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Hedge Funds Similar to Phoenix Financial Ltd.

13F Portfolio OverlapQ1 2026Phoenix Financial Ltd. portfolio →
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Most similar hedge funds by 13F overlap

Phoenix Financial Ltd. is an institutional investor managing $10.5B across 486 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 Phoenix Financial Ltd. are Migdal Insurance & Financial Ltd., Mivtachim The Workers Social Insurance Fund Ltd. (Under Spec, Y.D. More Investments Ltd, with shared positions in $TEVA, $TSEM, $NVMI, $ENLT, $AMAT, $PANW. The full ranking of 25 similar funds is below.

#1Migdal Insurance & Financial Holdings Ltd.Active
Notable overlap · 8 shared positions
$TEVA$TSEM$NVMI$ENLT$AMAT$PANW
$11.5B
362 positions
#2Mivtachim The Workers Social Insurance Fund Ltd. (Under SpecActive
Notable overlap · 6 shared positions
$TEVA$TSEM$NVMI$ENLT$PANW$NICE
$789M
44 positions
#3Y.D. More Investments LtdActive
Notable overlap · 8 shared positions
$TSEM$NVMI$ESLT$TEVA$ENLT$ICL
$2.6B
474 positions
#4SPHERA FUNDS MANAGEMENT LTD.Passive
Notable overlap · 6 shared positions
$TEVA$TSEM$NVMI$CLBT$PANW$AZN
$630M
96 positions
#5Altshuler Shaham LtdActive
Notable overlap · 7 shared positions
$TEVA$ESLT$EXE$TSEM$ENLT$ICL
$5.5B
443 positions
#6MEITAV INVESTMENT HOUSE LTDActive
Notable overlap · 6 shared positions
$TSEM$NVMI$ESLT$ENLT$ICL$HUBS
$9.1B
232 positions
#7MENORA MIVTACHIM HOLDINGS LTD.Active
Notable overlap · 4 shared positions
$TEVA$NVMI$AMAT$NICE
$21.1B
157 positions
#8Yahav Achim Ve Achayot - Provident Funds Management Co Ltd.Active
Notable overlap · 3 shared positions
$TSEM$HUBS$ICL
$54M
26 positions
#9Yelin Lapidot Holdings Management Ltd.Active
Notable overlap · 7 shared positions
$TEVA$ESLT$NVMI$ENLT$GILT$ICL
$480M
83 positions
#10CONTINENTAL ADVISORS LLCPassive
Some overlap · 3 shared positions
$TEVA$COF$WFC
$196M
50 positions
#11Hidden Lake Asset Management LPActive
Some overlap · 3 shared positions
$TSEM$NET$AMAT
$331M
28 positions
#12Goldstream Capital Management LtdActive
Some overlap · 3 shared positions
$TSEM$NET$AMAT
$120M
30 positions
#13Alta Park Capital, LPActive
Some overlap · 3 shared positions
$TSEM$AMAT$PANW
$642M
25 positions
#14USS Investment Management LtdActive
Some overlap · 3 shared positions
$TSEM$NVMI$ENLT
$25.6B
512 positions
#15Generali Investments Towarzystwo Funduszy InwestycyjnychPassive
Some overlap · 5 shared positions
$HUBS$BSX$NET$AMAT$PANW
$194M
146 positions
#16Parrish Capital LLCPassive
Some overlap · 4 shared positions
$TEVA$EMR$PANW$AZN
$112M
86 positions
#17Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTDPassive
Some overlap · 4 shared positions
$HUBS$NVMI$ICL$CLBT
$506M
57 positions
#18Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTDActive
Some overlap · 4 shared positions
$HUBS$NVMI$ICL$CLBT
$1.5B
55 positions
#19ARDSLEY ADVISORY PARTNERS LPPassive
Some overlap · 3 shared positions
$TEVA$BSX$AMAT
$784M
151 positions
#20S-Bank Fund Management LtdActive
Some overlap · 4 shared positions
$EMR$COF$WFC$AMAT
$671M
178 positions
#21Legal Advantage Investments, Inc.Passive
Some overlap · 4 shared positions
$ESLT$AMAT$PANW$TT
$194M
79 positions
#22Eldred Rock Partners, LLCActive
Some overlap · 3 shared positions
$EMR$COF$WFC
$393M
31 positions
#23Black Maple Capital Management LPActive
Some overlap · 3 shared positions
$EXE$COF$WFC
$179M
98 positions
#24Science & Technology Partners, L.P.Active
Some overlap · 3 shared positions
$TSEM$NET$AMAT
$382M
43 positions
#25DAVIS SELECTED ADVISERSActive
Some overlap · 4 shared positions
$YMM$COF$WFC$AMAT
$21.8B
112 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.