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Hedge Funds Similar to NEW VERNON INVESTMENT

13F Portfolio OverlapQ1 2026NEW VERNON INVESTMENT portfolio →
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Most similar hedge funds by 13F overlap

NEW VERNON INVESTMENT MANAGEMENT LLC is an institutional investor managing $94M across 39 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 NEW VERNON INVESTMENT are PhiloSmith, ALTRINSIC GLOBAL ADVISORS, Talaria Asset Pty Ltd, with shared positions in $CB, $ACGL, $WRB, $AJG, $EG, $WTW. The full ranking of 25 similar funds is below.

#1PhiloSmith Capital CorpActive
Notable overlap · 4 shared positions
$CB$ACGL$WRB$AJG
$351M
22 positions
#2ALTRINSIC GLOBAL ADVISORS LLCSmart money
Notable overlap · 4 shared positions
$CB$EG$WTW$MDT
$2.8B
43 positions
#3Talaria Asset Management Pty LtdActive
Notable overlap · 3 shared positions
$CB$EG$MDT
$495M
12 positions
#4Elevate Capital Advisors, LLCPassive
Notable overlap · 5 shared positions
$TRV$WRB$ACGL$CB$UBER
$155M
72 positions
#5DONALD SMITH & CO., INC.Active
Notable overlap · 5 shared positions
$RDN$EG$CRBD$UNM$HG
$5.6B
62 positions
#6MARSHFIELD ASSOCIATESActive
Notable overlap · 3 shared positions
$ACGL$ORLY$TJX
$5.0B
17 positions
#7Algebris (UK) LtdActive
Notable overlap · 5 shared positions
$LNC$CRBD$UNM$EQH$EG
$1.4B
70 positions
#8Stokes Capital Advisors, LLCPassive
Notable overlap · 7 shared positions
$CB$TJX$MRSH$MS$UNP$SYK
$446M
104 positions
#9GENERAL AMERICAN INVESTORS CO INCActive
Notable overlap · 4 shared positions
$ACGL$EG$TJX$UBER
$1.5B
69 positions
#10Fogel Capital Management, Inc.Active
Notable overlap · 3 shared positions
$CB$ACGL$EPD
$219M
52 positions
#11Cornerstone Investment Partners, LLCActive
Notable overlap · 3 shared positions
$CB$WRB$TRV
$2.4B
291 positions
#12Cander Asset Management LPActive
Notable overlap · 4 shared positions
$RDN$LNC$MAR$CRBD
$557M
43 positions
#13FINANCIAL ADVISORY PARTNERS, LLCActive
Notable overlap · 7 shared positions
$MAR$CB$MS$HIG$UNP$SYK
$354M
66 positions
#14Davis Asset Management, L.P.Active
Notable overlap · 3 shared positions
$CB$ACGL$CRBD
$3.5B
85 positions
#15Applied Capital LLC/FLActive
Some overlap · 5 shared positions
$TRV$ORI$WRB$CB$EPD
$212M
92 positions
#16Nepsis Inc.Active
Some overlap · 3 shared positions
$CB$UBER$MDT
$299M
29 positions
#17Philadelphia Financial Management of San Francisco, LLCPassive
Some overlap · 3 shared positions
$LNC$AJG$HG
$346M
43 positions
#18WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive
Some overlap · 5 shared positions
$CB$AJG$SYK$ABT$HIG
$2.1B
122 positions
#19KEMPNER CAPITAL MANAGEMENT INC.
Some overlap · 4 shared positions
$LNC$CB$EQH$EG
$106M
43 positions
#20WELCH & FORBES LLCActive
Some overlap · 6 shared positions
$ORLY$CB$TJX$AJG$SYK$ABT
$7.7B
368 positions
#21CHILTON INVESTMENT CO INC.Active
Some overlap · 5 shared positions
$AJG$WRB$MS$ORLY$MDT
$4.3B
280 positions
#22WESTPORT ASSET MANAGEMENT INCPassive
Some overlap · 4 shared positions
$WTW$RDN$UBER$UNP
$226M
78 positions
#23Artisan Partners Limited PartnershipActive
Some overlap · 3 shared positions
$ACGL$WTW$MRSH
$62.3B
334 positions
#24Hamlin Capital Management, LLCActive
Some overlap · 3 shared positions
$ORI$MS$EPD
$4.1B
30 positions
#25SCHARF INVESTMENTS, LLCActive
Some overlap · 3 shared positions
$CB$MRSH$UNP
$3.2B
70 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.