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 Aull & Monroe Investment

13F Portfolio OverlapQ1 2026Aull & Monroe Investment portfolio →

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Most similar hedge funds by 13F overlap

Aull & Monroe Investment Management Corp is an institutional investor managing $215M across 125 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 Aull & Monroe Investment are MORGAN DEMPSEY, EDGAR LOMAX /VA, Hamilton Point Investment Advisors,, with shared positions in $CME, $DUK, $CMI, $SO, $T, $VZ. The full ranking of 25 similar funds is below.

#1MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 9 shared positions

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

$220M

148 positions

#2EDGAR LOMAX CO/VAActive

Notable overlap · 9 shared positions

$SO $DUK $NEE $T $BAC $AMGN

$1.4B

56 positions

#3Hamilton Point Investment Advisors, LLCPassive

Notable overlap · 9 shared positions

$DE $CMI $NEE $AMGN $ADP $ETN

$649M

186 positions

#4Eliot Finkel Investment Counsel, LLCActive

Notable overlap · 7 shared positions

$DE $DUK $GLW $AMGN $ETN $ITW

$184M

32 positions

#5Exeter Financial, LLCPassive

Notable overlap · 11 shared positions

$AMGN $WM $BAC $VZ $COP $LMT

$245M

98 positions

#6WINDWARD CAPITAL MANAGEMENT CO /CAActive

Notable overlap · 10 shared positions

$CME $CMI $NEE $STX $LMT $DUK

$1.2B

69 positions

#7Estabrook Capital ManagementPassive

Notable overlap · 11 shared positions

$GLW $BAC $VZ $ETN $DUK $COP

$685M

380 positions

#8GODSEY & GIBB, INCPassive

Notable overlap · 8 shared positions

$DUK $GLW $CME $AMGN $T $ETN

$1.1B

389 positions

#9Stack Financial Management, IncActive

Notable overlap · 8 shared positions

$CBOE $NEE $DUK $WM $T $COP

$1.4B

52 positions

#10Argyle Capital Management, LLCPassive

Notable overlap · 9 shared positions

$DE $AMGN $T $BAC $DUK $VZ

$308M

137 positions

#11CapWealth Advisors, LLCActive

Notable overlap · 7 shared positions

$DUK $NEE $GLW $AMGN $T $BAC

$1.3B

118 positions

#12Carson Advisory Inc.Passive

Notable overlap · 8 shared positions

$SO $DUK $BAC $T $IBM $VZ

$193M

188 positions

#13Griffith & Werner, Inc.Active

Notable overlap · 7 shared positions

$SO $DUK $T $BAC $VZ $LMT

$202M

72 positions

#14OLD POINT TRUST & FINANCIAL SERVICES N APassive

Notable overlap · 8 shared positions

$SO $NEE $AMGN $VZ $ETN $COP

$311M

318 positions

#15Slocum, Gordon & Co LLPPassive

Notable overlap · 8 shared positions

$DUK $NEE $T $VZ $COP $LMT

$147M

64 positions

#16MORTON COMMUNITY BANKPassive

Notable overlap · 10 shared positions

$DE $ETN $T $NEE $SO $DUK

$460M

115 positions

#17M3 Wealth Management, LLCPassive

Notable overlap · 6 shared positions

$SO $CSX $NEE $WM $ETN $LMT

$130M

35 positions

#18Signet Investment Advisory Group, Inc.Passive

Notable overlap · 7 shared positions

$CSX $NEE $WM $AMGN $ETN $COP

$218M

69 positions

#19FUKOKU MUTUAL LIFE INSURANCE CoPassive

Notable overlap · 7 shared positions

$DUK $NEE $SO $T $VZ $CME

$1.5B

235 positions

#20Steigerwald, Gordon & Koch Inc.Passive

Notable overlap · 6 shared positions

$DE $NEE $AMGN $ADP $T $IBM

$974M

782 positions

#21Shelter Mutual Insurance CoPassive

Notable overlap · 6 shared positions

$CME $DE $NEE $ITW $UNP $IBM

$450M

58 positions

#22Patrick Mauro Investment Advisor, INC.Active

Notable overlap · 7 shared positions

$CME $ADP $WM $VZ $SO $DUK

$199M

40 positions

#23Walsky Investment Management, Inc.Passive

Notable overlap · 8 shared positions

$SO $AMGN $ETN $CSX $UNP $EMR

$98M

50 positions

#24HFR Wealth Management, LLCActive

Notable overlap · 7 shared positions

$DUK $NEE $AMGN $ADP $WM $UNP

$407M

49 positions

#25Loudon Investment Management, LLCPassive

Notable overlap · 8 shared positions

$NEE $CMI $DE $ADP $ITW $AMGN

$186M

95 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.