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Hedge Funds Similar to Luminist

13F Portfolio OverlapQ2 2026Luminist portfolio →
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Most similar hedge funds by 13F overlap

Luminist Capital LLC is an institutional investor managing $89M across 418 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 Luminist are Kastel Advisors, Go Invest, Towneley , / DE, with shared positions in $SGOL, $DOV, $IBIT, $STT, $SLV, $LMT. The full ranking of 25 similar funds is below.

#1Kastel Capital Advisors, LLCActive
Substantial overlap · 3 shared positions
$SGOL$DOV$IBIT
$158M
57 positions
#2Go Invest LLCSmart money
Substantial overlap · 4 shared positions
$SGOL$STT$IBIT$SLV
$426M
129 positions
#3Towneley Capital Management, Inc / DESmart money
Substantial overlap · 3 shared positions
$SGOL$DOV$STT
$509M
46 positions
#4MRWM Advisors, LLCActive
Substantial overlap · 3 shared positions
$SGOL$LMT$MCD
$243M
80 positions
#5American National Bank of TexasActive
Substantial overlap · 3 shared positions
$DOV$STT$MCD
$110M
56 positions
#6Ameliora Wealth Management Ltd.Passive
Notable overlap · 5 shared positions
$SGOL$DOV$SLV$IBIT$C
$337M
229 positions
#7Noble Wealth Partners LLCPassive
Notable overlap · 3 shared positions
$DOV$IBIT$TER
$115M
76 positions
#8Highland Investment Advisors LLCPassive
Notable overlap · 3 shared positions
$DOV$SLV$MCD
$229M
734 positions
#9Zhang Financial LLCActive
Notable overlap · 3 shared positions
$DOV$IBIT$LMT
$3.4B
392 positions
#10Sageworth Trust CoActive
Notable overlap · 3 shared positions
$DOV$IBIT$SPCX
$2.5B
127 positions
#11Global Endowment Management, LPActive
Notable overlap · 3 shared positions
$DOV$STT$YMM
$987M
72 positions
#12Intelligent Financial StrategiesSmart money
Notable overlap · 3 shared positions
$DOV$MCD$IDXX
$208M
60 positions
#13Ethos Financial Group, LLCPassive
Notable overlap · 3 shared positions
$SGOL$DOV$YMM
$1.5B
648 positions
#14Stillwater Private Wealth, LLCActive
Notable overlap · 3 shared positions
$SGOL$DOV$MCD
$153M
83 positions
#15Vantage Point Financial LLCPassive
Notable overlap · 3 shared positions
$DOV$SLV$MCD
$328M
188 positions
#16Powerhouse Assets LLCSmart money
Notable overlap · 3 shared positions
$STT$DOV$MCD
$123M
57 positions
#17Wealth Watch Advisors, INCActive
Notable overlap · 5 shared positions
$SGOL$STT$SLV$IBIT$MCD
$309M
142 positions
#18Norris Financial Group, LLCPassive
Notable overlap · 3 shared positions
$SGOL$STT$SPCX
$251M
82 positions
#19Goldstone Financial Group, LLCPassive
Notable overlap · 4 shared positions
$DOV$STT$MCD$C
$1.1B
243 positions
#20Evelyn Partners Asset Management Ltd
Notable overlap · 4 shared positions
$DOV$SGOL$MCD$YMM
$406M
308 positions
#21HFM Investment Advisors, LLCActive
Notable overlap · 3 shared positions
$DOV$MMM$MCD
$285M
1,293 positions
#22Newton One Investments LLCActive
Notable overlap · 3 shared positions
$DOV$STT$MCD
$397M
146 positions
#23Addison Capital CoActive
Notable overlap · 3 shared positions
$DOV$STT$IBIT
$610M
184 positions
#24Allie Family Office LLCActive
Notable overlap · 4 shared positions
$STT$DOV$IBIT$SPCX
$269M
107 positions
#25WT Wealth ManagementPassive
Notable overlap · 3 shared positions
$SGOL$PPLT$YMM
$361M
138 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.