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 Peoples Bank

13F Portfolio OverlapQ2 2026Peoples Bank portfolio →

Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Peoples Bank/KS is an institutional investor managing $103M across 98 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 Peoples Bank are ProVise Group, FSB PREMIER WEALTH, Keystone Financial Services, with shared positions in $ADI, $WFC, $GD, $BNY, $MCK, $ELV. The full ranking of 25 similar funds is below.

#1ProVise Management Group, LLCPassive

Notable overlap · 9 shared positions

$ADI $WFC $GD $BNY $MCK $ELV

$1.5B

282 positions

#2FSB PREMIER WEALTH MANAGEMENT, INC.Passive

Notable overlap · 8 shared positions

$ADI $GD $WFC $BNY $ELV $NVS

$355M

257 positions

#3Keystone Financial ServicesActive

Notable overlap · 7 shared positions

$WFC $ADI $GD $BNY $MCK $ELV

$388M

131 positions

#4Walsky Investment Management, Inc.Passive

Notable overlap · 9 shared positions

$MCD $BNY $LOW $PEP $NVS $HON

$108M

52 positions

#5MORGAN DEMPSEY CAPITAL MANAGEMENT LLCPassive

Notable overlap · 6 shared positions

$WFC $GD $PEP $MCD $UNP $VZ

$233M

122 positions

#6HUTNER CAPITAL MANAGEMENT INCActive

Notable overlap · 7 shared positions

$PEP $ENB $ADI $MCD $UNP $WFC

$252M

43 positions

#7Borer Denton & Associates, Inc.Passive

Notable overlap · 7 shared positions

$PEP $BNY $ADI $MCD $CVS $HON

$305M

74 positions

#8CAMPBELL NEWMAN ASSET MANAGEMENT INCActive

Notable overlap · 5 shared positions

$ADI $WFC $PEP $LOW $STT

$1.3B

99 positions

#9Tranquilli Financial Advisor LLCPassive

Notable overlap · 7 shared positions

$WFC $BNY $ELV $GD $ADI $ENB

$186M

135 positions

#10Brookmont Capital ManagementActive

Notable overlap · 5 shared positions

$ADI $WFC $MCD $PEP $HON

$186M

61 positions

#11DELTA ASSET MANAGEMENT LLC/TNActive

Notable overlap · 5 shared positions

$WFC $ENB $LOW $BNY $HON

$1.2B

599 positions

#12Somerset Trust CoPassive

Notable overlap · 5 shared positions

$ADI $LOW $GD $MCD $PEP

$354M

186 positions

#13TOTH FINANCIAL ADVISORY CORPPassive

Notable overlap · 7 shared positions

$GD $MCK $LOW $PEP $MCD $CVS

$1.0B

880 positions

#14Center for Wealth Management AdvisoryActive

Notable overlap · 6 shared positions

$GD $PEP $BNY $ELV $MDLZ $VZ

$159M

62 positions

#15BRADY FAMILY WEALTH, LLCPassive

Notable overlap · 5 shared positions

$ADI $LOW $GD $PEP $MCD

$346M

113 positions

#16FARMERS TRUST CO

Notable overlap · 7 shared positions

$MCD $PEP $CVS $HON $UNP $STT

$637M

203 positions

#17CINCINNATI INSURANCE COActive

Notable overlap · 5 shared positions

$ADI $PEP $MCD $ENB $MDLZ

$6.9B

64 positions

#18Independence Wealth Advisors, LLCActive

Notable overlap · 7 shared positions

$ELV $COR $ADI $WFC $NVS $GD

$199M

85 positions

#19Vertrix Wealth Management, LLCPassive

Notable overlap · 6 shared positions

$LOW $MCD $BNY $MCK $CVS $HON

$297M

103 positions

#20HOME FEDERAL BANK OF TENNESSEESmart money

Notable overlap · 6 shared positions

$ADI $ENB $PEP $CVS $HON $VZ

$463M

114 positions

#21CRUX WEALTH ADVISORSPassive

Some overlap · 7 shared positions

$ADI $ELV $WFC $GD $NVS $BNY

$289M

192 positions

#22HAMEL ASSOCIATES, INC.Passive

Some overlap · 7 shared positions

$MCD $BNY $NVS $HON $UNP $PEP

$363M

92 positions

#23Persium Advisors, LLCSmart money

Some overlap · 6 shared positions

$GD $LOW $MCD $CVS $UNP $VZ

$153M

69 positions

#24PROFESSIONAL ADVISORY SERVICES INCActive

Some overlap · 4 shared positions

$ADI $GD $PEP $ELV

$836M

93 positions

#25Wealth Advisors of Tampa Bay, LLCPassive

Some overlap · 5 shared positions

$ADI $MCD $BNY $GD $VZ

$327M

94 positions

Compare Peoples 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 Peoples 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.