What hedge funds are most similar to Nan Shan Life Insurance Co., Ltd.?

The funds with the most similar 13F portfolios to Nan Shan Life Insurance Co., Ltd. are Hillman ,, EDGAR LOMAX /VA, Disciplined Equity ,, based on overlapping conviction holdings in the latest SEC filings.

How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Nan Shan Life Insurance , Ltd.

13F Portfolio OverlapQ1 2026Nan Shan Life Insurance , Ltd. portfolio →

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Most similar hedge funds by 13F overlap

Nan Shan Life Insurance Co., Ltd. is an institutional investor managing $2.8B across 87 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 Nan Shan Life Insurance , Ltd. are Hillman ,, EDGAR LOMAX /VA, Disciplined Equity ,, with shared positions in $PFE, $VZ, $BMY, $USB, $DIS, $NKE. The full ranking of 25 similar funds is below.

#1Hillman Capital Management, Inc.Passive

Notable overlap · 10 shared positions

$PFE $VZ $BMY $USB $DIS $NKE

$144M

56 positions

#2EDGAR LOMAX CO/VAActive

Notable overlap · 7 shared positions

$PFE $BMY $USB $UNH $CVS $BAC

$1.4B

56 positions

#3Disciplined Equity Management, Inc.Active

Notable overlap · 5 shared positions

$VZ $PFE $USB $NKE $TXN

$199M

44 positions

#4Keystone Financial Planning, Inc.Smart money

Notable overlap · 7 shared positions

$VZ $BMY $USB $PFE $CME $CVS

$374M

40 positions

#5Employees Provident Fund BoardActive

Notable overlap · 9 shared positions

$NOW $ISRG $DIS $NKE $BMY $BAC

$13.2B

70 positions

#6Griffith & Werner, Inc.Active

Notable overlap · 5 shared positions

$VZ $PFE $MRVL $UNH $BAC

$202M

72 positions

#7Torrey Growth & Income AdvisorsActive

Notable overlap · 8 shared positions

$PFE $NOW $CRM $VZ $UBER $BAC

$239M

110 positions

#8Arnhold LLCActive

Notable overlap · 7 shared positions

$PFE $BMY $VZ $MRVL $UNH $BAC

$1.4B

118 positions

#9Patrick Mauro Investment Advisor, INC.Active

Notable overlap · 5 shared positions

$VZ $PFE $BMY $CME $DIS

$199M

40 positions

#10CHIRON CAPITAL MANAGEMENT, LLCPassive

Notable overlap · 7 shared positions

$BMY $PFE $VZ $NKE $UNH $CRM

$98M

117 positions

#11CORDA Investment Management, LLC.Active

Notable overlap · 6 shared positions

$VZ $PFE $USB $CME $DIS $NKE

$1.4B

80 positions

#12Terra Alpha Investments LLC

Notable overlap · 5 shared positions

$ETN $NOW $NKE $EW $CRM

$98M

32 positions

#13RIVERPARK CAPITAL MANAGEMENT LLC

Notable overlap · 6 shared positions

$DIS $NOW $NKE $ISRG $UNH $UBER

$52M

36 positions

#14Beacon Harbor Wealth Advisors, Inc.Passive

Notable overlap · 6 shared positions

$PFE $VZ $NKE $NEM $UNH $TXN

$477M

70 positions

#15Econ Financial Services CorpPassive

Notable overlap · 7 shared positions

$PFE $NKE $XYZ $CVS $USB $UBER

$215M

74 positions

#16FOUNDATION RESOURCE MANAGEMENT INCActive

Notable overlap · 4 shared positions

$VZ $PFE $NEM $BMY

$889M

55 positions

#17CAMBIAR INVESTORS LLCActive

Notable overlap · 7 shared positions

$BMY $USB $APTV $CME $UBER $TXN

$2.2B

145 positions

#18Catherine Avery Investment Management LLCPassive

Notable overlap · 4 shared positions

$VZ $PFE $BMY $BAC

$223M

109 positions

#19Game Creek Capital, LPPassive

Notable overlap · 7 shared positions

$NOW $PFE $XYZ $NEM $BAC $VZ

$301M

93 positions

#20SECTOR GAMMA ASActive

Notable overlap · 5 shared positions

$PFE $BMY $UNH $EW $CVS

$423M

42 positions

#21First Washington CORPActive

Notable overlap · 6 shared positions

$ETN $USB $MRVL $CME $BAC $UBER

$353M

50 positions

#22Gallagher Capital Advisors, LLCActive

Notable overlap · 6 shared positions

$PFE $VZ $NOW $ISRG $UBER $USB

$148M

65 positions

#23J. Stern & Co. LLPActive

Notable overlap · 6 shared positions

$ETN $DIS $NKE $CRM $XYZ $ISRG

$1.0B

49 positions

#24CFC Planning Co LLCPassive

Notable overlap · 5 shared positions

$VZ $DIS $UNH $CRM $TXN

$140M

72 positions

#25Parsonex Advisory Services, Inc.Passive

Notable overlap · 7 shared positions

$ETN $ISRG $UNH $BAC $CRM $UBER

$102M

56 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.