13F Pro

Hedge Funds Similar to First Citizens Financial

13F Portfolio OverlapQ2 2026First Citizens Financial portfolio →
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Most similar hedge funds by 13F overlap

First Citizens Financial Corp is an institutional investor managing $239M across 139 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 First Citizens Financial are CULBERTSON A N, OLD SECOND NATIONAL BANK OF AURORA, CONNING, with shared positions in $CMI, $GLW, $MCD, $DE, $MS, $WFC. The full ranking of 25 similar funds is below.

#1CULBERTSON A N & CO INCActive
Notable overlap · 6 shared positions
$CMI$GLW$MCD$DE$MS$WFC
$859M
140 positions
#2OLD SECOND NATIONAL BANK OF AURORAPassive
Notable overlap · 3 shared positions
$GLW$MS$CMI
$530M
275 positions
#3CONNING INC.Passive
Notable overlap · 7 shared positions
$GLW$CMI$MS$MCD$UNP$PNC
$3.3B
327 positions
#4NovaPoint Capital, LLCPassive
Notable overlap · 4 shared positions
$GLW$CMI$UNP$AFL
$481M
161 positions
#5Hamlin Capital Management, LLCActive
Notable overlap · 3 shared positions
$CMI$MS$PM
$4.4B
30 positions
#6Wallington Asset Management, LLCActive
Some overlap · 5 shared positions
$CMI$LOW$UNP$AFL$DE
$814M
61 positions
#7Aull & Monroe Investment Management CorpPassive
Some overlap · 4 shared positions
$GLW$CMI$UNP$DE
$239M
126 positions
#8UNITED BANKActive
Some overlap · 4 shared positions
$GLW$CMI$MCD$AFL
$853M
130 positions
#9LEE JOHNSON CAPITAL MANAGEMENT, LLCActive
Some overlap · 5 shared positions
$GLW$MS$TT$ADI$PM
$320M
82 positions
#10CITY HOLDING COPassive
Some overlap · 7 shared positions
$CMI$LOW$MS$AFL$DE$MCD
$884M
587 positions
#11CULLEN INVESTMENT GROUP, LTD.Active
Some overlap · 8 shared positions
$GLW$CMI$UNP$DE$TT$WFC
$827M
181 positions
#12MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 5 shared positions
$CMI$MCD$UNP$WFC$PM
$233M
122 positions
#13Insight Inv LLCPassive
Some overlap · 4 shared positions
$GLW$MS$PNC$LOW
$212M
109 positions
#14Stonebridge Financial Group, LLCPassive
Some overlap · 6 shared positions
$GLW$CMI$LOW$MCD$AFL$ADI
$1.3B
275 positions
#15Eley Financial Management, IncPassive
Some overlap · 4 shared positions
$CMI$LOW$UNP$GLW
$309M
72 positions
#16LONDON CO OF VIRGINIAActive
Some overlap · 4 shared positions
$GLW$CMI$LOW$PM
$17.5B
169 positions
#17Atwater Malick LLCActive
Some overlap · 3 shared positions
$CMI$LOW$MCD
$459M
130 positions
#18Karani Asset Management LLCPassive
Some overlap · 5 shared positions
$CMI$STLD$DE$ADI$MS
$139M
57 positions
#19PAYDEN & RYGELPassive
Some overlap · 4 shared positions
$MS$GLW$CMI$ADI
$1.3B
131 positions
#20VALICENTI ADVISORY SERVICES INCActive
Some overlap · 5 shared positions
$GLW$MCD$LOW$UNP$PM
$530M
83 positions
#21Pathway Financial Advisers, LLCPassive
Some overlap · 6 shared positions
$STLD$CMI$GLW$UNP$MCD$PM
$397M
167 positions
#22J.P. Marvel Investment Advisors, LLCActive
Some overlap · 3 shared positions
$GLW$MS$DE
$871M
64 positions
#23River Street Advisors LLCPassive
Some overlap · 4 shared positions
$CMI$MS$GLW$MCD
$340M
177 positions
#24OMC Financial Services LTDActive
Some overlap · 4 shared positions
$GLW$LOW$MCD$UNP
$302M
61 positions
#25Massachusetts Wealth ManagementPassive
Some overlap · 5 shared positions
$GLW$CMI$DE$TT$WFC
$262M
98 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.