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Hedge Funds Similar to LEE JOHNSON ,

13F Portfolio OverlapQ1 2026LEE JOHNSON , portfolio →
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Most similar hedge funds by 13F overlap

LEE JOHNSON CAPITAL MANAGEMENT, LLC is an institutional investor managing $279M across 80 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 LEE JOHNSON , are WHI, PTM WEALTH ,, Financial Council,, with shared positions in $LEN, $AMGN, $GE, $LMT, $GEV, $DHR. The full ranking of 25 similar funds is below.

#1WHI TRUST Co LLCSmart money
Substantial overlap · 3 shared positions
$LEN$AMGN$GE
$133M
88 positions
#2PTM WEALTH MANAGEMENT, LLCActive
Substantial overlap · 3 shared positions
$LEN$LMT$GEV
$189M
56 positions
#3Financial Council, LLCActive
Substantial overlap · 7 shared positions
$LEN$DHR$GE$KO$CSX$MU
$259M
101 positions
#4Wealthquest CorpSmart money
Notable overlap · 3 shared positions
$LEN$GE$AMGN
$1.3B
148 positions
#5GERMAN AMERICAN BANCORP, INC.Active
Notable overlap · 5 shared positions
$LEN$MU$TMO$KO$MTB
$1.2B
148 positions
#6Koss-Olinger Consulting, LLCActive
Notable overlap · 3 shared positions
$LEN$GE$GEV
$1.2B
254 positions
#7TLWMSmart money
Notable overlap · 3 shared positions
$LEN$CRS$DHR
$555M
69 positions
#8KADENSA CAPITAL LtdActive
Notable overlap · 6 shared positions
$GE$GLW$PWR$HWM$GEV$JCI
$718M
39 positions
#9J.P. Marvel Investment Advisors, LLCActive
Notable overlap · 6 shared positions
$GLW$TMO$GE$DHR$GEV$KO
$705M
60 positions
#10Evergreen Quality Fund GP, Ltd.Smart money
Notable overlap · 4 shared positions
$GLW$GE$MU$GEV
$4.4B
40 positions
#11WINNOW WEALTH LLCPassive
Notable overlap · 3 shared positions
$LEN$MU$GILD
$130M
123 positions
#12Dominguez Wealth Management Solutions, Inc.Active
Notable overlap · 5 shared positions
$LEN$LMT$MU$PH$KO
$165M
67 positions
#13Westend Capital Management, LLCPassive
Notable overlap · 6 shared positions
$HWM$GE$PWR$DHR$GILD$SAN
$333M
254 positions
#14Chung Wu Investment Group, LLCPassive
Notable overlap · 4 shared positions
$TMO$MU$GE$GEV
$116M
259 positions
#15CapWealth Advisors, LLCActive
Notable overlap · 6 shared positions
$GLW$GE$GEV$GILD$AMGN$KO
$1.3B
118 positions
#16Gunderson Capital Management Inc.Passive
Notable overlap · 5 shared positions
$GE$PWR$MU$STX$GEV
$239M
46 positions
#17Telligent Fund, LPActive
Notable overlap · 4 shared positions
$HWM$GE$MU$GEV
$94M
24 positions
#18CHELSEA COUNSEL COPassive
Notable overlap · 5 shared positions
$GLW$PWR$TMO$GE$AMGN
$233M
238 positions
#19XN LPActive
Some overlap · 4 shared positions
$GLW$GE$CRS$JCI
$2.7B
23 positions
#20Karras Company, Inc.Active
Some overlap · 4 shared positions
$GLW$TMO$DHR$LMT
$99M
61 positions
#21Holos Integrated Wealth LLCPassive
Some overlap · 3 shared positions
$LEN$GRWG$LMT
$198M
412 positions
#22London & Capital Asset Management LtdActive
Some overlap · 4 shared positions
$TMO$GE$GEV$PWR
$9.2B
223 positions
#23SHUFRO ROSE & CO LLCActive
Some overlap · 5 shared positions
$GLW$TMO$JCI$LEN$AMGN
$1.5B
307 positions
#24Ehrenkranz Partners L.P.Smart money
Some overlap · 6 shared positions
$LEN$GE$GEV$TMO$KO$PWR
$126M
47 positions
#25IAT REINSURANCE CO LTD.Active
Some overlap · 5 shared positions
$GLW$GE$GEV$JCI$AMGN
$310M
67 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.