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Hedge Funds Similar to ABLES, IANNONE, MOORE & ASSOCIATES

13F Portfolio OverlapQ2 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 Q2 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 OUTFITTERS FINANCIAL, Family Legacy, JAMISON PRIVATE WEALTH, with shared positions in $DE, $MCD, $CSX, $AMT, $WM, $PEP. The full ranking of 25 similar funds is below.

#1OUTFITTERS FINANCIAL LLCPassive
Some overlap · 8 shared positions
$DE$MCD$CSX$AMT$WM$PEP
$143M
80 positions
#2Family Legacy, Inc.Passive
Some overlap · 7 shared positions
$VMC$DE$CSX$WM$AMGN$SO
$375M
124 positions
#3JAMISON PRIVATE WEALTH MANAGEMENT, INC.Passive
Some overlap · 6 shared positions
$VMC$UPS$MCD$WM$AMGN$SO
$990M
224 positions
#4Eliot Finkel Investment Counsel, LLCActive
Some overlap · 6 shared positions
$UPS$DE$MCD$AMGN$PEP$DUK
$214M
33 positions
#5Aull & Monroe Investment Management CorpPassive
Some overlap · 8 shared positions
$DE$CSX$WM$PEP$AMGN$SO
$239M
126 positions
#6PINKERTON WEALTH, LLCActive
Some overlap · 7 shared positions
$AMT$MCD$WM$PEP$AMGN$SO
$1.2B
103 positions
#7Powers Advisory Group, LLCActive
Some overlap · 7 shared positions
$DE$MCD$WM$PEP$AMGN$SO
$319M
130 positions
#8SHERMAN PORFOLIOS, LLCSmart money
Some overlap · 7 shared positions
$AMT$MCD$WM$PEP$AMGN$SO
$1.3B
97 positions
#9LIBERTY ONE INVESTMENT MANAGEMENT, LLCActive
Some overlap · 6 shared positions
$AMT$MCD$DE$WM$SO$DUK
$1.0B
154 positions
#10OLD REPUBLIC INTERNATIONAL CORPActive
Some overlap · 6 shared positions
$UPS$MCD$VLO$PEP$SO$DUK
$2.7B
54 positions
#11Rayburn West Financial Services LLCPassive
Some overlap · 5 shared positions
$UPS$DE$MCD$PEP$AMGN
$181M
81 positions
#12First National Bank of Mount Dora, Trust Investment ServicesPassive
Some overlap · 5 shared positions
$DE$MCD$VLO$UPS$WM
$499M
126 positions
#13Mason & Associates, LLCSmart money
Some overlap · 6 shared positions
$UPS$MCD$CSX$SO$DUK$D
$481M
45 positions
#14OPUS INVESTMENT MANAGEMENT INCActive
Some overlap · 6 shared positions
$UPS$MCD$WM$PEP$AMGN$NEE
$183M
31 positions
#15GRANITE ISLANDS PRIVATE WEALTH, LLCPassive
Some overlap · 6 shared positions
$DE$UPS$MCD$AMGN$SO$NEE
$135M
78 positions
#16First PREMIER BankPassive
Some overlap · 7 shared positions
$MCD$CSX$WM$PEP$AMGN$SO
$619M
358 positions
#17Magellan Asset Management LtdActive
Some overlap · 6 shared positions
$AMT$CSX$SO$DUK$D$NEE
$4.5B
78 positions
#18Myriad Asset Management US LPActive
Some overlap · 4 shared positions
$VMC$DE$CSX$VLO
$72M
52 positions
#19FIRST UNITED BANK & TRUSTPassive
Some overlap · 6 shared positions
$MCD$CSX$VLO$PEP$AMGN$SO
$348M
420 positions
#20Myriad Asset Management Advisors LLCActive
Some overlap · 4 shared positions
$VMC$DE$CSX$VLO
$424M
49 positions
#21Slagle Financial, LLCPassive
Some overlap · 6 shared positions
$AMT$MCD$PEP$AMGN$DUK$NEE
$334M
127 positions
#22MJT & Associates Financial Advisory Group, Inc.Active
Some overlap · 6 shared positions
$UPS$MCD$PEP$SO$D$NEE
$151M
465 positions
#23OAK HARBOR WEALTH PARTNERS, LLCPassive
Some overlap · 5 shared positions
$DE$UPS$MCD$SO$DUK
$268M
225 positions
#24BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Some overlap · 7 shared positions
$DE$WM$PEP$AMGN$DUK$NEE
$8.0B
1,334 positions
#25Capital Innovations LLCPassive
Some overlap · 6 shared positions
$AMT$WM$SO$DUK$D$NEE
$385M
51 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.