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 LYNCH & ASSOCIATES/IN

13F Portfolio OverlapQ1 2026LYNCH & ASSOCIATES/IN portfolio →

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Most similar hedge funds by 13F overlap

LYNCH & ASSOCIATES/IN is an institutional investor managing $573M across 129 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 LYNCH & ASSOCIATES/IN are Greystone Financial Group,, Stokes Advisors,, BROOKS, MOORE & ASSOCIATES,, with shared positions in $EMR, $IBM, $LMT, $MCD, $KO, $LOW. The full ranking of 25 similar funds is below.

#1Greystone Financial Group, LLCPassive

Notable overlap · 10 shared positions

$EMR $IBM $LMT $MCD $KO $LOW

$353M

78 positions

#2Stokes Capital Advisors, LLCPassive

Notable overlap · 10 shared positions

$MCD $IBM $LMT $KO $NEE $HON

$446M

104 positions

#3BROOKS, MOORE & ASSOCIATES, INC.Passive

Notable overlap · 12 shared positions

$IBM $KO $LMT $LOW $HON $ABT

$199M

110 positions

#4Vertrix Wealth Management, LLCPassive

Notable overlap · 9 shared positions

$LMT $EMR $IBM $MCD $KO $LOW

$272M

95 positions

#5Exeter Financial, LLCPassive

Notable overlap · 9 shared positions

$MCD $EMR $IBM $BAC $LMT $KO

$245M

98 positions

#6Welch Group, LLCPassive

Notable overlap · 7 shared positions

$IBM $MCD $EMR $LMT $NEE $TXN

$2.7B

310 positions

#7Sky Investment Group LLCPassive

Notable overlap · 10 shared positions

$MCD $KO $EMR $ABT $SYK $TXN

$583M

140 positions

#8SCHULHOFF & CO INCPassive

Notable overlap · 10 shared positions

$LMT $KO $EMR $IBM $ABT $HON

$243M

133 positions

#9BERKSHIRE ASSET MANAGEMENT LLC/PAPassive

Notable overlap · 7 shared positions

$EMR $LMT $MCD $BAC $LOW $HON

$2.3B

264 positions

#10MONARCH CAPITAL MANAGEMENT INCPassive

Notable overlap · 8 shared positions

$MCD $EMR $KO $NEE $SYK $ABT

$409M

127 positions

#11Kinloch Capital, LLCPassive

Notable overlap · 7 shared positions

$MCD $IBM $EMR $KO $NEE $ABT

$245M

83 positions

#12MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$IBM $MCD $LMT $KO $UPS $TXN

$220M

148 positions

#13Rayburn West Financial Services LLCPassive

Notable overlap · 8 shared positions

$IBM $LMT $BAC $MCD $ABT $UPS

$170M

82 positions

#14CapWealth Advisors, LLCActive

Notable overlap · 8 shared positions

$IBM $BAC $KO $NEE $HON $SYK

$1.3B

118 positions

#15Biondo Investment Advisors, LLCActive

Notable overlap · 7 shared positions

$LMT $IBM $MCD $EMR $LOW $ITW

$780M

82 positions

#16HALL CAPITAL MANAGEMENT CO INCPassive

Notable overlap · 10 shared positions

$MCD $LMT $NEE $HON $TJX $ABT

$280M

107 positions

#17Catherine Avery Investment Management LLCPassive

Notable overlap · 6 shared positions

$IBM $MCD $KO $BAC $NEE $UPS

$223M

109 positions

#18FUKOKU MUTUAL LIFE INSURANCE CoPassive

Notable overlap · 7 shared positions

$MCD $IBM $KO $NEE $TXN $DUK

$1.5B

235 positions

#19NORTHCAPE WEALTH MANAGEMENT, LLCPassive

Notable overlap · 9 shared positions

$EMR $IBM $NEE $ABT $KO $MCD

$367M

141 positions

#20PENINSULA ASSET MANAGEMENT INCPassive

Notable overlap · 8 shared positions

$EMR $IBM $LOW $NEE $SYK $ABT

$196M

53 positions

#21EDGAR LOMAX CO/VAActive

Notable overlap · 8 shared positions

$LMT $KO $BAC $NEE $ABT $TXN

$1.4B

56 positions

#22Roxbury Financial LLCPassive

Notable overlap · 7 shared positions

$IBM $LMT $MCD $LOW $KO $DUK

$126M

410 positions

#23HAMEL ASSOCIATES, INC.Passive

Notable overlap · 7 shared positions

$MCD $LMT $KO $HON $ITW $DUK

$351M

81 positions

#24Palisade Asset Management, LLCActive

Notable overlap · 7 shared positions

$IBM $MCD $SYK $TJX $ABT $TXN

$996M

195 positions

#25Stack Financial Management, IncActive

Notable overlap · 7 shared positions

$LMT $KO $EMR $NEE $SYK $UPS

$1.4B

52 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.