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 Miramar, OLD REPUBLIC INTERNATIONAL, EDGAR LOMAX, 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 OverlapQ2 2026MORGAN DEMPSEY portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

MORGAN DEMPSEY CAPITAL MANAGEMENT LLC is an institutional investor managing $233M across 122 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 MORGAN DEMPSEY are Miramar, OLD REPUBLIC INTERNATIONAL, EDGAR LOMAX, with shared positions in $GD, $LMT, $OKE, $MCD, $PEP, $VZ. The full ranking of 25 similar funds is below.

#1Miramar Capital, LLCPassive

Substantial overlap · 8 shared positions

$GD $LMT $OKE $MCD $PEP $VZ

$455M

57 positions

#2OLD REPUBLIC INTERNATIONAL CORPActive

Notable overlap · 9 shared positions

$CMI $PEP $SO $WEC $MCD $TXN

$2.7B

54 positions

#3EDGAR LOMAX CO/VAActive

Notable overlap · 10 shared positions

$GD $DUK $SO $T $TXN $UNP

$1.3B

58 positions

#4Griffith & Werner, Inc.Passive

Notable overlap · 10 shared positions

$C $T $WFC $VZ $DUK $SO

$213M

71 positions

#5Martin Capital Partners, LLCPassive

Notable overlap · 8 shared positions

$GD $CME $UNP $MDT $PEP $ETR

$272M

72 positions

#6Center for Wealth Management AdvisoryActive

Notable overlap · 8 shared positions

$LMT $DUK $UPS $VZ $MDT $PEP

$159M

62 positions

#7Coston, McIsaac & PartnersPassive

Notable overlap · 8 shared positions

$PM $MCD $PEP $VZ $SO $MDT

$497M

948 positions

#8Ranch Capital Advisors Inc.Passive

Notable overlap · 11 shared positions

$C $CMI $VZ $T $ETR $SO

$316M

157 positions

#9Measured Risk Portfolios, Inc.Active

Notable overlap · 7 shared positions

$UPS $PM $DUK $VZ $CME $PFH

$112M

63 positions

#10Slagle Financial, LLCPassive

Notable overlap · 10 shared positions

$PM $DUK $PEP $MCD $C $PFH

$334M

127 positions

#11ALLEN WEALTH MANAGEMENT, LLCActive

Notable overlap · 7 shared positions

$C $LMT $PEP $RIO $MDT $DUK

$205M

60 positions

#12SKBA CAPITAL MANAGEMENT LLCPassive

Notable overlap · 8 shared positions

$C $T $CME $MDT $TXN $WFC

$606M

79 positions

#13Verity & Verity, LLCActive

Notable overlap · 10 shared positions

$PEP $OKE $WEC $CMI $TXN $VZ

$1.5B

138 positions

#14BCWM, LLCPassive

Notable overlap · 7 shared positions

$LMT $DUK $UPS $UNP $PEP $VZ

$342M

57 positions

#15ADVOCATE GROUP LLCPassive

Notable overlap · 9 shared positions

$VZ $CMI $DUK $MDT $SO $UNP

$665M

122 positions

#16Palouse Capital Management, Inc.Passive

Notable overlap · 7 shared positions

$C $UPS $T $MDT $TXN $OKE

$160M

124 positions

#17TrueMark Investments, LLCPassive

Notable overlap · 8 shared positions

$UPS $PM $VZ $CME $PEP $UNP

$798M

187 positions

#18Cullen Capital Management, LLCActive

Notable overlap · 7 shared positions

$C $DUK $GD $PM $MDT $UPS

$10.2B

208 positions

#19Catherine Avery Investment Management LLCPassive

Notable overlap · 7 shared positions

$C $OKE $UPS $MCD $ES $VZ

$229M

166 positions

#20Keystone Financial Planning, Inc.Active

Notable overlap · 8 shared positions

$UPS $PM $VZ $CME $MDT $MCD

$388M

39 positions

#21Aull & Monroe Investment Management CorpPassive

Notable overlap · 9 shared positions

$CMI $SO $DUK $CME $VZ $UNP

$239M

126 positions

#22Patrick Mauro Investment Advisor, INC.Active

Notable overlap · 7 shared positions

$MCD $LMT $VZ $CME $PEP $SO

$199M

38 positions

#23Inman Jager Wealth Management, LLCPassive

Notable overlap · 6 shared positions

$LMT $ETR $VZ $SO $MCD $CCI

$188M

90 positions

#24FARMERS TRUST CO

Notable overlap · 10 shared positions

$MCD $PEP $SO $VZ $PM $C

$637M

203 positions

#25Rayburn West Financial Services LLCPassive

Notable overlap · 8 shared positions

$LMT $C $UPS $PEP $GD $MCD

$181M

81 positions

Compare MORGAN DEMPSEY’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 MORGAN DEMPSEY’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.