13F Pro

Hedge Funds Similar to ABLES, IANNONE, MOORE & ASSOCIATES

13F Portfolio OverlapQ3 2026ABLES, IANNONE, MOORE & ASSOCIATES portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

ABLES, IANNONE, MOORE & ASSOCIATES, INC. is an institutional investor managing $193M across 63 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 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
$137M
74 positions
#2Family Legacy, Inc.Passive
Some overlap · 7 shared positions
$VMC$DE$CSX$WM$AMGN$SO
$363M
124 positions
#3JAMISON PRIVATE WEALTH MANAGEMENT, INC.Passive
Some overlap · 6 shared positions
$VMC$UPS$MCD$WM$AMGN$SO
$988M
228 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
$231M
125 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
$330M
128 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
$2.2B
70 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
$503M
128 positions
#13Mason & Associates, LLCSmart money
Some overlap · 6 shared positions
$UPS$MCD$CSX$SO$DUK$D
$486M
45 positions
#14OPUS INVESTMENT MANAGEMENT INCSmart money
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
$170M
86 positions
#16First PREMIER BankPassive
Some overlap · 7 shared positions
$MCD$CSX$WM$PEP$AMGN$SO
$621M
388 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
$347M
408 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
$155M
437 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 LLCActive
Some overlap · 6 shared positions
$AMT$WM$SO$DUK$D$NEE
$385M
51 positions

Compare ABLES, IANNONE, MOORE & ASSOCIATES’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View ABLES, IANNONE, MOORE & ASSOCIATES’s holdings

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.