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Hedge Funds Similar to Town & Country Bank & dba First Bankers

13F Portfolio OverlapQ1 2026Town & Country Bank & dba First Bankers portfolio →
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Most similar hedge funds by 13F overlap

Town & Country Bank & Trust CO dba First Bankers Trust CO is an institutional investor managing $321M across 153 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 Town & Country Bank & dba First Bankers are Kentucky Farm Bureau Mutual Insurance, Stokes Advisors,, Brentview Investment, with shared positions in $LHX, $ABT, $PM, $MPC, $TJX, $AEP. The full ranking of 25 similar funds is below.

#1Kentucky Farm Bureau Mutual Insurance CoActive
Notable overlap · 8 shared positions
$LHX$ABT$PM$MPC$TJX$AEP
$329M
65 positions
#2Stokes Capital Advisors, LLCPassive
Notable overlap · 8 shared positions
$SYK$ABT$MRSH$TJX$LIN$UNP
$446M
104 positions
#3Brentview Investment Management LLCPassive
Notable overlap · 7 shared positions
$PM$CEG$MRSH$TJX$LIN$MCK
$231M
63 positions
#4Sky Investment Group LLCPassive
Notable overlap · 7 shared positions
$PM$ABT$SYK$LIN$TMO$ADP
$583M
140 positions
#5Boit C F DavidPassive
Some overlap · 8 shared positions
$SYK$ABT$GLW$ADP$CB$LIN
$225M
117 positions
#6Evelyn Partners Investment Management Services LtdPassive
Some overlap · 8 shared positions
$SYK$MDLZ$ADP$TMO$CB$KO
$850M
281 positions
#7BEESE FULMER INVESTMENT MANAGEMENT, INC.Passive
Some overlap · 8 shared positions
$PM$TJX$SYK$LIN$ETN$CB
$1.6B
435 positions
#8MATTERN CAPITAL MANAGEMENT, LLCPassive
Some overlap · 7 shared positions
$LHX$ABT$CEG$LIN$ADP$CB
$835M
170 positions
#9Palisade Asset Management, LLCActive
Some overlap · 6 shared positions
$ABT$LHX$SYK$TJX$ADP$TGT
$996M
195 positions
#10Ramsay, Stattman, Vela & Price, Inc.Passive
Some overlap · 6 shared positions
$ABT$SYK$LIN$ADP$TMO$KO
$506M
79 positions
#11NORRIS PERNE & FRENCH LLP/MIActive
Some overlap · 7 shared positions
$ABT$SYK$TJX$LIN$TMO$UNP
$1.5B
139 positions
#12LETSON INVESTMENT MANAGEMENT, INC.Active
Some overlap · 6 shared positions
$ABT$SYK$PM$ADP$UNP$CB
$260M
101 positions
#13Alley Investment Management Company, LLCActive
Some overlap · 5 shared positions
$PM$ABT$SYK$ETN$UNP
$821M
85 positions
#14MOODY LYNN & LIEBERSON, LLCPassive
Some overlap · 7 shared positions
$SYK$ABT$LIN$ETN$TMO$UNP
$1.8B
250 positions
#15Cincinnati Specialty Underwriters Insurance COActive
Some overlap · 7 shared positions
$PM$MRSH$MDLZ$TJX$ADP$TMO
$412M
46 positions
#16BRADY FAMILY WEALTH, LLCPassive
Some overlap · 6 shared positions
$ABT$SYK$TJX$ADP$CB$ETN
$321M
110 positions
#17CINCINNATI FINANCIAL CORPActive
Some overlap · 6 shared positions
$PM$MDLZ$TJX$MRSH$ADP$TMO
$5.0B
55 positions
#18LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MAActive
Some overlap · 6 shared positions
$SYK$ABT$TJX$ADP$TMO$PM
$10.0B
560 positions
#19BONNESS ENTERPRISES INCActive
Some overlap · 6 shared positions
$SYK$ABT$MRSH$GLW$TMO$KO
$273M
39 positions
#20PICTET BANK & TRUST LtdActive
Some overlap · 5 shared positions
$PM$SYK$MRSH$LIN$ETN
$76M
33 positions
#21Haverford Financial Services, Inc.Active
Some overlap · 7 shared positions
$SYK$TJX$ETN$TMO$MCK$KO
$336M
46 positions
#22Providence Capital Advisors, LLCPassive
Some overlap · 7 shared positions
$ABT$AEP$TJX$LIN$ETN$TMO
$613M
200 positions
#23M. Kraus & CoActive
Some overlap · 6 shared positions
$ABT$LHX$MDLZ$LIN$TMO$ETN
$343M
81 positions
#24Kinloch Capital, LLCPassive
Some overlap · 5 shared positions
$PM$ABT$TGT$ATO$KO
$245M
83 positions
#25Taproot Management LPPassive
Some overlap · 7 shared positions
$ABT$MDLZ$ETN$TMO$GLW$SYK
$530M
180 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.