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Hedge Funds Similar to Auto-Owners Insurance

13F Portfolio OverlapQ1 2026Auto-Owners Insurance portfolio →
Institutional-grade research for retail investors

Most similar hedge funds by 13F overlap

Auto-Owners Insurance Co is an institutional investor managing $4.4B across 95 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 Auto-Owners Insurance are Crews Bank &, BEACON ADVISORS ,, Adirondack Advisors,, with shared positions in $KKR, $MS, $USB, $GEV, $GE, $KO. The full ranking of 25 similar funds is below.

#1Crews Bank & TrustPassive
Some overlap · 3 shared positions
$KKR$MS$USB
$690M
673 positions
#2BEACON ADVISORS HOLDINGS, LLCActive
Some overlap · 3 shared positions
$KKR$MS$USB
$187M
37 positions
#3Adirondack Capital Advisors, LLCSmart money
Some overlap · 4 shared positions
$KKR$MS$GEV$GE
$156M
44 positions
#4Accretive Wealth Partners, LLCPassive
Some overlap · 4 shared positions
$KKR$MS$USB$KO
$356M
180 positions
#5Financial Perspectives, IncPassive
Some overlap · 4 shared positions
$KKR$MS$USB$MMM
$358M
716 positions
#6Gallagher Capital Advisors, LLCActive
Some overlap · 3 shared positions
$KKR$MS$USB
$148M
65 positions
#7Talisman Wealth Advisors LLCPassive
Some overlap · 4 shared positions
$KKR$MS$BDX$KO
$124M
101 positions
#8NEW ENGLAND ASSET MANAGEMENT INCActive
Some overlap · 4 shared positions
$KKR$USB$BDX$KO
$786M
99 positions
#9truNorth Financial Services, Inc.Active
Some overlap · 3 shared positions
$KKR$MS$TFC
$97M
49 positions
#10Asset Allocation Strategies LLCPassive
Some overlap · 3 shared positions
$KKR$MS$EPD
$563M
167 positions
#11IAT REINSURANCE CO LTD.Active
Some overlap · 5 shared positions
$KKR$GE$GEV$USB$GEHC
$310M
67 positions
#12Catalyst Investment Management LLCPassive
Some overlap · 3 shared positions
$KKR$MS$KO
$90M
65 positions
#13MARINO, STRAM & ASSOCIATES LLCActive
Some overlap · 3 shared positions
$KKR$MS$KO
$557M
185 positions
#14CHELSEA COUNSEL COPassive
Some overlap · 3 shared positions
$KKR$GE$MMM
$233M
238 positions
#15Berkeley Capital Partners, LLCActive
Some overlap · 3 shared positions
$KKR$USB$DOW
$431M
184 positions
#16Next Level Private LLCPassive
Some overlap · 4 shared positions
$GE$MS$DOW$GEV
$443M
175 positions
#17Piedmont Capital Management, LLCActive
Some overlap · 4 shared positions
$KKR$USB$MMM$KO
$197M
50 positions
#18SWAN Capital LLCPassive
Some overlap · 4 shared positions
$KKR$USB$GE$GEV
$272M
554 positions
#19Charter Capital Management, LLC\DESmart money
Some overlap · 3 shared positions
$KKR$USB$MS
$200M
70 positions
#20Wealth Dimensions Group, Ltd.Active
Some overlap · 3 shared positions
$KKR$GE$GEV
$508M
170 positions
#21Montis Financial, LLCActive
Some overlap · 3 shared positions
$KKR$USB$MS
$484M
150 positions
#22Focused Wealth Management, IncActive
Some overlap · 4 shared positions
$KKR$USB$GE$GEV
$964M
228 positions
#23New Covenant Trust Company, N.A.Active
Some overlap · 4 shared positions
$KKR$GE$MS$GEV
$112M
96 positions
#24Global Wealth Management Investment Advisory, Inc.Passive
Some overlap · 5 shared positions
$KKR$MS$USB$TFC$KO
$638M
158 positions
#25Fosun International LtdActive
Some overlap · 3 shared positions
$KKR$USB$MS
$399M
66 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.