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 Monte Financial Group

13F Portfolio OverlapQ2 2026Monte Financial Group portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Monte Financial Group, LLC is an institutional investor managing $312M across 102 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 Monte Financial Group are SKBA, Palouse, CANTOR FITZGERALD INVESTMENT ADVISORS, with shared positions in $MDT, $BDX, $TXN, $CME, $WFC, $APD. The full ranking of 25 similar funds is below.

#1SKBA CAPITAL MANAGEMENT LLCPassive

Notable overlap · 8 shared positions

$MDT $BDX $TXN $CME $WFC $APD

$606M

79 positions

#2Palouse Capital Management, Inc.Passive

Notable overlap · 8 shared positions

$MDT $BKR $UPS $TXN $DELL $BDX

$160M

124 positions

#3CANTOR FITZGERALD INVESTMENT ADVISORS L.P.Active

Notable overlap · 8 shared positions

$WFC $SWK $TXN $UPS $PPG $ACN

$1.5B

184 positions

#4Robinson Value Management, Ltd.Passive

Notable overlap · 6 shared positions

$MDT $WFC $EOG $MTB $INTU $ACN

$187M

75 positions

#5MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 6 shared positions

$WFC $UPS $MDT $TXN $CME $SBUX

$233M

122 positions

#6WILKINS INVESTMENT COUNSEL INCActive

Notable overlap · 6 shared positions

$ADP $MDT $NVS $UPS $TXN $ACN

$742M

119 positions

#7Center for Wealth Management AdvisoryActive

Notable overlap · 6 shared positions

$MDT $ADP $UPS $ABT $CME $ACN

$159M

62 positions

#8MATRIX ASSET ADVISORS INC/NYActive

Notable overlap · 7 shared positions

$MDT $TXN $SBUX $MTB $WFC $ADP

$1.2B

106 positions

#9COERENTE CAPITAL MANAGEMENTActive

Notable overlap · 6 shared positions

$ADP $ABT $EOG $SBUX $PFE $BDX

$543M

43 positions

#10EQUITY INVESTMENT CORPActive

Notable overlap · 5 shared positions

$MDT $WFC $UPS $PPG $HIG

$5.2B

76 positions

#11Nexus Investment Management ULCActive

Notable overlap · 5 shared positions

$MDT $EOG $UPS $TXN $PFE

$767M

72 positions

#12TWIN CITY PRIVATE WEALTH, LLCPassive

Notable overlap · 6 shared positions

$WFC $MDT $BDX $APD $TXN $ACN

$143M

104 positions

#13BCWM, LLCPassive

Notable overlap · 5 shared positions

$SWK $UPS $GRMN $ACN $PFE

$342M

57 positions

#14Brindle & Bay Financial Advisors, LLCActive

Notable overlap · 7 shared positions

$TXN $AVY $EOG $AOS $CME $ACN

$200M

86 positions

#15RNC CAPITAL MANAGEMENT LLCActive

Notable overlap · 5 shared positions

$UPS $ACN $MTB $MDT $APD

$2.4B

181 positions

#16DELTA ASSET MANAGEMENT LLC/TNActive

Notable overlap · 6 shared positions

$WFC $UPS $BDX $SWK $AVY $ACN

$1.2B

599 positions

#17Franklin, Parlapiano, Turner & Welch, LLCActive

Notable overlap · 5 shared positions

$MDT $NVS $ACN $APD $MRSH

$442M

55 positions

#18Willis Investment CounselActive

Notable overlap · 6 shared positions

$TXN $ADP $ACN $MDT $ABT $PFE

$2.1B

125 positions

#19DEARBORN PARTNERS LLCPassive

Notable overlap · 6 shared positions

$ADP $CME $TXN $ACN $ABT $WSO

$1.8B

269 positions

#20Silver Lake Advisory, LLCPassive

Notable overlap · 5 shared positions

$RF $ABT $GRMN $ADP $BDX

$280M

109 positions

#21LETSON INVESTMENT MANAGEMENT, INC.Passive

Notable overlap · 6 shared positions

$ABT $ACN $ADP $INTU $PKG $BDX

$273M

104 positions

#22Patrick Mauro Investment Advisor, INC.Active

Notable overlap · 5 shared positions

$ADP $CME $APD $PFE $WSO

$199M

38 positions

#23Graphene Investments SASPassive

Notable overlap · 5 shared positions

$CDW $BKR $EOG $GAP $PFE

$172M

42 positions

#24Marble Harbor Investment Counsel, LLCActive

Notable overlap · 5 shared positions

$ADP $ABT $EOG $PFE $WFC

$984M

200 positions

#25Clark & Stuart, IncPassive

Notable overlap · 6 shared positions

$ADP $UPS $ABT $APD $MDT $SBUX

$159M

57 positions

Compare Monte Financial Group’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 Monte Financial Group’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.