What hedge funds are most similar to Duncan Williams Asset Management, LLC?

The funds with the most similar 13F portfolios to Duncan Williams Asset Management, LLC are Avant, Wealthcare Partners,, IAM Advisory,, based on overlapping conviction holdings in the latest SEC filings.

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 Duncan Williams Asset ,

13F Portfolio OverlapQ1 2026Duncan Williams Asset , portfolio →

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Most similar hedge funds by 13F overlap

Duncan Williams Asset Management, LLC is an institutional investor managing $361M across 154 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 Duncan Williams Asset , are Avant, Wealthcare Partners,, IAM Advisory,, with shared positions in $WT, $AGQ, $HUM, $UNH, $TXN, $BRZE. The full ranking of 25 similar funds is below.

#1Avant Capital LLCPassive

Notable overlap · 3 shared positions

$WT $AGQ $HUM

$142M

76 positions

#2Wealthcare Capital Partners, LLCActive

Notable overlap · 4 shared positions

$WT $HUM $AGQ $UNH

$213M

153 positions

#3IAM Advisory, LLCActive

Notable overlap · 3 shared positions

$WT $AGQ $TXN

$446M

95 positions

#4BIP Wealth, LLCActive

Notable overlap · 3 shared positions

$WT $HUM $BRZE

$2.5B

453 positions

#5Lauer Wealth, LLCActive

Notable overlap · 4 shared positions

$WT $AGQ $UNH $CIFR

$126M

67 positions

#6MOULTON WEALTH MANAGEMENT, INCActive

Notable overlap · 3 shared positions

$WT $AGQ $AZO

$147M

52 positions

#7Reyes Financial Architecture, Inc.Passive

Notable overlap · 3 shared positions

$WT $AGQ $HUM

$122M

348 positions

#8tru Independence LLCPassive

Notable overlap · 3 shared positions

$WT $AGQ $HUM

$202M

102 positions

#9Spinnaker Investment Group, LLCActive

Notable overlap · 3 shared positions

$WT $HUM $UNH

$491M

147 positions

#10TopTier Wealth Management, LLCPassive

Notable overlap · 3 shared positions

$WT $HUM $UNH

$163M

795 positions

#11Prestige Wealth Management Group LLCPassive

Notable overlap · 3 shared positions

$WT $TXN $UNH

$509M

1,123 positions

#12SKY-MOUNTAIN CAPITAL MANAGEMENT, INC.Smart money

Notable overlap · 3 shared positions

$WT $BRZE $MPC

$139M

37 positions

#13Glassman Wealth ServicesSmart money

Notable overlap · 3 shared positions

$WT $BRZE $HUM

$736M

187 positions

#14RESOLUTE CAPITAL, LLCActive

Notable overlap · 3 shared positions

$WT $BRZE $HUM

$247M

57 positions

#15Serenus Wealth Advisors, LLCSmart money

Notable overlap · 3 shared positions

$WT $BRZE $HUM

$501M

68 positions

#16Team Financial Group, LLCActive

Notable overlap · 3 shared positions

$WT $UNH $HUM

$220M

273 positions

#17FIDELIS iM, LLCSmart money

Notable overlap · 3 shared positions

$WT $HUM $BRZE

$264M

25 positions

#18Stonekeep Investments, LLCActive

Notable overlap · 4 shared positions

$WT $BRZE $UNH $FDX

$154M

66 positions

#19PMG Wealth Management, Inc.Passive

Notable overlap · 3 shared positions

$WT $AGQ $HUM

$139M

59 positions

#20Catalyst Investment Management LLCPassive

Notable overlap · 3 shared positions

$WT $HUM $RF

$90M

65 positions

#21SYKON CAPITAL LLCActive

Notable overlap · 3 shared positions

$WT $BRZE $AGQ

$300M

88 positions

#22Frazier Financial Advisors, LLCActive

Notable overlap · 3 shared positions

$WT $HUM $UNH

$181M

836 positions

#23Argo Wealth Advisory, LLCActive

Notable overlap · 3 shared positions

$WT $HUM $UNH

$170M

48 positions

#24Pinnacle Financial Group, LLC / ILPassive

Notable overlap · 3 shared positions

$WT $HUM $BRZE

$365M

111 positions

#25New Perspectives, IncSmart money

Notable overlap · 4 shared positions

$WT $HUM $EGP $RF

$289M

44 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.