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Hedge Funds Similar to Phocas Financial

13F Portfolio OverlapQ1 2026Phocas Financial portfolio →
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Most similar hedge funds by 13F overlap

Phocas Financial Corp. is an institutional investor managing $637M across 155 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Phocas Financial are MOODY ALDRICH PARTNERS, Stieven Advisors,, Rosenthal {-} Henry Advisors,, with shared positions in $CASH, $WTFC, $COLB, $SANM, $ONB, $CHRD. The full ranking of 25 similar funds is below.

#1MOODY ALDRICH PARTNERS LLCPassive
Notable overlap · 7 shared positions
$CASH$WTFC$COLB$SANM$ONB$CHRD
$555M
190 positions
#2Stieven Capital Advisors, L.P.Active
Notable overlap · 6 shared positions
$WTFC$COLB$PFBC$FNB$ONB$ALRS
$468M
35 positions
#3Rosenthal {-} Henry Capital Advisors, Inc.Active
Some overlap · 4 shared positions
$CASH$WTFC$FRME$TCBI
$102M
42 positions
#4Petiole USA ltdActive
Some overlap · 4 shared positions
$WTFC$COLB$FRME$FNB
$143M
32 positions
#5Leeward Investments, LLC - MAActive
Some overlap · 5 shared positions
$COLB$WTFC$IDA$ONB$NPO
$2.0B
142 positions
#6PMC FIG Opportunities LLCActive
Some overlap · 3 shared positions
$CASH$ABCB$COLB
$65M
29 positions
#7MALTESE CAPITAL MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$ABCB$COLB$PFBC
$508M
104 positions
#8Siena Capital Partners GP, LLCPassive
Some overlap · 3 shared positions
$WTFC$COLB$FNB
$385M
100 positions
#9Channing Capital Management, LLCActive
Some overlap · 3 shared positions
$WTFC$COLB$TKR
$3.9B
108 positions
#10CoreCommodity Management, LLCSmart money
Some overlap · 4 shared positions
$CHRD$MTDR$PTEN$MGY
$538M
119 positions
#11REINHART PARTNERS, LLC.Active
Some overlap · 3 shared positions
$WTFC$WTM$RHP
$3.5B
70 positions
#12Elizabeth Park Capital Advisors, Ltd.Active
Some overlap · 3 shared positions
$COLB$WTFC$ONB
$130M
46 positions
#13HENNESSY ADVISORS INCPassive
Some overlap · 3 shared positions
$SNEX$SANM$PRIM
$2.8B
278 positions
#14Bayview Asset Management, LLCActive
Some overlap · 3 shared positions
$COLB$FNB$ONB
$260M
58 positions
#15rhino investment partners, IncActive
Some overlap · 3 shared positions
$COLB$FNB$ONB
$359M
39 positions
#16FULLER & THALER ASSET MANAGEMENT, INC.Passive
Some overlap · 4 shared positions
$PRIM$ONB$FNB$WTM
$29.7B
497 positions
#17Sippican Capital AdvisorsPassive
Some overlap · 3 shared positions
$COLB$CASH$ALRS
$146M
107 positions
#18Resolute Capital Asset Partners LLCPassive
Some overlap · 3 shared positions
$AIR$CRS$TDS
$190M
41 positions
#19KESTREL INVESTMENT MANAGEMENT CORPPassive
Some overlap · 3 shared positions
$PFBC$TPH$CVSA
$167M
39 positions
#20FJ Capital Management LLCActive
Some overlap · 3 shared positions
$FRME$ABCB$ONB
$888M
126 positions
#21Covalis Capital LLPPassive
Some overlap · 3 shared positions
$BKH$AM$NFG
$1.6B
123 positions
#22Barnett & Company, Inc.Passive
Some overlap · 3 shared positions
$BKH$AM$NFG
$129M
88 positions
#23GAMCO INVESTORS, INC. ET ALPassive
Some overlap · 4 shared positions
$NFG$RHP$NPO$TDS
$10.2B
1,007 positions
#24Hodges Capital Management Inc.Passive
Some overlap · 3 shared positions
$TCBI$CRS$MTDR
$1.2B
204 positions
#25Zimmer Partners, LPPassive
Some overlap · 3 shared positions
$BKH$IDA$TXNM
$4.1B
125 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.