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Hedge Funds Similar to Oliver Luxxe Assets

13F Portfolio OverlapQ2 2026Oliver Luxxe Assets portfolio →
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Most similar hedge funds by 13F overlap

Oliver Luxxe Assets LLC is an institutional investor managing $680M across 199 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 Oliver Luxxe Assets are Athena Wealth, Blume, Delta Global, with shared positions in $C, $PM, $FCX, $COF, $AZN, $SCHW. The full ranking of 25 similar funds is below.

#1Athena Wealth Management, LLCActive
Notable overlap · 7 shared positions
$C$PM$FCX$COF$AZN$SCHW
$134M
104 positions
#2Blume Capital Management, Inc.Passive
Notable overlap · 7 shared positions
$C$FCX$COF$BKR$WFC$SCHW
$684M
359 positions
#3Delta Global Management LPPassive
Notable overlap · 6 shared positions
$C$MS$MKSI$COF$JLL$PNC
$922M
149 positions
#4BARROW HANLEY MEWHINNEY & STRAUSS LLCPassive
Notable overlap · 7 shared positions
$ETR$FCX$TEL$NXPI$XEL$SCHW
$33.0B
369 positions
#5FERGUSON WELLMAN CAPITAL MANAGEMENT, INCActive
Notable overlap · 7 shared positions
$ETR$PH$PM$WFC$SCHW$MS
$8.2B
442 positions
#6SWP Investment Management LLCPassive
Notable overlap · 5 shared positions
$PM$C$FCX$AZN$PNC
$145M
43 positions
#7DODGE & COXActive
Notable overlap · 6 shared positions
$CVS$TEL$WFC$GILD$SCHW$BKR
$191.0B
222 positions
#8Altrius Capital Management IncPassive
Notable overlap · 5 shared positions
$PM$C$NXPI$AZN$GILD
$526M
89 positions
#9MORTON COMMUNITY BANKPassive
Notable overlap · 6 shared positions
$C$ETR$PM$CVS$XEL$AZN
$491M
120 positions
#10Hamlin Capital Management, LLCActive
Some overlap · 4 shared positions
$PM$CVS$MS$SPG
$4.4B
30 positions
#11DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INCActive
Some overlap · 5 shared positions
$MS$CVS$RS$COF$PNC
$2.4B
174 positions
#12Asio Capital, LLCActive
Some overlap · 6 shared positions
$C$COF$TEL$AZN$PH$MS
$781M
109 positions
#13GROUPAMA ASSET MANAGMENTActive
Some overlap · 7 shared positions
$PH$AZN$BKR$ETR$C$MS
$7.9B
408 positions
#14Perpetual LtdPassive
Some overlap · 5 shared positions
$PM$TEL$FCX$BKR$XEL
$7.0B
419 positions
#15Principal Street Partners, LLCPassive
Some overlap · 5 shared positions
$CVS$MS$ETR$XEL$GILD
$683M
277 positions
#16BRIAN LOW FINANCIAL GROUP, LLCPassive
Some overlap · 5 shared positions
$PM$C$FCX$AZN$PNC
$171M
116 positions
#17CERTUITY, LLCActive
Some overlap · 5 shared positions
$C$MS$WFC$PNC$FCX
$2.0B
674 positions
#18EDGAR LOMAX CO/VAActive
Some overlap · 5 shared positions
$CVS$MS$WFC$GILD$SCHW
$1.3B
58 positions
#19Hosking Partners LLPActive
Some overlap · 5 shared positions
$C$FCX$COF$MS$WFC
$3.0B
98 positions
#20Hartford Funds Management Co LLCSmart money
Some overlap · 6 shared positions
$PM$NXPI$MS$GILD$WFC$PH
$1.3B
98 positions
#21DCM Advisors, LLCActive
Some overlap · 4 shared positions
$CVS$MS$PM$WFC
$253M
38 positions
#22MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$PM$C$ETR$WFC
$233M
122 positions
#23CRAWFORD INVESTMENT COUNSEL INCActive
Some overlap · 5 shared positions
$PM$TEL$AZN$PNC$SCHW
$6.0B
306 positions
#24Hudson Canyon Capital ManagementPassive
Some overlap · 5 shared positions
$MS$C$COF$SPG$SCHW
$187M
50 positions
#25THOMPSON INVESTMENT MANAGEMENT, INC.Passive
Some overlap · 5 shared positions
$C$CVS$NXPI$SCHW$PNC
$872M
504 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.