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Hedge Funds Similar to LCNB

13F Portfolio OverlapQ1 2026LCNB portfolio →
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Most similar hedge funds by 13F overlap

LCNB CORP is an institutional investor managing $297M across 186 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 LCNB are BARTLETT & WEALTH, Signature Resources ,, Great Diamond Partners,, with shared positions in $TJX, $AMGN, $LOW, $USB, $ABT, $DUK. The full ranking of 25 similar funds is below.

#1BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Some overlap · 7 shared positions
$TJX$AMGN$LOW$USB$ABT$DUK
$7.8B
1,278 positions
#2Signature Resources Capital Management, LLCActive
Some overlap · 3 shared positions
$EPAM$LRCX$OKTA
$211M
664 positions
#3Great Diamond Partners, LLCPassive
Some overlap · 3 shared positions
$EPAM$GLW$AMGN
$520M
228 positions
#4CINCINNATI INSURANCE COActive
Some overlap · 6 shared positions
$LRCX$TJX$USB$ABT$DUK$MCD
$6.6B
63 positions
#5Proficio Capital Partners LLCActive
Some overlap · 4 shared positions
$EPAM$OKTA$USB$LRCX
$1.9B
248 positions
#6Post Resch Tallon Group Inc.Passive
Some overlap · 3 shared positions
$EPAM$GLW$WT
$124M
120 positions
#7Ipswich Investment Management Co., Inc.Passive
Some overlap · 3 shared positions
$EPAM$TJX$AMGN
$426M
185 positions
#8TRUST CO OF VIRGINIA /VAPassive
Some overlap · 6 shared positions
$GLW$TJX$AMGN$USB$LOW$ABT
$1.2B
215 positions
#9Powers Advisory Group, LLCActive
Some overlap · 7 shared positions
$WT$OKTA$USB$MCD$DE$DUK
$284M
125 positions
#10BROOKS, MOORE & ASSOCIATES, INC.Passive
Some overlap · 6 shared positions
$WT$LOW$TJX$USB$ABT$DUK
$199M
110 positions
#11Diversified Portfolios, Inc.Active
Some overlap · 3 shared positions
$EPAM$OKTA$USB
$1.2B
174 positions
#12CULBERTSON A N & CO INCPassive
Some overlap · 6 shared positions
$WT$GLW$USB$ABT$MCD$DE
$771M
132 positions
#13Perennial Advisors, LLCPassive
Some overlap · 6 shared positions
$AMGN$TJX$OKTA$USB$MCD$NVS
$587M
122 positions
#14Valley Brook Capital Group, Inc.Passive
Some overlap · 6 shared positions
$LRCX$TJX$AMGN$ABT$MCD$DE
$149M
112 positions
#15Cypress Capital, LLCActive
Some overlap · 5 shared positions
$WT$LRCX$AMGN$LOW$MCD
$351M
95 positions
#16Greenspring Advisors, LLCActive
Some overlap · 3 shared positions
$EPAM$USB$AMGN
$1.6B
318 positions
#17Cornell Pochily Investment Advisors, Inc.Passive
Some overlap · 7 shared positions
$LOW$AMGN$GLW$ABT$DUK$MCD
$340M
174 positions
#18TRUST CO OF TOLEDO NA /OH/Passive
Some overlap · 6 shared positions
$WT$AMGN$LOW$ABT$MCD$DE
$1.1B
858 positions
#19PRECEDENT WEALTH PARTNERS, LLCPassive
Some overlap · 5 shared positions
$LRCX$WT$AMGN$MCD$DUK
$500M
166 positions
#20Greystone Financial Group, LLCPassive
Some overlap · 6 shared positions
$TJX$AMGN$LOW$ABT$DUK$MCD
$353M
78 positions
#21Kentucky Trust CoPassive
Some overlap · 6 shared positions
$AMGN$GLW$LOW$USB$DUK$NVS
$191M
311 positions
#22Loudon Investment Management, LLCPassive
Some overlap · 6 shared positions
$AMGN$LOW$USB$OKTA$ABT$DE
$186M
95 positions
#23Eliot Finkel Investment Counsel, LLCActive
Some overlap · 6 shared positions
$GLW$AMGN$USB$DUK$MCD$DE
$184M
32 positions
#24Palisade Asset Management, LLCActive
Some overlap · 6 shared positions
$TJX$AMGN$USB$ABT$MCD$DE
$996M
195 positions
#25Walsky Investment Management, Inc.Passive
Some overlap · 6 shared positions
$AMGN$LRCX$LOW$ABT$MCD$NVS
$98M
50 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.