What hedge funds are most similar to Aull & Monroe Investment Management Corp?

The funds with the most similar 13F portfolios to Aull & Monroe Investment Management Corp are MORGAN DEMPSEY, Eliot Finkel Investment Counsel, Riverview, 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 Aull & Monroe Investment

13F Portfolio OverlapQ2 2026Aull & Monroe Investment portfolio →

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Most similar hedge funds by 13F overlap

Aull & Monroe Investment Management Corp is an institutional investor managing $239M across 126 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 Aull & Monroe Investment are MORGAN DEMPSEY, Eliot Finkel Investment Counsel, Riverview, with shared positions in $CMI, $SO, $DUK, $CME, $VZ, $UNP. The full ranking of 25 similar funds is below.

#1MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 9 shared positions

$CMI $SO $DUK $CME $VZ $UNP

$233M

122 positions

#2Eliot Finkel Investment Counsel, LLCActive

Notable overlap · 8 shared positions

$DE $GLW $DUK $AMGN $ETN $ITW

$214M

33 positions

#3Riverview Trust CoActive

Notable overlap · 9 shared positions

$STX $DE $RY $ITW $PEP $CSX

$84M

166 positions

#4First PREMIER BankPassive

Notable overlap · 9 shared positions

$SO $DUK $AMGN $CSX $WM $ADP

$619M

358 positions

#5WINDWARD CAPITAL MANAGEMENT CO /CAActive

Notable overlap · 11 shared positions

$CMI $NEE $CME $STX $PEP $LMT

$1.3B

73 positions

#6M3 Wealth Management, LLCActive

Notable overlap · 7 shared positions

$SO $CSX $NEE $ETN $WM $PEP

$154M

35 positions

#7EDGAR LOMAX CO/VAActive

Notable overlap · 8 shared positions

$SO $DUK $NEE $AMGN $UNP $PEP

$1.3B

58 positions

#8UNITED BANKActive

Notable overlap · 8 shared positions

$GLW $CMI $AMGN $WM $CME $ITW

$853M

130 positions

#9Stack Financial Management, IncActive

Notable overlap · 9 shared positions

$DUK $CBOE $NEE $WM $UNP $PEP

$1.3B

54 positions

#10Walsky Investment Management, Inc.Passive

Notable overlap · 9 shared positions

$SO $AMGN $ETN $CSX $UNP $PEP

$108M

52 positions

#11Hamilton Point Investment Advisors, LLCPassive

Notable overlap · 7 shared positions

$DE $CMI $AMGN $NEE $ADP $ETN

$710M

193 positions

#12Armor Investment Advisors, LLCActive

Notable overlap · 6 shared positions

$DE $SO $DUK $RY $VZ $NEE

$312M

155 positions

#13DMKC Advisory Services, LLCActive

Notable overlap · 7 shared positions

$DE $CMI $ETN $PEP $EMR $LMT

$530M

92 positions

#14GODSEY & GIBB, INCPassive

Notable overlap · 7 shared positions

$GLW $DUK $AMGN $ETN $RY $PEP

$1.2B

383 positions

#15BIRMINGHAM CAPITAL MANAGEMENT CO INC/ALActive

Notable overlap · 7 shared positions

$DE $CMI $SO $DUK $EMR $LMT

$263M

90 positions

#16WEDGEWOOD INVESTORS INC /PA/Passive

Notable overlap · 6 shared positions

$STX $GLW $DE $WM $ETN $UNP

$97M

110 positions

#17Lifeworks Advisors, LLCPassive

Notable overlap · 5 shared positions

$STX $GLW $SO $CMI $DE

$955M

337 positions

#18Pathway Financial Advisers, LLCPassive

Notable overlap · 9 shared positions

$DUK $CMI $GLW $SO $VZ $AMGN

$397M

167 positions

#19CORDA Investment Management, LLC.Active

Notable overlap · 5 shared positions

$DE $GLW $CME $VZ $PEP

$1.6B

85 positions

#20CapWealth Advisors, LLCActive

Notable overlap · 6 shared positions

$GLW $DUK $NEE $AMGN $PEP $T

$1.5B

118 positions

#21OLD REPUBLIC INTERNATIONAL CORPActive

Notable overlap · 6 shared positions

$CMI $SO $DUK $ETN $PEP $EMR

$2.7B

54 positions

#22BARTLETT & CO. WEALTH MANAGEMENT LLCPassive

Notable overlap · 8 shared positions

$DE $NEE $AMGN $ETN $DUK $WM

$8.0B

1,334 positions

#23Shelter Mutual Insurance CoActive

Notable overlap · 6 shared positions

$DE $CME $NEE $UNP $ITW $PEP

$473M

58 positions

#24Wilson & Boucher Capital Management, LLC

Notable overlap · 8 shared positions

$CMI $NEE $AMGN $DUK $UNP $ITW

$170M

121 positions

#25Keyes, Stange & Wooten Wealth Management, LLCActive

Notable overlap · 7 shared positions

$CMI $NEE $CME $GLW $ETN $VZ

$251M

74 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.