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 MORTON COMMUNITY BANK

13F Portfolio OverlapQ1 2026MORTON COMMUNITY BANK portfolio →

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Most similar hedge funds by 13F overlap

MORTON COMMUNITY BANK is an institutional investor managing $460M across 115 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 MORTON COMMUNITY BANK are DUFF & PHELPS INVESTMENT, Energy Income Partners,, VIKING FUND, with shared positions in $ETR, $WMB, $NI, $WEC, $LNT, $LNG. The full ranking of 25 similar funds is below.

#1DUFF & PHELPS INVESTMENT MANAGEMENT COActive

Notable overlap · 12 shared positions

$ETR $WMB $NI $WEC $LNT $LNG

$9.6B

148 positions

#2Energy Income Partners, LLCActive

Notable overlap · 11 shared positions

$ETR $WMB $AEP $WEC $LNG $NEE

$6.2B

87 positions

#3VIKING FUND MANAGEMENT LLCPassive

Notable overlap · 9 shared positions

$MS $ETR $WMB $T $LNG $C

$976M

142 positions

#4Aull & Monroe Investment Management CorpPassive

Notable overlap · 10 shared positions

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

$215M

125 positions

#5MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 9 shared positions

$ETR $T $C $LMT $WEC $PM

$220M

148 positions

#6FARMERS TRUST COPassive

Notable overlap · 9 shared positions

$LRCX $C $T $LNG $PM $NEE

$637M

203 positions

#7HF Advisory Group, LLCPassive

Notable overlap · 7 shared positions

$MS $COP $T $PM $NI $SO

$293M

166 positions

#8REAVES W H & CO INCActive

Notable overlap · 9 shared positions

$ETR $WMB $NI $LNT $NEE $WEC

$6.0B

90 positions

#9DCM Advisors, LLCActive

Notable overlap · 6 shared positions

$MS $T $PM $COP $AXP $VZ

$220M

38 positions

#10FIRST FINANCIAL BANKSHARES INCActive

Notable overlap · 8 shared positions

$WMB $ETN $COP $C $LMT $AEP

$5.0B

201 positions

#11Powers Advisory Group, LLCActive

Notable overlap · 8 shared positions

$MS $COP $LMT $SO $DE $DUK

$284M

125 positions

#12Slocum, Gordon & Co LLPPassive

Notable overlap · 8 shared positions

$WMB $COP $T $LMT $AEP $NEE

$147M

64 positions

#13L & S Advisors IncPassive

Notable overlap · 8 shared positions

$WMB $ETN $C $AEP $LMT $LRCX

$795M

233 positions

#14Cullen Capital Management, LLCActive

Notable overlap · 7 shared positions

$MS $COP $T $C $PM $NEE

$9.8B

213 positions

#15ProVise Management Group, LLCPassive

Notable overlap · 6 shared positions

$MS $COP $C $PM $ETR $DUK

$1.4B

261 positions

#16Smith Thornton Advisors LLCPassive

Notable overlap · 6 shared positions

$MS $T $RF $SO $VZ $DUK

$199M

130 positions

#17Estabrook Capital ManagementPassive

Notable overlap · 8 shared positions

$WMB $ETN $COP $C $DUK $T

$685M

380 positions

#18Baugh & Associates, LLCActive

Notable overlap · 5 shared positions

$MS $COP $NEE $SO $VZ

$232M

44 positions

#19Aventail Capital Group, LPPassive

Notable overlap · 8 shared positions

$ETR $AEP $LNT $SO $DUK $DTB

$2.1B

170 positions

#20Brentview Investment Management LLCPassive

Notable overlap · 5 shared positions

$MS $LRCX $WEC $PM $NEE

$231M

63 positions

#21FUKOKU MUTUAL LIFE INSURANCE CoPassive

Notable overlap · 8 shared positions

$T $AEP $WMB $NEE $SO $DUK

$1.5B

235 positions

#22Atlas Wealth LLCPassive

Notable overlap · 6 shared positions

$MS $LRCX $RF $LMT $NEE $ETR

$334M

115 positions

#23HITE Hedge Asset Management LLCPassive

Notable overlap · 7 shared positions

$ETR $WMB $NI $AEP $LNT $XEL

$1.8B

126 positions

#24Heritage Wealth Management, Inc.Passive

Notable overlap · 7 shared positions

$MS $ETN $COP $T $DUK $VZ

$202M

157 positions

#25Principal Street Partners, LLCPassive

Notable overlap · 7 shared positions

$ETR $MS $T $LMT $DUK $XEL

$613M

247 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.