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Hedge Funds Similar to Freedom Financial Partners

13F Portfolio OverlapQ1 2026Freedom Financial Partners portfolio →
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Most similar hedge funds by 13F overlap

Freedom Financial Partners LLC is an institutional investor managing $281M across 88 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 Financial Partners are MAIRS & POWER, Phraction, Palisade Asset ,, with shared positions in $ECL, $ENTG, $UNH, $MMM, $SHW, $TXN. The full ranking of 25 similar funds is below.

#1MAIRS & POWER INCActive
Some overlap · 5 shared positions
$ECL$ENTG$UNH$MMM$SHW
$9.8B
245 positions
#2Phraction Management LLCActive
Some overlap · 3 shared positions
$ENTG$TXN$USB
$483M
65 positions
#3Palisade Asset Management, LLCActive
Some overlap · 5 shared positions
$ECL$TXN$USB$UNH$MMM
$996M
195 positions
#4BRISTOL JOHN W & CO INC /NY/Active
Some overlap · 5 shared positions
$ENTG$TXN$DAL$UNH$SHW
$6.1B
61 positions
#5MITCHELL & PAHL PRIVATE WEALTH, LLCPassive
Some overlap · 6 shared positions
$ECL$TXN$USB$UNH$MMM$SHW
$246M
145 positions
#6VAN STRUM & TOWNE INC.Passive
Some overlap · 3 shared positions
$ECL$TXN$USB
$343M
111 positions
#7Rock Point Advisors, LLCPassive
Some overlap · 3 shared positions
$WPC$TXN$DAL
$370M
118 positions
#8HARBER ASSET MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$ENTG$TXN$UNH
$156M
41 positions
#9EPIQ PARTNERS, LLCPassive
Some overlap · 5 shared positions
$ECL$USB$UNH$XEL$EPD
$214M
83 positions
#10WAYCROSS PARTNERS, LLCActive
Some overlap · 3 shared positions
$ECL$DAL$SHW
$1.0B
76 positions
#11Prairiewood Capital, LLCActive
Some overlap · 3 shared positions
$WPC$UNH$MMM
$346M
77 positions
#12Gs Investments, Inc.Passive
Some overlap · 3 shared positions
$ECL$USB$UNH
$175M
134 positions
#13Saranac Partners LtdPassive
Some overlap · 3 shared positions
$ECL$USB$UNH
$234M
103 positions
#14Aristotle Capital Management, LLCActive
Some overlap · 3 shared positions
$ECL$USB$XEL
$47.8B
191 positions
#15Rothschild Capital Partners, LLCPassive
Some overlap · 3 shared positions
$ECL$SHW$EPD
$408M
90 positions
#16Somerset Group LLCActive
Some overlap · 5 shared positions
$TXN$ECL$USB$MMM$SHW
$135M
59 positions
#17W.H. Cornerstone Investments Inc.Passive
Some overlap · 5 shared positions
$TXN$ECL$USB$DIA$SHW
$160M
129 positions
#18BARROW HANLEY MEWHINNEY & STRAUSS LLCActive
Slight overlap · 3 shared positions
$ENTG$UNH$XEL
$30.5B
377 positions
#19Leeward Financial Partners, LLCPassive
Slight overlap · 4 shared positions
$ECL$USB$UNH$SHW
$336M
97 positions
#20BROWN, LISLE/CUMMINGS, INC.Passive
Slight overlap · 3 shared positions
$ECL$WPC$TXN
$400M
1,021 positions
#21Creegan & Nassoura Financial Group, LLC
Slight overlap · 3 shared positions
$WPC$MMM$EPD
$154M
78 positions
#22Iyo Bank, Ltd.Active
Slight overlap · 3 shared positions
$ECL$TXN$SHW
$281M
35 positions
#23Meadowbrook Advisors Group, LLCPassive
Slight overlap · 3 shared positions
$ECL$TXN$UNH
$168M
136 positions
#24SHEETS SMITH WEALTH MANAGEMENTPassive
Slight overlap · 4 shared positions
$ECL$WPC$ULTA$EPD
$888M
393 positions
#25DEARBORN PARTNERS LLCActive
Slight overlap · 3 shared positions
$ECL$TXN$SHW
$1.8B
269 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.