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 Abel Hall

13F Portfolio OverlapQ2 2026Abel Hall portfolio →

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Most similar hedge funds by 13F overlap

Abel Hall, LLC is an institutional investor managing $579M across 955 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 Abel Hall are Five Oceans Advisors, Henry James International, KP, with shared positions in $ASML, $KLAC, $NVS, $HSBC, $MUFG, $NGG. The full ranking of 25 similar funds is below.

#1Five Oceans AdvisorsPassive

Slight overlap · 5 shared positions

$ASML $KLAC $NVS $HSBC $MUFG

$311M

204 positions

#2Henry James International Management Inc.Passive

Slight overlap · 5 shared positions

$ASML $NVS $HSBC $NGG $MUFG

$334M

91 positions

#3KP Management LLCPassive

Slight overlap · 4 shared positions

$ASML $BE $KLAC $ETN

$532M

86 positions

#4Covenant Asset Management, LLCPassive

Slight overlap · 4 shared positions

$ASML $BE $KLAC $AXP

$595M

164 positions

#5Geneva Partners, LLCPassive

Slight overlap · 4 shared positions

$ASML $BE $KLAC $STRL

$375M

75 positions

#6South Shore Capital AdvisorsPassive

Slight overlap · 5 shared positions

$ASML $KLAC $HSBC $AXP $STRL

$149M

154 positions

#7Promethos Capital, LLCActive

Slight overlap · 4 shared positions

$ASML $KLAC $NVS $HSBC

$368M

54 positions

#8Prospect Financial Group LLCActive

Slight overlap · 4 shared positions

$ASML $KLAC $NVS $HSBC

$124M

70 positions

#9ACORN CREEK CAPITAL LLCActive

Slight overlap · 5 shared positions

$ASML $NVS $KLAC $HSBC $ETN

$299M

87 positions

#10Hel Ved Capital Management LtdActive

Slight overlap · 4 shared positions

$ASML $BE $TTMI $STRL

$1.4B

72 positions

#11PALLADIEM, LLCActive

Slight overlap · 4 shared positions

$ASML $KLAC $NVS $MUFG

$103M

136 positions

#12May Hill Capital, LLCPassive

Slight overlap · 4 shared positions

$ASML $NVS $HSBC $TTMI

$479M

256 positions

#13Broadleaf Partners, LLCPassive

Slight overlap · 3 shared positions

$ASML $BE $KLAC

$517M

86 positions

#14Caitong International Asset Management Co., LtdPassive

Slight overlap · 3 shared positions

$ASML $BE $KLAC

$729M

2,999 positions

#15Traveka Wealth, LLCPassive

Slight overlap · 4 shared positions

$ASML $KLAC $HSBC $MUFG

$301M

199 positions

#16Naviter Wealth, LLCPassive

Slight overlap · 4 shared positions

$ASML $NVS $HSBC $MUFG

$1.1B

305 positions

#17Midwest Professional Planners, LTD.Passive

Slight overlap · 4 shared positions

$ASML $KLAC $ETN $AXP

$510M

131 positions

#18Miller Capital Partners, Inc.Active

Slight overlap · 4 shared positions

$ASML $KLAC $ETN $AXP

$257M

258 positions

#19DOVER ADVISORS, LLCPassive

Slight overlap · 4 shared positions

$ASML $KLAC $ETN $AXP

$244M

153 positions

#20RWA WEALTH PARTNERS, LLCActive

Slight overlap · 4 shared positions

$ASML $KLAC $ETN $AXP

$10.4B

645 positions

#21GRIMES & Co WEALTH MANAGEMENT, LLCActive

Slight overlap · 4 shared positions

$ASML $KLAC $ETN $AXP

$4.6B

449 positions

#22SEVEN MILE ADVISORYPassive

Slight overlap · 4 shared positions

$ASML $NVS $MUFG $AXP

$149M

158 positions

#23Bensler, LLCPassive

Slight overlap · 4 shared positions

$ASML $KLAC $AXP $STRL

$1.1B

198 positions

#24UNICOM Systems, Inc.Active

Slight overlap · 3 shared positions

$ASML $BE $TTMI

$1.5B

39 positions

#25Ted Buchan & CoActive

Slight overlap · 3 shared positions

$ASML $BE $HSBC

$306M

95 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.