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Hedge Funds Similar to Lewis Asset

13F Portfolio OverlapQ2 2026Lewis Asset portfolio →
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Most similar hedge funds by 13F overlap

Lewis Asset Management, LLC is an institutional investor managing $285M across 219 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 Lewis Asset are Volterra Technologies, RESOURCES /CT, GRANITE ISLANDS PRIVATE WEALTH, with shared positions in $CRWD, $COF, $ABT, $MCD, $LNG, $VLO. The full ranking of 25 similar funds is below.

#1Volterra Technologies LPPassive
Some overlap · 5 shared positions
$CRWD$COF$ABT$MCD$LNG
$694M
303 positions
#2RESOURCES MANAGEMENT CORP /CT/ /ADVPassive
Some overlap · 4 shared positions
$CRWD$ABT$VLO$MCD
$794M
188 positions
#3GRANITE ISLANDS PRIVATE WEALTH, LLCPassive
Some overlap · 3 shared positions
$CRWD$QXO$MCD
$135M
78 positions
#4Meadowbrook Wealth Management, LLCPassive
Some overlap · 3 shared positions
$CRWD$COF$ABT
$93M
81 positions
#5Meridian Financial Partners LLCPassive
Some overlap · 3 shared positions
$CRWD$COF$RITM
$293M
119 positions
#6Rydar Equities, Inc.Passive
Some overlap · 3 shared positions
$CRWD$COF$MCD
$178M
107 positions
#7MERIDIAN INVESTMENT COUNSEL INC.Passive
Some overlap · 3 shared positions
$CRWD$MDY$COF
$466M
250 positions
#8Emissary Wealth LLCPassive
Some overlap · 3 shared positions
$CRWD$COF$LNG
$131M
63 positions
#9JERICHO FINANCIAL, LLPActive
Some overlap · 3 shared positions
$CRWD$ABT$MCD
$193M
41 positions
#10Private Wealth Asset Management, LLCPassive
Some overlap · 3 shared positions
$CRWD$MDY$MCD
$1.0B
930 positions
#11PEDDOCK CAPITAL ADVISORS, LLCActive
Some overlap · 4 shared positions
$MDY$COF$VLO$MCD
$501M
165 positions
#12Vertrix Wealth Management, LLCPassive
Slight overlap · 3 shared positions
$CRWD$ABT$MCD
$297M
103 positions
#13Aldebaran Financial Inc.Passive
Slight overlap · 3 shared positions
$CRWD$LNG$MCD
$123M
82 positions
#14MN Wealth Advisors, LLCActive
Slight overlap · 3 shared positions
$VKTX$CRWD$LNG
$235M
134 positions
#15Meridian Financial Advisors, LLCPassive
Slight overlap · 3 shared positions
$MDY$CRWD$MCD
$208M
146 positions
#16Spectrum Strategic Capital Management, LLCActive
Slight overlap · 4 shared positions
$COF$ABT$LNG$VLO
$202M
79 positions
#17Hudson Value Partners, LLCPassive
Slight overlap · 3 shared positions
$CRWD$QXO$MCD
$399M
113 positions
#18CGN Advisors LLCPassive
Slight overlap · 3 shared positions
$CRWD$COF$MCD
$1.4B
322 positions
#19Legacy Financial Strategies, LLCActive
Slight overlap · 3 shared positions
$CRWD$ABT$MCD
$646M
152 positions
#20WARNER FINANCIAL, INCActive
Slight overlap · 3 shared positions
$MDY$COF$MCD
$340M
145 positions
#21HighPoint Advisor Group LLCPassive
Slight overlap · 4 shared positions
$MDY$CRWD$MCD$ABT
$2.8B
691 positions
#22Harold Davidson & Associates Inc.Active
Slight overlap · 3 shared positions
$CRWD$MCD$ABT
$231M
59 positions
#23Crescent Sterling, Ltd.Passive
Slight overlap · 3 shared positions
$MDY$ABT$VLO
$112M
85 positions
#24Eldridge Investment Advisors, Inc.Active
Slight overlap · 3 shared positions
$MDY$ABT$MCD
$505M
163 positions
#25ARBOR TRUST WEALTH ADVISORS, LLCPassive
Slight overlap · 3 shared positions
$MDY$ABT$MCD
$248M
96 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.