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Hedge Funds Similar to CITY HOLDING

13F Portfolio OverlapQ1 2026CITY HOLDING portfolio →
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Most similar hedge funds by 13F overlap

CITY HOLDING CO is an institutional investor managing $884M across 587 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 CITY HOLDING are Family Legacy,, Brentview Investment, Atwater Malick, with shared positions in $LOW, $DE, $KO, $WM, $SO, $MS. The full ranking of 25 similar funds is below.

#1Family Legacy, Inc.Passive
Some overlap · 6 shared positions
$LOW$DE$KO$WM$SO$MS
$333M
124 positions
#2Brentview Investment Management LLCPassive
Some overlap · 6 shared positions
$WM$LOW$NEE$TT$MS$LIN
$231M
63 positions
#3Atwater Malick LLCActive
Some overlap · 6 shared positions
$WM$CMI$LOW$KO$MS$MCD
$370M
100 positions
#4Vertrix Wealth Management, LLCPassive
Some overlap · 6 shared positions
$WM$LOW$KO$MS$MCD$LIN
$272M
95 positions
#5Greystone Financial Group, LLCPassive
Some overlap · 6 shared positions
$WM$LOW$KO$MS$MCD$LIN
$353M
78 positions
#6Westhampton Capital, LLCPassive
Some overlap · 6 shared positions
$WM$DE$CMI$KO$LOW$MCD
$214M
129 positions
#7Churchill Financial Advisors, LLCActive
Some overlap · 7 shared positions
$DE$CMI$MS$MCD$KO$LOW
$476M
123 positions
#8MATTERN CAPITAL MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$LOW$WM$NEE$TT$MCD$LIN
$835M
170 positions
#9MOODY LYNN & LIEBERSON, LLCPassive
Some overlap · 6 shared positions
$WM$KO$SO$MS$LIN$MCD
$1.8B
250 positions
#10Aull & Monroe Investment Management CorpPassive
Some overlap · 5 shared positions
$WM$DE$CMI$NEE$SO
$215M
125 positions
#11BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$LOW$DE$NEE$WM$LIN
$7.8B
1,278 positions
#12Rydar Equities, Inc.Passive
Some overlap · 5 shared positions
$WM$KO$CMI$MS$MCD
$129M
92 positions
#13NORTH DALLAS BANK & TRUST COPassive
Some overlap · 6 shared positions
$CMI$NEE$MS$DE$SO$MCD
$148M
109 positions
#14BLUEDOOR PRIVATE WEALTH, LLCPassive
Some overlap · 6 shared positions
$WM$MS$KO$MCD$DE$NEE
$216M
147 positions
#15NORTHEAST INVESTMENT MANAGEMENTActive
Some overlap · 5 shared positions
$LOW$WM$NEE$DE$MCD
$2.4B
189 positions
#16CONNORS INVESTOR SERVICES INCActive
Some overlap · 5 shared positions
$LOW$WM$KO$MS$LIN
$1.1B
149 positions
#17Core Alternative CapitalPassive
Some overlap · 5 shared positions
$WM$NEE$SO$MS$MCD
$339M
205 positions
#18Ark Wealth Advisors LLCPassive
Some overlap · 5 shared positions
$WM$LOW$NEE$MCD$LIN
$101M
80 positions
#19Belleair Asset Management, LLCPassive
Some overlap · 5 shared positions
$LOW$WM$DE$NEE$SO
$110M
77 positions
#20Enhancing Capital LLCPassive
Some overlap · 5 shared positions
$WM$CMI$NEE$MCD$KO
$135M
86 positions
#21LIBERTY ONE INVESTMENT MANAGEMENT, LLCActive
Some overlap · 5 shared positions
$WM$KO$SO$MCD$NEE
$970M
154 positions
#22BERKSHIRE ASSET MANAGEMENT LLC/PAPassive
Some overlap · 4 shared positions
$WM$LOW$DE$MCD
$2.3B
264 positions
#23Haverford Financial Services, Inc.Active
Some overlap · 5 shared positions
$LOW$WM$KO$NEE$LIN
$336M
46 positions
#24Fjell Capital, LLCPassive
Some overlap · 5 shared positions
$WM$DE$NEE$SO$LOW
$130M
68 positions
#25Marietta Wealth Management, LLCPassive
Some overlap · 5 shared positions
$WM$DE$NEE$SO$LIN
$841M
129 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.