Hedge Funds Similar to Williams & Novak

13F Portfolio OverlapQ2 2026Williams & Novak portfolio →

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Most similar hedge funds by 13F overlap

Williams & Novak, LLC is an institutional investor managing $151M across 146 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 Williams & Novak are HARRIS ASSOCIATES L P, True Vision MN, Faithward Advisors, with shared positions in $CRM, $TRGP, $AER, $IAU, $BHP, $AMKR. The full ranking of 18 similar funds is below.

#1HARRIS ASSOCIATES L PActive

Some overlap · 3 shared positions

$CRM $TRGP $AER

$75.4B

162 positions

#2True Vision MN LLC

Some overlap · 3 shared positions

$194M

98 positions

#3Faithward Advisors, LLCPassive

Some overlap · 3 shared positions

$AMKR $SLV $IAU

$819M

339 positions

#4WEALTHSPAN PARTNERS, LLCPassive

Some overlap · 3 shared positions

$SLV $IAU $TRGP

$317M

129 positions

#5AUGUSTINE ASSET MANAGEMENT INCActive

Some overlap · 3 shared positions

$SLV $MUFG $BHP

$494M

121 positions

#6Eagle Strategies LLCPassive

Slight overlap · 3 shared positions

$1.0B

273 positions

#7RED REEF ADVISORS LLCPassive

Slight overlap · 3 shared positions

$CRM $MUFG $TSHA

$108M

183 positions

#8Quent Capital, LLCPassive

Slight overlap · 3 shared positions

$IAU $MUFG $MOD

$1.6B

1,653 positions

#9Twin Tree Management, LPPassive

Slight overlap · 3 shared positions

$5.3B

1,357 positions

#10NOTTINGHAM ADVISORS, INC.Active

Slight overlap · 3 shared positions

$IAU $MUFG $SLV

$838M

122 positions

#11Collaborative Capital Advisors LLCActive

Slight overlap · 3 shared positions

$IAU $TRGP $CRM

$158M

83 positions

#12Townsend & Associates, IncActive

Slight overlap · 3 shared positions

$1.2B

115 positions

#13Pekin Hardy Strauss, Inc.Passive

Slight overlap · 3 shared positions

$IAU $MUFG $AER

$1.1B

511 positions

#14ONE WEALTH CAPITAL MANAGEMENT, LLCPassive

Slight overlap · 3 shared positions

$IAU $MUFG $CRM

$355M

229 positions

#15GOULD ASSET MANAGEMENT LLC /CA/Smart money

Slight overlap · 3 shared positions

$IAU $TRGP $MUFG

$635M

176 positions

#16Arkos Global AdvisorsActive

Slight overlap · 3 shared positions

$IAU $SLV $TRGP

$844M

124 positions

#17WealthCollab, LLCPassive

Slight overlap · 3 shared positions

$IAU $CRM $BBVA

$276M

969 positions

#18Betterment LLCActive

Slight overlap · 3 shared positions

$MUFG $IAU $SLV

$59.1B

675 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.