13F Pro

Hedge Funds Similar to FARMERS & MERCHANTS INVESTMENTS

13F Portfolio OverlapQ1 2026FARMERS & MERCHANTS INVESTMENTS portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

FARMERS & MERCHANTS INVESTMENTS INC is an institutional investor managing $3.6B across 1,760 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 FARMERS & MERCHANTS INVESTMENTS are Guardian Wealth ,, Norway Savings Bank, Exeter Financial,, with shared positions in $NNI, $COP, $ABT, $APH, $AMD, $LOW. The full ranking of 25 similar funds is below.

#1Guardian Wealth Management, Inc.Passive
Some overlap · 3 shared positions
$NNI$COP$ABT
$183M
61 positions
#2Norway Savings BankPassive
Some overlap · 5 shared positions
$APH$AMD$COP$LOW$ABT
$211M
103 positions
#3Exeter Financial, LLCPassive
Some overlap · 7 shared positions
$COP$EMR$MCD$APD$TXN$BAC
$245M
98 positions
#4Walsky Investment Management, Inc.Passive
Some overlap · 7 shared positions
$LOW$EMR$MCD$APD$TXN$UNP
$98M
50 positions
#5Mattson Financial Services, LLCPassive
Some overlap · 6 shared positions
$COP$LOW$APH$MCD$BAC$ABT
$419M
232 positions
#6William B. Walkup & Associates, Inc.Active
Some overlap · 6 shared positions
$COP$LOW$EMR$MCD$CVS$ABT
$167M
163 positions
#7Hixon Zuercher, LLCPassive
Some overlap · 5 shared positions
$AMD$APH$LOW$APD$BAC
$321M
85 positions
#8Generali Powszechne Towarzystwo EmerytalneActive
Some overlap · 4 shared positions
$WCC$AMD$COP$MCD
$566M
28 positions
#9Community Financial Services Group, LLCPassive
Some overlap · 6 shared positions
$LOW$APH$EMR$MCD$BAC$ABT
$568M
460 positions
#10BRADY FAMILY WEALTH, LLCPassive
Some overlap · 6 shared positions
$LOW$APH$MCD$APD$TXN$ABT
$321M
110 positions
#11KANAWHA CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$APH$LOW$MCD$APD$ABT
$1.4B
221 positions
#12Baker Chad RActive
Some overlap · 4 shared positions
$APH$AMD$LOW$ABT
$530M
56 positions
#13LYNCH & ASSOCIATES/INPassive
Some overlap · 6 shared positions
$LOW$EMR$MCD$TXN$BAC$ABT
$533M
126 positions
#14Safe Harbor Wealth Advisors, LLC
Some overlap · 5 shared positions
$COP$APH$LOW$MCD$ABT
$103M
96 positions
#15Kesler, Norman & Wride, LLCPassive
Some overlap · 6 shared positions
$LOW$EMR$APD$TXN$UNP$ABT
$581M
245 positions
#16EDGAR LOMAX CO/VAActive
Some overlap · 6 shared positions
$COP$TXN$UNP$BAC$CVS$ABT
$1.4B
56 positions
#17CYPRESS ASSET MANAGEMENT INC/TX
Some overlap · 5 shared positions
$AMD$LOW$EMR$UNP$ABT
$455M
105 positions
#18Gradient Investments LLCPassive
Some overlap · 6 shared positions
$COP$LOW$MCD$BAC$APH$ABT
$6.5B
420 positions
#19Asio Capital, LLCActive
Some overlap · 4 shared positions
$APH$COP$LOW$BAC
$712M
110 positions
#20Alecta Tjanstepension OmsesidigtActive
Some overlap · 4 shared positions
$APH$AMD$TXN$BAC
$20.5B
78 positions
#21Saturna Capital CORPActive
Some overlap · 5 shared positions
$AMD$LOW$TXN$ABT$APD
$7.1B
148 positions
#22NovaPoint Capital, LLCPassive
Some overlap · 5 shared positions
$APH$APD$TXN$UNP$ABT
$399M
79 positions
#23Cox Capital Mgt LLCPassive
Some overlap · 4 shared positions
$APH$AMD$UNP$ABT
$151M
73 positions
#24Agate Pass Investment Management, LLCPassive
Some overlap · 5 shared positions
$COP$LOW$APD$TXN$ABT
$255M
105 positions
#25SAWGRASS ASSET MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$APH$AMD$MCD$UNP
$664M
193 positions

Compare FARMERS & MERCHANTS INVESTMENTS’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View FARMERS & MERCHANTS INVESTMENTS’s holdings

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.