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 LYNCH & ASSOCIATES, Clark & Stuart, 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 OverlapQ3 2026MONARCH portfolio →

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Most similar hedge funds by 13F overlap

MONARCH CAPITAL MANAGEMENT INC is an institutional investor managing $436M across 130 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to MONARCH are LYNCH & ASSOCIATES, Clark & Stuart, PENINSULA ASSET, with shared positions in $MCD, $EMR, $NEE, $SYK, $SYY, $USB. The full ranking of 25 similar funds is below.

#1LYNCH & ASSOCIATES/INPassive

Notable overlap · 9 shared positions

$MCD $EMR $NEE $SYK $SYY $USB

$699M

128 positions

#2Clark & Stuart, IncPassive

Notable overlap · 10 shared positions

$ADP $MMM $ABT $SYK $SYY $EMR

$162M

52 positions

#3PENINSULA ASSET MANAGEMENT INCActive

Notable overlap · 8 shared positions

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

$209M

54 positions

#4Somerset Trust CoPassive

Notable overlap · 8 shared positions

$MCD $AFL $ADP $ABT $EMR $NEE

$354M

186 positions

#5Kinloch Capital, LLCPassive

Notable overlap · 7 shared positions

$ADP $EMR $AFL $CINF $NEE $SYY

$274M

79 positions

#6Financial & Tax Architects, LLCPassive

Notable overlap · 6 shared positions

$MCD $ADP $EMR $ABT $NEE $MDT

$486M

109 positions

#7SPRING CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 6 shared positions

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

$208M

56 positions

#8Exeter Financial, LLCPassive

Notable overlap · 6 shared positions

$MCD $EMR $USB $AFL $ADP $APD

$265M

100 positions

#9InvesTrustPassive

Notable overlap · 6 shared positions

$MCD $ADP $USB $MMM $EMR $APD

$247M

91 positions

#10KANAWHA CAPITAL MANAGEMENT LLCPassive

Notable overlap · 8 shared positions

$ADP $MCD $ABT $USB $APD $MDT

$1.6B

228 positions

#11DMKC Advisory Services, LLCActive

Notable overlap · 8 shared positions

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

$530M

92 positions

#12Stack Financial Management, IncActive

Notable overlap · 6 shared positions

$PWR $EMR $NEE $SYK $MDT $UPS

$1.3B

54 positions

#13LMG Wealth Partners, LLCPassive

Notable overlap · 6 shared positions

$EMR $USB $AFL $MCD $SYY $ADP

$626M

166 positions

#14CAMDEN NATIONAL BANKPassive

Notable overlap · 5 shared positions

$PWR $MCD $ADP $NEE $MDT

$767M

184 positions

#15Providence Capital Advisors, LLCPassive

Notable overlap · 7 shared positions

$PWR $EMR $KR $SYK $MDT $SYY

$660M

385 positions

#16Center for Wealth Management AdvisoryActive

Notable overlap · 6 shared positions

$ADP $USB $GILD $ABT $MDT $UPS

$161M

62 positions

#17WILKINS INVESTMENT COUNSEL INCActive

Notable overlap · 6 shared positions

$ADP $EMR $MMM $MDT $SYY $UPS

$742M

119 positions

#18Aurdan Capital Management, LLCActive

Notable overlap · 7 shared positions

$ADP $ABT $USB $SYY $AFL $APD

$394M

99 positions

#19Tufton Capital ManagementPassive

Notable overlap · 7 shared positions

$ADP $EMR $ABT $MMM $MDT $CARR

$583M

131 positions

#20OLD REPUBLIC INTERNATIONAL CORPActive

Notable overlap · 6 shared positions

$MCD $EMR $CINF $SYY $GPC $UPS

$2.2B

70 positions

#21Allied Investment Advisors, LLCPassive

Notable overlap · 7 shared positions

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

$1.1B

112 positions

#22ROWLANDMILLER & PARTNERS.ADVPassive

Notable overlap · 7 shared positions

$ADP $MCD $GPC $GILD $SYY $UPS

$549M

195 positions

#23Andrews Advisory Associates, LLCActive

Notable overlap · 7 shared positions

$ADP $MCD $NEE $APD $SYK $AFL

$215M

84 positions

#24DEARBORN PARTNERS LLCPassive

Notable overlap · 5 shared positions

$MCD $ADP $ABT $NEE $SYK

$1.8B

269 positions

#25Legacy Financial Strategies, LLCActive

Some overlap · 6 shared positions

$ADP $AFL $MCD $CINF $ABT $NEE

$615M

145 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.