What hedge funds are most similar to MONARCH CAPITAL MANAGEMENT INC?

The funds with the most similar 13F portfolios to MONARCH CAPITAL MANAGEMENT INC are Kinloch ,, SPRING ,, PENINSULA ASSET, 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 MONARCH

13F Portfolio OverlapQ1 2026MONARCH portfolio →

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Most similar hedge funds by 13F overlap

MONARCH CAPITAL MANAGEMENT INC is an institutional investor managing $409M across 127 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 MONARCH are Kinloch ,, SPRING ,, PENINSULA ASSET, with shared positions in $MCD, $EMR, $KO, $AFL, $ABT, $NEE. The full ranking of 25 similar funds is below.

#1Kinloch Capital, LLCPassive

Notable overlap · 10 shared positions

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

$245M

83 positions

#2SPRING CAPITAL MANAGEMENT, LLCActive

Notable overlap · 6 shared positions

$MCD $KR $ADP $NEE $MDT $APD

$198M

49 positions

#3PENINSULA ASSET MANAGEMENT INCPassive

Notable overlap · 9 shared positions

$ADP $EMR $AFL $ABT $NEE $SYK

$196M

53 positions

#4Clark & Stuart, IncActive

Notable overlap · 11 shared positions

$ADP $SYK $MMM $KO $ABT $EMR

$148M

49 positions

#5Signet Investment Advisory Group, Inc.Passive

Notable overlap · 8 shared positions

$MCD $KO $USB $NEE $MDT $ACN

$218M

69 positions

#6Somerset Trust CoPassive

Notable overlap · 8 shared positions

$MCD $AFL $ABT $NEE $MDT $ADP

$326M

174 positions

#7LYNCH & ASSOCIATES/INPassive

Notable overlap · 8 shared positions

$MCD $EMR $KO $NEE $SYK $ABT

$533M

126 positions

#8ROWLANDMILLER & PARTNERS.ADVPassive

Notable overlap · 8 shared positions

$MCD $ADP $KO $GPC $INTC $GILD

$493M

189 positions

#9Exeter Financial, LLCPassive

Notable overlap · 7 shared positions

$MCD $EMR $USB $AFL $APD $KO

$245M

98 positions

#10BROADWATER CAPITAL MANAGEMENT LLC

Notable overlap · 7 shared positions

$MCD $KO $ABT $SYK $INTC $ADP

$134M

211 positions

#11Weaver C. Barksdale & Associates, Inc.Passive

Notable overlap · 7 shared positions

$KR $ADP $AFL $GILD $NEE $CINF

$105M

62 positions

#12LIBERTY ONE INVESTMENT MANAGEMENT, LLCActive

Notable overlap · 6 shared positions

$MCD $KR $KO $SYY $GILD $NEE

$970M

154 positions

#13Financial & Tax Architects, LLCPassive

Notable overlap · 6 shared positions

$MCD $KO $ADP $ABT $NEE $MDT

$448M

108 positions

#14FUKOKU MUTUAL LIFE INSURANCE CoPassive

Notable overlap · 6 shared positions

$MCD $KO $USB $GILD $NEE $PFE

$1.5B

235 positions

#15Integras Partners LLCPassive

Notable overlap · 8 shared positions

$MCD $USB $GILD $SYY $ACN $NEE

$152M

69 positions

#16EDGAR LOMAX CO/VAActive

Notable overlap · 7 shared positions

$KO $USB $GILD $NEE $ABT $ACN

$1.4B

56 positions

#17Stack Financial Management, IncActive

Notable overlap · 6 shared positions

$PWR $KO $EMR $NEE $SYK $MDT

$1.4B

52 positions

#18CAMDEN NATIONAL BANKPassive

Notable overlap · 6 shared positions

$PWR $MCD $ADP $NEE $MDT $ACN

$739M

164 positions

#19Sky Investment Group LLCPassive

Notable overlap · 7 shared positions

$KO $MCD $EMR $ABT $SYK $ADP

$583M

140 positions

#20ROFFMAN MILLER ASSOCIATES INC /PA/Active

Notable overlap · 6 shared positions

$MCD $ADP $AFL $SYK $APD $INTC

$1.7B

86 positions

#21Ramsay, Stattman, Vela & Price, Inc.Passive

Notable overlap · 6 shared positions

$ADP $EMR $KO $ABT $SYK $APD

$506M

79 positions

#22DEARBORN PARTNERS LLCActive

Notable overlap · 6 shared positions

$MCD $ADP $ABT $SYK $NEE $ACN

$1.8B

269 positions

#23Allied Investment Advisors, LLCActive

Notable overlap · 8 shared positions

$USB $ABT $MDT $MMM $SYY $GPC

$697M

100 positions

#24Palisade Asset Management, LLCActive

Notable overlap · 7 shared positions

$MCD $ABT $USB $ADP $SYK $MMM

$996M

195 positions

#25Steigerwald, Gordon & Koch Inc.Passive

Notable overlap · 7 shared positions

$KO $ADP $NEE $SYK $SYY $ACN

$974M

782 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.