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 National Bank

13F Portfolio OverlapQ1 2026Farmers National Bank portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Farmers National Bank is an institutional investor managing $453M across 185 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 National Bank are Signet Investment Advisory Group,, MORGAN DEMPSEY, Persium Advisors,, with shared positions in $MCD, $HON, $ACN, $NEE, $KO, $MDT. The full ranking of 25 similar funds is below.

#1Signet Investment Advisory Group, Inc.Active

Notable overlap · 8 shared positions

$MCD $HON $ACN $NEE $KO $MDT

$218M

69 positions

#2MORGAN DEMPSEY CAPITAL MANAGEMENT LLCActive

Notable overlap · 8 shared positions

$MCD $IBM $KO $MDT $DUK $SBUX

$220M

148 positions

#3Persium Advisors, LLCSmart money

Notable overlap · 8 shared positions

$IBM $MCD $HON $MDT $DUK $GD

$127M

60 positions

#4CapWealth Advisors, LLCActive

Notable overlap · 8 shared positions

$IBM $HON $NEE $KO $DUK $CVS

$1.3B

118 positions

#5EDGAR LOMAX CO/VAActive

Notable overlap · 9 shared positions

$NEE $KO $ACN $DUK $CVS $SBUX

$1.4B

56 positions

#6Meadowbrook Advisors Group, LLCPassive

Notable overlap · 8 shared positions

$IBM $NEE $KO $HON $MCD $MDT

$168M

136 positions

#7Capital Wealth Planning, LLCActive

Notable overlap · 6 shared positions

$MCD $IBM $NSC $KO $MDT $DUK

$18.1B

151 positions

#8BROOKS, MOORE & ASSOCIATES, INC.Passive

Notable overlap · 7 shared positions

$WT $HON $IBM $KO $NEE $NSC

$199M

110 positions

#9BROADWATER CAPITAL MANAGEMENT LLC

Notable overlap · 7 shared positions

$MCD $IBM $DIS $KO $HON $GD

$134M

211 positions

#10PIONEER TRUST BANK N A/ORActive

Notable overlap · 7 shared positions

$HON $ACN $NEE $MCD $DIS $T

$412M

83 positions

#11Greystone Financial Group, LLCPassive

Notable overlap · 6 shared positions

$MCD $IBM $HON $KO $DUK $SBUX

$353M

78 positions

#12LYNCH & ASSOCIATES/INActive

Notable overlap · 6 shared positions

$MCD $IBM $NEE $HON $KO $DUK

$533M

126 positions

#13FUKOKU MUTUAL LIFE INSURANCE CoActive

Notable overlap · 6 shared positions

$MCD $IBM $NEE $KO $DUK $T

$1.5B

235 positions

#14Kinloch Capital, LLCPassive

Notable overlap · 6 shared positions

$MCD $IBM $NEE $KO $MDT $GD

$245M

83 positions

#15Stonebridge Capital Advisors LLCPassive

Notable overlap · 7 shared positions

$MCD $KO $HON $MDT $DUK $DIS

$1.4B

211 positions

#16Financial & Tax Architects, LLCPassive

Notable overlap · 6 shared positions

$MCD $IBM $NEE $KO $MDT $GD

$448M

108 positions

#17Vertrix Wealth Management, LLCPassive

Notable overlap · 7 shared positions

$IBM $MCD $KO $HON $MDT $DUK

$272M

95 positions

#18Stokes Capital Advisors, LLCPassive

Notable overlap · 5 shared positions

$MCD $IBM $HON $NEE $KO

$446M

104 positions

#19Argo Wealth Advisory, LLCActive

Some overlap · 6 shared positions

$WT $HON $ACN $NEE $MAR $UNH

$170M

48 positions

#20Beacon Harbor Wealth Advisors, Inc.Passive

Some overlap · 6 shared positions

$FLEX $WT $NEE $KO $MDT $UNH

$477M

70 positions

#21Estabrook Capital ManagementPassive

Some overlap · 7 shared positions

$IBM $HON $MDT $DUK $NSC $T

$685M

380 positions

#22CINCINNATI FINANCIAL CORPActive

Some overlap · 5 shared positions

$MCD $NSC $HON $ACN $UNH

$5.0B

55 positions

#23FARMERS TRUST COPassive

Some overlap · 6 shared positions

$MCD $NEE $HON $IBM $CVS $T

$637M

203 positions

#24Yoffe Investment Management, LLCPassive

Some overlap · 6 shared positions

$IBM $HON $MCD $KO $MAR $UNH

$78M

111 positions

#25Steigerwald, Gordon & Koch Inc.Passive

Some overlap · 6 shared positions

$IBM $ACN $NEE $KO $DIS $T

$974M

782 positions

Compare Farmers National Bank’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 National Bank’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.