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Hedge Funds Similar to Colter Lewis Investment Partners

13F Portfolio OverlapQ2 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 $225M across 114 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 Colter Lewis Investment Partners are BIRCH FINANCIAL GROUP, Galilei Investment Office LLP, Fi3 FINANCIAL ADVISORS, with shared positions in $AXP, $AMP, $WEC, $CCJ, $DOV, $SHEL. The full ranking of 25 similar funds is below.

#1BIRCH FINANCIAL GROUP, LLCPassive
Notable overlap · 4 shared positions
$AXP$AMP$WEC$CCJ
$195M
135 positions
#2Galilei Investment Office LLPSmart money
Notable overlap · 3 shared positions
$DOV$AXP$SHEL
$218M
28 positions
#3Fi3 FINANCIAL ADVISORS, LLCPassive
Some overlap · 3 shared positions
$DOV$AXP$MDY
$418M
232 positions
#4Zhang Financial LLCActive
Some overlap · 5 shared positions
$DOV$IBIT$IAU$AXP$AMP
$3.4B
392 positions
#5Clayton Financial Group LLCActive
Some overlap · 3 shared positions
$AXP$PEP$AMP
$181M
65 positions
#6Vanguard National Trust CoSmart money
Some overlap · 5 shared positions
$DOV$AMP$MDY$AXP$PEP
$1.8B
787 positions
#7Weil Company, Inc.Passive
Some overlap · 4 shared positions
$DOV$AXP$IAU$MDY
$568M
133 positions
#8St. Louis Trust CoActive
Some overlap · 3 shared positions
$DOV$PEP$CL
$875M
125 positions
#9Copia Wealth Management
Some overlap · 4 shared positions
$DOV$IBIT$IAU$ETHA
$166M
570 positions
#10McCartney Wealth Management LLCActive
Some overlap · 3 shared positions
$DOV$CL$NU
$132M
65 positions
#11NavPoint Financial, Inc.Active
Some overlap · 4 shared positions
$DOV$IBIT$IAU$AXP
$270M
74 positions
#12Cambridge Financial Group, LLCActive
Some overlap · 4 shared positions
$AXP$PEP$DOV$IBIT
$318M
155 positions
#13Addison Capital CoActive
Some overlap · 3 shared positions
$DOV$PEP$IBIT
$610M
184 positions
#14Sageworth Trust CoActive
Some overlap · 5 shared positions
$DOV$IBIT$MDY$IAU$SPCX
$2.5B
127 positions
#15HTG Investment Advisors, Inc.Active
Some overlap · 3 shared positions
$DOV$CL$MDY
$390M
88 positions
#16PARTHENON LLCActive
Some overlap · 3 shared positions
$DOV$AXP$PEP
$962M
133 positions
#17Silver Oak Advisory Group, Inc.Active
Some overlap · 3 shared positions
$DOV$NU$MDY
$254M
86 positions
#18Dodds Wealth, LLCSmart money
Some overlap · 3 shared positions
$DOV$PEP$WELL
$445M
56 positions
#19Ashford Advisors, LLCSmart money
Some overlap · 3 shared positions
$DOV$IBIT$MDY
$485M
23 positions
#20Heritage Investment Group, Inc.Active
Some overlap · 3 shared positions
$DOV$IBIT$AXP
$744M
135 positions
#21Jasper Ridge Partners, L.P.Smart money
Some overlap · 3 shared positions
$DOV$DASH$PEP
$4.7B
151 positions
#22WESPAC Advisors, LLCPassive
Some overlap · 3 shared positions
$DOV$IAU$WELL
$205M
200 positions
#23LETSON INVESTMENT MANAGEMENT, INC.Passive
Some overlap · 3 shared positions
$AXP$PEP$CL
$273M
104 positions
#24Orcam Financial GroupActive
Some overlap · 3 shared positions
$DOV$IAU$MDY
$205M
105 positions
#25New England Private Wealth Advisors LLCPassive
Some overlap · 3 shared positions
$DOV$IAU$MDY
$1.0B
205 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.