How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to THRIVENT FINANCIAL FOR LUTHERANS

13F Portfolio OverlapQ1 2026THRIVENT FINANCIAL FOR LUTHERANS portfolio →

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Most similar hedge funds by 13F overlap

THRIVENT FINANCIAL FOR LUTHERANS is an institutional investor managing $52M across 2,522 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 THRIVENT FINANCIAL FOR LUTHERANS are Aventura Private Wealth,, Bank Julius Baer & Ltd, Zurich, GATEWAY INVESTMENT ADVISERS, with shared positions in $WFC, $MS, $BAC, $COP, $GE, $PLTR. The full ranking of 25 similar funds is below.

#1Aventura Private Wealth, LLCPassive

Some overlap · 7 shared positions

$WFC $MS $BAC $COP $GE $PLTR

$273M

904 positions

#2Bank Julius Baer & Co. Ltd, ZurichActive

Some overlap · 7 shared positions

$WFC $BAC $LRCX $COP $GE $ISRG

$33.2B

678 positions

#3GATEWAY INVESTMENT ADVISERS LLCActive

Some overlap · 7 shared positions

$WFC $MS $BAC $COP $PLTR $PH

$9.0B

684 positions

#4WOODWARD DIVERSIFIED CAPITAL, LLCPassive

Some overlap · 7 shared positions

$WFC $BAC $LRCX $COP $SCHW $PH

$220M

181 positions

#5Knights of Columbus Asset Advisors LLCPassive

Some overlap · 6 shared positions

$WFC $MS $BAC $COP $ETR $IBM

$1.8B

397 positions

#6ATALANTA SOSNOFF CAPITAL, LLCActive

Some overlap · 6 shared positions

$MS $BAC $LRCX $GE $PLTR $SCHW

$4.7B

104 positions

#7Hudson Canyon Capital ManagementPassive

Some overlap · 6 shared positions

$MS $BAC $COP $CEG $GE $SCHW

$163M

52 positions

#8HOEY INVESTMENTS, INCActive

Some overlap · 6 shared positions

$WFC $MS $BAC $GE $PLTR $IBM

$693M

420 positions

#9Patriot Financial Group Insurance Agency, LLCPassive

Some overlap · 6 shared positions

$WFC $LRCX $COP $GE $PLTR $SCHW

$1.8B

701 positions

#10TritonPoint Partners, LLCPassive

Some overlap · 6 shared positions

$MS $LRCX $WFC $GE $SCHW $ISRG

$272M

200 positions

#11Baird Financial Group, Inc.Passive

Some overlap · 6 shared positions

$WFC $FAST $BAC $GE $SCHW $PH

$64.0B

1,826 positions

#12Oliver Luxxe Assets LLCPassive

Some overlap · 6 shared positions

$WFC $MS $GE $SCHW $PH $ETR

$668M

200 positions

#13One River Asset Management, LLCPassive

Some overlap · 6 shared positions

$WFC $BAC $GE $PLTR $ISRG $IBM

$273M

255 positions

#14Scott & Selber, Inc.Active

Some overlap · 6 shared positions

$BAC $LRCX $COP $SCHW $ISRG $DVN

$387M

91 positions

#15PACIFIC HEIGHTS ASSET MANAGEMENT LLCActive

Some overlap · 6 shared positions

$MS $COP $PLTR $SCHW $PH $DVN

$3.0B

77 positions

#16PBU - The Pension Fund of Early Childhood & Youth EducatorsActive

Some overlap · 6 shared positions

$LRCX $BAC $WFC $GE $PH $IBM

$7.7B

190 positions

#17PARADIGM ASSET MANAGEMENT CO LLCPassive

Some overlap · 5 shared positions

$WFC $MS $BAC $LRCX $PH

$426M

424 positions

#18National Pension ServiceActive

Some overlap · 6 shared positions

$BAC $LRCX $GE $PLTR $WFC $IBM

$131.7B

562 positions

#19EDGAR LOMAX CO/VAActive

Some overlap · 5 shared positions

$WFC $MS $BAC $COP $SCHW

$1.4B

56 positions

#20Hosking Partners LLPActive

Some overlap · 5 shared positions

$WFC $MS $BAC $COP $SCHW

$2.8B

99 positions

#21PFA Pension, ForsikringsaktieselskabActive

Some overlap · 6 shared positions

$LRCX $BAC $GE $PLTR $WFC $IBM

$33.2B

381 positions

#22CORNERCAP INVESTMENT COUNSEL INC

Slight overlap · 5 shared positions

$WFC $BAC $LRCX $COP $SCHW

$203M

151 positions

#23AMERIPRISE FINANCIAL INCPassive

Slight overlap · 5 shared positions

$MS $BAC $LRCX $COP $WFC

$431.8B

4,043 positions

#24QRG CAPITAL MANAGEMENT, INC.Passive

Slight overlap · 6 shared positions

$LRCX $GE $PLTR $WFC $BAC $MS

$9.7B

1,138 positions

#25Bouvel Investment Partners, LLCPassive

Slight overlap · 6 shared positions

$MS $GE $PLTR $ISRG $ETR $IBM

$345M

78 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.