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Hedge Funds Similar to PEOPLES BANK

13F Portfolio OverlapQ3 2026PEOPLES BANK portfolio →
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Most similar hedge funds by 13F overlap

PEOPLES BANK /OH is an institutional investor managing $217M across 110 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 PEOPLES BANK are Wealth Preservation Advisors, First Citizens Financial, Myriad Asset US, with shared positions in $PEBO, $DE, $MS, $UNP, $MCD, $GLW. The full ranking of 25 similar funds is below.

#1Wealth Preservation Advisors, LLCActive
Notable overlap · 5 shared positions
$PEBO$DE$MS$UNP$MCD
$175M
88 positions
#2First Citizens Financial CorpPassive
Some overlap · 6 shared positions
$GLW$MS$DE$UNP$MCD$LOW
$238M
137 positions
#3Myriad Asset Management US LPActive
Some overlap · 5 shared positions
$DE$GLW$MS$CSX$UNP
$72M
52 positions
#4Myriad Asset Management Advisors LLCActive
Some overlap · 5 shared positions
$DE$GLW$MS$CSX$UNP
$424M
49 positions
#5William B. Walkup & Associates, Inc.Passive
Some overlap · 6 shared positions
$PSX$MS$DE$LOW$DHI$CSX
$208M
258 positions
#6Aull & Monroe Investment Management CorpPassive
Some overlap · 4 shared positions
$GLW$DE$CSX$UNP
$231M
125 positions
#7SevenBridge Financial Group, LLCPassive
Some overlap · 5 shared positions
$PSX$DE$MS$UNP$LIN
$674M
211 positions
#8Cherokee Insurance CoPassive
Some overlap · 5 shared positions
$PSX$MS$CSX$UNP$LOW
$259M
124 positions
#9Wallington Asset Management, LLCActive
Some overlap · 5 shared positions
$DE$PSX$UNP$LOW$LIN
$814M
61 positions
#10Mattern Wealth Management LLCActive
Some overlap · 6 shared positions
$PSX$MCD$LOW$UNP$DE$LIN
$609M
183 positions
#11CULBERTSON A N & CO INCActive
Some overlap · 4 shared positions
$GLW$DE$MCD$MS
$861M
137 positions
#12PARTNERS WEALTH MANAGEMENT, LLCPassive
Some overlap · 4 shared positions
$GLW$MS$CSX$LOW
$102M
108 positions
#13CDM FINANCIAL COUNSELING SERVICES, INC.Active
Some overlap · 5 shared positions
$DE$CSX$MS$UNP$MCD
$119M
77 positions
#14CITY HOLDING COPassive
Some overlap · 5 shared positions
$DE$MS$MCD$LOW$LIN
$898M
599 positions
#15CONNING INC.Passive
Some overlap · 4 shared positions
$GLW$MS$UNP$MCD
$3.3B
327 positions
#16Somerset Trust CoPassive
Some overlap · 5 shared positions
$PSX$MS$MCD$LOW$LIN
$354M
186 positions
#17FIGURE 8 INVESTMENT STRATEGIES LLCPassive
Some overlap · 4 shared positions
$GLW$DE$DHI$LIN
$118M
56 positions
#18Cornell Pochily Investment Advisors, Inc.Passive
Some overlap · 5 shared positions
$GLW$DE$LOW$MCD$UNP
$384M
190 positions
#19Godshalk Welsh Capital Management, Inc.Passive
Some overlap · 4 shared positions
$GLW$CSX$PSX$LOW
$186M
137 positions
#20Riverview Trust CoActive
Some overlap · 5 shared positions
$DE$CSX$LOW$MCD$GLW
$84M
166 positions
#21Elwood & Goetz Wealth Advisory Group, LLCActive
Some overlap · 4 shared positions
$GLW$DE$MS$LOW
$676M
148 positions
#22MASTER'S WEALTH MANAGEMENT INC.Smart money
Some overlap · 4 shared positions
$PSX$MS$CSX$UNP
$343M
85 positions
#23DCM Advisors, LLCActive
Some overlap · 4 shared positions
$PSX$MS$CSX$MCD
$253M
38 positions
#24VIKING GLOBAL INVESTORS LPActive
Some overlap · 4 shared positions
$LII$MS$UNP$MCD
$35.1B
90 positions
#25VALICENTI ADVISORY SERVICES INCActive
Some overlap · 4 shared positions
$GLW$UNP$MCD$LOW
$531M
81 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.