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Hedge Funds Similar to CoreFirst Bank

13F Portfolio OverlapQ2 2026CoreFirst Bank portfolio →
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Most similar hedge funds by 13F overlap

CoreFirst Bank & Trust is an institutional investor managing $201M across 279 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 CoreFirst Bank are Walsky Investment, UNITED BANK, Eliot Finkel Investment Counsel, with shared positions in $CL, $MCD, $LOW, $ETN, $AMGN, $PEP. The full ranking of 25 similar funds is below.

#1Walsky Investment Management, Inc.Passive
Notable overlap · 6 shared positions
$CL$MCD$LOW$ETN$AMGN$PEP
$108M
52 positions
#2UNITED BANKActive
Some overlap · 5 shared positions
$IRM$MCD$GLW$AMGN$PEP
$853M
130 positions
#3Eliot Finkel Investment Counsel, LLCActive
Some overlap · 6 shared positions
$MCD$GLW$NSC$ETN$AMGN$PEP
$214M
33 positions
#4Infusive Asset Management Inc.Active
Some overlap · 5 shared positions
$CL$LOW$MCD$AXP$DIS
$220M
30 positions
#5Partnership Wealth Management, LLCActive
Some overlap · 6 shared positions
$CL$GLW$NSC$MCD$PEP$DIS
$140M
67 positions
#6Cypress Capital, LLCActive
Some overlap · 5 shared positions
$MCD$LOW$CL$ETN$AMGN
$377M
117 positions
#7TRUST CO OF VIRGINIA /VAPassive
Some overlap · 6 shared positions
$IRM$GLW$AMGN$PEP$LOW$NSC
$1.3B
220 positions
#8Richwood Investment Advisors, LLCActive
Some overlap · 6 shared positions
$LOW$MCD$ETN$AMGN$PEP$AXP
$142M
106 positions
#9Somerset Trust CoPassive
Some overlap · 5 shared positions
$LOW$MCD$NSC$AMGN$PEP
$354M
186 positions
#10Signet Investment Advisory Group, Inc.Passive
Some overlap · 6 shared positions
$MCD$ETN$AMGN$COP$PEP$AXP
$227M
73 positions
#11Powers Advisory Group, LLCActive
Some overlap · 6 shared positions
$MCD$GLW$CL$PEP$MO$AMGN
$330M
128 positions
#12Integras Partners LLCPassive
Some overlap · 3 shared positions
$CL$MCD$AMGN
$181M
100 positions
#13TRUSTCO BANK CORP N YPassive
Some overlap · 7 shared positions
$MCD$LOW$PEP$CL$AXP$NSC
$137M
77 positions
#14Widmann Financial Services, Inc.Passive
Some overlap · 5 shared positions
$MCD$GLW$IRM$PEP$MO
$186M
123 positions
#15Piscataqua Savings BankPassive
Some overlap · 7 shared positions
$GLW$MCD$CL$PEP$AXP$DIS
$146M
410 positions
#16Slagle Financial, LLCPassive
Some overlap · 5 shared positions
$LOW$MCD$AMGN$PEP$MO
$334M
127 positions
#17MRWM Advisors, LLCActive
Some overlap · 5 shared positions
$MCD$LOW$ETN$CL$AMGN
$243M
80 positions
#18BOSTON RESEARCH & MANAGEMENT INCPassive
Some overlap · 5 shared positions
$MCD$CL$LOW$PEP$DIS
$453M
121 positions
#19Ironwood Investment Counsel, LLCPassive
Some overlap · 7 shared positions
$LOW$GLW$AMGN$PEP$AXP$DIS
$762M
267 positions
#20ACIMA PRIVATE WEALTH, LLCActive
Some overlap · 6 shared positions
$LOW$MCD$GLW$PEP$AMGN$COP
$344M
174 positions
#21BERKSHIRE ASSET MANAGEMENT LLC/PAActive
Some overlap · 5 shared positions
$MCD$LOW$NSC$PEP$NUE
$2.5B
270 positions
#22Oak Asset Management, LLCActive
Some overlap · 5 shared positions
$MCD$LOW$NSC$AMGN$PEP
$317M
112 positions
#23SEARLE & CO.Passive
Some overlap · 6 shared positions
$MCD$ETN$GLW$PEP$AXP$NUE
$445M
194 positions
#24St. Louis Trust CoActive
Some overlap · 3 shared positions
$CL$PEP$MPC
$875M
125 positions
#25Focused Investors LLCActive
Some overlap · 5 shared positions
$LOW$MCD$PEP$AXP$DIS
$3.0B
23 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.