions

#19Vermillion Wealth Management, Inc.Passive

Some overlap · 5 shared positions

$DDOG $XEL $KKR $DE $USB

$255M

1,563 positions

#20Delta Global Management LPPassive

Some overlap · 5 shared positions

$C $DDOG $KKR $BAC $BROS

$1.2B

154 positions

#21Gilliland Jeter Wealth Management LLCPassive

Some overlap · 5 shared positions

$BP $MDLZ $ISRG $WMB $BAC

$338M

184 positions

#22Catherine Avery Investment Management LLCPassive

Some overlap · 5 shared positions

$C $PSX $MCD $BAC $KEY

$223M

109 positions

#23Evansbrook LLCActive

Some overlap · 5 shared positions

$DDOG $MCD $USB $ISRG $BAC

$150M

117 positions

#24Game Creek Capital, LPPassive

Some overlap · 5 shared positions

$BAH $WY $NOW $EAT $BAC

$301M

93 positions

#25Hickory Point Bank & TrustPassive

Some overlap · 5 shared positions

$C $KKR $USB $BAC $DE

$152M

456 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.