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Hedge Funds Similar to Alexis Investment Partners

13F Portfolio OverlapQ2 2026Alexis Investment Partners portfolio →
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Most similar hedge funds by 13F overlap

Alexis Investment Partners, LLC is an institutional investor managing $171M across 38 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 Alexis Investment Partners are LYNX GROUP LTD, MinichMacGregor Wealth, MONTAG A & ASSOCIATES, with shared positions in $MDY, $FCX, $TJX, $MAR. The full ranking of 10 similar funds is below.

#1LYNX CAPITAL GROUP LTD /ADVPassive
Notable overlap · 3 shared positions
$MDY$FCX$TJX
$248M
91 positions
#2MinichMacGregor Wealth Management, LLCPassive
Some overlap · 3 shared positions
$MAR$TJX$FCX
$659M
150 positions
#3MONTAG A & ASSOCIATES INCPassive
Some overlap · 3 shared positions
$MDY$MAR$TJX
$2.4B
956 positions
#4Integrated Wealth ManagementActive
Some overlap · 3 shared positions
$MAR$TJX$MDY
$95M
91 positions
#5Highview Capital Management LLC/DE/Passive
Some overlap · 3 shared positions
$MDY$TJX$MAR
$347M
118 positions
#6Baltimore-Washington Financial Advisors, Inc.Passive
Some overlap · 3 shared positions
$MAR$TJX$MDY
$2.7B
206 positions
#7Pathstone Holdings, LLCPassive
Some overlap · 3 shared positions
$MDY$MAR$TJX
$34.3B
2,337 positions
#8EagleClaw Capital Managment, LLCPassive
Some overlap · 3 shared positions
$TJX$FCX$MAR
$745M
145 positions
#9Elyxium Wealth, LLCPassive
Some overlap · 3 shared positions
$TJX$MDY$MAR
$952M
298 positions
#10Nikulski Financial, Inc.Passive
Some overlap · 3 shared positions
$FCX$TJX$MAR
$464M
180 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.