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Hedge Funds Similar to Annandale

13F Portfolio OverlapQ2 2026Annandale portfolio →
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Most similar hedge funds by 13F overlap

Annandale Capital, LLC is an institutional investor managing $733M across 128 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Annandale are NEW VERNON INVESTMENT, Longview Partners (Guernsey) LTD, Kinsale Group, with shared positions in $AON, $ACGL, $PGR, $UBER, $WRB, $ABT. The full ranking of 25 similar funds is below.

#1NEW VERNON INVESTMENT MANAGEMENT LLCActive
Notable overlap · 7 shared positions
$AON$ACGL$PGR$UBER$WRB$ABT
$82M
37 positions
#2Longview Partners (Guernsey) LTDActive
Some overlap · 5 shared positions
$PGR$AON$BKNG$TMO$BDX
$6.2B
23 positions
#3Kinsale Capital Group, Inc.Active
Some overlap · 5 shared positions
$PGR$ACGL$CPRT$SCHW$MRSH
$754M
41 positions
#4Global Frontier Investments LLCActive
Some overlap · 5 shared positions
$PGR$AON$ACGL$MKL$SCHW
$581M
30 positions
#5Strong Retirement Solutions LLCPassive
Some overlap · 5 shared positions
$PGR$UBER$CPRT$SCHW$TMO
$167M
82 positions
#6CapitalatWork S.A.Active
Some overlap · 5 shared positions
$UBER$AON$SCHW$ICE$APO
$4.0B
93 positions
#7Onex Canada Asset Management Inc.Active
Some overlap · 5 shared positions
$UBER$AON$TMO$UNP$APO
$649M
80 positions
#8Artisan Partners Limited PartnershipActive
Some overlap · 5 shared positions
$PGR$ACGL$AON$SCHW$MRSH
$63.1B
341 positions
#9Distillate Capital Partners LLCPassive
Some overlap · 6 shared positions
$UBER$ABT$AON$BKNG$MRSH$ICE
$1.9B
118 positions
#10Wilian Securities, LLCPassive
Some overlap · 5 shared positions
$PGR$UBER$CPRT$SCHW$TMO
$169M
89 positions
#11JLB & ASSOCIATES INCPassive
Some overlap · 4 shared positions
$PGR$AON$CPRT$MRSH
$748M
68 positions
#12Davis Asset Management, L.P.Active
Some overlap · 4 shared positions
$PGR$FAF$ACGL$MKL
$3.9B
85 positions
#13FIDUCIARY MANAGEMENT INC /WI/Active
Some overlap · 5 shared positions
$ACGL$PGR$SCHW$BKNG$BDX
$7.0B
56 positions
#14Mawer Investment Management Ltd.Active
Some overlap · 6 shared positions
$AON$UBER$BKNG$ABT$MRSH$ICE
$14.7B
142 positions
#15BloombergSen Inc.Smart money
Some overlap · 5 shared positions
$PGR$AON$BKNG$WRB$UBER
$1.3B
31 positions
#16Madison Asset Management, LLCPassive
Some overlap · 5 shared positions
$ACGL$CPRT$SCHW$PGR$WRB
$8.4B
347 positions
#17Douglass Winthrop Advisors, LLCActive
Some overlap · 4 shared positions
$UBER$AON$CPRT$MKL
$5.8B
308 positions
#18Port Capital LLCActive
Some overlap · 4 shared positions
$PGR$ACGL$CPRT$ICE
$2.5B
108 positions
#19Salvus Wealth Management, LLCPassive
Some overlap · 5 shared positions
$PGR$SCHW$AON$BKNG$MKL
$178M
125 positions
#20PRENTISS SMITH & CO INCActive
Some overlap · 5 shared positions
$PGR$ABT$SCHW$UNP$UBER
$182M
67 positions
#21VILLERE ST DENIS J & CO LLCPassive
Some overlap · 3 shared positions
$PGR$UBER$ABT
$838M
85 positions
#227G CAPITAL MANAGEMENT, LLCActive
Some overlap · 3 shared positions
$UBER$PGR$WRB
$219M
10 positions
#23DUDLEY & SHANLEY, INC.Active
Some overlap · 3 shared positions
$PGR$AON$SCHW
$662M
37 positions
#24Directional Asset ManagementPassive
Some overlap · 4 shared positions
$ET$UBER$ABT$SCHW
$118M
94 positions
#25Advocacy Wealth Management, LLCActive
Some overlap · 4 shared positions
$UBER$ABT$SCHW$ICE
$2.8B
151 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.