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Hedge Funds Similar to DURANTE & WATERS,

13F Portfolio OverlapQ1 2026DURANTE & WATERS, portfolio →
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Most similar hedge funds by 13F overlap

DURANTE & WATERS, LLC is an institutional investor managing $138M across 31 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 DURANTE & WATERS, are MUIRFIELD WEALTH ADVISORS, DAHRING {-} CUSMANO, WEALTHSPAN PARTNERS,, with shared positions in $HUM, $SLV, $IAU, $TJX, $UPS. The full ranking of 25 similar funds is below.

#1MUIRFIELD WEALTH ADVISORS LLCPassive
Some overlap · 3 shared positions
$HUM$SLV$IAU
$136M
80 positions
#2DAHRING {-} CUSMANO LLCActive
Some overlap · 3 shared positions
$HUM$SLV$IAU
$163M
58 positions
#3WEALTHSPAN PARTNERS, LLCPassive
Some overlap · 3 shared positions
$HUM$SLV$IAU
$284M
123 positions
#4Plan Group Financial, LLCPassive
Some overlap · 3 shared positions
$HUM$SLV$IAU
$426M
229 positions
#5SMITH, MOORE & CO.Passive
Some overlap · 3 shared positions
$HUM$SLV$IAU
$1.4B
558 positions
#6GLOBALT Investments LLC / GAActive
Slight overlap · 3 shared positions
$HUM$SLV$TJX
$2.8B
202 positions
#7Ballast Financial Advisors LLCActive
Slight overlap · 3 shared positions
$HUM$IAU$TJX
$98M
68 positions
#8Blossom Wealth ManagementPassive
Slight overlap · 3 shared positions
$HUM$IAU$TJX
$67M
74 positions
#9Bigelow Investment Advisors, LLCPassive
Slight overlap · 3 shared positions
$HUM$IAU$TJX
$250M
153 positions
#10Accretive Wealth Partners, LLCPassive
Slight overlap · 3 shared positions
$HUM$IAU$TJX
$356M
180 positions
#11CHATHAM CAPITAL GROUP, INC.Passive
Slight overlap · 3 shared positions
$HUM$IAU$TJX
$689M
198 positions
#12FORBES J M & CO LLPActive
Slight overlap · 3 shared positions
$HUM$IAU$TJX
$1.2B
150 positions
#13Opus Financial Solutions LLCPassive
Slight overlap · 3 shared positions
$HUM$SLV$IAU
$106M
103 positions
#14BEACON INVESTMENT ADVISORY SERVICES, INC.Passive
Slight overlap · 3 shared positions
$HUM$IAU$TJX
$2.4B
787 positions
#15Red Mountain Financial, LLCPassive
Slight overlap · 3 shared positions
$HUM$IAU$SLV
$106M
79 positions
#16Interactive Financial AdvisorsActive
Slight overlap · 3 shared positions
$HUM$IAU$SLV
$153M
78 positions
#17Helen Stephens Group, LLCActive
Slight overlap · 3 shared positions
$HUM$IAU$SLV
$501M
124 positions
#18RM Financial Services, LLCActive
Slight overlap · 3 shared positions
$HUM$SLV$UPS
$116M
75 positions
#19Intellus Advisors LLCActive
Slight overlap · 3 shared positions
$HUM$IAU$UPS
$732M
125 positions
#20Hurlow Wealth Management Group, Inc.Active
Slight overlap · 3 shared positions
$HUM$IAU$TJX
$420M
120 positions
#21EHRLICH FINANCIAL GROUPPassive
Slight overlap · 3 shared positions
$HUM$IAU$SLV
$174M
112 positions
#22Farrell Financial LLCPassive
Slight overlap · 3 shared positions
$HUM$IAU$UPS
$167M
76 positions
#23ACCREDITED INVESTOR SERVICES, LLCSmart money
Slight overlap · 3 shared positions
$HUM$SLV$IAU
$156M
77 positions
#24FLYWHEEL PRIVATE WEALTH LLCPassive
Slight overlap · 3 shared positions
$HUM$IAU$TJX
$176M
104 positions
#25KITCHING PARTNERS, LLCActive
Slight overlap · 3 shared positions
$HUM$IAU$SLV
$109M
40 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.