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Hedge Funds Similar to Freedom Financial Partners

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

Freedom Financial Partners LLC is an institutional investor managing $307M across 89 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 Freedom Financial Partners are Leverty Financial Group, Prairiewood, Rothschild Partners, with shared positions in $ECL, $XEL, $MMM, $APG, $WPC, $DE. The full ranking of 25 similar funds is below.

#1Leverty Financial Group, LLCSmart money
Notable overlap · 4 shared positions
$ECL$XEL$MMM$APG
$514M
49 positions
#2Prairiewood Capital, LLCActive
Notable overlap · 4 shared positions
$WPC$DE$MMM$PEP
$386M
81 positions
#3Rothschild Capital Partners, LLCActive
Some overlap · 3 shared positions
$ECL$EPD$DE
$467M
90 positions
#4SilverOak Wealth Management LLCActive
Some overlap · 3 shared positions
$ECL$MMM$DAL
$777M
126 positions
#5Palisade Asset Management, LLCPassive
Some overlap · 5 shared positions
$ECL$USB$MMM$PEP$DE
$1.1B
204 positions
#6S&CO INCActive
Some overlap · 3 shared positions
$ECL$PEP$CCJ
$1.7B
222 positions
#7EPIQ PARTNERS, LLCPassive
Some overlap · 3 shared positions
$ECL$XEL$EPD
$236M
98 positions
#8SHEETS SMITH WEALTH MANAGEMENTPassive
Some overlap · 5 shared positions
$ECL$WPC$EPD$ULTA$PEP
$1.0B
408 positions
#9BRISTOL JOHN W & CO INC /NY/Active
Some overlap · 3 shared positions
$DAL$ENTG$DE
$6.8B
62 positions
#10WAYCROSS PARTNERS, LLCActive
Some overlap · 3 shared positions
$ECL$DAL$DE
$1.2B
72 positions
#11Phraction Management LLCActive
Some overlap · 3 shared positions
$ENTG$PEP$EPD
$596M
66 positions
#12Baer Investment Advisory LLCPassive
Some overlap · 3 shared positions
$ECL$EPD$DE
$119M
43 positions
#13Aristotle Capital Management, LLCActive
Some overlap · 3 shared positions
$ECL$USB$XEL
$47.7B
212 positions
#14Findlay Park Partners LLPActive
Some overlap · 3 shared positions
$ENTG$ECL$APG
$7.4B
49 positions
#15CAMBIAR INVESTORS LLCActive
Some overlap · 3 shared positions
$DAL$USB$PEP
$2.3B
150 positions
#16Sanchez Levi Garrett
Some overlap · 3 shared positions
$DAL$USB$DE
$184M
74 positions
#17Hoese & Co LLPActive
Some overlap · 6 shared positions
$USB$XEL$PEP$DE$MMM$ECL
$154M
183 positions
#18BAYBANPassive
Some overlap · 5 shared positions
$USB$XEL$MMM$EPD$PEP
$130M
595 positions
#19First PREMIER BankPassive
Some overlap · 4 shared positions
$USB$ECL$XEL$PEP
$619M
358 positions
#20KANAWHA CAPITAL MANAGEMENT LLCActive
Some overlap · 4 shared positions
$ECL$USB$MMM$PEP
$1.5B
228 positions
#21Birchwood Financial Partners, Inc.Passive
Some overlap · 6 shared positions
$XEL$USB$MMM$PEP$DE$ECL
$122M
352 positions
#22Douglas Lane & Associates, LLCActive
Some overlap · 3 shared positions
$DAL$USB$PEP
$7.4B
250 positions
#23Gs Investments, Inc.Passive
Some overlap · 3 shared positions
$ECL$USB$PEP
$138M
133 positions
#24Somerset Group LLCActive
Some overlap · 4 shared positions
$USB$ECL$MMM$PEP
$142M
58 positions
#25POINCIANA ADVISORS GROUP, LLCActive
Some overlap · 3 shared positions
$DAL$XEL$MMM
$135M
113 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.