Freestone Grove Partners LP
Freestone Grove Partners LP is a fundamental investment firm headquartered in San Francisco, CA, with additional offices in New York, Austin, and West Palm Beach. Founded by industry-leading professionals and quantitative experts, the firm manages assets for institutional investors and high-net-worth clients. The firm employs a substantial staff led by CEO & CIO Todd Barker, focusing on generating risk-adjusted returns through deep fundamental research and quantitative modeling.
Investment Strategy
Freestone Grove Partners LP manages private funds organized in a master-feeder fund structure. The firm focuses on a beta-neutral portfolio across sectors, aiming for high-quality, risk-adjusted returns through a blend of deep fundamental research and quantitative modeling. Their portfolio shows substantial diversification, including allocations to large-cap equities and ETFs, with an emphasis on generating consistent performance regardless of broader market movements.
Latest 13F Filing Activity
Freestone Grove Partners LP filed their most recent 13F report on Jun 30, 2025 disclosing 641 equity positions with a total 13F market value of $13B. The fund increased holdings in Vanguard Index FDS, Alphabet Inc., Brown & Brown Inc. among other positions. Freestone Grove Partners LP reduced exposure to Ishares TR, Huntington Ingalls Inds Inc., Umb Finl Corp. among others.
Top Holdings
Equity Positions (641)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 5.64% | $746.8M | 1,314,745 | $530.36 | $568.03 | +$276.5M |
G GD | GENERAL DYNAMICS CORP | 1.34% | $178.1M | 610,549 | $272.58 | $291.66 | -$8.1M |
| ALPHABET INC | 1.29% | $171.3M | 971,820 | $176.23 | $176.23 | +$171.3M | |
A AMZN | AMAZON COM INC | 1.20% | $159.1M | 725,044 | $195.35 | $219.39 | +$45.2M |
B BRO | BROWN & BROWN INC | 0.96% | $126.9M | 1,144,514 | $110.87 | $110.87 | +$126.9M |
Industry Allocation
Investment Team (32)
| Name | Role | Location | |
|---|---|---|---|
 | Trader | New York, NY , United States | |
 | Head of Trading | United States | |
 | Research Analyst | New York, NY , United States | |
C Clark Zhang | Analyst | New York, NY , United States | |
 | Investment Analyst | New York, NY , United States | |
 | Senior Analyst | CA , United States | |
G George Dailey | Analyst | United States | |
 | Senior Analyst | New York, NY , United States | |
 | Quant Platform | New York, NY , United States | |
 | Senior Analyst | West Palm Beach, FL , United States |