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Hedge Funds Similar to LCNB

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

LCNB CORP is an institutional investor managing $326M across 184 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 LCNB are Eliot Finkel Investment Counsel, OF VIRGINIA, BARTLETT & WEALTH, with shared positions in $GLW, $USB, $AMGN, $DE, $ETN, $DUK. The full ranking of 25 similar funds is below.

#1Eliot Finkel Investment Counsel, LLCActive
Notable overlap · 8 shared positions
$GLW$USB$AMGN$DE$ETN$DUK
$214M
33 positions
#2TRUST CO OF VIRGINIA /VAPassive
Some overlap · 7 shared positions
$GLW$USB$AMGN$TJX$LOW$PEP
$1.3B
226 positions
#3BARTLETT & CO. WEALTH MANAGEMENT LLCPassive
Some overlap · 9 shared positions
$AMGN$TJX$LOW$DE$ETN$DUK
$8.0B
1,334 positions
#4CHEMUNG CANAL TRUST COActive
Some overlap · 8 shared positions
$GLW$USB$DUK$ETN$ADI$PEP
$541M
111 positions
#5First Financial Bank - Trust DivisionActive
Some overlap · 6 shared positions
$CINF$GLW$LOW$ETN$PEP$ABT
$1.4B
208 positions
#6GLOBALT Investments LLC / GAActive
Some overlap · 7 shared positions
$GLW$TJX$AMGN$ETN$DUK$ADI
$3.0B
213 positions
#7Aull & Monroe Investment Management CorpPassive
Some overlap · 7 shared positions
$GLW$AMGN$DE$ETN$DUK$PEP
$239M
126 positions
#8Insight Inv LLCPassive
Some overlap · 6 shared positions
$GLW$AMGN$TJX$LOW$PEP$EMR
$212M
109 positions
#9Kentucky Trust CoPassive
Some overlap · 7 shared positions
$GLW$USB$AMGN$LOW$DUK$NVS
$208M
316 positions
#10BRADY FAMILY WEALTH, LLCPassive
Some overlap · 7 shared positions
$AMGN$TJX$LOW$ETN$ADI$PEP
$346M
113 positions
#11Stonebridge Financial Group, LLCPassive
Some overlap · 6 shared positions
$GLW$AMGN$LOW$ADI$ABT$EMR
$1.3B
275 positions
#12GODSEY & GIBB, INCPassive
Some overlap · 6 shared positions
$GLW$AMGN$ETN$DUK$PEP$NVS
$1.2B
383 positions
#13Heritage Wealth Management, Inc.Passive
Some overlap · 6 shared positions
$CINF$USB$DE$ETN$ADI$DUK
$401M
272 positions
#14Slagle Financial, LLCPassive
Some overlap · 6 shared positions
$USB$AMGN$TJX$LOW$DUK$PEP
$334M
127 positions
#15Cornell Pochily Investment Advisors, Inc.Passive
Some overlap · 7 shared positions
$GLW$AMGN$LOW$DE$DUK$ABT
$372M
189 positions
#16Front Row Advisors LLCPassive
Some overlap · 5 shared positions
$GLW$AMGN$TJX$ETN$ADI
$345M
576 positions
#17DMKC Advisory Services, LLCActive
Some overlap · 7 shared positions
$USB$LOW$DE$ETN$PEP$ABT
$530M
92 positions
#18Palisade Asset Management, LLCPassive
Some overlap · 6 shared positions
$USB$AMGN$TJX$DE$PEP$ABT
$1.1B
204 positions
#19Walsky Investment Management, Inc.Passive
Some overlap · 7 shared positions
$AMGN$LOW$ETN$PEP$ABT$NVS
$108M
52 positions
#20First Long Island Investors, LLCActive
Some overlap · 6 shared positions
$USB$AMGN$LOW$ETN$PEP$ABT
$1.4B
73 positions
#21Cambridge Advisors Inc.Active
Some overlap · 5 shared positions
$GLW$AMGN$LOW$NVS$PEP
$582M
183 positions
#22Wilmington Savings Fund Society, FSBPassive
Some overlap · 6 shared positions
$GLW$TJX$ADI$PEP$ABT$AMGN
$4.5B
1,487 positions
#23CULBERTSON A N & CO INCActive
Some overlap · 5 shared positions
$GLW$USB$DE$PEP$ABT
$859M
140 positions
#24Cornerstone Capital, Inc.Active
Some overlap · 5 shared positions
$GLW$AMGN$ETN$PEP$ABT
$1.1B
120 positions
#25Vertrix Wealth Management, LLCPassive
Some overlap · 6 shared positions
$AMGN$TJX$LOW$DUK$ABT$EMR
$297M
103 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.