What hedge funds are most similar to MORGAN DEMPSEY CAPITAL MANAGEMENT LLC?

The funds with the most similar 13F portfolios to MORGAN DEMPSEY CAPITAL MANAGEMENT LLC are Griffith & Werner,, Catherine Avery Investment, EDGAR LOMAX /VA, 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 MORGAN DEMPSEY

13F Portfolio OverlapQ1 2026MORGAN DEMPSEY portfolio →

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Most similar hedge funds by 13F overlap

MORGAN DEMPSEY CAPITAL MANAGEMENT LLC is an institutional investor managing $220M across 148 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to MORGAN DEMPSEY are Griffith & Werner,, Catherine Avery Investment, EDGAR LOMAX /VA, with shared positions in $C, $T, $KO, $VZ, $DUK, $SO. The full ranking of 25 similar funds is below.

#1Griffith & Werner, Inc.Active

Substantial overlap · 10 shared positions

$C $T $KO $VZ $DUK $SO

$202M

72 positions

#2Catherine Avery Investment Management LLCPassive

Substantial overlap · 9 shared positions

$C $OKE $KO $VZ $IBM $UPS

$223M

109 positions

#3EDGAR LOMAX CO/VAActive

Notable overlap · 10 shared positions

$T $GD $DUK $SO $KO $LMT

$1.4B

56 positions

#4Measured Risk Portfolios, Inc.Passive

Notable overlap · 9 shared positions

$VZ $CME $DUK $KO $PM $UPS

$91M

66 positions

#5Miramar Capital, LLCPassive

Notable overlap · 7 shared positions

$LMT $CME $OKE $GD $VZ $MCD

$449M

56 positions

#6SKBA CAPITAL MANAGEMENT LLCActive

Notable overlap · 9 shared positions

$T $CME $MDT $C $IBM $WFC

$728M

79 positions

#7GODSEY & GIBB, INCPassive

Notable overlap · 8 shared positions

$ETR $T $DUK $KO $IBM $MDT

$1.1B

389 positions

#8ADVOCATE GROUP LLCPassive

Notable overlap · 11 shared positions

$VZ $DUK $CMI $MDT $IBM $MCD

$639M

126 positions

#9FUKOKU MUTUAL LIFE INSURANCE CoPassive

Notable overlap · 10 shared positions

$KO $DUK $MCD $IBM $T $SO

$1.5B

235 positions

#10Persium Advisors, LLCActive

Notable overlap · 8 shared positions

$T $VZ $DUK $IBM $MDT $GD

$127M

60 positions

#11Cullen Capital Management, LLCActive

Notable overlap · 8 shared positions

$C $DUK $GD $MDT $PM $T

$9.8B

213 positions

#12Rayburn West Financial Services LLCPassive

Notable overlap · 10 shared positions

$LMT $C $IBM $UPS $GD $MCD

$170M

82 positions

#13Aull & Monroe Investment Management CorpPassive

Notable overlap · 9 shared positions

$CME $DUK $CMI $SO $T $VZ

$215M

125 positions

#14Palouse Capital Management, Inc.Passive

Notable overlap · 9 shared positions

$C $UPS $VZ $OKE $MDT $SBUX

$151M

135 positions

#15Kinloch Capital, LLCPassive

Notable overlap · 7 shared positions

$KO $ES $PM $GD $MCD $IBM

$245M

83 positions

#16Slocum, Gordon & Co LLPPassive

Notable overlap · 8 shared positions

$VZ $DUK $T $MCD $LMT $SBUX

$147M

64 positions

#17LIBERTY ONE INVESTMENT MANAGEMENT, LLCActive

Notable overlap · 7 shared positions

$T $KO $DUK $SO $MCD $ETR

$970M

154 positions

#18Capital Wealth Planning, LLCActive

Notable overlap · 7 shared positions

$CME $IBM $MCD $KO $DUK $MDT

$18.1B

151 positions

#19GQG Partners LLCActive

Notable overlap · 6 shared positions

$T $VZ $KO $PM $DUK $CME

$63.1B

81 positions

#20Welch Group, LLCPassive

Notable overlap · 7 shared positions

$LMT $IBM $VZ $SO $MCD $TXN

$2.7B

310 positions

#21Wealth Advisors of Tampa Bay, LLCPassive

Notable overlap · 7 shared positions

$ETR $VZ $MCD $T $LMT $MDT

$302M

93 positions

#22BENEDICT FINANCIAL ADVISORS INCPassive

Notable overlap · 9 shared positions

$PM $CME $VZ $LMT $MCD $MDT

$480M

133 positions

#23Ranch Capital Advisors Inc.Passive

Notable overlap · 10 shared positions

$T $VZ $C $ETR $CMI $IBM

$277M

154 positions

#24Windle Wealth, LLCActive

Notable overlap · 5 shared positions

$T $KO $VZ $SO $MCD

$237M

32 positions

#25Carolina Wealth Advisors, LLCPassive

Notable overlap · 9 shared positions

$KO $PM $VZ $UNP $MDT $LMT

$240M

278 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.