What hedge funds are most similar to SOUTHERN MICHIGAN BANK & TRUST?

The funds with the most similar 13F portfolios to SOUTHERN MICHIGAN BANK & TRUST are OAK HARBOR WEALTH PARTNERS, HUTNER, Walsky Investment, 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 SOUTHERN MICHIGAN BANK &amp

13F Portfolio OverlapQ2 2026SOUTHERN MICHIGAN BANK &amp portfolio →

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Most similar hedge funds by 13F overlap

SOUTHERN MICHIGAN BANK & TRUST is an institutional investor managing $281M across 422 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 SOUTHERN MICHIGAN BANK &amp are OAK HARBOR WEALTH PARTNERS, HUTNER, Walsky Investment, with shared positions in $NSC, $DE, $MCD, $SO, $ABT, $SYK. The full ranking of 25 similar funds is below.

#1OAK HARBOR WEALTH PARTNERS, LLCPassive

Some overlap · 6 shared positions

$NSC $DE $MCD $SO $ABT $SYK

$268M

225 positions

#2HUTNER CAPITAL MANAGEMENT INCActive

Some overlap · 7 shared positions

$MCD $UNP $NSC $ABT $MO $PM

$252M

43 positions

#3Walsky Investment Management, Inc.Passive

Some overlap · 7 shared positions

$MCD $SO $UNP $ABT $ETN $QCOM

$108M

52 positions

#4BROADWATER CAPITAL MANAGEMENT LLCPassive

Some overlap · 6 shared positions

$SYK $MCD $SO $GD $ABT $QCOM

$138M

208 positions

#5Papamarkou Wellner Asset Management inc.Passive

Some overlap · 7 shared positions

$DE $MCD $ABT $UNP $ETN $PM

$159M

75 positions

#6TOTH FINANCIAL ADVISORY CORPPassive

Some overlap · 6 shared positions

$SYK $MCD $UNP $GD $ABT $SHW

$1.0B

880 positions

#7WEDGEWOOD INVESTORS INC /PA/Passive

Some overlap · 6 shared positions

$NSC $DE $UNP $MO $ETN $PM

$97M

110 positions

#8LETSON INVESTMENT MANAGEMENT, INC.Passive

Some overlap · 6 shared positions

$SYK $MCD $UNP $ABT $NSC $PM

$273M

104 positions

#9Sky Investment Group LLCPassive

Some overlap · 6 shared positions

$MCD $SO $SYK $ABT $GD $PM

$637M

146 positions

#10HOWE & RUSLING INCPassive

Some overlap · 6 shared positions

$SYK $MCD $UNP $GD $PM $QCOM

$1.7B

479 positions

#11Stokes Capital Advisors, LLCPassive

Some overlap · 6 shared positions

$SYK $MCD $UNP $ABT $QCOM $SHW

$467M

118 positions

#12Hayek Kallen Investment ManagementActive

Some overlap · 6 shared positions

$DE $UNP $MCD $SO $MO $PM

$330M

97 positions

#13Palisade Asset Management, LLCPassive

Some overlap · 5 shared positions

$DE $MCD $SYK $GD $ABT

$1.1B

204 positions

#14SIMA Wealth Partners, LLCActive

Some overlap · 6 shared positions

$MCD $SYK $GD $NSC $MO $PM

$141M

130 positions

#15Eliot Finkel Investment Counsel, LLCActive

Some overlap · 5 shared positions

$NSC $DE $MCD $GD $ETN

$214M

33 positions

#16DELTA CAPITAL MANAGEMENT LLCPassive

Some overlap · 5 shared positions

$NSC $DE $MCD $GD $QCOM

$217M

108 positions

#17Community Bank & Trust, Waco, TexasActive

Some overlap · 5 shared positions

$MCD $SO $UNP $GD $MO

$555M

168 positions

#18Shoker Investment Counsel, Inc.Active

Some overlap · 5 shared positions

$MCD $SO $UNP $GD $MO

$398M

113 positions

#19MOODY LYNN & LIEBERSON, LLCPassive

Some overlap · 6 shared positions

$SYK $UNP $ABT $SO $ETN $MCD

$1.9B

264 positions

#20BERKSHIRE ASSET MANAGEMENT LLC/PAActive

Some overlap · 5 shared positions

$NSC $DE $MCD $ABT $QCOM

$2.5B

270 positions

#21OUTFITTERS FINANCIAL LLCPassive

Some overlap · 5 shared positions

$DE $MCD $GD $SO $ETN

$143M

80 positions

#22AMES NATIONAL CORPSmart money

Some overlap · 6 shared positions

$MCD $UNP $GD $DE $NSC $QCOM

$182M

69 positions

#23MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Some overlap · 5 shared positions

$MCD $SO $UNP $GD $PM

$233M

122 positions

#24CDM FINANCIAL COUNSELING SERVICES, INC.Active

Some overlap · 5 shared positions

$MCD $NSC $UNP $DE $PM

$116M

77 positions

#25Rayburn West Financial Services LLCPassive

Some overlap · 5 shared positions

$DE $MCD $GD $ABT $MO

$181M

81 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.