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 FARMERS

13F Portfolio OverlapQ1 2026FARMERS portfolio →

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Most similar hedge funds by 13F overlap

FARMERS TRUST CO is an institutional investor managing $637M across 203 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to FARMERS are MORGAN DEMPSEY, apricus wealth, OLD POINT & FINANCIAL SERVICES N A, with shared positions in $MCD, $PEP, $SO, $VZ, $PM, $C. The full ranking of 25 similar funds is below.

#1MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 10 shared positions

$MCD $PEP $SO $VZ $PM $C

$233M

122 positions

#2apricus wealth, LLCPassive

Notable overlap · 9 shared positions

$STT $NEM $SO $C $KMI $CB

$210M

129 positions

#3OLD POINT TRUST & FINANCIAL SERVICES N APassive

Notable overlap · 9 shared positions

$PEP $NEE $SO $PLTR $VZ $LMT

$329M

323 positions

#4First Fiduciary Investment Counsel, Inc.Passive

Notable overlap · 8 shared positions

$MCD $NEE $SO $HON $PM $LMT

$529M

75 positions

#5InvesTrustPassive

Notable overlap · 8 shared positions

$MCD $PEP $VZ $PM $MMM $NUE

$260M

95 positions

#6Walsky Investment Management, Inc.Passive

Notable overlap · 7 shared positions

$STT $MCD $SO $HON $PEP $UNP

$108M

52 positions

#7HOURGLASS CAPITAL, LLCPassive

Notable overlap · 8 shared positions

$NEM $VZ $PM $FCX $C $UNP

$508M

127 positions

#8HALL CAPITAL MANAGEMENT CO INCPassive

Notable overlap · 7 shared positions

$MCD $STT $PEP $NEE $LMT $UNP

$321M

107 positions

#9Slocum, Gordon & Co LLPPassive

Notable overlap · 8 shared positions

$MCD $NEE $VZ $T $LMT $KMI

$151M

70 positions

#10Miramar Capital, LLCPassive

Notable overlap · 7 shared positions

$MCD $PEP $VZ $CME $LMT $UNP

$455M

57 positions

#11Coston, McIsaac & PartnersPassive

Notable overlap · 6 shared positions

$MCD $PEP $NEE $SO $VZ $PM

$497M

948 positions

#12Welch Group, LLCPassive

Notable overlap · 6 shared positions

$MCD $PEP $NEE $SO $VZ $LMT

$2.9B

326 positions

#13RAHLFS CAPITAL, LLCPassive

Notable overlap · 6 shared positions

$MCD $NEM $SO $PEP $VZ $PM

$136M

86 positions

#14FUKOKU MUTUAL LIFE INSURANCE CoActive

Notable overlap · 7 shared positions

$MCD $NEE $SO $VZ $T $C

$1.7B

256 positions

#15Stablepoint Partners, LLCPassive

Notable overlap · 8 shared positions

$NEE $LMT $VZ $PEP $KMI $CVS

$723M

260 positions

#16Widmann Financial Services, Inc.Passive

Notable overlap · 7 shared positions

$MCD $VZ $C $T $SO $CVS

$186M

123 positions

#17Windle Wealth, LLCActive

Notable overlap · 6 shared positions

$MCD $PEP $SO $VZ $T $MMM

$249M

35 positions

#18TrueMark Investments, LLCPassive

Notable overlap · 7 shared positions

$NEE $PEP $VZ $PM $CME $UNP

$798M

187 positions

#19Finivi Inc.Passive

Notable overlap · 7 shared positions

$MCD $NEE $PM $C $T $KR

$195M

111 positions

#20Aull & Monroe Investment Management CorpPassive

Notable overlap · 8 shared positions

$NEE $SO $CME $VZ $UNP $PEP

$239M

126 positions

#21EDGAR LOMAX CO/VAActive

Notable overlap · 7 shared positions

$NEE $SO $T $PEP $LMT $UNP

$1.3B

58 positions

#22Capital Investment Advisors, LLCPassive

Notable overlap · 7 shared positions

$STT $SO $NEM $LMT $VZ $C

$7.6B

789 positions

#23VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive

Notable overlap · 6 shared positions

$MCD $PEP $SO $VZ $KMI $CB

$201M

57 positions

#24FIRST FINANCIAL BANKSHARES INCActive

Notable overlap · 6 shared positions

$MCD $PEP $NEE $C $LMT $UNP

$5.3B

210 positions

#25Stokes Capital Advisors, LLCPassive

Notable overlap · 6 shared positions

$MCD $PEP $NEE $LMT $UNP $CB

$467M

118 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.