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Hedge Funds Similar to MONARCH

13F Portfolio OverlapQ2 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 Q2 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
$573M
129 positions
#2Clark & Stuart, IncPassive
Notable overlap · 10 shared positions
$ADP$MMM$ABT$SYK$SYY$EMR
$159M
57 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
$474M
110 positions
#7SPRING CAPITAL MANAGEMENT, LLCPassive
Notable overlap · 6 shared positions
$MCD$KR$ADP$NEE$MDT$APD
$205M
55 positions
#8Exeter Financial, LLCPassive
Notable overlap · 6 shared positions
$MCD$EMR$USB$AFL$ADP$APD
$261M
101 positions
#9InvesTrustPassive
Notable overlap · 6 shared positions
$MCD$ADP$USB$MMM$EMR$APD
$260M
95 positions
#10KANAWHA CAPITAL MANAGEMENT LLCPassive
Notable overlap · 8 shared positions
$ADP$MCD$ABT$USB$APD$MDT
$1.5B
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
$159M
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
$596M
127 positions
#20OLD REPUBLIC INTERNATIONAL CORPActive
Notable overlap · 6 shared positions
$MCD$EMR$CINF$SYY$GPC$UPS
$2.7B
54 positions
#21Allied Investment Advisors, LLCPassive
Notable overlap · 7 shared positions
$USB$MMM$ABT$MDT$SYY$GPC
$797M
110 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
$208M
86 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
$646M
152 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.