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 Abbot Financial

13F Portfolio OverlapQ2 2026Abbot Financial portfolio →

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Most similar hedge funds by 13F overlap

Abbot Financial Management, Inc. is an institutional investor managing $293M across 141 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 Abbot Financial are Werlinich Asset, UNITED BANK, MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS, with shared positions in $GLW, $BX, $MS, $LMT, $IRM, $TXN. The full ranking of 25 similar funds is below.

#1Werlinich Asset Management, LLCActive

Notable overlap · 5 shared positions

$GLW $BX $MS $LMT $IRM

$262M

58 positions

#2UNITED BANKActive

Notable overlap · 6 shared positions

$GLW $TXN $LMT $MCD $AFL $IRM

$853M

130 positions

#3MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INCPassive

Notable overlap · 4 shared positions

$GLW $BX $NVS $TXN

$167M

84 positions

#4Wealth Advisors of Tampa Bay, LLCPassive

Notable overlap · 4 shared positions

$GLW $LMT $BX $MCD

$327M

94 positions

#5BOWEN HANES & CO INCActive

Notable overlap · 4 shared positions

$GLW $BX $PH $TXN

$4.1B

151 positions

#6BENEDICT FINANCIAL ADVISORS INCPassive

Notable overlap · 6 shared positions

$GLW $LMT $EMR $MCD $CB $KMI

$515M

142 positions

#7Tufton Capital ManagementPassive

Notable overlap · 4 shared positions

$GLW $LMT $EMR $CB

$596M

127 positions

#8STRATEGY ASSET MANAGERS LLCPassive

Notable overlap · 6 shared positions

$GLW $LMT $TXN $EMR $MELI $KMI

$670M

265 positions

#9FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.Passive

Some overlap · 5 shared positions

$GLW $TXN $IRM $KMI $PH

$206M

80 positions

#10Minneapolis Portfolio Management Group, LLCActive

Some overlap · 3 shared positions

$GLW $LMT $PH

$1.1B

34 positions

#11Insight Inv LLCPassive

Some overlap · 3 shared positions

$GLW $MS $EMR

$212M

109 positions

#12LEE JOHNSON CAPITAL MANAGEMENT, LLCActive

Some overlap · 4 shared positions

$GLW $MS $PH $LMT

$320M

82 positions

#13Founders Capital ManagementActive

Some overlap · 4 shared positions

$GLW $LMT $MCD $TXN

$231M

420 positions

#14Silver Lake Advisory, LLCPassive

Some overlap · 4 shared positions

$GLW $EMR $MCD $KMI

$280M

109 positions

#15Landmark Wealth Management, LLCActive

Some overlap · 4 shared positions

$GLW $EMR $LMT $TXN

$418M

151 positions

#16NovaPoint Capital, LLCPassive

Some overlap · 4 shared positions

$GLW $TXN $AFL $CB

$481M

161 positions

#17CACTI ASSET MANAGEMENT LLCActive

Some overlap · 4 shared positions

$GLW $BX $CB $MS

$2.0B

76 positions

#18RED CEDAR INVESTMENT MANAGEMENT, LLCActive

Some overlap · 4 shared positions

$GLW $PH $MCD $FDX

$1.1B

90 positions

#19Royal Palms Capital LLCPassive

Some overlap · 4 shared positions

$GLW $TXN $AFL $KMI

$114M

57 positions

#20Randolph Co IncActive

Some overlap · 3 shared positions

$GLW $BX $KMI

$1.2B

47 positions

#21Eliot Finkel Investment Counsel, LLCActive

Some overlap · 3 shared positions

$GLW $LMT $MCD

$214M

33 positions

#22HARTLINE INVESTMENT CORP/Active

Some overlap · 3 shared positions

$GLW $MS $SHOP

$1.1B

115 positions

#23COOKSON PEIRCE & CO INCPassive

Some overlap · 3 shared positions

$GLW $NVS $STT

$3.0B

317 positions

#24GLOBALT Investments LLC / GAActive

Some overlap · 5 shared positions

$GLW $MS $TXN $EMR $STT

$3.0B

213 positions

#25TRUST CO OF VIRGINIA /VAPassive

Some overlap · 4 shared positions

$GLW $BX $IRM $CB

$1.3B

226 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.