13F Pro

Hedge Funds Similar to RD Lewis

13F Portfolio OverlapQ2 2026RD Lewis portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

RD Lewis Holdings, Inc. is an institutional investor managing $135M across 88 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 RD Lewis are BOSTON RESEARCH, Welch Group, Patrick Mauro Investment Advisor, with shared positions in $MCD, $LIN, $VZ, $DIS, $ABT, $FAST. The full ranking of 25 similar funds is below.

#1BOSTON RESEARCH & MANAGEMENT INCPassive
Notable overlap · 6 shared positions
$MCD$LIN$VZ$DIS$ABT$FAST
$453M
121 positions
#2Welch Group, LLCPassive
Some overlap · 5 shared positions
$MCD$AEP$ED$VZ$DE
$2.9B
326 positions
#3Patrick Mauro Investment Advisor, INC.Active
Some overlap · 5 shared positions
$MCD$AEP$LIN$VZ$ED
$199M
38 positions
#4LEGACY FINANCIAL INDEPENDENT ADVISORS LLCPassive
Some overlap · 6 shared positions
$AEP$ED$MLM$ASML$PSA$DIS
$213M
124 positions
#5Miramar Capital, LLCPassive
Some overlap · 5 shared positions
$MCD$EOG$VZ$ABT$FAST
$455M
57 positions
#6TrueMark Investments, LLCPassive
Some overlap · 5 shared positions
$AEP$VZ$ATO$ABT$ASML
$798M
187 positions
#7DLK Investment Management, LLCPassive
Some overlap · 5 shared positions
$MCD$LIN$DIS$DE$ABT
$235M
96 positions
#8Legacy Financial Strategies, LLCActive
Some overlap · 5 shared positions
$ATO$LIN$MCD$ABT$FAST
$646M
152 positions
#9Destination Wealth ManagementPassive
Some overlap · 6 shared positions
$DIS$MCD$VZ$ABT$ASML$ORLY
$4.3B
344 positions
#10DEARBORN PARTNERS LLCActive
Some overlap · 4 shared positions
$MCD$ATO$VZ$ABT
$1.8B
269 positions
#11Eliot Finkel Investment Counsel, LLCActive
Some overlap · 4 shared positions
$MCD$AEP$DE$EOG
$214M
33 positions
#12ALBERT D MASON INCPassive
Some overlap · 5 shared positions
$ATO$LIN$MCD$FAST$NVS
$176M
139 positions
#13HENDLEY & CO INCActive
Some overlap · 4 shared positions
$EOG$AEP$LIN$ABT
$283M
47 positions
#14CAMDEN NATIONAL BANKPassive
Some overlap · 5 shared positions
$MCD$LIN$DE$NVS$PSA
$767M
184 positions
#15OPAL CAPITAL LLCPassive
Some overlap · 5 shared positions
$AEP$VZ$ATO$ASML$ABT
$560M
136 positions
#16HAMEL ASSOCIATES, INC.Passive
Some overlap · 5 shared positions
$MCD$ED$ABT$NVS$VZ
$363M
92 positions
#17Red Spruce Capital, LLCPassive
Some overlap · 5 shared positions
$LIN$MLM$ABT$ASML$VZ
$287M
94 positions
#18Greenfield Seitz Capital Management, LLCPassive
Some overlap · 5 shared positions
$EOG$FAST$LIN$ASML$NVS
$336M
107 positions
#19Bedell Frazier Investment Counselling, LLC
Some overlap · 5 shared positions
$LIN$MCD$DIS$VZ$EOG
$495M
128 positions
#20ABSHER WEALTH MANAGEMENT, LLCActive
Some overlap · 4 shared positions
$MCD$DE$ABT$FAST
$878M
73 positions
#21Douglass Winthrop Advisors, LLCActive
Some overlap · 5 shared positions
$LIN$MLM$DE$FAST$ASML
$5.8B
308 positions
#22Slocum, Gordon & Co LLPPassive
Some overlap · 3 shared positions
$MCD$AEP$VZ
$151M
70 positions
#23Miller Capital Partners, Inc.Active
Some overlap · 5 shared positions
$MLM$DE$ASML$MCD$LIN
$257M
258 positions
#24SPRENG CAPITAL MANAGEMENT, INC.Active
Some overlap · 5 shared positions
$AEP$VZ$DE$MLM$DIS
$275M
77 positions
#25BERKSHIRE ASSET MANAGEMENT LLC/PAActive
Some overlap · 4 shared positions
$EOG$MCD$DE$ABT
$2.5B
270 positions

Compare RD Lewis’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View RD Lewis’s holdings

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.