What hedge funds are most similar to Citizens National Bank Trust Department?

The funds with the most similar 13F portfolios to Citizens National Bank Trust Department are TCTC, Slagle Financial, AUXIER ASSET, based on overlapping conviction holdings in the latest SEC filings.

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 Citizens National Bank Department

13F Portfolio OverlapQ2 2026Citizens National Bank Department portfolio →

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Most similar hedge funds by 13F overlap

Citizens National Bank Trust Department is an institutional investor managing $680M across 381 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 National Bank Department are TCTC, Slagle Financial, AUXIER ASSET, with shared positions in $AFL, $CB, $PM, $NEE, $FCX, $PEP. The full ranking of 25 similar funds is below.

#1TCTC Holdings, LLCActive

Some overlap · 9 shared positions

$AFL $CB $PM $NEE $FCX $PEP

$3.8B

240 positions

#2Slagle Financial, LLCPassive

Some overlap · 6 shared positions

$PM $DELL $NEE $LOW $PEP $MO

$334M

127 positions

#3AUXIER ASSET MANAGEMENT LLCPassive

Some overlap · 6 shared positions

$PM $AFL $LOW $PEP $GLW $MO

$745M

184 positions

#4First Long Island Investors, LLCActive

Some overlap · 5 shared positions

$PM $ETN $NEE $LOW $PEP

$1.4B

73 positions

#5Kinloch Capital, LLCPassive

Some overlap · 5 shared positions

$PM $AFL $NEE $PEP $MO

$274M

79 positions

#6TOEWS CORP /ADVActive

Some overlap · 6 shared positions

$PM $ETN $GLW $DELL $MO $FCX

$686M

151 positions

#7Somerset Trust CoPassive

Some overlap · 6 shared positions

$AFL $NEE $LOW $PEP $CB $PSX

$354M

186 positions

#8VIKING FUND MANAGEMENT LLCPassive

Some overlap · 6 shared positions

$DELL $NEE $PEP $GLW $MO $PSX

$1.1B

146 positions

#9BEESE FULMER INVESTMENT MANAGEMENT, INC.Passive

Some overlap · 5 shared positions

$ETN $DELL $PM $CB $DIS

$1.7B

401 positions

#10Blue Chip Partners, LLCActive

Some overlap · 4 shared positions

$PM $ETN $NEE $PEP

$1.6B

184 positions

#11BEARING POINT CAPITAL, LLCPassive

Some overlap · 5 shared positions

$ETN $DELL $CB $GLW $FCX

$740M

203 positions

#12BARTLETT & CO. WEALTH MANAGEMENT LLCPassive

Some overlap · 5 shared positions

$ETN $NEE $LOW $PEP $CB

$8.0B

1,334 positions

#13Cullen Capital Management, LLCActive

Some overlap · 5 shared positions

$PM $NEE $LOW $CB $MO

$10.2B

208 positions

#14Haverford Trust CoActive

Some overlap · 5 shared positions

$ETN $NEE $LOW $PEP $PM

$11.6B

424 positions

#15GQG Partners LLCActive

Some overlap · 5 shared positions

$PM $NEE $DELL $CB $MO

$53.8B

102 positions

#16MOTCOPassive

Some overlap · 5 shared positions

$DELL $ETN $NEE $LOW $GLW

$1.2B

840 positions

#17Blake Schutter Theil Wealth Advisors, LLCActive

Some overlap · 5 shared positions

$PM $NEE $LOW $CB $MO

$148M

110 positions

#18First Fiduciary Investment Counsel, Inc.Passive

Some overlap · 5 shared positions

$PM $NEE $LOW $PSX $DIS

$529M

75 positions

#19LONDON CO OF VIRGINIAActive

Some overlap · 5 shared positions

$PM $LOW $CB $GLW $MO

$17.5B

169 positions

#20Keyes, Stange & Wooten Wealth Management, LLCActive

Some overlap · 5 shared positions

$ETN $NEE $CB $GLW $DIS

$251M

74 positions

#21DCM Advisors, LLCActive

Some overlap · 5 shared positions

$PM $DELL $PEP $PSX $DIS

$253M

38 positions

#22STRATEGY ASSET MANAGERS LLCPassive

Some overlap · 5 shared positions

$ETN $PM $GLW $MO $DIS

$670M

265 positions

#23Juno Financial Group LLCActive

Some overlap · 6 shared positions

$PM $LOW $PEP $GLW $MO $ETN

$282M

73 positions

#24Kennebec Savings BankPassive

Some overlap · 6 shared positions

$ETN $PM $PEP $CB $NEE $GLW

$125M

284 positions

#25CoreFirst Bank & TrustPassive

Some overlap · 6 shared positions

$ETN $LOW $GLW $PEP $MO $DIS

$201M

279 positions

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View Citizens National Bank Department’s holdings

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.