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Hedge Funds Similar to Financial Freedom

13F Portfolio OverlapQ2 2026Financial Freedom portfolio →
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Most similar hedge funds by 13F overlap

Financial Freedom, LLC is an institutional investor managing $218M across 107 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Financial Freedom are Andrews Advisory Associates, Walsky Investment, Focused Investors, with shared positions in $MCD, $LOW, $TXN, $DIS, $QCOM, $FDX. The full ranking of 25 similar funds is below.

#1Andrews Advisory Associates, LLCActive
Some overlap · 6 shared positions
$MCD$LOW$TXN$DIS$QCOM$FDX
$208M
86 positions
#2Walsky Investment Management, Inc.Passive
Some overlap · 4 shared positions
$MCD$LOW$TXN$QCOM
$108M
52 positions
#3Focused Investors LLCActive
Some overlap · 4 shared positions
$MCD$LOW$DIS$FDX
$3.0B
23 positions
#4Innovative Wealth Building LLCSmart money
Some overlap · 3 shared positions
$MCD$LOW$TXN
$172M
84 positions
#5Atwater Malick LLCActive
Some overlap · 3 shared positions
$MCD$LOW$DIS
$459M
130 positions
#6Infusive Asset Management Inc.Active
Some overlap · 3 shared positions
$MCD$LOW$DIS
$220M
30 positions
#7Mirabaud Asset Management LtdPassive
Some overlap · 3 shared positions
$MCD$TXN$QCOM
$120M
49 positions
#8DEARBORN PARTNERS LLCPassive
Some overlap · 3 shared positions
$MCD$TXN$QCOM
$1.8B
269 positions
#9First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 4 shared positions
$MCD$LOW$TXN$DIS
$529M
75 positions
#10VIKING GLOBAL INVESTORS LPActive
Some overlap · 4 shared positions
$MCD$QCOM$DIS$FDX
$35.1B
90 positions
#11Stokes Capital Advisors, LLCPassive
Some overlap · 3 shared positions
$MCD$TXN$QCOM
$467M
118 positions
#12Cambridge Financial Group, Inc.Active
Some overlap · 3 shared positions
$MCD$TXN$FDX
$287M
33 positions
#13BROADWATER CAPITAL MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$MCD$DIS$QCOM
$138M
208 positions
#14BIRMINGHAM CAPITAL MANAGEMENT CO INC/ALActive
Some overlap · 3 shared positions
$MCD$TXN$FDX
$263M
90 positions
#15LYNCH & ASSOCIATES/INPassive
Some overlap · 3 shared positions
$MCD$LOW$TXN
$573M
129 positions
#16CAPITAL & PLANNING, LLC
Some overlap · 3 shared positions
$MCD$TXN$LOW
$194M
45 positions
#17DiNuzzo Private Wealth, Inc.Active
Some overlap · 3 shared positions
$MCD$LOW$FDX
$1.0B
1,347 positions
#18DLK Investment Management, LLCPassive
Some overlap · 4 shared positions
$MCD$TXN$QCOM$DIS
$235M
96 positions
#19TICINO WEALTHPassive
Some overlap · 4 shared positions
$MCD$LOW$TXN$QCOM
$317M
135 positions
#20Smart Portfolios, LLC
Some overlap · 4 shared positions
$MCD$TXN$DIS$FDX
$100M
99 positions
#21Kinsale Capital Group, Inc.Active
Some overlap · 3 shared positions
$MCD$TXN$DIS
$754M
41 positions
#22TRUSTCO BANK CORP N YPassive
Some overlap · 4 shared positions
$MCD$LOW$TXN$DIS
$137M
77 positions
#23Oak Asset Management, LLCActive
Some overlap · 4 shared positions
$MCD$LOW$QCOM$FDX
$311M
115 positions
#24Welch Group, LLCPassive
Some overlap · 3 shared positions
$MCD$TXN$QCOM
$2.9B
326 positions
#25ROFFMAN MILLER ASSOCIATES INC /PA/Active
Some overlap · 3 shared positions
$MCD$TXN$DIS
$1.9B
88 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.