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Hedge Funds Similar to Abbot Financial ,

13F Portfolio OverlapQ1 2026Abbot Financial , portfolio →
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Most similar hedge funds by 13F overlap

Abbot Financial Management, Inc. is an institutional investor managing $239M across 138 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 Abbot Financial , are Fullerton Fund Ltd., OmniStar Financial Group,, DMKC Advisory Services,, with shared positions in $GLW, $BAC, $MS, $PH, $USB, $LMT. The full ranking of 25 similar funds is below.

#1Fullerton Fund Management Co Ltd.Active
Some overlap · 5 shared positions
$GLW$BAC$MS$PH$USB
$1.2B
125 positions
#2OmniStar Financial Group, Inc.Passive
Some overlap · 5 shared positions
$BAC$LMT$GLW$MS$PH
$193M
108 positions
#3DMKC Advisory Services, LLCPassive
Some overlap · 5 shared positions
$BAC$HUM$LMT$USB$FDX
$240M
84 positions
#4Boit C F DavidPassive
Some overlap · 6 shared positions
$BAC$LMT$PH$GLW$MCD$NVS
$225M
117 positions
#5Glass Wealth Management Co LLCPassive
Some overlap · 6 shared positions
$LMT$BAC$MS$EMR$TXN$NVS
$258M
67 positions
#6Exeter Financial, LLCPassive
Some overlap · 7 shared positions
$BAC$LMT$USB$EMR$MCD$TXN
$245M
98 positions
#7Werlinich Asset Management, LLCActive
Some overlap · 5 shared positions
$GLW$LMT$MS$PANW$AMD
$206M
56 positions
#8FINANCIAL ADVISORY PARTNERS, LLCActive
Some overlap · 5 shared positions
$HUM$LMT$MS$PH$USB
$354M
66 positions
#9EDGAR LOMAX CO/VAActive
Some overlap · 6 shared positions
$LMT$BAC$MS$USB$TXN$FDX
$1.4B
56 positions
#10LYNCH & ASSOCIATES/INPassive
Some overlap · 6 shared positions
$LMT$BAC$EMR$MCD$USB$TXN
$533M
126 positions
#11MITCHELL & PAHL PRIVATE WEALTH, LLCPassive
Some overlap · 7 shared positions
$NVS$USB$EMR$BAC$MCD$TXN
$246M
145 positions
#12Atlas Wealth LLCPassive
Some overlap · 5 shared positions
$BAC$LMT$MS$MCD$USB
$334M
115 positions
#13BENEDICT FINANCIAL ADVISORS INCPassive
Some overlap · 5 shared positions
$GLW$LMT$EMR$MCD$KMI
$480M
133 positions
#14BERKSHIRE ASSET MANAGEMENT LLC/PAPassive
Some overlap · 5 shared positions
$BAC$LMT$EMR$MCD$KMI
$2.3B
264 positions
#15Principal Street Partners, LLCPassive
Some overlap · 6 shared positions
$LMT$HUM$MS$BG$TXN$KMI
$613M
247 positions
#16Minneapolis Portfolio Management Group, LLCActive
Some overlap · 4 shared positions
$GLW$LMT$PH$USB
$942M
33 positions
#17Founders Capital ManagementPassive
Some overlap · 5 shared positions
$GLW$LMT$EMR$MCD$TXN
$205M
390 positions
#18Xcel Wealth Management, LLCPassive
Some overlap · 6 shared positions
$BAC$MS$PANW$GLW$FDX$AMD
$362M
133 positions
#19CHEMUNG CANAL TRUST COPassive
Some overlap · 6 shared positions
$GLW$EMR$MCD$USB$PANW$BAC
$494M
112 positions
#20Allied Investment Advisors, LLCActive
Some overlap · 5 shared positions
$BAC$LMT$USB$FDX$EMR
$697M
100 positions
#21Eliot Finkel Investment Counsel, LLCActive
Some overlap · 4 shared positions
$GLW$LMT$USB$MCD
$184M
32 positions
#22STRATEGY ASSET MANAGERS LLCPassive
Some overlap · 5 shared positions
$GLW$LMT$EMR$TXN$KMI
$609M
263 positions
#23Roxbury Financial LLCPassive
Some overlap · 6 shared positions
$LMT$HUM$MS$MCD$AFL$NVS
$126M
410 positions
#24Community Financial Services Group, LLCPassive
Some overlap · 6 shared positions
$BAC$PH$EMR$GLW$MCD$PANW
$568M
460 positions
#25Piscataqua Savings BankPassive
Some overlap · 4 shared positions
$GLW$BAC$MCD$TXN
$142M
416 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.