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Hedge Funds Similar to Farmers & Merchants of Chambersburg PA

13F Portfolio OverlapQ3 2026Farmers & Merchants of Chambersburg PA portfolio →
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Most similar hedge funds by 13F overlap

Farmers & Merchants Trust Co of Chambersburg PA is an institutional investor managing $402M across 440 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Farmers & Merchants of Chambersburg PA are Walsky Investment, Atlantic Edge Private Wealth, Unison Advisors, with shared positions in $STT, $SO, $ETN, $QCOM, $APD, $NEE. The full ranking of 25 similar funds is below.

#1Walsky Investment Management, Inc.Passive
Some overlap · 6 shared positions
$STT$SO$ETN$QCOM$APD$NEE
$108M
52 positions
#2Atlantic Edge Private Wealth Management, LLCPassive
Some overlap · 5 shared positions
$STT$TRV$ETN$MET$VLO
$487M
628 positions
#3Unison Advisors LLCActive
Some overlap · 5 shared positions
$TRV$MET$NUE$QCOM$VLO
$1.4B
173 positions
#4LightSquare Wealth Management, LLCActive
Some overlap · 5 shared positions
$STT$ETN$JCI$NEE$APD
$145M
104 positions
#5Stonebridge Capital Advisors LLCPassive
Some overlap · 5 shared positions
$TRV$ETN$STT$QCOM$BLK
$1.6B
215 positions
#6COLTON GROOME FINANCIAL ADVISORS, LLCActive
Some overlap · 5 shared positions
$STT$ETN$QCOM$BLK$APD
$427M
162 positions
#7RED CEDAR INVESTMENT MANAGEMENT, LLCActive
Some overlap · 5 shared positions
$SO$ETN$QCOM$VLO$NEE
$1.1B
90 positions
#8Banco de Sabadell, S.APassive
Some overlap · 6 shared positions
$ETN$QCOM$VLO$NEE$BLK$APD
$170M
61 positions
#9BUTENSKY & COHEN FINANCIAL SECURITY, INCPassive
Some overlap · 5 shared positions
$MET$NUE$QCOM$JCI$NEE
$405M
98 positions
#10LYNX CAPITAL GROUP LTD /ADVPassive
Some overlap · 4 shared positions
$STT$MET$QCOM$BLK
$248M
91 positions
#11FUKOKU MUTUAL LIFE INSURANCE CoActive
Some overlap · 5 shared positions
$MET$SO$QCOM$NEE$ETN
$1.7B
256 positions
#12FARMERS TRUST CO
Some overlap · 4 shared positions
$STT$SO$NUE$NEE
$637M
203 positions
#13Corsicana & Co.Passive
Some overlap · 6 shared positions
$TRV$VLO$NEE$STT$APD$QCOM
$206M
309 positions
#14CAPITAL CITY TRUST CO/FLPassive
Some overlap · 5 shared positions
$TRV$ETN$NEE$BLK$PEG
$484M
118 positions
#15River Street Advisors LLCPassive
Some overlap · 6 shared positions
$ETN$VLO$NEE$MET$BLK$QCOM
$324M
176 positions
#16OLD REPUBLIC INTERNATIONAL CORPActive
Some overlap · 4 shared positions
$SO$ETN$QCOM$VLO
$2.2B
70 positions
#17PINKERTON WEALTH, LLCActive
Some overlap · 4 shared positions
$SO$MET$STT$QCOM
$1.2B
103 positions
#18Steigerwald, Gordon & Koch Inc.Passive
Some overlap · 3 shared positions
$DKS$TRV$NEE
$1.0B
765 positions
#19Barden Capital Management, Inc.Active
Some overlap · 3 shared positions
$STT$TRV$VLO
$110M
58 positions
#20NESTEGG ADVISORS, INC.Active
Some overlap · 3 shared positions
$STT$TRV$NEE
$152M
59 positions
#21Capital Investment Advisors, LLCPassive
Some overlap · 3 shared positions
$STT$SO$QCOM
$7.7B
793 positions
#22William B. Walkup & Associates, Inc.Passive
Some overlap · 4 shared positions
$TRV$NUE$VLO$QCOM
$208M
258 positions
#23MCCARTER PRIVATE WEALTH SERVICES LLCPassive
Some overlap · 4 shared positions
$TRV$ETN$NEE$VLO
$295M
184 positions
#24M3 Wealth Management, LLCActive
Some overlap · 4 shared positions
$SO$ETN$VLO$NEE
$154M
35 positions
#25SHERMAN PORFOLIOS, LLCSmart money
Some overlap · 4 shared positions
$SO$MET$QCOM$STT
$1.3B
97 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.