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Hedge Funds Similar to Freestate Advisors

13F Portfolio OverlapQ2 2026Freestate Advisors portfolio →
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Most similar hedge funds by 13F overlap

Freestate Advisors LLC is an institutional investor managing $134M across 42 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 Freestate Advisors are Dynamic Financial Group, Windle Wealth, Alliance Private Wealth, with shared positions in $VZ, $DE, $T, $MMM, $TMUS, $FSCO. The full ranking of 25 similar funds is below.

#1Dynamic Financial GroupSmart money
Notable overlap · 3 shared positions
$VZ$DE$T
$132M
76 positions
#2Windle Wealth, LLCActive
Notable overlap · 3 shared positions
$MMM$VZ$T
$249M
35 positions
#3Alliance Private Wealth, LLCActive
Notable overlap · 4 shared positions
$DE$MMM$VZ$TMUS
$288M
82 positions
#4Valley Financial Group, Inc.Smart money
Notable overlap · 3 shared positions
$VZ$T$FSCO
$203M
62 positions
#5Drexel Morgan & Co.Active
Some overlap · 4 shared positions
$T$DE$VZ$MMM
$719M
60 positions
#6WHI TRUST Co LLCActive
Some overlap · 4 shared positions
$MMM$TMUS$T$DE
$155M
59 positions
#7SKBA CAPITAL MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$MMM$T$VZ
$606M
79 positions
#8Basepoint Wealth LLCPassive
Some overlap · 3 shared positions
$DE$VZ$MMM
$175M
632 positions
#9Wealth Advisors of Tampa Bay, LLCPassive
Some overlap · 3 shared positions
$VZ$T$MMM
$327M
94 positions
#10TOBAMPassive
Some overlap · 3 shared positions
$TMUS$VZ$T
$412M
258 positions
#11Slocum, Gordon & Co LLPPassive
Some overlap · 3 shared positions
$VZ$T$MMM
$151M
70 positions
#12TERRIL BROTHERS, INC.Active
Some overlap · 3 shared positions
$VZ$MMM$T
$388M
71 positions
#13Aull & Monroe Investment Management CorpPassive
Some overlap · 3 shared positions
$DE$VZ$T
$239M
126 positions
#14Capital CS Group, LLCActive
Some overlap · 3 shared positions
$VZ$TMUS$FSCO
$127M
72 positions
#15Argyle Capital Management, LLCPassive
Some overlap · 4 shared positions
$DE$VZ$T$MMM
$347M
138 positions
#16Unifi Asset Management LPActive
Some overlap · 3 shared positions
$VZ$T$TMUS
$251M
62 positions
#17EDMP, INC.Passive
Some overlap · 3 shared positions
$T$VZ$MMM
$124M
70 positions
#18Wagner Wealth Management, LLCActive
Some overlap · 3 shared positions
$VZ$T$FSCO
$541M
282 positions
#19Manske Wealth ManagementPassive
Some overlap · 3 shared positions
$VZ$T$MMM
$403M
226 positions
#20Miller Global Investments, LLCPassive
Some overlap · 3 shared positions
$VZ$T$FSCO
$121M
295 positions
#21FARMERS TRUST CO
Some overlap · 3 shared positions
$VZ$T$MMM
$637M
203 positions
#22Pacer Advisors, Inc.Passive
Some overlap · 3 shared positions
$VZ$T$TMUS
$39.3B
2,614 positions
#23Financial Avengers, Inc.
Some overlap · 3 shared positions
$VZ$MMM$T
$241M
155 positions
#24MAIMON WEALTH MANAGEMENT LTD.Passive
Some overlap · 3 shared positions
$DE$MMM$T
$130M
80 positions
#25Hayek Kallen Investment Management
Some overlap · 3 shared positions
$VZ$DE$T
$330M
97 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.