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Hedge Funds Similar to THRIVENT FINANCIAL FOR LUTHERANS

13F Portfolio OverlapQ2 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 $59.5B across 2,589 U.S. equity positions as of Q2 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 William B. Walkup & Associates, First National Advisers, Aft, Forsyth & Sober, with shared positions in $MS, $WFC, $COF, $CSX, $COP, $ANET. The full ranking of 25 similar funds is below.

#1William B. Walkup & Associates, Inc.Passive
Slight overlap · 5 shared positions
$MS$WFC$COF$CSX$COP
$208M
258 positions
#2First National Advisers, LLCPassive
Slight overlap · 4 shared positions
$MS$WFC$ANET$CSX
$712M
251 positions
#3Aft, Forsyth & Sober, LLCActive
Slight overlap · 4 shared positions
$MS$WFC$ANET$COP
$320M
60 positions
#4Boston PartnersPassive
Slight overlap · 4 shared positions
$MS$WFC$COF$COP
$112.6B
802 positions
#5DCM Advisors, LLCActive
Slight overlap · 4 shared positions
$MS$WFC$CSX$COP
$253M
38 positions
#6Cherokee Insurance CoPassive
Slight overlap · 4 shared positions
$MS$EPD$CSX$COP
$259M
124 positions
#7PENNSYLVANIA CAPITAL MANAGEMENT INC /ADVActive
Slight overlap · 4 shared positions
$MS$EPD$COF$WFC
$395M
123 positions
#8VESTOR CAPITAL, LLCActive
Slight overlap · 4 shared positions
$MS$WFC$CEG$COP
$486M
276 positions
#9BTC Capital Management, Inc.Passive
Slight overlap · 3 shared positions
$MS$WFC$FAST
$1.6B
207 positions
#10GLOBALT Investments LLC / GAActive
Slight overlap · 3 shared positions
$MS$WFC$ANET
$2.9B
212 positions
#11NVWM, LLCPassive
Slight overlap · 3 shared positions
$MS$WFC$ANET
$533M
799 positions
#12LIGHTHOUSE FINANCIAL SERVICES INC /ADVActive
Slight overlap · 3 shared positions
$MS$WFC$ANET
$476M
102 positions
#13Evansbrook LLCActive
Slight overlap · 3 shared positions
$MS$WFC$ANET
$171M
126 positions
#14Beta Wealth Group, Inc.Active
Slight overlap · 3 shared positions
$MS$WFC$ANET
$267M
114 positions
#15Calamos Wealth Management LLCPassive
Slight overlap · 3 shared positions
$MS$WFC$ANET
$3.3B
463 positions
#16Vermillion Wealth Management, Inc.Passive
Slight overlap · 3 shared positions
$WFC$MS$FAST
$87M
624 positions
#17STEVENS CAPITAL MANAGEMENT LPPassive
Slight overlap · 3 shared positions
$MS$WFC$CEG
$417M
213 positions
#18Cunning Capital Partners, LPActive
Slight overlap · 3 shared positions
$MS$WFC$CEG
$248M
55 positions
#19Stratos Investment Management, LLCPassive
Slight overlap · 3 shared positions
$MS$WFC$CEG
$2.8B
382 positions
#20Arvest Bank Trust DivisionPassive
Slight overlap · 4 shared positions
$ANET$CEG$COF$COP
$2.1B
240 positions
#21Elyxium Wealth, LLCPassive
Slight overlap · 3 shared positions
$MS$WFC$ANET
$989M
1,479 positions
#22BRIGHT ROCK CAPITAL MANAGEMENT, LLCPassive
Slight overlap · 3 shared positions
$MS$FAST$ANET
$529M
72 positions
#23Employees Retirement System of TexasActive
Slight overlap · 3 shared positions
$MS$FAST$ANET
$12.6B
511 positions
#24Oliver Luxxe Assets LLCPassive
Slight overlap · 3 shared positions
$MS$WFC$COF
$638M
194 positions
#25BASSWOOD CAPITAL MANAGEMENT, L.L.C.Active
Slight overlap · 3 shared positions
$MS$WFC$COF
$2.5B
111 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.