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Hedge Funds Similar to J. Derek Lewis & Associates

13F Portfolio OverlapQ1 2026J. Derek Lewis & Associates portfolio →
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Most similar hedge funds by 13F overlap

J. Derek Lewis & Associates Inc. is an institutional investor managing $427M across 206 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 J. Derek Lewis & Associates are Michael Brady & ,, Hartmann Taylor Wealth ,, DAHRING {-} CUSMANO, with shared positions in $CRM, $BAH, $ABT, $PLTR, $LULU, $NKE. The full ranking of 25 similar funds is below.

#1Michael Brady & Co., LLCActive
Substantial overlap · 3 shared positions
$CRM$BAH$ABT
$100M
54 positions
#2Hartmann Taylor Wealth Management, LLCActive
Notable overlap · 3 shared positions
$CRM$BAH$PLTR
$151M
54 positions
#3DAHRING {-} CUSMANO LLCActive
Notable overlap · 3 shared positions
$CRM$BAH$PLTR
$163M
58 positions
#4Rule One Partners, LLCActive
Notable overlap · 3 shared positions
$CRM$LULU$NKE
$101M
12 positions
#5Merited Wealth, LLCPassive
Notable overlap · 3 shared positions
$CRM$BAH$UNIT
$121M
79 positions
#6CERTIOR FINANCIAL GROUP, LLCPassive
Notable overlap · 4 shared positions
$BAH$CRM$PLTR$MSTR
$157M
130 positions
#7RHL GROUP, LLCActive
Notable overlap · 4 shared positions
$BAH$PLTR$ABT$BA
$117M
240 positions
#8Clarity Asset Management, Inc.Passive
Notable overlap · 3 shared positions
$BAH$NKE$MSTR
$198M
290 positions
#9Mascagni Wealth Management, Inc.Passive
Some overlap · 4 shared positions
$BAH$CRM$PLTR$UNIT
$140M
127 positions
#10Compton Financial Group, LLCActive
Some overlap · 3 shared positions
$CRM$BAH$BA
$453M
71 positions
#11Carson Advisory Inc.Passive
Some overlap · 3 shared positions
$BAH$CRM$BAC
$193M
188 positions
#12Kessler Investment Group, LLCPassive
Some overlap · 4 shared positions
$CRM$PLTR$BAC$MSTR
$211M
79 positions
#13Skyline Advisors, Inc.Passive
Some overlap · 4 shared positions
$BAH$BAC$BA$UNIT
$287M
120 positions
#14Evergreen Wealth Solutions, LLCPassive
Some overlap · 3 shared positions
$BAH$CRM$UNIT
$1.4B
406 positions
#15Zuckerman Investment Group, LLCActive
Some overlap · 4 shared positions
$CRM$ABT$LULU$PLTR
$1.1B
135 positions
#16Bouvel Investment Partners, LLCPassive
Some overlap · 4 shared positions
$BAH$ISRG$PLTR$BA
$345M
78 positions
#17J. Stern & Co. LLPActive
Some overlap · 4 shared positions
$CRM$ABT$NKE$ISRG
$1.0B
49 positions
#18Parsonex Advisory Services, Inc.Passive
Some overlap · 3 shared positions
$CRM$ISRG$BAC
$102M
56 positions
#19V2 Financial group LLCActive
Some overlap · 4 shared positions
$BAH$BA$PLTR$ISRG
$215M
108 positions
#20HARRIS ASSOCIATES L PActive
Some overlap · 3 shared positions
$CRM$BAC$NKE
$75.0B
158 positions
#21Generali Powszechne Towarzystwo EmerytalneActive
Some overlap · 3 shared positions
$CRM$BA$NKE
$566M
28 positions
#22RPG Investment Advisory, LLCPassive
Some overlap · 5 shared positions
$ISRG$CRM$PLTR$BAC$BA
$829M
92 positions
#23High Net Worth Advisory Group LLCPassive
Some overlap · 3 shared positions
$CRM$ABT$BAH
$429M
244 positions
#24KWB WealthActive
Some overlap · 4 shared positions
$CRM$BAH$BAC$BA
$1.0B
166 positions
#25Grantham, Mayo, Van Otterloo & Co. LLCActive
Some overlap · 3 shared positions
$CRM$ISRG$ABT
$39.1B
628 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.