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 OverlapQ2 2026MORTON COMMUNITY BANK portfolio →

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Most similar hedge funds by 13F overlap

MORTON COMMUNITY BANK is an institutional investor managing $491M across 120 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 MORTON COMMUNITY BANK are VAUGHAN DAVID INVESTMENTS, Energy Income Partners, DUFF & PHELPS INVESTMENT, with shared positions in $ETR, $ETN, $DE, $WMB, $C, $AXP. The full ranking of 25 similar funds is below.

#1VAUGHAN DAVID INVESTMENTS LLC/ILActive

Substantial overlap · 23 shared positions

$ETR $ETN $DE $WMB $C $AXP

$5.0B

245 positions

#2Energy Income Partners, LLCActive

Notable overlap · 10 shared positions

$ETR $WMB $AEP $WEC $XEL $DTB

$6.4B

88 positions

#3DUFF & PHELPS INVESTMENT MANAGEMENT COActive

Notable overlap · 10 shared positions

$ETR $WMB $NI $LNT $XEL $DTB

$10.6B

162 positions

#4REAVES W H & CO INCActive

Notable overlap · 9 shared positions

$ETR $WMB $NI $AEP $LNT $WEC

$6.6B

94 positions

#5FIRST FINANCIAL BANKSHARES INCActive

Notable overlap · 8 shared positions

$ETN $C $WMB $AEP $NEE $NI

$5.3B

210 positions

#6Magellan Asset Management LtdActive

Notable overlap · 9 shared positions

$LNT $WEC $AEP $ETR $XEL $SO

$4.5B

78 positions

#7HITE Hedge Asset Management LLCActive

Notable overlap · 7 shared positions

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

$1.8B

125 positions

#8MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$ETR $C $PM $WEC $SO $DUK

$233M

122 positions

#9GQG Partners LLCActive

Notable overlap · 7 shared positions

$PM $AEP $ALL $CVS $XEL $DUK

$53.8B

102 positions

#10FUKOKU MUTUAL LIFE INSURANCE CoActive

Notable overlap · 8 shared positions

$AEP $SO $WMB $USB $DUK $NEE

$1.7B

256 positions

#11Aventail Capital Group, LPPassive

Notable overlap · 7 shared positions

$ETR $LNT $NI $DUK $SO $XEL

$1.7B

155 positions

#12Capital Innovations LLCPassive

Notable overlap · 7 shared positions

$ETR $WMB $SO $NEE $XEL $AEP

$385M

51 positions

#13Yaupon Capital Management LPActive

Notable overlap · 6 shared positions

$ETR $WMB $NI $AEP $DTB $DUK

$5.1B

124 positions

#14Signet Investment Advisory Group, Inc.Passive

Notable overlap · 7 shared positions

$ETN $AXP $CVS $USB $NEE $COP

$227M

73 positions

#15DMKC Advisory Services, LLCActive

Notable overlap · 6 shared positions

$ETN $C $DE $ALL $USB $LMT

$530M

92 positions

#16BIRMINGHAM CAPITAL MANAGEMENT CO INC/ALActive

Notable overlap · 7 shared positions

$DE $AXP $ALL $SO $LMT $DUK

$263M

90 positions

#17Oliver Luxxe Assets LLCPassive

Notable overlap · 6 shared positions

$C $ETR $PM $CVS $XEL $AZN

$680M

199 positions

#18Rithm Capital Corp.Active

Notable overlap · 6 shared positions

$ETN $ETR $AEP $SO $DUK $NEE

$81M

38 positions

#19EDGAR LOMAX CO/VAActive

Notable overlap · 7 shared positions

$CVS $SO $USB $DUK $NEE $LMT

$1.3B

58 positions

#20Eliot Finkel Investment Counsel, LLCActive

Some overlap · 6 shared positions

$ETN $DE $AEP $USB $DUK $LMT

$214M

33 positions

#21Thomasville National BankPassive

Some overlap · 7 shared positions

$NI $PM $WEC $USB $DUK $AXP

$1.8B

241 positions

#22OLD REPUBLIC INTERNATIONAL CORPActive

Some overlap · 6 shared positions

$ETN $AEP $WEC $XEL $SO $DUK

$2.7B

54 positions

#23Finward BancorpPassive

Some overlap · 7 shared positions

$ETR $NI $DTB $DUK $SO $AEP

$132M

107 positions

#24Good Steward Wealth Advisors,LLCActive

Some overlap · 8 shared positions

$DE $NEE $SO $ETN $DUK $AXP

$166M

71 positions

#25First Bank & TrustPassive

Some overlap · 7 shared positions

$PM $XEL $USB $DUK $SO $WMB

$680M

270 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.