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Hedge Funds Similar to Abel Hall,

13F Portfolio OverlapQ1 2026Abel Hall, portfolio →
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Most similar hedge funds by 13F overlap

Abel Hall, LLC is an institutional investor managing $469M across 811 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 Abel Hall, are Naviter Wealth,, PARADIGM ASSET, CHESAPEAKE /IL/, with shared positions in $ASML, $NVS, $O, $SHEL, $HSBC, $AZN. The full ranking of 25 similar funds is below.

#1Naviter Wealth, LLCPassive
Some overlap · 6 shared positions
$ASML$NVS$O$SHEL$HSBC$AZN
$801M
271 positions
#2PARADIGM ASSET MANAGEMENT CO LLCPassive
Some overlap · 5 shared positions
$NEE$ASML$NVS$AZN$BHP
$426M
424 positions
#3CHESAPEAKE CAPITAL CORP /IL/Passive
Some overlap · 6 shared positions
$NEE$O$BE$TTE$BHP$MU
$139M
156 positions
#4WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive
Slight overlap · 4 shared positions
$NEE$ASML$NVS$AZN
$2.1B
122 positions
#5RAELIPSKIE PARTNERSHIPActive
Slight overlap · 5 shared positions
$NEE$HSBC$AZN$BHP$MU
$236M
119 positions
#6EXENCIAL WEALTH ADVISORS, LLCPassive
Slight overlap · 3 shared positions
$NEE$ASML$NVS
$3.2B
563 positions
#7Edgemoor Investment Advisors, Inc.Active
Slight overlap · 4 shared positions
$NEE$NVS$O$SHEL
$1.3B
170 positions
#8Baugh & Associates, LLCActive
Slight overlap · 3 shared positions
$NEE$ASML$O
$232M
44 positions
#9Minot DeBlois Advisors LLCPassive
Slight overlap · 3 shared positions
$NEE$ASML$NVS
$110M
226 positions
#10Archford Capital Strategies, LLCPassive
Slight overlap · 4 shared positions
$NEE$NVS$SHEL$MU
$873M
341 positions
#11Shelter Mutual Insurance CoPassive
Slight overlap · 4 shared positions
$NEE$SHEL$BMY$BHP
$450M
58 positions
#12CAPITAL MANAGEMENT ASSOCIATES /NY/Passive
Slight overlap · 3 shared positions
$NEE$ASML$BE
$60M
36 positions
#13AUGUSTINE ASSET MANAGEMENT INCActive
Slight overlap · 5 shared positions
$ASML$SHEL$TTE$BHP$MU
$444M
112 positions
#14SOMERVILLE KURT FPassive
Slight overlap · 3 shared positions
$NEE$ASML$NVS
$379M
91 positions
#15M&G PlcActive
Slight overlap · 4 shared positions
$NEE$TTE$AZN$BMY
$19.4B
380 positions
#16Chevy Chase Trust Holdings, LLCActive
Slight overlap · 5 shared positions
$NEE$NVS$SHEL$ASML$MU
$34.7B
642 positions
#17LGT Group FoundationActive
Slight overlap · 4 shared positions
$NEE$TTE$AZN$MU
$8.2B
283 positions
#18DOVER ADVISORS, LLCPassive
Slight overlap · 3 shared positions
$NEE$ASML$DUK
$242M
159 positions
#19Andrew Hill Investment Advisors, Inc.Passive
Slight overlap · 3 shared positions
$NEE$ASML$DUK
$112M
54 positions
#20BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Slight overlap · 3 shared positions
$NEE$ASML$DUK
$7.8B
1,278 positions
#21TrueMark Investments, LLCPassive
Slight overlap · 3 shared positions
$NEE$ASML$TTE
$514M
167 positions
#22DJE Kapital AGActive
Slight overlap · 3 shared positions
$NEE$ASML$TTE
$4.5B
113 positions
#23GROUPAMA ASSET MANAGMENTActive
Slight overlap · 4 shared positions
$NEE$TTE$AZN$MU
$6.8B
395 positions
#24FourThought Financial Partners, LLCPassive
Slight overlap · 3 shared positions
$NEE$ASML$AZN
$1.2B
384 positions
#25Orion Investment CoActive
Slight overlap · 3 shared positions
$NEE$ASML$BMY
$315M
69 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.