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Hedge Funds Similar to CITY HOLDING

13F Portfolio OverlapQ2 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 Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to CITY HOLDING are Brentview Investment, First Citizens Financial, Nicholson Wealth Group, with shared positions in $WM, $LOW, $MS, $TT, $NEE, $LIN. The full ranking of 25 similar funds is below.

#1Brentview Investment Management LLCActive
Some overlap · 6 shared positions
$WM$LOW$MS$TT$NEE$LIN
$253M
63 positions
#2First Citizens Financial CorpPassive
Some overlap · 7 shared positions
$CMI$LOW$MS$AFL$DE$MCD
$239M
139 positions
#3Nicholson Wealth Management Group, LLCPassive
Some overlap · 7 shared positions
$TT$NEE$SO$LIN$AFL$TXN
$170M
111 positions
#4Belleair Asset Management, LLCActive
Some overlap · 5 shared positions
$WM$DE$LOW$NEE$SO
$119M
84 positions
#5First Fiduciary Investment Counsel, Inc.Passive
Some overlap · 6 shared positions
$WM$LOW$NEE$SO$TXN$MCD
$529M
75 positions
#6Aull & Monroe Investment Management CorpPassive
Some overlap · 5 shared positions
$DE$CMI$WM$NEE$SO
$239M
126 positions
#7Stonebridge Financial Group, LLCPassive
Some overlap · 6 shared positions
$CMI$NEE$LOW$LIN$AFL$MCD
$1.3B
275 positions
#8MATTERN CAPITAL MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$LOW$TT$NEE$LIN$AFL$TXN
$857M
166 positions
#9Wallington Asset Management, LLCActive
Some overlap · 5 shared positions
$DE$CMI$LOW$LIN$AFL
$814M
61 positions
#10Ark Wealth Advisors LLCPassive
Some overlap · 6 shared positions
$WM$NEE$LOW$LIN$AFL$MCD
$113M
87 positions
#11Somerset Trust CoPassive
Some overlap · 6 shared positions
$LOW$NEE$MS$LIN$AFL$MCD
$354M
186 positions
#12BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$DE$LOW$NEE$WM$LIN
$8.0B
1,334 positions
#13Westhampton Capital, LLCPassive
Some overlap · 5 shared positions
$WM$CMI$DE$TT$LOW
$241M
131 positions
#14Vertrix Wealth Management, LLCPassive
Some overlap · 5 shared positions
$WM$LOW$MS$LIN$MCD
$297M
103 positions
#15Churchill Financial Advisors, LLCActive
Some overlap · 6 shared positions
$DE$CMI$TXN$MCD$LOW$SO
$519M
125 positions
#16Stokes Capital Advisors, LLCPassive
Some overlap · 6 shared positions
$MS$TT$NEE$LIN$TXN$MCD
$467M
118 positions
#17CAPE ANN SAVINGS BANKActive
Some overlap · 5 shared positions
$CMI$DE$MS$NEE$MCD
$212M
113 positions
#18Silver Coast Investments LLCActive
Some overlap · 6 shared positions
$CMI$DE$LIN$AFL$MS$LOW
$336M
121 positions
#19Hamilton Point Investment Advisors, LLCPassive
Some overlap · 5 shared positions
$DE$CMI$NEE$WM$TXN
$710M
193 positions
#20MITCHELL & PAHL PRIVATE WEALTH, LLCPassive
Some overlap · 6 shared positions
$WM$NEE$LIN$AFL$TXN$MCD
$272M
149 positions
#21ALPINE WOODS CAPITAL INVESTORS, LLCPassive
Some overlap · 5 shared positions
$CMI$WM$SO$TT$TXN
$460M
220 positions
#22Enhancing Capital LLCPassive
Some overlap · 5 shared positions
$WM$CMI$NEE$TXN$MCD
$145M
90 positions
#23MOODY LYNN & LIEBERSON, LLCPassive
Some overlap · 6 shared positions
$WM$MS$LIN$SO$MCD$TXN
$1.9B
264 positions
#24First National Bank of Mount Dora, Trust Investment ServicesPassive
Some overlap · 5 shared positions
$DE$WM$LIN$TXN$MCD
$499M
126 positions
#25Richwood Investment Advisors, LLCActive
Some overlap · 5 shared positions
$DE$LOW$MS$WM$MCD
$142M
106 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.