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Hedge Funds Similar to Duncan Williams Asset

13F Portfolio OverlapQ2 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 $444M across 172 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 Duncan Williams Asset are Cherokee Insurance, Commerce Advisors, Huber, with shared positions in $AZO, $FDX, $FHN, $MPC, $RF, $PNFP. The full ranking of 25 similar funds is below.

#1Cherokee Insurance CoPassive
Some overlap · 4 shared positions
$AZO$FDX$FHN$MPC
$259M
124 positions
#2Commerce Advisors, LLCActive
Some overlap · 4 shared positions
$AZO$FHN$FDX$MPC
$212M
128 positions
#3Huber Capital Management LLCActive
Some overlap · 3 shared positions
$FHN$FDX$RF
$679M
99 positions
#4Carlson Capital, L.P.Passive
Some overlap · 3 shared positions
$FHN$AZO$PNFP
$494M
74 positions
#5Silverleafe Capital Partners, LLCActive
Some overlap · 3 shared positions
$AZO$FDX$KLAC
$351M
100 positions
#6BARNES PETTEY FINANCIAL ADVISORS, LLCPassive
Some overlap · 4 shared positions
$AZO$RF$FDX$ASML
$319M
175 positions
#7Andrew Hill Investment Advisors, Inc.Passive
Some overlap · 3 shared positions
$FHN$ASML$DE
$127M
58 positions
#8CABOT WEALTH MANAGEMENT INCPassive
Some overlap · 4 shared positions
$FDX$KLAC$ASML$MELI
$982M
142 positions
#9Summit Asset Management, LLCActive
Some overlap · 3 shared positions
$AZO$FDX$DE
$780M
183 positions
#10KKM Financial LLCPassive
Some overlap · 4 shared positions
$FDX$KLAC$ASML$MPC
$730M
169 positions
#11Walter Public Investments Inc.Passive
Some overlap · 3 shared positions
$AZO$KLAC$ASML
$416M
53 positions
#12Carmel Capital Management L.L.C.Active
Some overlap · 3 shared positions
$AZO$KLAC$ASML
$456M
28 positions
#13Lafayette Investments, Inc.Active
Some overlap · 3 shared positions
$AZO$KLAC$ASML
$542M
162 positions
#14SAWGRASS ASSET MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$AZO$KLAC$FTNT
$757M
193 positions
#15ALTA CAPITAL MANAGEMENT LLC/Active
Some overlap · 3 shared positions
$AZO$ASML$MELI
$1.2B
215 positions
#16William B. Walkup & Associates, Inc.Passive
Some overlap · 3 shared positions
$AZO$FDX$DE
$208M
258 positions
#17JACOBSON & SCHMITT ADVISORS, LLCPassive
Some overlap · 3 shared positions
$FDX$ASML$MELI
$612M
81 positions
#18Malaga Cove Capital, LLCPassive
Some overlap · 3 shared positions
$FDX$ASML$DE
$311M
183 positions
#19ELLERSON GROUP INC /ADVPassive
Slight overlap · 3 shared positions
$FDX$ASML$PNFP
$169M
64 positions
#20HM PAYSON & COActive
Slight overlap · 4 shared positions
$AZO$ASML$MPC$DE
$7.5B
1,139 positions
#21SOUTHERN CAPITAL ADVISORS, LLCActive
Slight overlap · 3 shared positions
$FHN$RF$AZO
$266M
88 positions
#22Callahan Advisors, LLCActive
Slight overlap · 3 shared positions
$FDX$ASML$FTNT
$1.3B
181 positions
#23Trivant Custom Portfolio Group, LLCPassive
Slight overlap · 4 shared positions
$AZO$ASML$MELI$DE
$188M
82 positions
#24PARNASSUS INVESTMENTS, LLCActive
Slight overlap · 3 shared positions
$AZO$KLAC$DE
$33.8B
123 positions
#25Impact Investors, IncActive
Slight overlap · 4 shared positions
$KLAC$ASML$AZO$MELI
$137M
88 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.