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Hedge Funds Similar to Lynch Investment Planning

13F Portfolio OverlapQ2 2026Lynch Investment Planning portfolio →
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Most similar hedge funds by 13F overlap

Lynch Investment Planning, LLC is an institutional investor managing $130M across 56 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 Lynch Investment Planning are Loudon Investment, Cardinal, Walsky Investment, with shared positions in $DE, $ADP, $EMR, $QCOM, $LOW, $ITW. The full ranking of 25 similar funds is below.

#1Loudon Investment Management, LLCPassive
Some overlap · 7 shared positions
$DE$ADP$EMR$QCOM$LOW$ITW
$204M
95 positions
#2Cardinal Capital ManagementPassive
Some overlap · 6 shared positions
$DE$ADP$EMR$QCOM$LOW$ITW
$826M
138 positions
#3Walsky Investment Management, Inc.Passive
Some overlap · 6 shared positions
$ADP$EMR$APD$WFC$QCOM$LOW
$108M
52 positions
#4DMKC Advisory Services, LLCActive
Some overlap · 6 shared positions
$DE$EMR$WFC$ADP$LOW$O
$530M
92 positions
#5BERKSHIRE ASSET MANAGEMENT LLC/PAActive
Some overlap · 6 shared positions
$DE$EMR$WFC$QCOM$LOW$KMI
$2.5B
270 positions
#6Somerset Trust CoPassive
Some overlap · 6 shared positions
$ADP$EMR$APD$GD$LOW$ITW
$354M
186 positions
#7Providence Capital Advisors, LLCPassive
Some overlap · 6 shared positions
$DE$EMR$WFC$QCOM$LOW$PWR
$660M
385 positions
#8KANAWHA CAPITAL MANAGEMENT LLCActive
Some overlap · 6 shared positions
$ADP$EMR$APD$QCOM$LOW$ITW
$1.5B
228 positions
#9William B. Walkup & Associates, Inc.Passive
Some overlap · 6 shared positions
$DE$EMR$WFC$QCOM$LOW$KMI
$208M
258 positions
#10BONTEMPO OHLY CAPITAL MGMT LLCSmart money
Some overlap · 6 shared positions
$ADP$APD$GD$LOW$ELV$ITW
$235M
33 positions
#11InvesTrustPassive
Some overlap · 5 shared positions
$ADP$EMR$APD$WFC$ITW
$260M
95 positions
#12Steigerwald, Gordon & Koch Inc.Passive
Some overlap · 5 shared positions
$DE$ADP$WFC$ELV$KMI
$1.0B
765 positions
#13CAMBIENT FAMILY OFFICE, LLCPassive
Some overlap · 4 shared positions
$DE$ADP$EMR$APD
$813M
328 positions
#14Fruth Investment ManagementPassive
Some overlap · 4 shared positions
$DE$ADP$EMR$APD
$421M
225 positions
#15Exeter Financial, LLCPassive
Some overlap · 5 shared positions
$ADP$EMR$APD$GD$ITW
$261M
101 positions
#16STATE FARM MUTUAL AUTOMOBILE INSURANCE COActive
Some overlap · 5 shared positions
$DE$APD$WFC$EMR$ITW
$146.1B
107 positions
#17LMG Wealth Partners, LLCPassive
Some overlap · 5 shared positions
$ADP$EMR$WFC$LOW$O
$626M
166 positions
#18Weaver C. Barksdale & Associates, Inc.Passive
Some overlap · 6 shared positions
$ADP$GD$QCOM$ELV$ITW$O
$111M
62 positions
#19Biondo Investment Advisors, LLCActive
Some overlap · 5 shared positions
$ADP$EMR$GD$LOW$ITW
$817M
89 positions
#20AMES NATIONAL CORPSmart money
Some overlap · 5 shared positions
$ADP$DE$GD$APD$QCOM
$182M
69 positions
#21SPRING CAPITAL MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$DE$ADP$APD$QCOM
$205M
55 positions
#22Aull & Monroe Investment Management CorpPassive
Some overlap · 4 shared positions
$DE$ADP$EMR$ITW
$239M
126 positions
#23GREATMARK INVESTMENT PARTNERS, INC.Active
Some overlap · 6 shared positions
$EMR$GD$QCOM$LOW$ELV$ITW
$906M
153 positions
#24BRADY FAMILY WEALTH, LLCPassive
Some overlap · 5 shared positions
$ADP$APD$GD$LOW$ITW
$346M
113 positions
#25Tarbox Group, Inc.Smart money
Some overlap · 5 shared positions
$DE$WFC$EMR$LOW$O
$698M
96 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.