How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Williams & Novak,

13F Portfolio OverlapQ1 2026Williams & Novak, portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Williams & Novak, LLC is an institutional investor managing $151M across 146 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 Williams & Novak, are Worth Asset ,, Generali Powszechne Towarzystwo Emerytalne, Socorro Asset, with shared positions in $CRM, $LRCX, $TXN, $MU, $MS, $WT. The full ranking of 25 similar funds is below.

#1Worth Asset Management, LLCPassive

Notable overlap · 8 shared positions

$CRM $LRCX $TXN $MU $MS $WT

$268M

182 positions

#2Generali Powszechne Towarzystwo EmerytalneActive

Notable overlap · 4 shared positions

$CRM $DHR $NOW $MU

$566M

28 positions

#3Socorro Asset Management LPPassive

Notable overlap · 5 shared positions

$MS $TXN $DHR $LRCX $NEE

$221M

32 positions

#4Manchester Global Management (UK) LtdActive

Notable overlap · 4 shared positions

$DHR $TXN $NOW $LRCX

$749M

23 positions

#5APS Management Group, Inc.Passive

Notable overlap · 4 shared positions

$DHR $MS $TXN $NOW

$117M

72 positions

#6SILVER OAK WEALTH ADVISORS SERVICES, LLCSmart money

Notable overlap · 4 shared positions

$SLV $USB $NOW $MUFG

$154M

39 positions

#7PCG Wealth Advisors, LLCPassive

Notable overlap · 4 shared positions

$CRM $SLV $USB $WT

$395M

164 positions

#8Ipsen Advisor Group LLCPassive

Notable overlap · 6 shared positions

$SLV $NOW $MS $TXN $IAU $HSY

$143M

104 positions

#9MAINSTAY CAPITAL MANAGEMENT LLC /ADVActive

Notable overlap · 5 shared positions

$SLV $USB $LRCX $IAU $WT

$1.3B

143 positions

#10Beacon Harbor Wealth Advisors, Inc.Passive

Notable overlap · 7 shared positions

$SLV $TXN $SE $IAU $WT $NEE

$477M

70 positions

#11HARBER ASSET MANAGEMENT LLCPassive

Notable overlap · 3 shared positions

$CRM $TXN $NOW

$156M

41 positions

#12Merited Wealth, LLCPassive

Notable overlap · 5 shared positions

$CRM $MS $LEN $MU $SE

$121M

79 positions

#13NIGHTVIEW CAPITAL, LLCActive

Notable overlap · 3 shared positions

$CRM $MS $NOW

$131M

15 positions

#14MATRIX ASSET ADVISORS INC/NYActive

Notable overlap · 4 shared positions

$MS $USB $TXN $NEE

$1.1B

105 positions

#15Grantham, Mayo, Van Otterloo & Co. LLCActive

Notable overlap · 4 shared positions

$USB $TXN $CRM $LRCX

$39.1B

628 positions

#16BRIDGE GENERATIONS WEALTH MANAGEMENT LLCActive

Notable overlap · 5 shared positions

$USB $TXN $NOW $SE $NEE

$174M

32 positions

#17Guinness Atkinson Asset Management IncPassive

Notable overlap · 5 shared positions

$CRM $DHR $LRCX $TXN $NEE

$200M

123 positions

#18TME FINANCIAL, INC.Passive

Notable overlap · 6 shared positions

$MS $USB $SE $IAU $MUFG $NOW

$144M

65 positions

#19Deane Retirement Strategies, Inc.Passive

Notable overlap · 5 shared positions

$CRM $TXN $NOW $IAU $SE

$249M

57 positions

#20Twelve Points Wealth Management LLCPassive

Notable overlap · 6 shared positions

$SLV $MS $IAU $DHR $TXN $LRCX

$455M

200 positions

#21Madson Wealth Advisors IncPassive

Notable overlap · 5 shared positions

$MS $DHR $SE $IAU $TXN

$120M

84 positions

#22CMH Wealth Management LLCPassive

Some overlap · 6 shared positions

$USB $NOW $CRM $DHR $LEN $HSY

$583M

113 positions

#23FORTE ASSET MANAGEMENT LLCPassive

Some overlap · 4 shared positions

$DHR $MS $USB $CRM

$228M

76 positions

#24OxenFree Capital LLCActive

Some overlap · 4 shared positions

$SLV $USB $WT $NEE

$206M

56 positions

#25Catalyst Investment Management LLCPassive

Some overlap · 5 shared positions

$DHR $MS $SE $IAU $WT

$90M

65 positions

Compare Williams & Novak,’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 Williams & Novak,’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.