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Hedge Funds Similar to First City ,

13F Portfolio OverlapQ1 2026First City , portfolio →
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Most similar hedge funds by 13F overlap

First City Capital Management, Inc. is an institutional investor managing $206M across 164 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 First City , are BROOKS, MOORE & ASSOCIATES,, Slagle Financial,, Carolina Wealth Advisors,, with shared positions in $KO, $VZ, $IBM, $LMT, $WT, $BAC. The full ranking of 25 similar funds is below.

#1BROOKS, MOORE & ASSOCIATES, INC.Passive
Notable overlap · 8 shared positions
$KO$VZ$IBM$LMT$WT$BAC
$199M
110 positions
#2Slagle Financial, LLCPassive
Notable overlap · 8 shared positions
$KO$BAC$IBM$LMT$MO$SO
$303M
121 positions
#3Carolina Wealth Advisors, LLCPassive
Notable overlap · 8 shared positions
$KO$VZ$IBM$LMT$MO$PM
$240M
278 positions
#4Griffith & Werner, Inc.Active
Notable overlap · 8 shared positions
$KO$VZ$BAC$LMT$SO$DUK
$202M
72 positions
#5MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Notable overlap · 7 shared positions
$KO$VZ$IBM$LMT$SO$PM
$220M
148 positions
#6OmniStar Financial Group, Inc.Passive
Some overlap · 9 shared positions
$BAC$IBM$LMT$KO$VZ$PM
$193M
108 positions
#7SCHULHOFF & CO INCPassive
Some overlap · 7 shared positions
$KO$IBM$LMT$VZ$NOC$BAC
$243M
133 positions
#8FUKOKU MUTUAL LIFE INSURANCE CoPassive
Some overlap · 6 shared positions
$KO$VZ$IBM$MO$SO$DUK
$1.5B
235 positions
#9Catherine Avery Investment Management LLCPassive
Some overlap · 6 shared positions
$KO$VZ$BAC$IBM$BMY$AMGN
$223M
109 positions
#10O'Domhnaill Enterprises, Inc.Passive
Some overlap · 8 shared positions
$KO$IBM$LMT$MO$NOC$PM
$124M
55 positions
#11CFC Planning Co LLCPassive
Some overlap · 6 shared positions
$KO$VZ$IBM$MO$PM$AMGN
$140M
72 positions
#12BENEDICT FINANCIAL ADVISORS INCPassive
Some overlap · 8 shared positions
$VZ$KO$LMT$MO$PM$DUK
$480M
133 positions
#13Aull & Monroe Investment Management CorpPassive
Some overlap · 8 shared positions
$VZ$BAC$LMT$IBM$SO$DUK
$215M
125 positions
#14Bedell Frazier Investment Counselling, LLCPassive
Some overlap · 6 shared positions
$KO$BAC$IBM$LMT$VZ$ETN
$495M
128 positions
#15Argyle Capital Management, LLCPassive
Some overlap · 7 shared positions
$VZ$KO$BAC$IBM$DUK$BMY
$308M
137 positions
#16Wolfstich Capital, LLCActive
Some overlap · 5 shared positions
$KO$VZ$IBM$MO$WT
$114M
45 positions
#17EDGAR LOMAX CO/VAActive
Some overlap · 7 shared positions
$KO$BAC$LMT$SO$DUK$BMY
$1.4B
56 positions
#18HAMEL ASSOCIATES, INC.Passive
Some overlap · 6 shared positions
$KO$VZ$LMT$IBM$DUK$AMGN
$351M
81 positions
#19ARS Wealth Advisors Group, LLCActive
Some overlap · 7 shared positions
$VZ$IBM$LMT$MO$SO$BAC
$1.2B
201 positions
#20Widmann Financial Services, Inc.Passive
Some overlap · 7 shared positions
$KO$VZ$IBM$MO$SO$LMT
$168M
121 positions
#21Guilbault Capital LLCPassive
Some overlap · 6 shared positions
$KO$IBM$MO$NOC$PM$DUK
$91M
67 positions
#22Principal Street Partners, LLCPassive
Some overlap · 7 shared positions
$VZ$KO$LMT$MO$DUK$BMY
$613M
247 positions
#23Rayburn West Financial Services LLCPassive
Some overlap · 7 shared positions
$BAC$IBM$LMT$MO$VZ$KO
$170M
82 positions
#24LOCKHEED MARTIN INVESTMENT MANAGEMENT COActive
Some overlap · 9 shared positions
$VZ$KO$MO$DUK$PM$NOC
$2.7B
111 positions
#25Pathway Financial Advisers, LLCPassive
Some overlap · 7 shared positions
$VZ$IBM$LMT$SO$PM$DUK
$354M
164 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.