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 Kinloch ,

13F Portfolio OverlapQ1 2026Kinloch , portfolio →

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Most similar hedge funds by 13F overlap

Kinloch Capital, LLC is an institutional investor managing $245M across 83 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 Kinloch , are Welch Group,, Exeter Financial,, MORGAN DEMPSEY, with shared positions in $NEE, $ED, $CINF, $MCD, $IBM, $EMR. The full ranking of 25 similar funds is below.

#1Welch Group, LLCPassive

Notable overlap · 8 shared positions

$NEE $ED $CINF $MCD $IBM $EMR

$2.7B

310 positions

#2Exeter Financial, LLCPassive

Notable overlap · 9 shared positions

$TGT $AFL $GD $MCD $EMR $IBM

$245M

98 positions

#3MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$KO $ES $PM $GD $MCD $IBM

$220M

148 positions

#4MONARCH CAPITAL MANAGEMENT INCPassive

Notable overlap · 10 shared positions

$MCD $EMR $KO $AFL $ABT $NEE

$409M

127 positions

#5Kennon-Green & Company, LLCActive

Notable overlap · 8 shared positions

$MO $PM $KO $MCD $KVUE $KMB

$122M

39 positions

#6HUTNER CAPITAL MANAGEMENT INCActive

Notable overlap · 7 shared positions

$MO $PM $KO $MCD $ABT $O

$243M

44 positions

#7Financial & Tax Architects, LLCPassive

Notable overlap · 7 shared positions

$NEE $KO $IBM $GD $MCD $ABT

$448M

108 positions

#8PENINSULA ASSET MANAGEMENT INCPassive

Notable overlap · 9 shared positions

$NEE $AFL $EMR $NUE $IBM $ABT

$196M

53 positions

#9Windle Wealth, LLCActive

Notable overlap · 6 shared positions

$MO $KO $O $ED $MCD $TROW

$237M

32 positions

#10Allied Investment Advisors, LLCActive

Notable overlap · 8 shared positions

$TGT $O $MDT $SYY $ABT $KMB

$697M

100 positions

#11Cullen Capital Management, LLCActive

Notable overlap · 7 shared positions

$NEE $GD $PM $MDT $MO $GPC

$9.8B

213 positions

#12Catherine Avery Investment Management LLCPassive

Notable overlap · 6 shared positions

$NEE $KO $TGT $MCD $IBM $ES

$223M

109 positions

#13Somerset Trust CoPassive

Notable overlap · 8 shared positions

$NEE $AFL $MCD $GD $ABT $MDT

$326M

174 positions

#14RBO & CO LLCActive

Notable overlap · 8 shared positions

$PM $KO $MCD $ABT $KVUE $MO

$620M

57 positions

#15VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Notable overlap · 7 shared positions

$TGT $AFL $O $MCD $EMR $MDT

$187M

55 positions

#16Rayburn West Financial Services LLCPassive

Notable overlap · 8 shared positions

$TGT $IBM $SYY $MO $GD $MCD

$170M

82 positions

#17Brendel Financial Advisors LLCPassive

Notable overlap · 6 shared positions

$NEE $TGT $GD $IBM $ADM $ATO

$202M

95 positions

#18O'Domhnaill Enterprises, Inc.Passive

Notable overlap · 6 shared positions

$MO $PM $KO $KMB $GD $IBM

$124M

55 positions

#19Carolina Wealth Advisors, LLCPassive

Notable overlap · 7 shared positions

$KO $MO $PM $MDT $MCD $TROW

$240M

278 positions

#20FUKOKU MUTUAL LIFE INSURANCE CoPassive

Notable overlap · 5 shared positions

$MO $NEE $KO $MCD $IBM

$1.5B

235 positions

#21Measured Risk Portfolios, Inc.Passive

Notable overlap · 5 shared positions

$MO $PM $KO $O $KMB

$91M

66 positions

#22Sky Investment Group LLCPassive

Notable overlap · 7 shared positions

$PM $ABT $KO $MCD $EMR $SYY

$583M

140 positions

#23BENEDICT FINANCIAL ADVISORS INCPassive

Notable overlap · 7 shared positions

$MO $PM $MCD $MDT $KO $EMR

$480M

133 positions

#24LYNCH & ASSOCIATES/INPassive

Notable overlap · 7 shared positions

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

$533M

126 positions

#25SCHULHOFF & CO INCPassive

Notable overlap · 7 shared positions

$KO $CINF $GD $EMR $IBM $ABT

$243M

133 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.