What hedge funds are most similar to LYNCH & ASSOCIATES/IN?

The funds with the most similar 13F portfolios to LYNCH & ASSOCIATES/IN are Vertrix Wealth, MONARCH, BOSTON RESEARCH, 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 LYNCH & ASSOCIATES

13F Portfolio OverlapQ2 2026LYNCH & ASSOCIATES portfolio →

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Most similar hedge funds by 13F overlap

LYNCH & ASSOCIATES/IN is an institutional investor managing $573M across 129 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 & ASSOCIATES are Vertrix Wealth, MONARCH, BOSTON RESEARCH, with shared positions in $EMR, $LMT, $MCD, $LOW, $TJX, $ABT. The full ranking of 25 similar funds is below.

#1Vertrix Wealth Management, LLCPassive

Notable overlap · 10 shared positions

$EMR $LMT $MCD $LOW $TJX $ABT

$297M

103 positions

#2MONARCH CAPITAL MANAGEMENT INCPassive

Notable overlap · 9 shared positions

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

$436M

130 positions

#3BOSTON RESEARCH & MANAGEMENT INCPassive

Notable overlap · 9 shared positions

$MCD $LMT $LOW $NEE $UPS $SYY

$453M

121 positions

#4Greystone Financial Group, LLCPassive

Notable overlap · 8 shared positions

$EMR $LMT $MCD $TXN $TJX $DUK

$358M

74 positions

#5HALL CAPITAL MANAGEMENT CO INCPassive

Notable overlap · 9 shared positions

$MCD $LMT $NEE $TJX $EMR $ABT

$321M

107 positions

#6BIRMINGHAM CAPITAL MANAGEMENT CO INC/ALActive

Notable overlap · 8 shared positions

$EMR $MCD $LMT $BA $MMM $DUK

$263M

90 positions

#7First Fiduciary Investment Counsel, Inc.Passive

Notable overlap · 8 shared positions

$LMT $MCD $TXN $LOW $NEE $COF

$529M

75 positions

#8Stokes Capital Advisors, LLCPassive

Notable overlap · 7 shared positions

$MCD $TXN $LMT $NEE $SYK $TJX

$467M

118 positions

#9Exeter Financial, LLCPassive

Notable overlap · 7 shared positions

$EMR $MCD $TXN $LMT $USB $ITW

$261M

101 positions

#10Shoker Investment Counsel, Inc.Active

Notable overlap · 8 shared positions

$TXN $EMR $LMT $MCD $USB $ITW

$398M

113 positions

#11Sky Investment Group LLCPassive

Notable overlap · 8 shared positions

$TXN $EMR $MCD $ABT $ITW $SYK

$637M

146 positions

#12Walsky Investment Management, Inc.Passive

Notable overlap · 8 shared positions

$MCD $TXN $EMR $LOW $ABT $HON

$108M

52 positions

#13OLD REPUBLIC INTERNATIONAL CORPActive

Notable overlap · 6 shared positions

$EMR $MCD $TXN $UPS $SYY $DUK

$2.7B

54 positions

#14Welch Group, LLCPassive

Notable overlap · 5 shared positions

$EMR $MCD $LMT $TXN $NEE

$2.9B

326 positions

#15DMKC Advisory Services, LLCActive

Notable overlap · 8 shared positions

$LMT $LOW $SYY $USB $ABT $BA

$530M

92 positions

#16Integras Partners LLCPassive

Notable overlap · 7 shared positions

$MCD $LMT $SYY $USB $ITW $NEE

$181M

100 positions

#17Allied Investment Advisors, LLCPassive

Notable overlap · 8 shared positions

$LMT $LOW $SYY $USB $ABT $BA

$797M

110 positions

#18Stockman Wealth Management, Inc.Passive

Notable overlap · 7 shared positions

$MCD $LMT $UPS $SYY $USB $HON

$968M

178 positions

#19BRADY FAMILY WEALTH, LLCPassive

Notable overlap · 7 shared positions

$TXN $LOW $SYK $TJX $ABT $MCD

$346M

113 positions

#20Biondo Investment Advisors, LLCActive

Notable overlap · 7 shared positions

$LMT $MCD $EMR $LOW $ITW $DUK

$817M

89 positions

#21Palisade Asset Management, LLCPassive

Notable overlap · 7 shared positions

$TXN $MCD $TJX $SYK $USB $ABT

$1.1B

204 positions

#22BERKSHIRE ASSET MANAGEMENT LLC/PAActive

Notable overlap · 6 shared positions

$EMR $LMT $MCD $LOW $ABT $HON

$2.5B

270 positions

#23PENINSULA ASSET MANAGEMENT INCActive

Notable overlap · 6 shared positions

$EMR $LOW $NEE $SYK $SYY $ABT

$209M

54 positions

#24BAKER BOYER NATIONAL BANKSmart money

Notable overlap · 7 shared positions

$EMR $MCD $USB $BA $DUK $HON

$364M

94 positions

#25Stack Financial Management, IncActive

Notable overlap · 6 shared positions

$LMT $EMR $NEE $SYK $UPS $DUK

$1.3B

54 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.