What hedge funds are most similar to Monte Financial Group, LLC?

The funds with the most similar 13F portfolios to Monte Financial Group, LLC are SKBA, Palouse ,, EQUITY 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 Monte Financial Group,

13F Portfolio OverlapQ1 2026Monte Financial Group, portfolio →

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Most similar hedge funds by 13F overlap

Monte Financial Group, LLC is an institutional investor managing $282M across 100 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 Monte Financial Group, are SKBA, Palouse ,, EQUITY INVESTMENT, with shared positions in $HSY, $CME, $PFE, $MDT, $APD, $WFC. The full ranking of 25 similar funds is below.

#1SKBA CAPITAL MANAGEMENT LLCActive

Notable overlap · 8 shared positions

$HSY $CME $PFE $MDT $APD $WFC

$728M

79 positions

#2Palouse Capital Management, Inc.Passive

Notable overlap · 7 shared positions

$BKR $UPS $DELL $PFE $MDT $TXN

$151M

135 positions

#3EQUITY INVESTMENT CORPActive

Notable overlap · 6 shared positions

$WFC $HSY $UPS $PPG $MDT $HIG

$5.1B

71 positions

#4Center for Wealth Management AdvisoryActive

Notable overlap · 7 shared positions

$EOG $CME $ABT $PFE $UPS $ADP

$139M

62 positions

#5Eliot Finkel Investment Counsel, LLCActive

Notable overlap · 6 shared positions

$HSY $UPS $OMC $APD $EOG $CPB

$184M

32 positions

#6MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 6 shared positions

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

$220M

148 positions

#7SOUND SHORE MANAGEMENT INC /CT/Active

Notable overlap · 6 shared positions

$WFC $PFE $UPS $OMC $MDT $PKG

$3.0B

40 positions

#8COERENTE CAPITAL MANAGEMENTActive

Notable overlap · 5 shared positions

$EOG $ADP $PFE $ABT $SBUX

$537M

47 positions

#9Robinson Value Management, Ltd.Passive

Notable overlap · 6 shared positions

$WFC $OMC $EOG $MDT $MTB $ACN

$180M

73 positions

#10WILKINS INVESTMENT COUNSEL INCActive

Notable overlap · 6 shared positions

$ADP $NVS $UPS $MDT $TXN $HSY

$698M

119 positions

#11BERKSHIRE ASSET MANAGEMENT LLC/PAPassive

Notable overlap · 7 shared positions

$DELL $EOG $MTB $ABT $HSY $AOS

$2.3B

264 positions

#12Catherine Avery Investment Management LLCPassive

Notable overlap · 5 shared positions

$PFE $PKG $UPS $OMC $SWK

$223M

109 positions

#13William Allan CorpPassive

Notable overlap · 5 shared positions

$ADP $HSY $DELL $UPS $SBUX

$169M

59 positions

#14Willis Investment CounselActive

Notable overlap · 6 shared positions

$PFE $HSY $MDT $ADP $TXN $ACN

$1.8B

123 positions

#15Nexus Investment Management ULCActive

Notable overlap · 6 shared positions

$EOG $PFE $UPS $MDT $TXN $ABT

$715M

70 positions

#16Graphene Investments SASPassive

Notable overlap · 5 shared positions

$PFE $BKR $EOG $GAP $CDW

$149M

44 positions

#17Verity & Verity, LLCActive

Notable overlap · 6 shared positions

$PFE $DELL $TXN $MDT $UPS $ACN

$1.3B

138 positions

#18Econ Financial Services CorpPassive

Notable overlap · 5 shared positions

$PFE $HSY $UPS $MDT $TXN

$215M

74 positions

#19Patrick Mauro Investment Advisor, INC.Active

Notable overlap · 6 shared positions

$ADP $PFE $CME $WSO $APD $ABT

$199M

40 positions

#20WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive

Notable overlap · 7 shared positions

$NVS $ABT $EOG $ADP $ACN $HIG

$2.1B

122 positions

#21TWIN CITY PRIVATE WEALTH, LLCPassive

Notable overlap · 5 shared positions

$WFC $MDT $APD $OMC $SBUX

$132M

96 positions

#22Weaver C. Barksdale & Associates, Inc.Passive

Notable overlap · 6 shared positions

$PKG $ADP $EOG $HSY $AOS $ACN

$105M

62 positions

#23Clark & Stuart, IncActive

Notable overlap · 7 shared positions

$ADP $UPS $APD $HSY $ABT $MDT

$148M

49 positions

#24America First Investment Advisors, LLCActive

Notable overlap · 5 shared positions

$ADP $PFE $CME $ABT $HSY

$536M

41 positions

#25Miramar Capital, LLCPassive

Notable overlap · 4 shared positions

$EOG $HSY $CME $ABT

$449M

56 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.