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 ABLES, IANNONE, MOORE & ASSOCIATES,

13F Portfolio OverlapQ1 2026ABLES, IANNONE, MOORE & ASSOCIATES, portfolio →

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Most similar hedge funds by 13F overlap

ABLES, IANNONE, MOORE & ASSOCIATES, INC. is an institutional investor managing $188M across 62 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 ABLES, IANNONE, MOORE & ASSOCIATES, are JAMISON PRIVATE WEALTH ,, Catherine Avery Investment, RE ADVISERS, with shared positions in $VMC, $BAC, $UPS, $MCD, $WM, $AMGN. The full ranking of 25 similar funds is below.

#1JAMISON PRIVATE WEALTH MANAGEMENT, INC.Passive

Notable overlap · 8 shared positions

$VMC $BAC $UPS $MCD $WM $AMGN

$822M

214 positions

#2Catherine Avery Investment Management LLCPassive

Some overlap · 6 shared positions

$BAC $UPS $MCD $VLO $AMGN $NEE

$223M

109 positions

#3RE ADVISERS CORPActive

Some overlap · 5 shared positions

$BAC $MCD $UNH $DE $CSX

$3.7B

111 positions

#4Rayburn West Financial Services LLCPassive

Some overlap · 5 shared positions

$BAC $UPS $DE $MCD $AMGN

$170M

82 positions

#5CapWealth Advisors, LLCActive

Some overlap · 6 shared positions

$BAC $UPS $UNH $AMGN $DUK $NEE

$1.3B

118 positions

#6PATRICK M SWEENEY & ASSOCIATES, INCPassive

Some overlap · 6 shared positions

$BAC $CSX $DE $WM $VLO $MCD

$156M

164 positions

#7Magellan Asset Management LtdActive

Some overlap · 7 shared positions

$AMT $UNH $CSX $DUK $NEE $SO

$7.7B

79 positions

#8Cullen Capital Management, LLCActive

Some overlap · 5 shared positions

$BAC $UPS $UNH $DUK $NEE

$9.8B

213 positions

#9Aull & Monroe Investment Management CorpPassive

Some overlap · 8 shared positions

$BAC $DE $CSX $WM $AMGN $DUK

$215M

125 positions

#10EDGAR LOMAX CO/VAActive

Some overlap · 7 shared positions

$BAC $UNH $AMT $AMGN $DUK $NEE

$1.4B

56 positions

#11Cohen Investment Advisors LLCPassive

Some overlap · 5 shared positions

$BAC $UPS $MCD $AMGN $NEE

$210M

79 positions

#12BERKSHIRE ASSET MANAGEMENT LLC/PAPassive

Some overlap · 4 shared positions

$BAC $MCD $DE $WM

$2.3B

264 positions

#13Atlas Wealth LLCPassive

Some overlap · 5 shared positions

$BAC $MCD $WM $AMGN $NEE

$334M

115 positions

#14SCHNIEDERS CAPITAL MANAGEMENT, LLC.Passive

Some overlap · 8 shared positions

$BAC $WM $MCD $AMGN $DUK $NEE

$629M

206 positions

#15OUTFITTERS FINANCIAL LLCPassive

Some overlap · 6 shared positions

$MCD $DE $CSX $AMT $WM $DUK

$129M

80 positions

#16FIRST FINANCIAL BANKSHARES INCActive

Some overlap · 5 shared positions

$BAC $MCD $AMT $AMGN $NEE

$5.0B

201 positions

#17MILFORD FUNDS LTDActive

Some overlap · 3 shared positions

$BAC $AMT $DUK

$4.8B

75 positions

#18SIG BROKERAGE, LPPassive

Some overlap · 5 shared positions

$BAC $UNH $CSX $NEE $IBIT

$3.8B

769 positions

#19Signet Investment Advisory Group, Inc.Passive

Some overlap · 6 shared positions

$MCD $UNH $CSX $WM $AMGN $NEE

$218M

69 positions

#20Borer Denton & Associates, Inc.Active

Some overlap · 4 shared positions

$BAC $MCD $UPS $NEE

$280M

66 positions

#21MONTGOMERY INVESTMENT MANAGEMENT INCActive

Some overlap · 5 shared positions

$BAC $DE $VLO $MCD $NEE

$293M

103 positions

#22Socorro Asset Management LPPassive

Some overlap · 3 shared positions

$BAC $AMT $NEE

$221M

32 positions

#23PARNASSUS INVESTMENTS, LLCActive

Some overlap · 4 shared positions

$BAC $VMC $DE $WM

$34.1B

135 positions

#24MITCHELL & PAHL PRIVATE WEALTH, LLCPassive

Some overlap · 6 shared positions

$MCD $UNH $BAC $VLO $WM $NEE

$246M

145 positions

#25Flavin Financial Services, Inc.Passive

Some overlap · 5 shared positions

$UPS $MCD $UNH $AMGN $NEE

$149M

72 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.