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Hedge Funds Similar to ABLE Financial Group

13F Portfolio OverlapQ3 2026ABLE Financial Group portfolio →
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Most similar hedge funds by 13F overlap

ABLE Financial Group, LLC is an institutional investor managing $640M across 221 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to ABLE Financial Group are Sanchez Gaunt, PATTON FUND, JSF Financial, with shared positions in $IAU, $SYF, $KLAC, $CVS, $DELL, $ANET. The full ranking of 25 similar funds is below.

#1Sanchez Gaunt Capital Management, LLCPassive
Some overlap · 3 shared positions
$IAU$SYF$KLAC
$179M
189 positions
#2PATTON FUND MANAGEMENT, INC.Passive
Some overlap · 4 shared positions
$IAU$KLAC$CVS$DELL
$389M
77 positions
#3JSF Financial, LLCActive
Some overlap · 3 shared positions
$IAU$DELL$KLAC
$655M
146 positions
#4Impact Investors, IncActive
Some overlap · 3 shared positions
$IAU$KLAC$ANET
$137M
88 positions
#5Parkside Investments, LLCActive
Some overlap · 3 shared positions
$IAU$CVS$UNP
$879M
95 positions
#6Sharkey, Howes & JaverActive
Some overlap · 3 shared positions
$IAU$DELL$UNP
$830M
159 positions
#7Braeburn Wealth Management LLCActive
Some overlap · 3 shared positions
$IAU$DELL$UNP
$236M
98 positions
#8FORBES J M & CO LLPActive
Some overlap · 3 shared positions
$IAU$UNP$ANET
$1.3B
157 positions
#9Biltmore Family Office, LLCActive
Some overlap · 3 shared positions
$IAU$DELL$UNP
$761M
333 positions
#10Faithward Advisors, LLCPassive
Some overlap · 3 shared positions
$IAU$KLAC$ANET
$819M
339 positions
#11Shah Wealth Advisors, LLCActive
Some overlap · 4 shared positions
$IAU$UBER$AWK$CVS
$433M
79 positions
#12TWIN FOCUS CAPITAL PARTNERS, LLCActive
Some overlap · 3 shared positions
$IAU$DELL$UBER
$983M
170 positions
#13Dynasty Wealth Management, LLCActive
Some overlap · 3 shared positions
$IAU$DELL$KLAC
$13.5B
367 positions
#14NOTTINGHAM ADVISORS, INC.Active
Some overlap · 3 shared positions
$IAU$KLAC$DELL
$838M
122 positions
#15QUEST INVESTMENT MANAGEMENT LLCActive
Some overlap · 4 shared positions
$IAU$KLAC$UNP$ANET
$856M
115 positions
#16Proficio Capital Partners LLCPassive
Some overlap · 3 shared positions
$IAU$DELL$UBER
$2.8B
691 positions
#17Wills Financial Group LLCPassive
Some overlap · 3 shared positions
$IAU$UNP$DECK
$275M
82 positions
#18True Vision MN LLC
Some overlap · 3 shared positions
$IAU$UNP$ANET
$194M
98 positions
#19Midwest Capital Advisors, LLCActive
Some overlap · 3 shared positions
$IAU$KLAC$UNP
$246M
210 positions
#20VISTA INVESTMENT PARTNERS II, LLCPassive
Some overlap · 4 shared positions
$KLAC$FHI$DELL$CVS
$248M
158 positions
#21GM Advisory Group, LLC
Some overlap · 3 shared positions
$IAU$UBER$KLAC
$2.6B
374 positions
#22VISTA INVESTMENT PARTNERS LLCPassive
Some overlap · 4 shared positions
$KLAC$FHI$DELL$CVS
$384M
166 positions
#23Epoch Investment Partners, Inc.Passive
Some overlap · 5 shared positions
$KLAC$DELL$CVS$UBER$ANET
$17.6B
220 positions
#24Bulltick Wealth Management, LLCPassive
Some overlap · 3 shared positions
$IAU$DELL$UBER
$490M
134 positions
#25REUTER JAMES WEALTH MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$IAU$UNP$UBER
$769M
225 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.