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Hedge Funds Similar to CITIZENS & NORTHERN

13F Portfolio OverlapQ1 2026CITIZENS & NORTHERN portfolio →
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Most similar hedge funds by 13F overlap

CITIZENS & NORTHERN CORP is an institutional investor managing $438M across 117 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 & NORTHERN are TOWER & INVESTMENT, United Bank, Stonebridge Advisors, with shared positions in $ADI, $AMD, $TJX, $SCHW, $COR, $GSK. The full ranking of 25 similar funds is below.

#1TOWER TRUST & INVESTMENT CoPassive
Notable overlap · 14 shared positions
$ADI$AMD$TJX$SCHW$COR$GSK
$152M
208 positions
#2United BankPassive
Some overlap · 7 shared positions
$AMD$TJX$ADI$COR$GSK$GD
$301M
124 positions
#3Stonebridge Capital Advisors LLCPassive
Some overlap · 7 shared positions
$AMD$GLW$ETN$MDT$BA$SLB
$1.4B
211 positions
#4DUPONT CAPITAL MANAGEMENT CORPPassive
Some overlap · 6 shared positions
$ADI$AMD$TJX$ETN$EMR$KO
$879M
101 positions
#5CULLEN INVESTMENT GROUP, LTD.Active
Some overlap · 6 shared positions
$ADI$GLW$SCHW$ETN$MDT$GD
$758M
179 positions
#6Beech Hill Advisors, Inc.Passive
Some overlap · 6 shared positions
$AMD$TJX$ETN$MDT$BA$KO
$200M
94 positions
#7Axecap Investments, LLCPassive
Some overlap · 5 shared positions
$ADI$AMD$TJX$COR$C
$145M
69 positions
#8Bowman & Co S.C.
Some overlap · 5 shared positions
$ADI$TJX$AMD$ETN$MDT
$237M
118 positions
#9NORTHCAPE WEALTH MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$ADI$ETN$BA$GD$EMR$KO
$367M
141 positions
#10Darwin Wealth Management, LLCPassive
Some overlap · 5 shared positions
$ADI$AMD$TJX$ETN$KO
$321M
604 positions
#11AGP FRANKLIN, LLCPassive
Some overlap · 5 shared positions
$AMD$TJX$GLW$C$BA
$200M
93 positions
#12PUZO MICHAEL JPassive
Some overlap · 5 shared positions
$ADI$AMD$TJX$SCHW$EMR
$343M
67 positions
#13Petros Family Wealth, LLCPassive
Some overlap · 5 shared positions
$ADI$TJX$AMD$EMR$KO
$140M
131 positions
#14COMMUNITY TRUST & INVESTMENT COActive
Some overlap · 5 shared positions
$AMD$TJX$SCHW$CVS$SLB
$1.8B
140 positions
#15Live Oak Private Wealth LLCPassive
Some overlap · 5 shared positions
$ADI$TJX$SCHW$BA$SLB
$717M
207 positions
#16BRADY FAMILY WEALTH, LLCPassive
Some overlap · 5 shared positions
$ADI$TJX$ETN$MDT$GD
$321M
110 positions
#17Stanley-Laman Group, Ltd.Passive
Some overlap · 5 shared positions
$AMD$ADI$GSK$BA$SLB
$814M
294 positions
#18Notis-McConarty EdwardActive
Some overlap · 4 shared positions
$ADI$AMD$TJX$SCHW
$219M
68 positions
#19Dempze Nancy EPassive
Some overlap · 4 shared positions
$ADI$AMD$TJX$SCHW
$182M
92 positions
#20Kidder Stephen WPassive
Some overlap · 4 shared positions
$ADI$AMD$TJX$SCHW
$340M
76 positions
#21Smith Group Asset Management, LLCActive
Some overlap · 4 shared positions
$ADI$AMD$TJX$SCHW
$2.0B
162 positions
#22SOMERVILLE KURT FPassive
Some overlap · 4 shared positions
$ADI$AMD$TJX$SCHW
$379M
91 positions
#23Elefante Mark BPassive
Some overlap · 4 shared positions
$ADI$AMD$TJX$SCHW
$182M
58 positions
#24Hemenway Trust Co LLCActive
Some overlap · 4 shared positions
$ADI$AMD$TJX$SCHW
$1.2B
135 positions
#25Delaney Dennis RPassive
Some overlap · 4 shared positions
$ADI$AMD$TJX$SCHW
$282M
60 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.