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 DURANTE & WATERS

13F Portfolio OverlapQ2 2026DURANTE & WATERS portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

DURANTE & WATERS, LLC is an institutional investor managing $153M across 31 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 DURANTE & WATERS are Private Harbour Investment & Counsel, Copia Wealth, Townsend & Associates, with shared positions in $SLV, $IAU, $TJX, $UPS. The full ranking of 18 similar funds is below.

#1Private Harbour Investment Management & Counsel, LLCActive

Some overlap · 3 shared positions

$SLV $IAU $TJX

$84M

36 positions

#2Copia Wealth Management

Some overlap · 3 shared positions

$SLV $UPS $IAU

$166M

570 positions

#3Townsend & Associates, IncActive

Some overlap · 3 shared positions

$TJX $UPS $IAU

$1.2B

115 positions

#4Gunpowder Capital Management, LLC dba Oliver Wealth ManagementActive

Some overlap · 3 shared positions

$IAU $SLV $UPS

$142M

408 positions

#5Discipline Wealth Solutions, LLCActive

Some overlap · 3 shared positions

$IAU $SLV $UPS

$1.1B

197 positions

#6Barnes Dennig Private Wealth Management LLCPassive

Some overlap · 4 shared positions

$SLV $UPS $IAU $TJX

$125M

365 positions

#7SIGMA INVESTMENT COUNSELORS INCActive

Some overlap · 3 shared positions

$TJX $IAU $UPS

$2.1B

218 positions

#8Cypress Capital GroupPassive

Some overlap · 3 shared positions

$IAU $TJX $SLV

$1.1B

314 positions

#9Sharp Financial Services, LLCActive

Some overlap · 3 shared positions

$IAU $UPS $SLV

$216M

127 positions

#10Alpha Financial Partners, LLCActive

Some overlap · 3 shared positions

$IAU $TJX $SLV

$190M

118 positions

#11Ameliora Wealth Management Ltd.Passive

Some overlap · 3 shared positions

$TJX $SLV $IAU

$337M

229 positions

#12Hyposwiss Advisors SAActive

Some overlap · 3 shared positions

$SLV $IAU $TJX

$106M

105 positions

#13Bridgewealth Advisory Group, LLCActive

Some overlap · 3 shared positions

$IAU $SLV $UPS

$530M

141 positions

#14JAMES INVESTMENT RESEARCH, INC.Passive

Some overlap · 3 shared positions

$IAU $SLV $TJX

$984M

375 positions

#15AMG National Trust BankActive

Slight overlap · 3 shared positions

$IAU $SLV $TJX

$4.9B

444 positions

#16Cypress Wealth Services, LLCPassive

Slight overlap · 3 shared positions

$UPS $IAU $SLV

$815M

436 positions

#17Advance Capital Management, Inc.Smart money

Slight overlap · 4 shared positions

$UPS $TJX $SLV $IAU

$3.1B

197 positions

#18EVERMAY WEALTH MANAGEMENT LLCActive

Slight overlap · 3 shared positions

$SLV $IAU $TJX

$971M

651 positions

Compare DURANTE & WATERS’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 DURANTE & WATERS’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.