How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Colter Lewis Investment Partners

13F Portfolio OverlapQ1 2026Colter Lewis Investment Partners portfolio →

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Most similar hedge funds by 13F overlap

Colter Lewis Investment Partners LLC is an institutional investor managing $106M across 111 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 Colter Lewis Investment Partners are Red Mountain Financial,, Andrews Advisory Associates,, Grove Street Fiduciary,, with shared positions in $SNOW, $HUM, $MKL, $MAR, $UNP, $IAU. The full ranking of 25 similar funds is below.

#1Red Mountain Financial, LLCPassive

Notable overlap · 7 shared positions

$SNOW $HUM $MKL $MAR $UNP $IAU

$106M

79 positions

#2Andrews Advisory Associates, LLCActive

Notable overlap · 6 shared positions

$SNOW $HUM $DOV $MKL $NEE $IAU

$190M

82 positions

#3Grove Street Fiduciary, LLCActive

Notable overlap · 5 shared positions

$SNOW $HUM $MKL $MAR $AMGN

$227M

74 positions

#4PLANNING DIRECTIONS INCActive

Notable overlap · 3 shared positions

$SNOW $HUM $DOV

$198M

106 positions

#5IFC & Insurance Marketing, Inc.Active

Notable overlap · 5 shared positions

$SNOW $JHG $MKL $IAU $MAR

$96M

72 positions

#6Capital Advisors Wealth Management, LLCPassive

Notable overlap · 5 shared positions

$SNOW $HUM $MAR $IAU $PSX

$745M

219 positions

#7BARINGS LLCActive

Notable overlap · 4 shared positions

$SNOW $DOV $JHG $MAR

$6.2B

179 positions

#8MBA Advisors LLCPassive

Notable overlap · 5 shared positions

$SNOW $JHG $MKL $IAU $AMGN

$260M

146 positions

#9Zhang Financial LLCActive

Notable overlap · 5 shared positions

$SNOW $DOV $IAU $IBIT $AMGN

$2.9B

367 positions

#10NavPoint Financial, Inc.Active

Notable overlap · 5 shared positions

$SNOW $DOV $IBIT $IAU $AXP

$247M

71 positions

#11Evergreen Wealth Management, LLCPassive

Notable overlap · 5 shared positions

$SNOW $HUM $MKL $AMGN $ACN

$194M

54 positions

#12Cornerstone Advisory, LLCPassive

Notable overlap · 4 shared positions

$SNOW $HUM $JHG $MAR

$1.1B

262 positions

#13LODESTAR PRIVATE ASSET MANAGEMENT LLCPassive

Notable overlap · 4 shared positions

$SNOW $HUM $MKL $MAR

$1.0B

232 positions

#14City State BankPassive

Notable overlap · 4 shared positions

$SNOW $HUM $MAR $NEE

$385M

784 positions

#15MFA WEALTH ADVISORS, LLCActive

Notable overlap · 4 shared positions

$SNOW $AXP $IAU $MAR

$508M

88 positions

#16Stokes Capital Advisors, LLCPassive

Notable overlap · 8 shared positions

$AXP $HUM $MRSH $CB $CL $UNP

$446M

104 positions

#17Hurlow Wealth Management Group, Inc.Active

Notable overlap · 5 shared positions

$SNOW $HUM $IAU $LIN $NEE

$420M

120 positions

#18Enclave Advisors LLCActive

Notable overlap · 4 shared positions

$SNOW $HUM $MAR $PSX

$729M

132 positions

#19WINEBRENNER CAPITAL MANAGEMENT LLCPassive

Notable overlap · 4 shared positions

$SNOW $JHG $AXP $HUM

$156M

139 positions

#20FIDUCIARY FINANCIAL GROUP, LLCPassive

Notable overlap · 5 shared positions

$SNOW $HUM $MKL $NEE $IAU

$754M

345 positions

#21Carl P. Sherr & Co., LLCPassive

Notable overlap · 5 shared positions

$SNOW $AXP $MAR $AMGN $NEE

$213M

124 positions

#22Equity Wealth Partners, LLCActive

Notable overlap · 3 shared positions

$SNOW $HUM $JHG

$155M

76 positions

#23New England Private Wealth Advisors LLCActive

Notable overlap · 6 shared positions

$HUM $DOV $JHG $MAR $IAU $MKL

$866M

194 positions

#24TrustWell Financial Advisors, LLCActive

Notable overlap · 3 shared positions

$SNOW $DOV $MKL

$106M

70 positions

#25Clear Trail Advisors, LLCPassive

Notable overlap · 7 shared positions

$SNOW $JHG $AXP $CB $UNP $AMGN

$601M

149 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.