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Freestone Capital Management, LLC
Gary Furukawa · Investment Advisor · Multi-Strategy
Freestone Capital Management, LLC is an independent, employee-owned wealth advisory and asset management firm founded in 1999 and headquartered in Seattle, Washington. With over $12 billion in assets under management, the firm provides comprehensive financial planning and investment solutions to high-net-worth individuals, families, and institutions. Freestone specializes in combining traditional asset management with a robust offering of alternative investments, including real estate, private equity, and distressed debt, to build resilient portfolios focused on long-term wealth preservation. The firm has grown from a boutique advisor into a nationally recognized Registered Investment Advisor with multiple offices across the West Coast and Alaska.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +13.5% |
| YTD return | +10.2% |
| Sharpe ratio | 2.86 |
| Win rate | 55% |
| AUM | $1.3B |
| Inception | Oct 1, 2025 |
| Updated | Sep 3, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $1.3B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.freestonecapital.com |
Current Holdings
Updated on Sep 3, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| MSFT | Microsoft Corporation | 18.7% | +2.9% |
| AAPL | Apple Inc | 13.2% | +26.1% |
| NVDA | NVIDIA Corporation | 13.1% | +20.7% |
| AMZN | Amazon.com Inc | 9.5% | +11.3% |
| GOOGL | Alphabet Inc Class A | 9.3% | +31.6% |
| AVGO | Broadcom Inc | 3.8% | +5.8% |
| BRK-A | Berkshire Hathaway Inc | 3.6% | +3.1% |
| META | Meta Platforms Inc. | 3.4% | -12.3% |
| JPM | JPMorgan Chase & Co | 3.1% | +16.7% |
| COST | Costco Wholesale Corp | 2.9% | -0.7% |
| KLAC | KLA-Tencor Corporation | 2.5% | -31.9% |
| LLY | Eli Lilly and Company | 2.5% | +30.3% |
| AMAT | Applied Materials Inc | 2.1% | +19.4% |
| V | Visa Inc. Class A | 2.1% | +12.0% |
| CAT | Caterpillar Inc | 1.9% | +46.4% |
| CRM | Salesforce.com Inc | 1.8% | +2.2% |
| ECCC | Eagle Point Credit Company Inc Preferred | 1.8% | -0.7% |
| AMD | Advanced Micro Devices Inc | 1.8% | +1.8% |
| MU | Micron Technology Inc | 1.6% | -2.4% |
| NKE | Nike Inc | 1.5% | -43.8% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 31, 2026 | SELL | V | 1.9% → 2.1% |
| Aug 31, 2026 | BUY | BRK-A | 3.7% → 3.6% |
| Aug 31, 2026 | SELL | PANW | 1.4% → 0.0% |
| Aug 31, 2026 | BUY | GOOGL | 9.4% → 9.3% |
| Aug 31, 2026 | BUY | AMZN | 9.8% → 9.5% |
Investment Style Analysis
Freestone Capital Management, LLC is widely recognized for employing a Multi-Strategy strategy. As of Sep 3, 2026, the firm oversees approximately $1.3B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Software - Infrastructure sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 31, Freestone Capital Management, LLC made a significant move by reducing the position in V. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Freestone's investment philosophy centers on a 'Stay Wealthy' approach, which prioritizes downside protection and broad diversification beyond traditional stocks and bonds. The firm believes that true diversification requires exposure to alternative asset classes, such as real estate, private credit, and opportunistic private funds, which often provide better risk-adjusted returns than public markets alone. By employing a hybrid model that combines internally managed proprietary strategies with access to elite external institutional managers, Freestone seeks to build customized, tax-efficient portfolios that align with the specific long-term financial goals and risk tolerances of their clients.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Freestone Capital Management, LLC.
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Frequently asked questions
How is the simulated portfolio for Freestone Capital Management, LLC constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Freestone Capital Management, LLC's largest holding?
As of the latest filing, Freestone Capital Management, LLC's top position is Microsoft Corporation (MSFT), representing 18.7% of the portfolio. This reflects a high-conviction bet by the institution.
What is Freestone Capital Management, LLC's historical performance and risk profile?
Our simulation indicates a total return of +13.5% with a win rate of 55%. Notably, the portfolio maintains a Sharpe Ratio of 2.86, suggesting an excellent level of risk-adjusted returns compared to the broader market.
What sectors does Freestone Capital Management, LLC primarily invest in?
Freestone Capital Management, LLC has a strong preference for the Semiconductors sector, which makes up 20.3% of their disclosed assets. The portfolio also has exposure to Software - Infrastructure, indicating a specific thematic focus.
Is Freestone Capital Management, LLC's portfolio concentrated or diversified?
Freestone Capital Management, LLC runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 45.0% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Freestone Capital Management, LLC performed in 2026?
Our AI-simulated model portfolio for Freestone Capital Management, LLC tracks a Year-to-Date (YTD) return of +10.2%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Gary Furukawa manage Freestone Capital Management, LLC directly?
Yes, Gary Furukawa serves as the key portfolio manager for Freestone Capital Management, LLC, overseeing the investment strategy and final capital allocation decisions.