What hedge funds are most similar to PEOPLES FINANCIAL SERVICES CORP.?

The funds with the most similar 13F portfolios to PEOPLES FINANCIAL SERVICES CORP. are Walsky Investment ,, Welch Group,, VIRGINIA WEALTH GROUP,, 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 PEOPLES FINANCIAL SERVICES

13F Portfolio OverlapQ1 2026PEOPLES FINANCIAL SERVICES portfolio →

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Most similar hedge funds by 13F overlap

PEOPLES FINANCIAL SERVICES CORP. is an institutional investor managing $211M across 275 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 PEOPLES FINANCIAL SERVICES are Walsky Investment ,, Welch Group,, VIRGINIA WEALTH GROUP,, with shared positions in $MCD, $EMR, $SO, $APD, $AMGN, $PNC. The full ranking of 25 similar funds is below.

#1Walsky Investment Management, Inc.Passive

Some overlap · 7 shared positions

$MCD $EMR $SO $APD $AMGN $PNC

$98M

50 positions

#2Welch Group, LLCPassive

Some overlap · 6 shared positions

$MCD $EMR $NEE $VZ $SO $KO

$2.7B

310 positions

#3VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Some overlap · 6 shared positions

$MCD $EMR $ADI $VZ $SO $AMGN

$187M

55 positions

#4ABSHER WEALTH MANAGEMENT, LLCActive

Some overlap · 5 shared positions

$MCD $FAST $ADI $EMR $AMGN

$853M

70 positions

#5CHEMUNG CANAL TRUST COPassive

Some overlap · 7 shared positions

$MCD $AXP $EMR $ADI $BMY $KO

$494M

112 positions

#6Somerset Trust CoPassive

Some overlap · 6 shared positions

$MCD $ADI $EMR $NEE $APD $AMGN

$326M

174 positions

#7Exeter Financial, LLCPassive

Some overlap · 6 shared positions

$MCD $EMR $VZ $APD $AMGN $KO

$245M

98 positions

#8Wealth Advisors of Tampa Bay, LLCPassive

Some overlap · 6 shared positions

$MCD $ADI $NEE $VZ $BMY $PNC

$302M

93 positions

#9Capital Wealth Planning, LLCActive

Some overlap · 6 shared positions

$MCD $AXP $VZ $AMGN $KO $FAST

$18.1B

151 positions

#10Catherine Avery Investment Management LLCPassive

Some overlap · 6 shared positions

$MCD $NEE $VZ $BMY $AMGN $KO

$223M

109 positions

#11EADS & HEALD WEALTH MANAGEMENTPassive

Some overlap · 6 shared positions

$AXP $ADI $EMR $FAST $MCD $AMGN

$201M

140 positions

#12Signet Investment Advisory Group, Inc.Passive

Some overlap · 6 shared positions

$MCD $AXP $NEE $APD $AMGN $KO

$218M

69 positions

#13HUTNER CAPITAL MANAGEMENT INCActive

Some overlap · 5 shared positions

$MCD $AXP $ADI $ENB $KO

$243M

44 positions

#14Sky Investment Group LLCPassive

Some overlap · 6 shared positions

$MCD $AXP $EMR $SO $PNC $KO

$583M

140 positions

#15BENEDICT FINANCIAL ADVISORS INCPassive

Some overlap · 7 shared positions

$MCD $EMR $AXP $VZ $BMY $AMGN

$480M

133 positions

#16MONARCH CAPITAL MANAGEMENT INCPassive

Some overlap · 5 shared positions

$MCD $EMR $NEE $APD $KO

$409M

127 positions

#17Clear Trail Advisors, LLCPassive

Some overlap · 7 shared positions

$ADI $VZ $AXP $MCD $NEE $APD

$601M

149 positions

#18ADVOCATE GROUP LLCPassive

Some overlap · 6 shared positions

$MCD $EMR $VZ $SO $ENB $BMY

$639M

126 positions

#19BROADWATER CAPITAL MANAGEMENT LLC

Some overlap · 5 shared positions

$MCD $ADI $SO $KO $VZ

$134M

211 positions

#20Patrick Mauro Investment Advisor, INC.Active

Some overlap · 5 shared positions

$MCD $VZ $SO $APD $BMY

$199M

40 positions

#21Integras Partners LLCPassive

Some overlap · 6 shared positions

$MCD $NEE $BMY $AMGN $SO $KO

$152M

69 positions

#22FUKOKU MUTUAL LIFE INSURANCE CoPassive

Some overlap · 5 shared positions

$MCD $NEE $VZ $SO $KO

$1.5B

235 positions

#23Argyle Capital Management, LLCPassive

Some overlap · 7 shared positions

$EMR $VZ $ENB $BMY $AMGN $PNC

$308M

137 positions

#24TRUSTCO BANK CORP N YPassive

Some overlap · 5 shared positions

$MCD $AXP $EMR $SO $KO

$113M

71 positions

#25Rayburn West Financial Services LLCPassive

Some overlap · 6 shared positions

$AXP $MCD $VZ $AMGN $PNC $KO

$170M

82 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.