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Hedge Funds Similar to Luken Investment Analytics,

13F Portfolio OverlapQ1 2026Luken Investment Analytics, portfolio →
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Most similar hedge funds by 13F overlap

Luken Investment Analytics, LLC is an institutional investor managing $261M across 160 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 Luken Investment Analytics, are Sterneck ,, Tradewinds ,, Chaney ,, with shared positions in $GMM, $PFE, $HCA, $HON, $SBUX, $HUM. The full ranking of 25 similar funds is below.

#1Sterneck Capital Management, LLCActive
Notable overlap · 3 shared positions
$GMM$PFE$HCA
$223M
116 positions
#2Tradewinds Capital Management, LLCActive
Some overlap · 3 shared positions
$GMM$HON$SBUX
$504M
719 positions
#3Chaney Capital Management, Inc.Smart money
Some overlap · 3 shared positions
$GMM$SBUX$HUM
$284M
41 positions
#4BlueStem Wealth Partners, LLCActive
Some overlap · 3 shared positions
$GMM$MMM$HUM
$900M
124 positions
#5My Portfolio Guide, LLCActive
Some overlap · 3 shared positions
$GMM$PFE$CVS
$181M
166 positions
#6JIM SAULNIER & ASSOCIATES, LLCPassive
Some overlap · 3 shared positions
$GMM$HEI$HUM
$205M
139 positions
#7STONEHAVEN WEALTH & TAX SOLUTIONS, LLCPassive
Some overlap · 3 shared positions
$GMM$KO$SOLV
$113M
82 positions
#8CUTLER INVESTMENT COUNSEL LLCActive
Some overlap · 3 shared positions
$GMM$DE$CVS
$971M
146 positions
#9EHRLICH FINANCIAL GROUPPassive
Some overlap · 4 shared positions
$GMM$DE$HUM$SOLV
$174M
112 positions
#10Archer Investment Management, LLCPassive
Some overlap · 3 shared positions
$GMM$HUM$SOLV
$238M
108 positions
#11Financial Gravity Asset Management, Inc.Passive
Some overlap · 5 shared positions
$GMM$MMM$AZN$SBUX$KO
$562M
973 positions
#12Optimist Retirement Group LLCActive
Some overlap · 3 shared positions
$GMM$MMM$PFE
$227M
113 positions
#13ORBA Wealth Advisors, L.L.C.Passive
Some overlap · 4 shared positions
$GMM$PFE$DE$SBUX
$84M
65 positions
#14KNIGHTSBRIDGE ASSET MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$GMM$HCA$SOLV
$743M
262 positions
#15Partnership Wealth Management, LLCActive
Some overlap · 4 shared positions
$GMM$EMR$PFE$COR
$131M
66 positions
#16Collier FinancialSmart money
Some overlap · 3 shared positions
$GMM$MMM$SBUX
$131M
136 positions
#17Allen Capital Group, LLCPassive
Some overlap · 3 shared positions
$GMM$PFE$DE
$1.1B
284 positions
#18Revisor Wealth Management LLCPassive
Some overlap · 3 shared positions
$GMM$KO$HUM
$362M
327 positions
#19Detalus Advisors, LLCActive
Some overlap · 4 shared positions
$GMM$HCA$KO$HUM
$438M
186 positions
#20ISTHMUS PARTNERS, LLCPassive
Slight overlap · 4 shared positions
$GMM$EMR$COR$HCA
$953M
217 positions
#21WOODMONT INVESTMENT COUNSEL LLCActive
Slight overlap · 7 shared positions
$GMM$PFE$EMR$HCA$KO$HUM
$1.6B
263 positions
#22BayBridge Capital Group, LLCActive
Slight overlap · 4 shared positions
$GMM$MMM$COR$KO
$161M
95 positions
#23NewEdge Advisors, LLCPassive
Slight overlap · 3 shared positions
$GMM$EMR$KO
$2.2B
1,217 positions
#24Sawyer & Company, IncPassive
Slight overlap · 4 shared positions
$EMR$HON$CTAS$COR
$260M
197 positions
#25Horizon Investments, LLCPassive
Slight overlap · 3 shared positions
$GMM$KO$HUM
$8.9B
1,404 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.