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 Freedom Day Solutions

13F Portfolio OverlapQ3 2026Freedom Day Solutions portfolio →

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Most similar hedge funds by 13F overlap

Freedom Day Solutions, LLC is an institutional investor managing $455M across 133 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Freedom Day Solutions are STRATEGIC PLANNING GROUP, DIVIDEND ASSETS, Alaethes Wealth, with shared positions in $FIX, $ASML, $HEI, $CTAS, $LIN, $MS. The full ranking of 25 similar funds is below.

#1STRATEGIC PLANNING GROUP, LLCActive

Notable overlap · 9 shared positions

$FIX $ASML $HEI $CTAS $LIN $MS

$965M

79 positions

#2DIVIDEND ASSETS CAPITAL, LLCPassive

Notable overlap · 8 shared positions

$FIX $KLAC $HEI $WMB $CTAS $SHW

$517M

137 positions

#3Alaethes Wealth, LLCPassive

Notable overlap · 8 shared positions

$ASML $WMB $KLAC $MS $ANET $CB

$345M

111 positions

#4NZS Capital, LLCActive

Notable overlap · 7 shared positions

$AJG $PWR $KLAC $HEI $LIN $PGR

$3.9B

61 positions

#5Ayrshire Capital Management LLCPassive

Notable overlap · 8 shared positions

$AJG $KLAC $AME $LIN $SPGI $ANET

$219M

50 positions

#6CARDEROCK CAPITAL MANAGEMENT INCPassive

Notable overlap · 7 shared positions

$PWR $HEI $AME $CTAS $LIN $SHW

$435M

70 positions

#7FENIMORE ASSET MANAGEMENT INCActive

Notable overlap · 7 shared positions

$AJG $HEI $AME $MKL $PGR $SPGI

$4.6B

93 positions

#8Covenant Asset Management, LLCPassive

Notable overlap · 6 shared positions

$ASML $PWR $KLAC $MS $ANET $VRTX

$746M

169 positions

#9Yorktown Management & Research Co IncPassive

Notable overlap · 7 shared positions

$FIX $KLAC $ANET $MLI $IBKR $FCFS

$163M

249 positions

#10Hedeker Wealth, LLCPassive

Notable overlap · 5 shared positions

$FIX $ASML $MS $IBKR $VRTX

$545M

93 positions

#11Ifrah Financial Services, Inc.Passive

Notable overlap · 7 shared positions

$FIX $KLAC $PRIM $VRTX $TXN $LIN

$396M

205 positions

#12Evercore Wealth Management, LLCActive

Notable overlap · 6 shared positions

$FIX $WMB $MS $CB $PGR $SHW

$7.1B

433 positions

#13Consolidated Planning CorpActive

Notable overlap · 5 shared positions

$FIX $CASY $KLAC $MS $HEI

$735M

186 positions

#14JLB & ASSOCIATES INCPassive

Notable overlap · 6 shared positions

$CASY $MLI $KLAC $AME $PGR $SHW

$748M

68 positions

#15Port Capital LLCActive

Notable overlap · 7 shared positions

$WTS $HEI $AME $LIN $SHW $PGR

$2.5B

108 positions

#16Davidson Capital Management Inc.Active

Notable overlap · 5 shared positions

$FIX $PWR $IBKR $KLAC $ANET

$604M

99 positions

#17SCHOLTZ & COMPANY, LLCPassive

Notable overlap · 5 shared positions

$ASML $PWR $CASY $MS $SPGI

$200M

48 positions

#18Sandro Wealth Management LLCPassive

Notable overlap · 6 shared positions

$ASML $PWR $CTAS $SPGI $KLAC $LIN

$138M

103 positions

#19Gunderson Capital Management Inc.Active

Notable overlap · 5 shared positions

$ASML $PWR $KLAC $LNG $ANET

$359M

54 positions

#20DEARBORN PARTNERS LLCPassive

Notable overlap · 6 shared positions

$CASY $AJG $SHW $CTAS $SPGI $TXN

$1.8B

269 positions

#21AdvisorShares Investments LLCActive

Notable overlap · 4 shared positions

$FIX $CASY $MLI $HEI

$828M

269 positions

#22Peregrine Asset Advisers, Inc.Passive

Notable overlap · 4 shared positions

$ASML $FIX $PWR $SHW

$461M

218 positions

#23Monument Capital ManagementPassive

Notable overlap · 5 shared positions

$FIX $CASY $KLAC $PWR $FCFS

$480M

255 positions

#24EULAV Asset ManagementPassive

Notable overlap · 5 shared positions

$CASY $FIX $WTS $HEI $CTAS

$2.8B

151 positions

#25MARVIN & PALMER ASSOCIATES INCActive

Notable overlap · 5 shared positions

$IBKR $PWR $KLAC $AME $MS

$159M

28 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.