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Hedge Funds Similar to Davis Asset ,

13F Portfolio OverlapQ1 2026Davis Asset , portfolio →
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Most similar hedge funds by 13F overlap

Davis Asset Management, L.P. is an institutional investor managing $3.5B across 85 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 Davis Asset , are Stieven Advisors,, Gator ,, PhiloSmith, with shared positions in $WAL, $AX, $OSBC, $FBK, $CCNE, $GPN. The full ranking of 25 similar funds is below.

#1Stieven Capital Advisors, L.P.Active
Notable overlap · 5 shared positions
$WAL$AX$OSBC$FBK$CCNE
$468M
35 positions
#2Gator Capital Management, LLCPassive
Notable overlap · 5 shared positions
$AX$GPN$WAL$CG$OSBC
$489M
91 positions
#3PhiloSmith Capital CorpActive
Notable overlap · 4 shared positions
$CB$FAF$ACGL$RJF
$351M
22 positions
#4WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive
Notable overlap · 4 shared positions
$CB$ACN$PGR$KO
$2.1B
122 positions
#5GoodHaven Capital Management, LLCSmart money
Notable overlap · 3 shared positions
$CB$PGR$MKL
$287M
26 positions
#6HUTCHINSON CAPITAL MANAGEMENT/CAPassive
Notable overlap · 4 shared positions
$MKL$PGR$ACN$WFC
$544M
97 positions
#7NEW VERNON INVESTMENT MANAGEMENT LLCActive
Notable overlap · 3 shared positions
$CB$ACGL$CRBD
$94M
39 positions
#8Holowesko Partners Ltd.Active
Some overlap · 4 shared positions
$PGR$BABA$ACN$AXP
$357M
31 positions
#9Van Cleef Asset Management,IncActive
Some overlap · 4 shared positions
$MKL$PGR$CB$AXP
$929M
118 positions
#10GQG Partners LLCActive
Some overlap · 3 shared positions
$CB$PGR$KO
$63.1B
81 positions
#11INKWELL CAPITAL LLCActive
Some overlap · 4 shared positions
$MKL$PGR$AXP$WFC
$98M
31 positions
#12DAVIS SELECTED ADVISERSActive
Some overlap · 6 shared positions
$MKL$CB$USB$WFC$AXP$AMAT
$21.8B
112 positions
#13Lafayette Investments, Inc.Active
Some overlap · 4 shared positions
$MKL$PGR$ACN$KO
$494M
158 positions
#14Algebris (UK) LtdActive
Some overlap · 3 shared positions
$CRBD$GPN$CG
$1.4B
70 positions
#15PZENA INVESTMENT MANAGEMENT LLCActive
Some overlap · 4 shared positions
$GPN$CRBD$ACN$WFC
$30.8B
158 positions
#16Chapman Investment Management, LLCActive
Some overlap · 3 shared positions
$MKL$ACN$AXP
$121M
26 positions
#17PMC FIG Opportunities LLCActive
Some overlap · 3 shared positions
$AX$SFBS$ABCB
$65M
29 positions
#18Black Maple Capital Management LPActive
Some overlap · 4 shared positions
$WAL$USB$OSBC$WFC
$179M
98 positions
#19Rock Point Advisors, LLCPassive
Some overlap · 4 shared positions
$ACN$GPN$CB$MTB
$370M
118 positions
#20CONFLUENCE INVESTMENT MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$CB$PGR$ACN$USB
$6.4B
290 positions
#21Hi-Line Capital Management, LLCPassive
Some overlap · 3 shared positions
$CB$MKL$AXP
$318M
32 positions
#22Watchman Group, Inc.Active
Some overlap · 3 shared positions
$MKL$ACN$SFBS
$413M
73 positions
#23Fogel Capital Management, Inc.Active
Some overlap · 4 shared positions
$CB$ACGL$AXP$AMAT
$219M
52 positions
#24S&G FoundationSmart money
Some overlap · 8 shared positions
$EQR$WAL$USB$PGR$WFC$AXP
$1.9B
20 positions
#25River Wealth Advisors LLCPassive
Some overlap · 3 shared positions
$MKL$ACN$CB
$871M
205 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.