13F Pro

Hedge Funds Similar to Oliver Luxxe Assets

13F Portfolio OverlapQ1 2026Oliver Luxxe Assets portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Oliver Luxxe Assets LLC is an institutional investor managing $680M across 199 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Oliver Luxxe Assets are Kessler Investment Group,, Schear Investment Advisers,, CERTUITY,, with shared positions in $GEV, $FCX, $WFC, $GILD, $PM, $HCA. The full ranking of 25 similar funds is below.

#1Kessler Investment Group, LLCPassive
Notable overlap · 7 shared positions
$GEV$FCX$WFC$GILD$PM$HCA
$211M
79 positions
#2Schear Investment Advisers, LLCPassive
Notable overlap · 6 shared positions
$GEV$C$GE$MS$ULTA$PNC
$227M
77 positions
#3CERTUITY, LLCPassive
Notable overlap · 6 shared positions
$C$MS$GE$WFC$FCX$PNC
$1.5B
659 positions
#4Blume Capital Management, Inc.Passive
Notable overlap · 6 shared positions
$C$FCX$BKR$COF$WFC$SCHW
$588M
337 positions
#5Massachusetts Wealth ManagementPassive
Notable overlap · 5 shared positions
$GEV$C$GE$FCX$WFC
$231M
98 positions
#6Hosking Partners LLPActive
Notable overlap · 6 shared positions
$C$FCX$COF$WFC$MS$SCHW
$2.8B
99 positions
#7TANDEM CAPITAL MANAGEMENT CORP /ADVPassive
Some overlap · 6 shared positions
$GEV$GE$JLL$COF$CVS$SCHW
$200M
110 positions
#8Hartford Funds Management Co LLCSmart money
Some overlap · 7 shared positions
$PM$NXPI$GILD$WFC$HCA$MS
$1.2B
96 positions
#9ProVise Management Group, LLCPassive
Some overlap · 6 shared positions
$MS$PM$C$WFC$SCHW$ETR
$1.4B
261 positions
#10Hudson Canyon Capital ManagementPassive
Some overlap · 6 shared positions
$MS$GE$COF$SPG$HCA$SCHW
$163M
52 positions
#11HOURGLASS CAPITAL, LLCPassive
Some overlap · 5 shared positions
$C$MS$FCX$PM$HCA
$480M
130 positions
#12Longbow Finance SAPassive
Some overlap · 6 shared positions
$C$GE$PH$RL$GILD$GEV
$552M
55 positions
#13MORTON COMMUNITY BANKPassive
Some overlap · 6 shared positions
$MS$ETR$C$PM$LNG$XEL
$460M
115 positions
#14Baird Financial Group, Inc.Passive
Some overlap · 6 shared positions
$GEV$GE$PH$TEL$SCHW$WFC
$64.0B
1,826 positions
#15Brandywine Global Investment Management, LLC
Some overlap · 7 shared positions
$C$WFC$CVS$MS$CRM$GILD
$14.9B
601 positions
#16ATALANTA SOSNOFF CAPITAL, LLCActive
Some overlap · 6 shared positions
$GEV$GE$MS$PCAR$FCX$SCHW
$4.7B
104 positions
#17Newport Trust Company, LLCSmart money
Some overlap · 6 shared positions
$GEV$GE$ETR$COF$XEL$PM
$40.7B
64 positions
#18Alley Investment Management Company, LLCActive
Some overlap · 5 shared positions
$PM$MS$COF$GE$PH
$821M
85 positions
#19Consilium Wealth Advisory, LLCActive
Some overlap · 7 shared positions
$GE$GEV$WFC$RL$C$CRM
$293M
102 positions
#20Viewpoint Capital Management LLCActive
Some overlap · 5 shared positions
$C$GEV$GE$MS$RL
$214M
135 positions
#21DODGE & COXActive
Some overlap · 6 shared positions
$WFC$BKR$TEL$CVS$GILD$SCHW
$182.0B
222 positions
#22Estabrook Capital ManagementPassive
Some overlap · 5 shared positions
$C$GE$GEV$WFC$PNC
$685M
380 positions
#23American Assets Investment Management, LLCActive
Some overlap · 6 shared positions
$C$COF$WFC$MS$GE$PNC
$1.5B
146 positions
#24MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$C$PM$ETR$WFC
$220M
148 positions
#25CORNERCAP INVESTMENT COUNSEL INC
Some overlap · 6 shared positions
$C$WFC$CVS$ULTA$SCHW$GILD
$203M
151 positions

Compare Oliver Luxxe Assets’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View Oliver Luxxe Assets’s holdings

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.