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Hedge Funds Similar to Lewis Asset

13F Portfolio OverlapQ3 2026Lewis Asset portfolio →
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Most similar hedge funds by 13F overlap

Lewis Asset Management, LLC is an institutional investor managing $294M across 223 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Lewis Asset are Volterra Technologies, RESOURCES /CT, GRANITE ISLANDS PRIVATE WEALTH, with shared positions in $CRWD, $COF, $ABT, $MCD, $LNG, $VLO. The full ranking of 25 similar funds is below.

#1Volterra Technologies LPPassive
Some overlap · 5 shared positions
$CRWD$COF$ABT$MCD$LNG
$694M
303 positions
#2RESOURCES MANAGEMENT CORP /CT/ /ADVPassive
Some overlap · 4 shared positions
$CRWD$ABT$VLO$MCD
$794M
188 positions
#3GRANITE ISLANDS PRIVATE WEALTH, LLCPassive
Some overlap · 3 shared positions
$CRWD$QXO$MCD
$170M
86 positions
#4Meadowbrook Wealth Management, LLCPassive
Some overlap · 3 shared positions
$CRWD$COF$ABT
$95M
72 positions
#5Meridian Financial Partners LLCPassive
Some overlap · 3 shared positions
$CRWD$COF$RITM
$306M
124 positions
#6Rydar Equities, Inc.Passive
Some overlap · 3 shared positions
$CRWD$COF$MCD
$194M
440 positions
#7MERIDIAN INVESTMENT COUNSEL INC.Passive
Some overlap · 3 shared positions
$CRWD$MDY$COF
$431M
230 positions
#8Emissary Wealth LLCPassive
Some overlap · 3 shared positions
$CRWD$COF$LNG
$131M
63 positions
#9JERICHO FINANCIAL, LLPActive
Some overlap · 3 shared positions
$CRWD$ABT$MCD
$202M
39 positions
#10Private Wealth Asset Management, LLCPassive
Some overlap · 3 shared positions
$CRWD$MDY$MCD
$1.0B
930 positions
#11PEDDOCK CAPITAL ADVISORS, LLCActive
Some overlap · 4 shared positions
$MDY$COF$VLO$MCD
$514M
167 positions
#12Vertrix Wealth Management, LLCPassive
Slight overlap · 3 shared positions
$CRWD$ABT$MCD
$292M
99 positions
#13Aldebaran Financial Inc.Passive
Slight overlap · 3 shared positions
$CRWD$LNG$MCD
$123M
82 positions
#14MN Wealth Advisors, LLCActive
Slight overlap · 3 shared positions
$VKTX$CRWD$LNG
$247M
140 positions
#15Meridian Financial Advisors, LLCActive
Slight overlap · 3 shared positions
$MDY$CRWD$MCD
$214M
154 positions
#16Spectrum Strategic Capital Management, LLCActive
Slight overlap · 4 shared positions
$COF$ABT$LNG$VLO
$203M
72 positions
#17Hudson Value Partners, LLCPassive
Slight overlap · 3 shared positions
$CRWD$QXO$MCD
$399M
113 positions
#18CGN Advisors LLCPassive
Slight overlap · 3 shared positions
$CRWD$COF$MCD
$1.3B
297 positions
#19Legacy Financial Strategies, LLCActive
Slight overlap · 3 shared positions
$CRWD$ABT$MCD
$615M
145 positions
#20WARNER FINANCIAL, INCActive
Slight overlap · 3 shared positions
$MDY$COF$MCD
$340M
145 positions
#21HighPoint Advisor Group LLCPassive
Slight overlap · 4 shared positions
$MDY$CRWD$MCD$ABT
$2.8B
691 positions
#22Harold Davidson & Associates Inc.Active
Slight overlap · 3 shared positions
$CRWD$MCD$ABT
$231M
59 positions
#23Crescent Sterling, Ltd.Passive
Slight overlap · 3 shared positions
$MDY$ABT$VLO
$122M
92 positions
#24Eldridge Investment Advisors, Inc.Active
Slight overlap · 3 shared positions
$MDY$ABT$MCD
$505M
163 positions
#25ARBOR TRUST WEALTH ADVISORS, LLCPassive
Slight overlap · 3 shared positions
$MDY$ABT$MCD
$248M
96 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.