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Hedge Funds Similar to Phocas Financial

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

Phocas Financial Corp. is an institutional investor managing $721M across 153 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 Phocas Financial are Stieven Advisors, MOODY ALDRICH PARTNERS, Rosenthal {-} Henry Advisors, with shared positions in $WTFC, $COLB, $ALRS, $PFBC, $AUB, $FNB. The full ranking of 25 similar funds is below.

#1Stieven Capital Advisors, L.P.Active
Notable overlap · 7 shared positions
$WTFC$COLB$ALRS$PFBC$AUB$FNB
$524M
36 positions
#2MOODY ALDRICH PARTNERS LLCPassive
Some overlap · 6 shared positions
$WTFC$COLB$CASH$TRNO$ONB$TEX
$557M
175 positions
#3Rosenthal {-} Henry Capital Advisors, Inc.Active
Some overlap · 5 shared positions
$WTFC$COLB$CASH$FRME$TCBI
$114M
48 positions
#4Petiole USA ltdActive
Some overlap · 4 shared positions
$WTFC$FNB$FRME$COLB
$139M
31 positions
#5Sippican Capital AdvisorsPassive
Some overlap · 4 shared positions
$COLB$ALRS$CASH$FLG
$164M
111 positions
#6Penn Capital Management Company, LLCPassive
Some overlap · 4 shared positions
$ABCB$AMRX$RHP$HRI
$1.6B
185 positions
#7Channing Capital Management, LLCActive
Some overlap · 4 shared positions
$ABCB$TKR$ONB$HRI
$4.3B
106 positions
#8Future Fund LLCPassive
Some overlap · 4 shared positions
$CRS$SNEX$WTFC$HRI
$349M
118 positions
#9KENNEDY CAPITAL MANAGEMENT LLCPassive
Some overlap · 6 shared positions
$RAL$TEX$PENG$MTRN$WTFC$DCO
$5.6B
543 positions
#10Tributary Capital Management, LLCPassive
Some overlap · 4 shared positions
$AIR$AUB$NPO$BHE
$1.2B
135 positions
#11SEGALL BRYANT & HAMILL, LLCPassive
Some overlap · 5 shared positions
$TKR$MTRN$ABCB$NPO$TEX
$8.4B
590 positions
#12Leeward Investments, LLC - MAActive
Some overlap · 4 shared positions
$COLB$NPO$WTFC$ONB
$2.2B
140 positions
#13Bayview Asset Management, LLCActive
Some overlap · 4 shared positions
$COLB$FNB$ONB$FLG
$496M
69 positions
#14Siena Capital Partners GP, LLCPassive
Some overlap · 3 shared positions
$WTFC$COLB$FNB
$413M
101 positions
#15PMC FIG Opportunities LLCPassive
Some overlap · 3 shared positions
$WTFC$COLB$FLG
$63M
33 positions
#16Harvey Partners, LLCActive
Some overlap · 3 shared positions
$MTRN$NPO$MKSI
$1.5B
48 positions
#17MALTESE CAPITAL MANAGEMENT LLCActive
Some overlap · 3 shared positions
$COLB$PFBC$ABCB
$549M
100 positions
#18SYSTEMATIC FINANCIAL MANAGEMENT LPPassive
Some overlap · 4 shared positions
$AUB$MKSI$VSH$COLB
$5.0B
243 positions
#19REINHART PARTNERS, LLC.Active
Some overlap · 3 shared positions
$WTFC$WTM$RHP
$4.4B
72 positions
#20North Reef Capital Management LPActive
Some overlap · 3 shared positions
$ABCB$AUB$FLG
$2.6B
43 positions
#21rhino investment partners, IncActive
Some overlap · 3 shared positions
$COLB$FNB$ONB
$331M
32 positions
#22Gilman Hill Asset Management, LLCPassive
Some overlap · 3 shared positions
$COLB$RHP$MTRN
$731M
236 positions
#23EASTERLY INVESTMENT PARTNERS LLCActive
Some overlap · 4 shared positions
$COLB$TEX$RAL$FNB
$2.0B
252 positions
#24GAMCO INVESTORS, INC. ET ALPassive
Some overlap · 4 shared positions
$RHP$NPO$HRI$DCO
$11.1B
938 positions
#25CRAMER ROSENTHAL MCGLYNN LLCPassive
Some overlap · 3 shared positions
$TKR$TRNO$MKSI
$2.0B
96 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.