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Hedge Funds Similar to First City

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

First City Capital Management, Inc. is an institutional investor managing $206M across 164 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 City are MORGAN DEMPSEY, Powers Advisory Group, Carolina Wealth Advisors, with shared positions in $VZ, $SO, $PM, $LMT, $DUK, $PEP. The full ranking of 25 similar funds is below.

#1MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive
Some overlap · 8 shared positions
$VZ$SO$PM$LMT$DUK$PEP
$233M
122 positions
#2Powers Advisory Group, LLCActive
Some overlap · 8 shared positions
$SO$PM$LMT$MO$VZ$DUK
$319M
130 positions
#3Carolina Wealth Advisors, LLCPassive
Some overlap · 7 shared positions
$VZ$MO$PM$LMT$AMGN$PEP
$255M
278 positions
#4Optimist Retirement Group LLCActive
Some overlap · 7 shared positions
$VZ$MO$PM$LMT$KLAC$PEP
$259M
118 positions
#5OLD POINT TRUST & FINANCIAL SERVICES N APassive
Some overlap · 7 shared positions
$VZ$SO$PM$LMT$ETN$AMGN
$329M
323 positions
#6MBA Advisors LLCPassive
Some overlap · 7 shared positions
$VZ$MO$CINF$PM$DUK$AMGN
$297M
166 positions
#7Visionary Wealth AdvisorsPassive
Some overlap · 7 shared positions
$MO$VZ$SO$LMT$DUK$AMGN
$2.5B
666 positions
#8Mayflower Financial Advisors, LLCPassive
Some overlap · 7 shared positions
$MO$VZ$SO$MDY$DUK$PEP
$1.2B
499 positions
#9RAHLFS CAPITAL, LLCPassive
Some overlap · 7 shared positions
$VZ$SO$PM$MO$DUK$PEP
$136M
86 positions
#10Pathway Financial Advisers, LLCPassive
Some overlap · 7 shared positions
$VZ$SO$PM$DUK$AMGN$KLAC
$397M
167 positions
#11Shoker Investment Counsel, Inc.Active
Some overlap · 7 shared positions
$MO$SO$LMT$MDY$DUK$KLAC
$398M
113 positions
#12Aull & Monroe Investment Management CorpPassive
Some overlap · 7 shared positions
$VZ$SO$ETN$LMT$DUK$AMGN
$239M
126 positions
#13BENEDICT FINANCIAL ADVISORS INCPassive
Some overlap · 6 shared positions
$VZ$MO$PM$LMT$DUK$AMGN
$515M
142 positions
#14MARINO, STRAM & ASSOCIATES LLCActive
Some overlap · 6 shared positions
$VZ$MO$PM$LMT$DUK$AMGN
$628M
202 positions
#15ARS Wealth Advisors Group, LLCActive
Some overlap · 6 shared positions
$VZ$MO$SO$LMT$DUK$PEP
$1.3B
220 positions
#16Paradigm Capital Management, LLC/NVActive
Some overlap · 6 shared positions
$VZ$MO$PM$DUK$ETN$AMGN
$116M
65 positions
#17Hayek Kallen Investment ManagementActive
Some overlap · 6 shared positions
$VZ$MO$PM$SO$PEP$C
$330M
97 positions
#18Wolff Financial Management LLCActive
Some overlap · 6 shared positions
$VZ$MO$PM$DUK$PEP$BMY
$501M
106 positions
#19Widmann Financial Services, Inc.Passive
Some overlap · 6 shared positions
$VZ$MO$SO$DUK$PEP$C
$186M
123 positions
#20P.A.W. CAPITAL CORPPassive
Some overlap · 6 shared positions
$VZ$MO$PM$AMGN$PEP$BMY
$133M
66 positions
#21Principal Street Partners, LLCPassive
Some overlap · 6 shared positions
$VZ$MO$LMT$DUK$AMGN$BMY
$683M
277 positions
#22BCWM, LLCPassive
Some overlap · 6 shared positions
$VZ$MO$LMT$DUK$PEP$BMY
$342M
57 positions
#23FARMERS TRUST CO
Some overlap · 6 shared positions
$VZ$SO$PM$LMT$PEP$C
$637M
203 positions
#24Northstar Financial Companies, Inc.Passive
Some overlap · 6 shared positions
$VZ$MO$SO$DUK$PEP$ETN
$148M
117 positions
#25Asset Planning,IncPassive
Some overlap · 6 shared positions
$VZ$MO$SO$BMY$C$LMT
$154M
334 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.