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Hedge Funds Similar to PhiloSmith

13F Portfolio OverlapQ1 2026PhiloSmith portfolio →
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Most similar hedge funds by 13F overlap

PhiloSmith Capital Corp is an institutional investor managing $351M across 22 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 PhiloSmith are NEW VERNON INVESTMENT, Nepsis, Maren, with shared positions in $CB, $ACGL, $WRB, $AJG, $RNR, $AIG. The full ranking of 24 similar funds is below.

#1NEW VERNON INVESTMENT MANAGEMENT LLCActive
Notable overlap · 4 shared positions
$CB$ACGL$WRB$AJG
$94M
39 positions
#2Nepsis Inc.Active
Notable overlap · 4 shared positions
$CB$RNR$AIG$RLI
$299M
29 positions
#3Maren Capital LLCSmart money
Notable overlap · 3 shared positions
$ACGL$RLI$WRB
$1.9B
19 positions
#4LAWSON KROEKER INVESTMENT MANAGEMENT INC/NEActive
Notable overlap · 3 shared positions
$AJG$AFL$CB
$343M
59 positions
#5Davis Asset Management, L.P.Active
Notable overlap · 4 shared positions
$CB$FAF$ACGL$RJF
$3.5B
85 positions
#6COOKE & BIELER LPActive
Notable overlap · 5 shared positions
$RNR$ACGL$FNF$AJG$CB
$8.8B
103 positions
#7Madison Asset Management, LLCPassive
Notable overlap · 3 shared positions
$ACGL$BRO$WRB
$8.1B
349 positions
#8Sovereign's Capital Management, LLCPassive
Some overlap · 3 shared positions
$PRI$AJG$RJF
$136M
76 positions
#9Brave Warrior Advisors, LLCActive
Some overlap · 3 shared positions
$PRI$FNF$FAF
$4.0B
36 positions
#10TCTC Holdings, LLCActive
Some overlap · 3 shared positions
$AFL$CB$RNR
$3.5B
220 positions
#11Elevate Capital Advisors, LLCPassive
Some overlap · 3 shared positions
$WRB$ACGL$CB
$155M
72 positions
#12CONFLUENCE INVESTMENT MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$CB$FNF$WRB
$6.4B
290 positions
#13WCM INVESTMENT MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$ACGL$RGA$AJG
$43.8B
263 positions
#14KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLCPassive
Some overlap · 3 shared positions
$PRI$WRB$RLI
$34.0B
957 positions
#15Financial Strategies Group, Inc.Active
Some overlap · 3 shared positions
$CB$WRB$SIGI
$598M
101 positions
#16Prana Capital Management, LPPassive
Some overlap · 3 shared positions
$RJF$AIG$RGA
$3.3B
131 positions
#17MATTERN CAPITAL MANAGEMENT, LLCPassive
Some overlap · 3 shared positions
$AFL$CB$BRO
$835M
170 positions
#18Polar Capital Holdings PlcActive
Some overlap · 3 shared positions
$RNR$ACGL$CB
$28.2B
242 positions
#19WELCH & FORBES LLCActive
Some overlap · 3 shared positions
$CB$AMP$AJG
$7.7B
368 positions
#20LMG Wealth Partners, LLCPassive
Some overlap · 3 shared positions
$RJF$AFL$CB
$549M
154 positions
#21Sterling Capital Management LLCPassive
Slight overlap · 3 shared positions
$AMP$AFL$RJF
$5.3B
3,215 positions
#22LECAP ASSET MANAGEMENT LTDPassive
Slight overlap · 3 shared positions
$AIG$AMP$ACGL
$266M
267 positions
#23Quantbot Technologies LPPassive
Slight overlap · 3 shared positions
$WRB$AMP$BRO
$2.4B
1,650 positions
#24DC Investments Management, LLCActive
Slight overlap · 3 shared positions
$WRB$RLI$SKWD
$261M
76 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.