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Hedge Funds Similar to CITIZENS & NORTHERN

13F Portfolio OverlapQ2 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 Q2 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, CULLEN INVESTMENT GROUP, LTD., with shared positions in $ADI, $KLAC, $TJX, $CVS, $C, $ETN. The full ranking of 25 similar funds is below.

#1TOWER TRUST & INVESTMENT CoPassive
Notable overlap · 14 shared positions
$ADI$KLAC$TJX$CVS$C$ETN
$165M
247 positions
#2United BankPassive
Notable overlap · 10 shared positions
$ADI$TJX$C$ETN$CVS$COR
$329M
122 positions
#3CULLEN INVESTMENT GROUP, LTD.Active
Notable overlap · 7 shared positions
$GLW$ADI$WFC$ETN$SCHW$MDT
$827M
181 positions
#4GLOBALT Investments LLC / GAActive
Some overlap · 7 shared positions
$GLW$ADI$TJX$C$KLAC$ETN
$3.0B
213 positions
#5DAVIDSON INVESTMENT ADVISORSActive
Some overlap · 7 shared positions
$ADI$CVS$C$ETN$SCHW$MDT
$2.4B
123 positions
#6ARGUS INVESTORS' COUNSEL, INC.Passive
Some overlap · 6 shared positions
$WFC$ADI$KLAC$SCHW$GD$TJX
$130M
106 positions
#7PAYDEN & RYGELPassive
Some overlap · 5 shared positions
$GLW$ADI$CVS$TJX$ETN
$1.3B
131 positions
#8Wealth Advisors of Tampa Bay, LLCPassive
Some overlap · 6 shared positions
$GLW$ADI$MDT$GD$BX$CRM
$327M
94 positions
#9Mitsubishi UFJ Asset Management (UK) Ltd.Passive
Some overlap · 5 shared positions
$GLW$ADI$KLAC$ETN$SCHW
$215M
95 positions
#10ProVise Management Group, LLCPassive
Some overlap · 6 shared positions
$WFC$ADI$SCHW$MDT$GD$GSK
$1.5B
282 positions
#11Keystone Financial ServicesActive
Some overlap · 6 shared positions
$WFC$ADI$SCHW$MDT$GD$GLW
$388M
131 positions
#12Tranquilli Financial Advisor LLCPassive
Some overlap · 6 shared positions
$WFC$ADI$SCHW$MDT$GSK$GD
$186M
135 positions
#13Estabrook Capital ManagementPassive
Some overlap · 5 shared positions
$GLW$WFC$C$ETN$MDT
$739M
344 positions
#14Leelyn Smith, LLCActive
Some overlap · 6 shared positions
$ADI$KLAC$ETN$SCHW$BA$GD
$822M
157 positions
#15HORIZON BANCORP INC /IN/Active
Some overlap · 8 shared positions
$KLAC$C$ADI$CVS$TJX$SCHW
$213M
197 positions
#16Peoples Bank/KSPassive
Some overlap · 5 shared positions
$WFC$ADI$CVS$COR$GD
$103M
98 positions
#17Norway Savings BankPassive
Some overlap · 6 shared positions
$ADI$KLAC$TJX$BA$BX$CRM
$239M
104 positions
#18FERGUSON WELLMAN CAPITAL MANAGEMENT, INCActive
Some overlap · 6 shared positions
$WFC$TJX$SCHW$ETN$COR$ADI
$8.2B
442 positions
#19CRUX WEALTH ADVISORSPassive
Some overlap · 6 shared positions
$ADI$WFC$SCHW$MDT$GD$ETN
$289M
192 positions
#20Sculati Wealth Management, LLCPassive
Some overlap · 7 shared positions
$SCHW$ETN$BA$GD$BX$CRM
$300M
123 positions
#21FSB PREMIER WEALTH MANAGEMENT, INC.Passive
Some overlap · 5 shared positions
$WFC$ADI$SCHW$MDT$GD
$355M
257 positions
#22BOWEN HANES & CO INCActive
Some overlap · 5 shared positions
$GLW$ETN$SCHW$BA$BX
$4.1B
151 positions
#23SUMMITRY LLCPassive
Some overlap · 5 shared positions
$WFC$GLW$SCHW$MDT$CRM
$3.0B
340 positions
#24Independence Wealth Advisors, LLCActive
Some overlap · 6 shared positions
$ADI$WFC$SCHW$COR$MDT$GD
$199M
85 positions
#25Tufton Capital ManagementPassive
Some overlap · 4 shared positions
$GLW$WFC$TJX$MDT
$596M
127 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.