What hedge funds are most similar to Allen Mooney & Barnes Investment Advisors LLC?

The funds with the most similar 13F portfolios to Allen Mooney & Barnes Investment Advisors LLC are Focused Investors, SKBA, EDMP, based on overlapping conviction holdings in the latest SEC filings.

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 Allen Mooney & Barnes Investment Advisors

13F Portfolio OverlapQ3 2026Allen Mooney & Barnes Investment Advisors portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Allen Mooney & Barnes Investment Advisors LLC is an institutional investor managing $673M across 158 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 Allen Mooney & Barnes Investment Advisors are Focused Investors, SKBA, EDMP, with shared positions in $ELV, $AXP, $LOW, $LHX, $ACN, $PEP. The full ranking of 25 similar funds is below.

#1Focused Investors LLCActive

Notable overlap · 6 shared positions

$ELV $AXP $LOW $LHX $ACN $PEP

$3.0B

23 positions

#2SKBA CAPITAL MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$BDX $LHX $C $AEP $MDT $WY

$606M

79 positions

#3EDMP, INC.Passive

Notable overlap · 8 shared positions

$MO $ELV $EPD $C $AFL $PEP

$130M

74 positions

#4CAMBIAR INVESTORS LLCActive

Notable overlap · 7 shared positions

$ELV $AXP $MDT $PEP $WY $HON

$2.3B

150 positions

#5MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 6 shared positions

$CMI $C $MDT $PFH $PEP $T

$233M

122 positions

#6Kerusso Capital Management LLCPassive

Notable overlap · 6 shared positions

$AXP $LOW $PFH $CG $EOG $PEP

$306M

59 positions

#7Wallington Asset Management, LLCActive

Notable overlap · 7 shared positions

$CMI $MDT $LOW $HON $HONA $AFL

$814M

61 positions

#8NovaPoint Capital, LLCPassive

Notable overlap · 7 shared positions

$CMI $LHX $AFL $PEP $EOG $MDT

$464M

162 positions

#9GREATMARK INVESTMENT PARTNERS, INC.Active

Notable overlap · 5 shared positions

$AXP $LOW $SCHW $ELV $AFL

$906M

153 positions

#10Ironwood Investment Counsel, LLCPassive

Notable overlap · 7 shared positions

$AXP $SCHW $CMI $ACN $MDT $LOW

$762M

267 positions

#11RBA Wealth Management, LLCPassive

Notable overlap · 6 shared positions

$CMI $AEP $MDT $BDX $ACN $ADBE

$273M

80 positions

#12Adams Asset Advisors, LLCActive

Notable overlap · 6 shared positions

$CMI $MO $C $EPD $PEP $T

$984M

94 positions

#13DLK Investment Management, LLCPassive

Notable overlap · 6 shared positions

$BDX $SCHW $ADBE $MDT $ACN $PEP

$275M

99 positions

#14Stack Financial Management, IncActive

Notable overlap · 6 shared positions

$AEP $LHX $EOG $PEP $MDT $T

$1.3B

54 positions

#15Unison Asset Management LLCActive

Notable overlap · 4 shared positions

$ELV $AXP $LOW $ADBE

$246M

32 positions

#16AUXIER ASSET MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$ELV $MDT $MO $C $LOW $AFL

$745M

184 positions

#17Signet Investment Advisory Group, Inc.Passive

Notable overlap · 7 shared positions

$ADBE $ACN $MDT $AXP $PEP $HON

$227M

73 positions

#18Artisan Partners Limited PartnershipActive

Notable overlap · 4 shared positions

$ELV $AXP $SCHW $C

$63.1B

341 positions

#19TWIN CITY PRIVATE WEALTH, LLCPassive

Notable overlap · 5 shared positions

$ELV $SCHW $BDX $MDT $ACN

$143M

104 positions

#20NOESIS CAPITAL MANGEMENT CORPActive

Notable overlap · 4 shared positions

$CMI $AXP $LOW $MDT

$843M

131 positions

#21Stone Summit Wealth LLCPassive

Notable overlap · 5 shared positions

$CMI $AXP $LOW $PEP $SCHW

$370M

137 positions

#22YACKTMAN ASSET MANAGEMENT LPActive

Notable overlap · 6 shared positions

$SCHW $ELV $LHX $EOG $INTU $PEP

$8.1B

74 positions

#23Two Point Capital Management, Inc.Active

Notable overlap · 6 shared positions

$CMI $MDT $ACN $HON $HONA $INTU

$223M

30 positions

#24Nexus Investment Management ULCActive

Notable overlap · 7 shared positions

$AEP $C $MDT $EOG $HON $HONA

$808M

73 positions

#25Maj Invest Holding A/SActive

Notable overlap · 4 shared positions

$ELV $AXP $LOW $AFL

$2.3B

40 positions

Compare Allen Mooney & Barnes Investment Advisors’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 Allen Mooney & Barnes Investment Advisors’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.