What hedge funds are most similar to PENINSULA ASSET MANAGEMENT INC?

The funds with the most similar 13F portfolios to PENINSULA ASSET MANAGEMENT INC are MCDANIEL TERRY &, Bath Savings, Kinloch ,, 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 PENINSULA ASSET

13F Portfolio OverlapQ1 2026PENINSULA ASSET portfolio →

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Most similar hedge funds by 13F overlap

PENINSULA ASSET MANAGEMENT INC is an institutional investor managing $196M across 53 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 PENINSULA ASSET are MCDANIEL TERRY &, Bath Savings, Kinloch ,, with shared positions in $EMR, $ECL, $CTAS, $ADP, $SYK, $NDSN. The full ranking of 25 similar funds is below.

#1MCDANIEL TERRY & COActive

Notable overlap · 7 shared positions

$EMR $ECL $CTAS $ADP $SYK $NDSN

$1.2B

81 positions

#2Bath Savings Trust CoActive

Notable overlap · 7 shared positions

$SYK $NEE $ECL $ADP $ABT $SHW

$936M

168 positions

#3Kinloch Capital, LLCPassive

Notable overlap · 9 shared positions

$NEE $AFL $EMR $NUE $IBM $ABT

$245M

83 positions

#4MATTERN CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 10 shared positions

$GWW $NEE $LOW $AFL $ABT $ADP

$835M

170 positions

#5Tandem Investment Advisors, Inc.Active

Notable overlap · 7 shared positions

$SYK $NEE $ADP $ABT $ROP $BDX

$2.0B

83 positions

#6Financial & Tax Architects, LLCPassive

Notable overlap · 8 shared positions

$NEE $LOW $SHW $ADP $ECL $IBM

$448M

108 positions

#7Legacy Financial Strategies, LLCActive

Notable overlap · 13 shared positions

$SHW $AFL $NEE $CTAS $LOW $NDSN

$554M

140 positions

#8TOTH FINANCIAL ADVISORY CORPPassive

Notable overlap · 10 shared positions

$SYK $GWW $ABT $ECL $LOW $SYY

$911M

918 positions

#9Brendel Financial Advisors LLCPassive

Notable overlap · 5 shared positions

$SHW $NEE $CTAS $NDSN $IBM

$202M

95 positions

#10S.E.E.D. Planning Group LLCPassive

Notable overlap · 5 shared positions

$SHW $NEE $ADP $LOW $IBM

$344M

89 positions

#11MONARCH CAPITAL MANAGEMENT INCPassive

Notable overlap · 9 shared positions

$ADP $EMR $AFL $ABT $NEE $SYK

$409M

127 positions

#12NOESIS CAPITAL MANGEMENT CORPPassive

Notable overlap · 4 shared positions

$SYK $ECL $NEE $LOW

$676M

125 positions

#13Clark & Stuart, IncActive

Notable overlap · 9 shared positions

$ADP $SYK $NDSN $SYY $ABT $EMR

$148M

49 positions

#14Somerset Trust CoPassive

Notable overlap · 6 shared positions

$NEE $LOW $AFL $ABT $ADP $EMR

$326M

174 positions

#15Aurdan Capital Management, LLCActive

Notable overlap · 7 shared positions

$LOW $GWW $ABT $ADP $SYY $AFL

$333M

88 positions

#16BONNESS ENTERPRISES INCActive

Notable overlap · 6 shared positions

$SYK $EMR $NUE $IBM $ABT $KO

$273M

39 positions

#17COMPASS CAPITAL MANAGEMENT, INCActive

Notable overlap · 4 shared positions

$SHW $SYK $ADP $ROP

$1.7B

87 positions

#18Suncoast Equity ManagementActive

Notable overlap · 5 shared positions

$SYK $GWW $ADP $SHW $CTAS

$833M

101 positions

#19WAYCROSS PARTNERS, LLCActive

Notable overlap · 4 shared positions

$LOW $SHW $ECL $BDX

$1.0B

76 positions

#20Ramsay, Stattman, Vela & Price, Inc.Passive

Notable overlap · 6 shared positions

$SYK $ADP $EMR $ABT $BDX $KO

$506M

79 positions

#21Long Road Investment Counsel, LLCActive

Notable overlap · 5 shared positions

$SYK $ADP $AFL $BDX $CTAS

$255M

78 positions

#22DEARBORN PARTNERS LLCActive

Notable overlap · 7 shared positions

$ADP $SHW $SYK $ABT $ECL $NEE

$1.8B

269 positions

#23Steigerwald, Gordon & Koch Inc.Passive

Notable overlap · 6 shared positions

$NEE $SYK $ADP $IBM $SYY $KO

$974M

782 positions

#24LS Investment Advisors, LLCPassive

Notable overlap · 6 shared positions

$ECL $GWW $EMR $SHW $IBM $NEE

$668M

126 positions

#25Rempart Asset Management Inc.Active

Notable overlap · 4 shared positions

$SYK $LOW $ROP $BDX

$475M

36 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.