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Hedge Funds Similar to RD Lewis ,

13F Portfolio OverlapQ1 2026RD Lewis , portfolio →
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Most similar hedge funds by 13F overlap

RD Lewis Holdings, Inc. is an institutional investor managing $115M across 86 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 RD Lewis , are Patrick Mauro Investment Advisor,, Eliot Finkel Investment Counsel,, Welch Group,, with shared positions in $MCD, $AEP, $VZ, $LIN, $ABT, $ED. The full ranking of 25 similar funds is below.

#1Patrick Mauro Investment Advisor, INC.Active
Notable overlap · 7 shared positions
$MCD$AEP$VZ$LIN$ABT$ED
$199M
40 positions
#2Eliot Finkel Investment Counsel, LLCActive
Notable overlap · 5 shared positions
$MCD$AEP$EOG$DE$AMAT
$184M
32 positions
#3Welch Group, LLCPassive
Notable overlap · 5 shared positions
$MCD$AEP$ED$VZ$DE
$2.7B
310 positions
#4Miramar Capital, LLCPassive
Notable overlap · 5 shared positions
$MCD$EOG$VZ$ABT$FAST
$449M
56 positions
#5Red Spruce Capital, LLCPassive
Some overlap · 6 shared positions
$LIN$MLM$VZ$ABT$AMAT$ASML
$244M
94 positions
#6CAMDEN NATIONAL BANKPassive
Some overlap · 6 shared positions
$MCD$LIN$DE$NVS$XYL$PSA
$739M
164 positions
#7CORDA Investment Management, LLC.Active
Some overlap · 6 shared positions
$MCD$VZ$DE$AMAT$ASML$DIS
$1.4B
80 positions
#8DEARBORN PARTNERS LLCActive
Some overlap · 4 shared positions
$MCD$ATO$VZ$ABT
$1.8B
269 positions
#9ALBERT D MASON INCPassive
Some overlap · 5 shared positions
$MCD$ATO$LIN$NVS$FAST
$154M
129 positions
#10Kinloch Capital, LLCPassive
Some overlap · 4 shared positions
$ATO$MCD$ED$ABT
$245M
83 positions
#11Slocum, Gordon & Co LLPPassive
Some overlap · 3 shared positions
$MCD$AEP$VZ
$147M
64 positions
#12Turas Capital Management LPActive
Some overlap · 4 shared positions
$EOG$CNQ$E$DE
$392M
37 positions
#13WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive
Some overlap · 6 shared positions
$EOG$DIS$ABT$NVS$ASML$ED
$2.1B
122 positions
#14GKV Capital Management Co., Inc.Passive
Some overlap · 6 shared positions
$VZ$DE$AMAT$MLM$LIN$ORLY
$201M
165 positions
#15GREAT LAKES ADVISORS, LLCPassive
Some overlap · 5 shared positions
$LIN$MU$DIS$MLM$ABT
$12.1B
792 positions
#16Perennial Advisors, LLCPassive
Some overlap · 6 shared positions
$MCD$DIS$NVS$AMAT$LIN$XYL
$587M
122 positions
#17Windle Wealth, LLCActive
Some overlap · 3 shared positions
$MCD$ED$VZ
$237M
32 positions
#18TrueMark Investments, LLCPassive
Some overlap · 4 shared positions
$AEP$VZ$ATO$ASML
$514M
167 positions
#19Harrison Street Private Wealth LLCActive
Some overlap · 3 shared positions
$AEP$ATO$ED
$76M
21 positions
#20Miller Capital Partners, Inc.Passive
Some overlap · 5 shared positions
$MLM$DE$MCD$LIN$ASML
$208M
262 positions
#21CFC Planning Co LLCPassive
Some overlap · 4 shared positions
$EOG$VZ$DIS$MU
$140M
72 positions
#22Wallington Asset Management, LLCActive
Some overlap · 4 shared positions
$MU$LIN$DE$DIS
$752M
61 positions
#23JERICHO FINANCIAL, LLPActive
Some overlap · 3 shared positions
$MU$MCD$ABT
$159M
40 positions
#24GUYASUTA INVESTMENT ADVISORS INCActive
Some overlap · 5 shared positions
$MCD$LIN$AMAT$ASML$VMC
$1.7B
268 positions
#25HAMEL ASSOCIATES, INC.Passive
Some overlap · 4 shared positions
$MCD$ED$VZ$NVS
$351M
81 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.