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Hedge Funds Similar to IAT REINSURANCE LTD.

13F Portfolio OverlapQ1 2026IAT REINSURANCE LTD. portfolio →
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Most similar hedge funds by 13F overlap

IAT REINSURANCE CO LTD. is an institutional investor managing $310M across 67 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 IAT REINSURANCE LTD. are Sara-Bay Financial, VANTAGE WEALTH, CapWealth Advisors,, with shared positions in $HLIO, $KKR, $AMD, $GLW, $AMGN, $TEL. The full ranking of 25 similar funds is below.

#1Sara-Bay FinancialActive
Notable overlap · 3 shared positions
$HLIO$KKR$AMD
$333M
81 positions
#2VANTAGE WEALTH
Notable overlap · 3 shared positions
$GLW$AMGN$TEL
$463M
30 positions
#3CapWealth Advisors, LLCActive
Notable overlap · 4 shared positions
$GLW$GE$AMGN$GEV
$1.3B
118 positions
#4Mizuho Markets Cayman LPActive
Notable overlap · 3 shared positions
$AMGN$AMD$GEHC
$1.9B
86 positions
#5Eliot Finkel Investment Counsel, LLCActive
Notable overlap · 3 shared positions
$AMGN$GLW$USB
$184M
32 positions
#6Nepsis Inc.Active
Notable overlap · 4 shared positions
$AMGN$AMD$UBER$AIG
$299M
29 positions
#7KADENSA CAPITAL LtdActive
Notable overlap · 5 shared positions
$AMD$GLW$GE$GEV$JCI
$718M
39 positions
#8guardian investment managementActive
Notable overlap · 4 shared positions
$AMGN$GE$GEV$KKR
$127M
60 positions
#9Evergreen Quality Fund GP, Ltd.Smart money
Notable overlap · 4 shared positions
$GLW$AMD$GE$GEV
$4.4B
40 positions
#10HARTLINE INVESTMENT CORP/Active
Notable overlap · 4 shared positions
$GLW$AMD$GEV$UBER
$909M
112 positions
#11Hofer & Associates. IncActive
Notable overlap · 3 shared positions
$AMGN$KKR$USB
$186M
64 positions
#12Cornerstone Capital, Inc.Active
Notable overlap · 3 shared positions
$GLW$AMGN$UBER
$1.0B
118 positions
#13London & Capital Asset Management LtdActive
Some overlap · 5 shared positions
$AMD$GE$GEV$USB$GEHC
$9.2B
223 positions
#14LEE JOHNSON CAPITAL MANAGEMENT, LLCActive
Some overlap · 5 shared positions
$GLW$GE$GEV$JCI$AMGN
$279M
80 positions
#15XN LPActive
Some overlap · 3 shared positions
$GLW$GE$JCI
$2.7B
23 positions
#16CHELSEA COUNSEL COPassive
Some overlap · 4 shared positions
$GLW$KKR$AMGN$GE
$233M
238 positions
#17Kelsey Financial, LLCActive
Some overlap · 3 shared positions
$AMGN$GE$GEV
$114M
63 positions
#18Gunderson Capital Management Inc.Passive
Some overlap · 3 shared positions
$AMD$GE$GEV
$239M
46 positions
#19SHUFRO ROSE & CO LLCActive
Some overlap · 4 shared positions
$GLW$AMGN$JCI$USB
$1.5B
307 positions
#20OMC Financial Services LTDActive
Some overlap · 4 shared positions
$AMD$GEV$GLW$AMGN
$258M
64 positions
#21J.P. Marvel Investment Advisors, LLCActive
Some overlap · 3 shared positions
$GLW$GE$GEV
$705M
60 positions
#22Schear Investment Advisers, LLCPassive
Some overlap · 4 shared positions
$AMD$GEV$GE$AMGN
$227M
77 positions
#23Minneapolis Portfolio Management Group, LLCActive
Some overlap · 4 shared positions
$GLW$TEL$USB$UBER
$942M
33 positions
#24Hudson Value Partners, LLCPassive
Some overlap · 3 shared positions
$GLW$AMGN$AMD
$335M
101 positions
#25WD RUTHERFORD LLCPassive
Some overlap · 4 shared positions
$AMD$GE$GEV$USB
$225M
71 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.