What hedge funds are most similar to Citizens National Bank Trust Department?

The funds with the most similar 13F portfolios to Citizens National Bank Trust Department are Beech Hill Advisors,, TCTC ,, DOVER ADVISORS,, based on overlapping conviction holdings in the latest SEC filings.

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 Citizens National Bank Department

13F Portfolio OverlapQ1 2026Citizens National Bank Department portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Citizens National Bank Trust Department is an institutional investor managing $601M across 382 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 Citizens National Bank Department are Beech Hill Advisors,, TCTC ,, DOVER ADVISORS,, with shared positions in $AMAT, $ETN, $NEE, $KO, $MU, $UNH. The full ranking of 25 similar funds is below.

#1Beech Hill Advisors, Inc.Passive

Notable overlap · 8 shared positions

$AMAT $ETN $NEE $KO $MU $UNH

$200M

94 positions

#2TCTC Holdings, LLCActive

Some overlap · 9 shared positions

$AFL $NEE $CB $PM $PSX $LOW

$3.5B

220 positions

#3DOVER ADVISORS, LLCPassive

Some overlap · 7 shared positions

$ETN $KO $NEE $LOW $PM $SNOW

$242M

159 positions

#4InTrack Investment Management IncPassive

Some overlap · 6 shared positions

$AMAT $ETN $NEE $LOW $CB $SNOW

$175M

108 positions

#5AUXIER ASSET MANAGEMENT LLCPassive

Some overlap · 6 shared positions

$PM $AFL $LOW $KO $UNH $MO

$696M

176 positions

#6Meiji Yasuda America IncActive

Some overlap · 6 shared positions

$PM $NEE $KO $AMAT $CB $MU

$404M

57 positions

#7FAYEZ SAROFIM & COActive

Some overlap · 6 shared positions

$PM $ETN $KO $CB $UNH $MO

$39.1B

294 positions

#8Callahan Advisors, LLCPassive

Some overlap · 6 shared positions

$AMAT $NEE $LOW $CB $UNH $ETN

$1.2B

177 positions

#9Cullen Capital Management, LLCActive

Some overlap · 6 shared positions

$PM $NEE $LOW $CB $UNH $MO

$9.8B

213 positions

#10PLIMOTH TRUST CO LLCPassive

Some overlap · 6 shared positions

$AMAT $NEE $ETN $LOW $CB $KO

$447M

173 positions

#11First Long Island Investors, LLCActive

Some overlap · 5 shared positions

$PM $ETN $NEE $LOW $UNH

$1.2B

70 positions

#12NS Partners LtdActive

Some overlap · 5 shared positions

$AMAT $PM $NEE $KO $UNH

$2.2B

71 positions

#13Kinloch Capital, LLCPassive

Some overlap · 5 shared positions

$PM $AFL $NEE $KO $MO

$245M

83 positions

#14Somerset Trust CoPassive

Some overlap · 6 shared positions

$AFL $NEE $LOW $CB $PSX $MU

$326M

174 positions

#15MATTERN CAPITAL MANAGEMENT, LLCPassive

Some overlap · 6 shared positions

$AFL $NEE $LOW $CB $PSX $UNH

$835M

170 positions

#16Employees Provident Fund BoardActive

Some overlap · 6 shared positions

$AMAT $NEE $AEM $MU $DIS $UNH

$13.2B

70 positions

#17Aurdan Capital Management, LLCActive

Some overlap · 6 shared positions

$PM $KO $LOW $UNH $MO $AFL

$333M

88 positions

#18CFC Planning Co LLCPassive

Some overlap · 6 shared positions

$PM $KO $UNH $MU $MO $DIS

$140M

72 positions

#19GQG Partners LLCActive

Some overlap · 5 shared positions

$PM $NEE $KO $CB $MO

$63.1B

81 positions

#20Greenfield Savings BankPassive

Some overlap · 5 shared positions

$AMAT $PM $NEE $KO $UNH

$234M

143 positions

#21Beacon Harbor Wealth Advisors, Inc.Passive

Some overlap · 5 shared positions

$PM $NEE $KO $UNH $WT

$477M

70 positions

#22BEESE FULMER INVESTMENT MANAGEMENT, INC.Passive

Some overlap · 6 shared positions

$PM $ETN $CB $KO $MU $DIS

$1.6B

435 positions

#23Oasis Advisors, LLCPassive

Some overlap · 5 shared positions

$PM $ETN $KO $AMAT $NEE

$509M

210 positions

#24BARTLETT & CO. WEALTH MANAGEMENT LLCPassive

Some overlap · 5 shared positions

$ETN $NEE $LOW $CB $UNH

$7.8B

1,278 positions

#25Brown Miller Wealth Management, LLCPassive

Some overlap · 6 shared positions

$NEE $LOW $CB $UNH $PM $DIS

$352M

191 positions

Compare Citizens National Bank Department’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 Citizens National Bank Department’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.