13F Pro

Hedge Funds Similar to Luken Investment Analytics

13F Portfolio OverlapQ2 2026Luken Investment Analytics portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Luken Investment Analytics, LLC is an institutional investor managing $286M across 170 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 Luken Investment Analytics are MCDANIEL TERRY, BIRMINGHAM, LYNCH & ASSOCIATES, with shared positions in $EMR, $CTAS, $HON, $HONA, $MMM, $PFE. The full ranking of 25 similar funds is below.

#1MCDANIEL TERRY & COActive
Some overlap · 4 shared positions
$EMR$CTAS$HON$HONA
$1.3B
81 positions
#2BIRMINGHAM CAPITAL MANAGEMENT CO INC/ALActive
Some overlap · 4 shared positions
$EMR$MMM$PFE$DE
$263M
90 positions
#3LYNCH & ASSOCIATES/INPassive
Some overlap · 5 shared positions
$EMR$MMM$HON$HONA$CVS
$573M
129 positions
#4Welch Group, LLCPassive
Some overlap · 4 shared positions
$EMR$SFBS$PFE$DE
$2.9B
326 positions
#5Argyle Capital Management, LLCPassive
Some overlap · 5 shared positions
$EMR$PFE$MMM$DE$CVS
$347M
138 positions
#6InvesTrustPassive
Some overlap · 5 shared positions
$MMM$EMR$PFE$CVS$SBUX
$260M
95 positions
#7Midwest Financial Partners Investments, Inc.Active
Some overlap · 5 shared positions
$MMM$HON$HONA$DE$SBUX
$241M
80 positions
#8Newport Trust Company, LLCSmart money
Some overlap · 4 shared positions
$MMM$EMR$HON$HUM
$41.5B
63 positions
#9Massachusetts Wealth ManagementPassive
Some overlap · 4 shared positions
$EMR$MMM$PFE$DE
$262M
98 positions
#10TL Private WealthSmart money
Some overlap · 4 shared positions
$EMR$MMM$HON$HONA
$273M
54 positions
#11Vertrix Wealth Management, LLCPassive
Some overlap · 5 shared positions
$EMR$HON$HONA$CVS$SBUX
$297M
103 positions
#12CHELSEA COUNSEL COPassive
Some overlap · 4 shared positions
$MMM$EMR$HON$HONA
$236M
232 positions
#13DMKC Advisory Services, LLCActive
Some overlap · 4 shared positions
$MMM$PFE$EMR$DE
$530M
92 positions
#14Spectrum Asset Management, Inc. (NB/CA)Passive
Some overlap · 5 shared positions
$EMR$HON$HONA$DE$SOLS
$362M
116 positions
#15Greystone Financial Group, LLCPassive
Some overlap · 4 shared positions
$EMR$HON$HONA$SBUX
$358M
74 positions
#16Madson Wealth Advisors IncActive
Some overlap · 4 shared positions
$EMR$HON$HONA$AZN
$147M
97 positions
#17BAKER BOYER NATIONAL BANKSmart money
Some overlap · 4 shared positions
$EMR$DE$HON$HONA
$364M
94 positions
#18WAYCROSS PARTNERS, LLCActive
Some overlap · 4 shared positions
$EMR$HON$HONA$DE
$1.2B
72 positions
#19Allied Investment Advisors, LLCPassive
Some overlap · 4 shared positions
$MMM$PFE$DE$EMR
$797M
110 positions
#20Alliance Private Wealth, LLCActive
Some overlap · 4 shared positions
$MMM$PFE$DE$CVS
$288M
82 positions
#21Palmer Knight CoPassive
Some overlap · 4 shared positions
$CTAS$HON$HONA$SOLS
$260M
36 positions
#22St. James Investment Company, LLCActive
Some overlap · 3 shared positions
$EMR$HON$HONA
$630M
24 positions
#23BCR Wealth Strategies, LLCSmart money
Some overlap · 3 shared positions
$EMR$SFBS$DE
$356M
32 positions
#24Keystone Financial Group, Inc.Active
Some overlap · 5 shared positions
$FBK$MMM$EMR$HON$HONA
$191M
122 positions
#25MONTCHANIN ASSET MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$CTAS$HON$HONA
$98M
62 positions

Compare Luken Investment Analytics’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 Luken Investment Analytics’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.