What hedge funds are most similar to Allen Mooney & Barnes Investment Advisors LLC?

The funds with the most similar 13F portfolios to Allen Mooney & Barnes Investment Advisors LLC are SKBA, Focused Investors, CEERA INVESTMENTS,, 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 Allen Mooney & Barnes Investment Advisors

13F Portfolio OverlapQ1 2026Allen Mooney & Barnes Investment Advisors portfolio →

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Most similar hedge funds by 13F overlap

Allen Mooney & Barnes Investment Advisors LLC is an institutional investor managing $658M across 152 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 Allen Mooney & Barnes Investment Advisors are SKBA, Focused Investors, CEERA INVESTMENTS,, with shared positions in $LHX, $MDT, $AEP, $C, $IBM, $WY. The full ranking of 25 similar funds is below.

#1SKBA CAPITAL MANAGEMENT LLCActive

Notable overlap · 7 shared positions

$LHX $MDT $AEP $C $IBM $WY

$728M

79 positions

#2Focused Investors LLCActive

Notable overlap · 5 shared positions

$LHX $LOW $AXP $ELV $UNH

$3.1B

22 positions

#3CEERA INVESTMENTS, LLCPassive

Notable overlap · 6 shared positions

$AXP $UNH $ADBE $INTU $MO $EOG

$228M

93 positions

#4Unison Asset Management LLCActive

Notable overlap · 5 shared positions

$LOW $AXP $ELV $UNH $ADBE

$219M

32 positions

#5CAMBIAR INVESTORS LLCActive

Notable overlap · 6 shared positions

$ELV $AXP $HON $MDT $AMAT $WY

$2.2B

145 positions

#6NovaPoint Capital, LLCPassive

Notable overlap · 7 shared positions

$CMI $LHX $HON $IBM $EOG $AFL

$399M

79 positions

#7EDMP, INC.Passive

Notable overlap · 7 shared positions

$MO $EPD $CMI $ELV $C $T

$124M

71 positions

#8Cornerstone Investment Partners, LLCActive

Notable overlap · 6 shared positions

$AXP $CMI $UNH $ELV $AMAT $FISV

$2.4B

291 positions

#9SFE Investment CounselPassive

Notable overlap · 7 shared positions

$LOW $CMI $IBM $PFH $LHX $AMAT

$635M

143 positions

#10AUXIER ASSET MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$UNH $MDT $ELV $LOW $MO $C

$696M

176 positions

#11TKG Advisors, LLCPassive

Notable overlap · 7 shared positions

$DOW $AXP $C $IBM $AFL $MDT

$242M

89 positions

#12CFC Planning Co LLCPassive

Notable overlap · 5 shared positions

$EOG $AXP $UNH $MO $IBM

$140M

72 positions

#13RBA Wealth Management, LLCPassive

Notable overlap · 6 shared positions

$CMI $AEP $MDT $AMAT $EOG $ADBE

$278M

92 positions

#14Kerusso Capital Management LLCPassive

Notable overlap · 5 shared positions

$EOG $AXP $LOW $CG $PFH

$200M

53 positions

#15Cullen Capital Management, LLCActive

Notable overlap · 7 shared positions

$MDT $MO $LOW $C $UNH $T

$9.8B

213 positions

#16Persium Advisors, LLCActive

Notable overlap · 6 shared positions

$HON $UNH $MDT $IBM $AMAT $T

$127M

60 positions

#17MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 6 shared positions

$CMI $MDT $PFH $C $IBM $T

$220M

148 positions

#18Nexus Investment Management ULCActive

Notable overlap · 6 shared positions

$AEP $EOG $MDT $C $HON $T

$715M

70 positions

#19Richard C. Young & CO., LTD.Active

Notable overlap · 6 shared positions

$LHX $CMI $MO $IBM $LOW $T

$1.2B

93 positions

#20DIVIDEND ASSETS CAPITAL, LLCPassive

Notable overlap · 5 shared positions

$EPD $LOW $UNH $LHX $INTU

$501M

138 positions

#21Stack Financial Management, IncActive

Notable overlap · 5 shared positions

$AEP $LHX $EOG $T $MDT

$1.4B

52 positions

#22Ironwood Investment Counsel, LLCPassive

Notable overlap · 7 shared positions

$SCHW $AXP $MDT $CMI $LOW $ADBE

$694M

263 positions

#23Advisory Resource GroupPassive

Notable overlap · 6 shared positions

$HON $CMI $SCHW $ELV $AMAT $AFL

$581M

172 positions

#24Edgemoor Investment Advisors, Inc.Active

Notable overlap · 7 shared positions

$LOW $SCHW $AMAT $C $AEP $EPD

$1.3B

170 positions

#25SGL Investment Advisors, Inc.Passive

Notable overlap · 6 shared positions

$CMI $LHX $ADBE $IBM $SCHW $AMAT

$266M

126 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.