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 Peoples Bank/KS

13F Portfolio OverlapQ1 2026Peoples Bank/KS portfolio →

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Most similar hedge funds by 13F overlap

Peoples Bank/KS is an institutional investor managing $103M across 98 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 Peoples Bank/KS are ProVise Group,, DELTA ASSET /TN, Roxbury Financial, with shared positions in $WFC, $ADI, $GD, $MCK, $NVS, $__PARK_1390777. The full ranking of 25 similar funds is below.

#1ProVise Management Group, LLCPassive

Notable overlap · 9 shared positions

$WFC $ADI $GD $MCK $NVS $__PARK_1390777

$1.4B

261 positions

#2DELTA ASSET MANAGEMENT LLC/TNActive

Notable overlap · 6 shared positions

$WFC $ENB $LOW $__PARK_1390777 $HON $CCZ

$1.1B

596 positions

#3Roxbury Financial LLCPassive

Some overlap · 6 shared positions

$WFC $LOW $MCK $MCD $KO $NVS

$126M

410 positions

#4Brookmont Capital ManagementActive

Some overlap · 5 shared positions

$WFC $MCD $ADI $HON $CCZ

$179M

59 positions

#5FSB PREMIER WEALTH MANAGEMENT, INC.Passive

Some overlap · 7 shared positions

$GD $WFC $ADI $__PARK_1390777 $NVS $MCK

$319M

251 positions

#6Greystone Financial Group, LLCPassive

Some overlap · 6 shared positions

$MCD $LOW $MCK $__PARK_1390777 $HON $KO

$353M

78 positions

#7MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Some overlap · 5 shared positions

$WFC $MCD $GD $VZ $KO

$220M

148 positions

#8Walsky Investment Management, Inc.Passive

Some overlap · 6 shared positions

$MCD $LOW $__PARK_1390777 $NVS $HON $WFC

$98M

50 positions

#9BROADWATER CAPITAL MANAGEMENT LLC

Some overlap · 6 shared positions

$MCD $ADI $GD $HON $KO $VZ

$134M

211 positions

#10Vertrix Wealth Management, LLCPassive

Some overlap · 6 shared positions

$LOW $MCK $MCD $__PARK_1390777 $HON $KO

$272M

95 positions

#11Wealth Advisors of Tampa Bay, LLCPassive

Some overlap · 5 shared positions

$MCD $ADI $GD $__PARK_1390777 $VZ

$302M

93 positions

#12Center for Wealth Management AdvisoryActive

Some overlap · 7 shared positions

$GD $__PARK_1390777 $ELV $CCZ $VZ $MDLZ

$139M

62 positions

#13HUTNER CAPITAL MANAGEMENT INCActive

Some overlap · 6 shared positions

$MCD $ENB $ADI $KO $WFC $NVS

$243M

44 positions

#14Somerset Trust CoPassive

Some overlap · 4 shared positions

$ADI $MCD $GD $LOW

$326M

174 positions

#15Aristotle Capital Management, LLCActive

Some overlap · 5 shared positions

$WFC $GD $LOW $VZ $KO

$47.8B

191 positions

#16CINCINNATI INSURANCE COActive

Some overlap · 5 shared positions

$ADI $MCD $ENB $MDLZ $HON

$6.6B

63 positions

#17William B. Walkup & Associates, Inc.Active

Some overlap · 7 shared positions

$LOW $MCK $VZ $WFC $__PARK_1390777 $MCD

$167M

163 positions

#18Meriwether Wealth & Planning, LLCActive

Some overlap · 8 shared positions

$GD $LOW $CCZ $__PARK_1390777 $ADI $NVS

$183M

126 positions

#19Kesler, Norman & Wride, LLCPassive

Some overlap · 4 shared positions

$ADI $GD $LOW $COR

$581M

245 positions

#20CINCINNATI FINANCIAL CORPActive

Some overlap · 6 shared positions

$MCD $ADI $HON $MDLZ $CCZ $VZ

$5.0B

55 positions

#21HAMEL ASSOCIATES, INC.Passive

Some overlap · 6 shared positions

$MCD $__PARK_1390777 $NVS $HON $VZ $KO

$351M

81 positions

#22TWIN CITY PRIVATE WEALTH, LLCPassive

Some overlap · 5 shared positions

$WFC $ENB $ELV $CCZ $KO

$132M

96 positions

#23CULLEN INVESTMENT GROUP, LTD.Active

Some overlap · 6 shared positions

$ADI $GD $WFC $NVS $CCZ $MCK

$758M

179 positions

#24TOTH FINANCIAL ADVISORY CORPPassive

Some overlap · 6 shared positions

$MCK $LOW $GD $MCD $KO $MDLZ

$911M

918 positions

#25CORDA Investment Management, LLC.Active

Some overlap · 6 shared positions

$MCD $__PARK_1390777 $HON $VZ $MDLZ $KO

$1.4B

80 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.