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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
$258M
57 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
$504M
136 positions
#7Tufton Capital ManagementPassive
Notable overlap · 4 shared positions
$GLW$LMT$EMR$CB
$583M
131 positions
#8STRATEGY ASSET MANAGERS LLCPassive
Notable overlap · 6 shared positions
$GLW$LMT$TXN$EMR$MELI$KMI
$650M
262 positions
#9FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC.Passive
Some overlap · 5 shared positions
$GLW$TXN$IRM$KMI$PH
$202M
327 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
$210M
108 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
$220M
67 positions
#14Silver Lake Advisory, LLCPassive
Some overlap · 4 shared positions
$GLW$EMR$MCD$KMI
$272M
105 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
$464M
162 positions
#17CACTI ASSET MANAGEMENT LLCActive
Some overlap · 4 shared positions
$GLW$BX$CB$MS
$1.9B
79 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
$113M
55 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
$2.9B
212 positions
#25TRUST CO OF VIRGINIA /VAPassive
Some overlap · 4 shared positions
$GLW$BX$IRM$CB
$1.3B
220 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.