13F Pro

Hedge Funds Similar to First County Bank

13F Portfolio OverlapQ2 2026First County Bank portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

First County Bank /CT/ is an institutional investor managing $213M across 169 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 County Bank are Pathway Financial Advisers, Oak Harvest Investment Services, Shoker Investment Counsel, with shared positions in $KLAC, $PM, $AMGN, $UNP, $AEP, $MCD. The full ranking of 25 similar funds is below.

#1Pathway Financial Advisers, LLCPassive
Notable overlap · 8 shared positions
$KLAC$PM$AMGN$UNP$AEP$MCD
$397M
167 positions
#2Oak Harvest Investment ServicesPassive
Some overlap · 7 shared positions
$KLAC$ETN$PM$UNP$AMGN$MCD
$1.1B
168 positions
#3Shoker Investment Counsel, Inc.Active
Some overlap · 6 shared positions
$KLAC$EMR$UNP$GILD$MCD$DUK
$398M
113 positions
#4GLOBALT Investments LLC / GAActive
Some overlap · 8 shared positions
$EMR$AMGN$DUK$UNP$KLAC$ETN
$3.0B
213 positions
#5EASTERN BANKPassive
Some overlap · 6 shared positions
$KLAC$ETN$UNP$EMR$AEP$MCD
$6.5B
1,038 positions
#6Community Financial Services Group, LLCPassive
Some overlap · 5 shared positions
$KLAC$EMR$ETN$AEP$MCD
$686M
532 positions
#7BEESE FULMER INVESTMENT MANAGEMENT, INC.Passive
Some overlap · 5 shared positions
$KLAC$PM$ETN$MCD$UNP
$1.7B
401 positions
#8Hartford Funds Management Co LLCSmart money
Some overlap · 5 shared positions
$PM$KLAC$GILD$ETN$DUK
$1.3B
98 positions
#9STRATEGY ASSET MANAGERS LLCPassive
Some overlap · 5 shared positions
$MCHP$PM$EMR$ETN$DUK
$670M
265 positions
#10BENEDICT FINANCIAL ADVISORS INCPassive
Some overlap · 6 shared positions
$PM$EMR$AMGN$MCD$DUK$VZ
$515M
142 positions
#11Vivid Wealth Management, LLCPassive
Some overlap · 4 shared positions
$KLAC$PM$ETN$UNP
$284M
73 positions
#12Atlantic Edge Private Wealth Management, LLCPassive
Some overlap · 5 shared positions
$KLAC$ETN$UNP$AEP$VZ
$489M
619 positions
#13Alley Investment Management Company, LLCActive
Some overlap · 5 shared positions
$PM$ETN$UNP$AMGN$DUK
$856M
89 positions
#14Paradigm Capital Management, LLC/NVActive
Some overlap · 6 shared positions
$PM$AMGN$MCD$DUK$VZ$ETN
$116M
65 positions
#15Papamarkou Wellner Asset Management inc.Passive
Some overlap · 5 shared positions
$PM$GILD$ETN$MCD$UNP
$159M
75 positions
#16DB&C Advisors, LLCPassive
Some overlap · 6 shared positions
$EMR$ETN$GILD$DUK$AMGN$VZ
$92M
76 positions
#17Teamwork Financial Advisors, LLCPassive
Some overlap · 4 shared positions
$KLAC$PM$ETN$UNP
$1.1B
215 positions
#18Aull & Monroe Investment Management CorpPassive
Some overlap · 6 shared positions
$ETN$UNP$AMGN$EMR$DUK$VZ
$239M
126 positions
#19Parrish Capital LLC
Some overlap · 5 shared positions
$ETN$GILD$PM$EMR$VZ
$104M
87 positions
#20Capital World InvestorsActive
Some overlap · 5 shared positions
$PM$KLAC$AMGN$UNP$GILD
$846.4B
637 positions
#21First Bank & TrustPassive
Some overlap · 6 shared positions
$PM$AMGN$DUK$AEP$VZ$TRP
$680M
270 positions
#22MARINO, STRAM & ASSOCIATES LLCActive
Some overlap · 6 shared positions
$PM$AMGN$AEP$MCD$DUK$VZ
$628M
202 positions
#23Walsky Investment Management, Inc.Passive
Some overlap · 5 shared positions
$EMR$ETN$UNP$AMGN$MCD
$108M
52 positions
#24MFA Wealth ServicesPassive
Some overlap · 5 shared positions
$ETN$GILD$UNP$AMGN$MCD
$167M
134 positions
#25Boomfish Wealth Group, LLCPassive
Some overlap · 4 shared positions
$KLAC$MCHP$UNP$AMGN
$220M
95 positions

Compare First County Bank’s portfolio side by side

See the exact shared positions, conviction overlap, sector alignment, and where these funds diverge — and run the same analysis on any of 8,700+ institutions.

View First County Bank’s holdings

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.