13F Pro

Hedge Funds Similar to PEOPLES FINANCIAL SERVICES

13F Portfolio OverlapQ3 2026PEOPLES FINANCIAL SERVICES portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

PEOPLES FINANCIAL SERVICES CORP. is an institutional investor managing $227M across 276 U.S. equity positions as of Q3 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to PEOPLES FINANCIAL SERVICES are Walsky Investment, ABSHER WEALTH, Insight Inv, with shared positions in $MCD, $EMR, $QCOM, $SO, $APD, $PNC. The full ranking of 25 similar funds is below.

#1Walsky Investment Management, Inc.Passive
Notable overlap · 8 shared positions
$MCD$EMR$QCOM$SO$APD$PNC
$108M
52 positions
#2ABSHER WEALTH MANAGEMENT, LLCActive
Notable overlap · 6 shared positions
$MCD$FAST$ADI$EMR$AMGN$DE
$878M
73 positions
#3Insight Inv LLCPassive
Some overlap · 7 shared positions
$MRVL$AXP$EMR$QCOM$PNC$AMGN
$210M
108 positions
#4Somerset Trust CoPassive
Some overlap · 7 shared positions
$MCD$ADI$EMR$NEE$APD$AMGN
$354M
186 positions
#5CHEMUNG CANAL TRUST COActive
Some overlap · 7 shared positions
$AXP$EMR$ADI$MCD$SO$BMY
$541M
111 positions
#6Stonebridge Financial Group, LLCPassive
Some overlap · 7 shared positions
$ADI$EMR$MCD$AXP$NEE$APD
$1.4B
275 positions
#7VIRGINIA WEALTH MANAGEMENT GROUP, INC.Passive
Some overlap · 6 shared positions
$MCD$EMR$ADI$QCOM$SO$AMGN
$203M
58 positions
#8Stokes Capital Advisors, LLCPassive
Some overlap · 6 shared positions
$MCD$AXP$NEE$QCOM$MS$ENB
$455M
118 positions
#9Loudon Investment Management, LLCPassive
Some overlap · 7 shared positions
$FAST$EMR$NEE$QCOM$AMGN$ENB
$204M
95 positions
#10Welch Group, LLCPassive
Some overlap · 6 shared positions
$MCD$EMR$NEE$QCOM$SO$DE
$2.9B
326 positions
#11Banco de Sabadell, S.APassive
Some overlap · 6 shared positions
$MCD$ADI$NEE$QCOM$APD$AMGN
$170M
61 positions
#12BIRMINGHAM CAPITAL MANAGEMENT CO INC/ALActive
Some overlap · 5 shared positions
$MCD$AXP$EMR$SO$DE
$263M
90 positions
#13Clear Trail Advisors, LLCPassive
Some overlap · 7 shared positions
$ADI$AXP$NEE$APD$AMGN$MCD
$657M
159 positions
#14GREENWOOD CAPITAL ASSOCIATES LLCPassive
Some overlap · 7 shared positions
$MCD$MRVL$NEE$QCOM$AMGN$MS
$1.0B
267 positions
#15Community Financial Services Group, LLCPassive
Some overlap · 6 shared positions
$ADI$EMR$AXP$NEE$MCD$PNC
$655M
539 positions
#16HALL CAPITAL MANAGEMENT CO INCPassive
Some overlap · 5 shared positions
$MCD$AXP$EMR$NEE$BMY
$321M
107 positions
#17CPA Asset Management LLCActive
Some overlap · 7 shared positions
$MCD$NEE$PNC$AMGN$AXP$MS
$357M
86 positions
#18Churchill Financial Advisors, LLCActive
Some overlap · 7 shared positions
$MCD$ADI$MRVL$DE$SO$AMGN
$511M
127 positions
#19Phoenix Wealth AdvisorsActive
Some overlap · 6 shared positions
$ADI$FAST$NEE$APD$AXP$AMGN
$297M
129 positions
#20PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLCPassive
Some overlap · 6 shared positions
$ADI$AXP$NEE$QCOM$AMGN$PNC
$844M
219 positions
#21Eliot Finkel Investment Counsel, LLCActive
Some overlap · 5 shared positions
$MCD$ADI$APD$AMGN$DE
$214M
33 positions
#22BERKSHIRE ASSET MANAGEMENT LLC/PAActive
Some overlap · 6 shared positions
$MCD$EMR$QCOM$PNC$DE$BMY
$2.5B
270 positions
#23EADS & HEALD WEALTH MANAGEMENTPassive
Some overlap · 5 shared positions
$ADI$AXP$EMR$FAST$AMGN
$204M
148 positions
#24HUTNER CAPITAL MANAGEMENT INCActive
Some overlap · 4 shared positions
$MCD$AXP$ADI$ENB
$252M
43 positions
#25Vertrix Wealth Management, LLCPassive
Some overlap · 5 shared positions
$MCD$AXP$EMR$AMGN$MS
$292M
99 positions

Compare PEOPLES FINANCIAL SERVICES’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 FINANCIAL SERVICES’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.