13F Pro

Hedge Funds Similar to Lewis Asset ,

13F Portfolio OverlapQ1 2026Lewis Asset , portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Lewis Asset Management, LLC is an institutional investor managing $245M across 199 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 Lewis Asset , are Jacksonville Wealth ,, Mechanics Bank Department, Lionsbridge Wealth, with shared positions in $DIA, $CRWD, $AMD, $MDY, $REGN, $MCD. The full ranking of 25 similar funds is below.

#1Jacksonville Wealth Management, LLCActive
Some overlap · 5 shared positions
$DIA$CRWD$AMD$MDY$REGN
$148M
68 positions
#2Mechanics Bank Trust DepartmentPassive
Some overlap · 5 shared positions
$DIA$MDY$MCD$ABT$SNOW
$722M
199 positions
#3Lionsbridge Wealth Management LLCPassive
Some overlap · 4 shared positions
$DIA$MDY$SNOW$REGN
$99M
59 positions
#4MIRAE ASSET SECURITIES (USA) INC.Active
Some overlap · 4 shared positions
$DIA$MDY$MCD$AMD
$2.7B
153 positions
#5Intrepid Financial Planning Group LLCPassive
Some overlap · 5 shared positions
$DIA$MDY$AMD$SNOW$VLO
$248M
125 positions
#6Bay Rivers GroupPassive
Some overlap · 3 shared positions
$DIA$MDY$AMD
$240M
109 positions
#7Ground Swell Capital, LLCActive
Some overlap · 3 shared positions
$DIA$MDY$AMD
$51M
122 positions
#8Optiver Holding B.V.Active
Some overlap · 3 shared positions
$DIA$CRWD$AMD
$289.5B
2,301 positions
#9Guardian Asset Advisors, LLCActive
Some overlap · 4 shared positions
$DIA$MCD$REGN$LNG
$171M
102 positions
#10Wilmar Advisors LLCSmart money
Some overlap · 4 shared positions
$CRWD$MDY$AMD$QXO
$116M
27 positions
#11Exane Asset ManagementActive
Some overlap · 3 shared positions
$QXO$CRWD$SNOW
$489M
32 positions
#12Quantum Private Wealth, LLCPassive
Some overlap · 4 shared positions
$CRWD$VKTX$AMD$SNOW
$324M
165 positions
#13Zweig-DiMenna Associates LLCPassive
Some overlap · 3 shared positions
$QXO$CRWD$AMD
$722M
61 positions
#14Madison Park Capital Advisors, LLCActive
Some overlap · 3 shared positions
$DIA$MDY$REGN
$127M
62 positions
#15American Alpha Advisors, LLCActive
Some overlap · 4 shared positions
$CRWD$DIA$AMD$REGN
$188M
96 positions
#16BOYD WATTERSON ASSET MANAGEMENT LLC/OHPassive
Some overlap · 4 shared positions
$CRWD$MDY$AMD$ABT
$326M
390 positions
#17OMC Financial Services LTDActive
Some overlap · 4 shared positions
$CRWD$AMD$MCD$SNOW
$258M
64 positions
#18Sun Group Wealth PartnersPassive
Some overlap · 5 shared positions
$LNG$ABT$AMD$VLO$MCD
$127M
73 positions
#19Greystone Financial Group, LLCPassive
Some overlap · 4 shared positions
$CRWD$MCD$ABT$SNOW
$353M
78 positions
#20Beta Wealth Group, Inc.Passive
Some overlap · 3 shared positions
$DIA$AMD$SNOW
$242M
112 positions
#21PeakShares LLCPassive
Some overlap · 4 shared positions
$CRWD$AMD$MCD$REGN
$109M
116 positions
#22Spectrum Strategic Capital Management, LLCActive
Some overlap · 5 shared positions
$AMD$LNG$YMM$ABT$VLO
$186M
76 positions
#23MYDA Advisors LLCPassive
Some overlap · 3 shared positions
$DIA$LNG$VLO
$608M
151 positions
#24Maxele Advisors, LLC
Some overlap · 4 shared positions
$DIA$ABT$SNOW$MDY
$123M
100 positions
#25Volterra Technologies LPPassive
Some overlap · 4 shared positions
$CRWD$LNG$SNOW$DIA
$823M
301 positions

Compare Lewis Asset ,’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 Lewis Asset ,’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.