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 FIRST NATIONAL BANK & OF NEWTOWN

13F Portfolio OverlapQ2 2026FIRST NATIONAL BANK & OF NEWTOWN portfolio →

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Most similar hedge funds by 13F overlap

FIRST NATIONAL BANK & TRUST CO OF NEWTOWN is an institutional investor managing $492M across 156 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 NATIONAL BANK & OF NEWTOWN are Wealth Advisors of Tampa Bay, VIKING FUND, FARMERS, with shared positions in $GLW, $VZ, $MCD, $PNC, $LMT, $NEE. The full ranking of 25 similar funds is below.

#1Wealth Advisors of Tampa Bay, LLCPassive

Notable overlap · 9 shared positions

$GLW $VZ $MCD $PNC $LMT $NEE

$327M

94 positions

#2VIKING FUND MANAGEMENT LLCPassive

Notable overlap · 7 shared positions

$GLW $PEP $NEE $VZ $KMB $BMY

$1.1B

146 positions

#3FARMERS TRUST CO

Notable overlap · 8 shared positions

$PEP $NEE $VZ $MCD $HON $LMT

$637M

203 positions

#4HALL CAPITAL MANAGEMENT CO INCPassive

Notable overlap · 8 shared positions

$PEP $NEE $MCD $HON $LMT $HONA

$321M

107 positions

#5OmniStar Financial Group, Inc.Passive

Notable overlap · 8 shared positions

$GLW $TGT $NEE $HON $HONA $LMT

$217M

118 positions

#6Coston, McIsaac & PartnersPassive

Notable overlap · 6 shared positions

$PEP $WTRG $NEE $VZ $MCD $KMB

$497M

948 positions

#7Dominguez Wealth Management Solutions, Inc.Active

Some overlap · 10 shared positions

$TGT $MCD $LMT $KMB $PEP $BMY

$181M

75 positions

#8Welch Group, LLCPassive

Some overlap · 7 shared positions

$PEP $NEE $VZ $MCD $LMT $KMB

$2.9B

326 positions

#9Aull & Monroe Investment Management CorpPassive

Some overlap · 7 shared positions

$GLW $NEE $VZ $PEP $LMT $EMR

$239M

126 positions

#10Wills Financial Group LLCPassive

Some overlap · 6 shared positions

$PEP $WTRG $NEE $VZ $LMT $KMB

$275M

82 positions

#11InvesTrustPassive

Some overlap · 7 shared positions

$PEP $VZ $TGT $MCD $BMY $EMR

$260M

95 positions

#12CORDA Investment Management, LLC.Active

Some overlap · 5 shared positions

$GLW $PEP $VZ $MCD $HON

$1.6B

85 positions

#13MEYER HANDELMAN COPassive

Some overlap · 6 shared positions

$GLW $VZ $HON $PEP $HONA $KMB

$3.5B

274 positions

#14Haverford Trust CoActive

Some overlap · 6 shared positions

$PEP $NEE $AON $HON $MCD $HONA

$11.6B

424 positions

#15VALICENTI ADVISORY SERVICES INCActive

Some overlap · 5 shared positions

$GLW $PEP $VZ $MCD $BMY

$530M

83 positions

#16Exeter Financial, LLCPassive

Some overlap · 6 shared positions

$PEP $VZ $TGT $MCD $LMT $EMR

$261M

101 positions

#17Optimist Retirement Group LLCActive

Some overlap · 7 shared positions

$PEP $VZ $MCD $LMT $KMB $BMY

$259M

118 positions

#18Signet Investment Advisory Group, Inc.Passive

Some overlap · 6 shared positions

$PEP $NEE $MCD $HON $HONA $LMT

$227M

73 positions

#19Partnership Wealth Management, LLCActive

Some overlap · 7 shared positions

$GLW $PEP $MCD $BMY $EMR $NEE

$148M

67 positions

#20Stockman Wealth Management, Inc.Passive

Some overlap · 6 shared positions

$PEP $VZ $MCD $HON $HONA $LMT

$968M

178 positions

#21CHRISTINE MESSMER PCActive

Some overlap · 6 shared positions

$WTRG $PEP $VZ $NEE $LMT $BMY

$177M

86 positions

#22Pflug Koory, LLCPassive

Some overlap · 7 shared positions

$GLW $VZ $TGT $LMT $HON $HONA

$250M

426 positions

#23Patrick Mauro Investment Advisor, INC.Active

Some overlap · 7 shared positions

$PEP $VZ $MCD $LMT $KMB $BMY

$199M

38 positions

#24JOHN G ULLMAN & ASSOCIATES INCPassive

Some overlap · 5 shared positions

$GLW $WTRG $NEE $BMY $EMR

$824M

181 positions

#25Powers Advisory Group, LLCActive

Some overlap · 6 shared positions

$GLW $PEP $TGT $MCD $LMT $VZ

$319M

130 positions

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View FIRST NATIONAL BANK & OF NEWTOWN’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.