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Hedge Funds Similar to J. Derek Lewis & Associates

13F Portfolio OverlapQ2 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 $529M across 216 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 J. Derek Lewis & Associates are Harvest Portfolios Group, Maple, WAYCROSS PARTNERS, with shared positions in $MSTR, $ABT, $ISRG, $PLTR, $COIN, $HON. The full ranking of 25 similar funds is below.

#1Harvest Portfolios Group Inc.Active
Some overlap · 5 shared positions
$MSTR$ABT$ISRG$PLTR$COIN
$7.1B
267 positions
#2Maple Capital Management, Inc.Active
Some overlap · 4 shared positions
$ISRG$ABT$HON$HONA
$1.7B
130 positions
#3WAYCROSS PARTNERS, LLCActive
Some overlap · 4 shared positions
$ISRG$BA$HON$HONA
$1.2B
72 positions
#4HALL CAPITAL MANAGEMENT CO INCPassive
Some overlap · 4 shared positions
$ABT$ISRG$HON$HONA
$321M
107 positions
#5Bitwise Funds TrustActive
Some overlap · 3 shared positions
$CRCL$MSTR$COIN
$452M
46 positions
#6Lionhunter Capital Management, LLCPassive
Some overlap · 4 shared positions
$ABT$BA$HON$HONA
$222M
109 positions
#7ParaFi Capital LPActive
Some overlap · 3 shared positions
$CRCL$MSTR$COIN
$361M
24 positions
#8CAMBIENT FAMILY OFFICE, LLCPassive
Some overlap · 3 shared positions
$ISRG$ABT$PLTR
$813M
328 positions
#9LYNCH & ASSOCIATES/INPassive
Some overlap · 4 shared positions
$ABT$BA$HON$HONA
$573M
129 positions
#10Rench Wealth Management, Inc.Passive
Some overlap · 3 shared positions
$ISRG$ABT$BA
$372M
67 positions
#11Themes Management Co LLCPassive
Slight overlap · 4 shared positions
$BA$HON$HONA$PLTR
$151M
120 positions
#12PHILADELPHIA TRUST COActive
Slight overlap · 4 shared positions
$ABT$HON$HONA$ISRG
$1.6B
269 positions
#13V. M. MANNING & CO., INC.Active
Slight overlap · 4 shared positions
$ABT$BA$HON$PLTR
$117M
53 positions
#14Equity Wealth Partners, LLCActive
Slight overlap · 4 shared positions
$PLTR$HON$HONA$ISRG
$278M
109 positions
#15RPG Investment Advisory, LLCPassive
Slight overlap · 3 shared positions
$ISRG$PLTR$BA
$973M
93 positions
#16Cardinal Strategic Wealth GuidanceActive
Slight overlap · 4 shared positions
$PLTR$HON$HONA$ABT
$441M
67 positions
#17Bouvel Investment Partners, LLCPassive
Slight overlap · 3 shared positions
$ISRG$BA$HON
$442M
84 positions
#18MCDANIEL TERRY & COActive
Slight overlap · 3 shared positions
$ISRG$HON$HONA
$1.3B
81 positions
#19WISCONSIN CAPITAL MANAGEMENT LLCActive
Slight overlap · 3 shared positions
$ISRG$HON$HONA
$211M
47 positions
#20KRAEMATON INVESTMENT ADVISORS, INCPassive
Slight overlap · 4 shared positions
$PLTR$BA$ISRG$ABT
$134M
103 positions
#21Nikko Asset Management Americas, Inc.Passive
Slight overlap · 3 shared positions
$CRCL$PLTR$COIN
$7.7B
276 positions
#22ARK Investment Management LLCActive
Slight overlap · 3 shared positions
$CRCL$PLTR$COIN
$15.4B
191 positions
#23MADDEN SECURITIES CorpPassive
Slight overlap · 3 shared positions
$MSTR$PLTR$BA
$360M
118 positions
#24SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WIActive
Slight overlap · 3 shared positions
$ISRG$ABT$PLTR
$1.5B
160 positions
#25Sivik Global Healthcare LLCActive
Slight overlap · 3 shared positions
$ISRG$ABT$EW
$132M
34 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.