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 FARMERS

13F Portfolio OverlapQ1 2026FARMERS portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

FARMERS TRUST CO is an institutional investor managing $637M across 203 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 are MORGAN DEMPSEY, MORTON COMMUNITY BANK, FUKOKU MUTUAL LIFE INSURANCE, with shared positions in $MCD, $SO, $VZ, $PM, $C, $IBM. The full ranking of 25 similar funds is below.

#1MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 10 shared positions

$MCD $SO $VZ $PM $C $IBM

$220M

148 positions

#2MORTON COMMUNITY BANKPassive

Notable overlap · 9 shared positions

$LRCX $C $T $LNG $PM $NEE

$460M

115 positions

#3FUKOKU MUTUAL LIFE INSURANCE CoPassive

Notable overlap · 8 shared positions

$MCD $NEE $SO $VZ $IBM $T

$1.5B

235 positions

#4Slocum, Gordon & Co LLPPassive

Notable overlap · 9 shared positions

$MCD $NEE $VZ $IBM $T $LMT

$147M

64 positions

#5Core Alternative CapitalPassive

Notable overlap · 8 shared positions

$NEM $NEE $MCD $SO $CME $VZ

$339M

205 positions

#6Aull & Monroe Investment Management CorpPassive

Notable overlap · 8 shared positions

$NEE $SO $VZ $T $CME $LMT

$215M

125 positions

#7Persium Advisors, LLCActive

Notable overlap · 7 shared positions

$LRCX $MCD $HON $VZ $IBM $T

$127M

60 positions

#8BENEDICT FINANCIAL ADVISORS INCPassive

Notable overlap · 8 shared positions

$MCD $HON $VZ $PM $CME $LMT

$480M

133 positions

#9Stokes Capital Advisors, LLCPassive

Notable overlap · 7 shared positions

$MCD $NEE $HON $IBM $LMT $UNP

$446M

104 positions

#10OLD POINT TRUST & FINANCIAL SERVICES N APassive

Notable overlap · 8 shared positions

$NEE $SO $VZ $PLTR $LMT $KMI

$311M

318 positions

#11SKBA CAPITAL MANAGEMENT LLCActive

Notable overlap · 8 shared positions

$VZ $C $IBM $T $CME $MMM

$728M

79 positions

#12Estabrook Capital ManagementPassive

Notable overlap · 8 shared positions

$HON $VZ $C $IBM $T $UNP

$685M

380 positions

#13Ark Wealth Advisors LLCPassive

Notable overlap · 7 shared positions

$LRCX $NEE $MCD $LMT $CB $NUE

$101M

80 positions

#14HOURGLASS CAPITAL, LLCPassive

Notable overlap · 7 shared positions

$NEM $PM $FCX $C $T $UNP

$480M

130 positions

#15American Trust Investment Advisors, LLCPassive

Notable overlap · 7 shared positions

$LRCX $SO $LNG $C $IBM $LMT

$181M

76 positions

#16HAMEL ASSOCIATES, INC.Passive

Notable overlap · 7 shared positions

$MCD $HON $VZ $LMT $UNP $CB

$351M

81 positions

#17Welch Group, LLCPassive

Notable overlap · 6 shared positions

$MCD $NEE $SO $VZ $IBM $LMT

$2.7B

310 positions

#18RE ADVISERS CORPActive

Notable overlap · 6 shared positions

$MCD $LRCX $HON $FCX $C $CB

$3.7B

111 positions

#19ADVOCATE GROUP LLCPassive

Notable overlap · 7 shared positions

$MCD $SO $VZ $IBM $UNP $CB

$639M

126 positions

#20Catherine Avery Investment Management LLCPassive

Notable overlap · 6 shared positions

$MCD $NEE $VZ $FCX $C $IBM

$223M

109 positions

#21Slagle Financial, LLCPassive

Notable overlap · 7 shared positions

$NEE $SO $PM $C $IBM $CME

$303M

121 positions

#22apricus wealth, LLCPassive

Notable overlap · 7 shared positions

$NEM $SO $C $KMI $CB $NUE

$205M

120 positions

#23Richard C. Young & CO., LTD.Active

Notable overlap · 7 shared positions

$SO $MCD $VZ $IBM $T $KMI

$1.2B

93 positions

#24KKM Financial LLCPassive

Notable overlap · 7 shared positions

$LRCX $IBM $CME $FCX $MMM $CB

$563M

168 positions

#25Widmann Financial Services, Inc.Passive

Notable overlap · 7 shared positions

$MCD $VZ $IBM $T $C $SO

$168M

121 positions

Compare FARMERS’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’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.