13F Pro

Hedge Funds Similar to Auto-Owners Insurance

13F Portfolio OverlapQ3 2026Auto-Owners Insurance portfolio →
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Most similar hedge funds by 13F overlap

Auto-Owners Insurance Co is an institutional investor managing $3.2B across 78 U.S. equity positions as of Q3 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 Disciplined Equity, PROFESSIONAL ADVISORY SERVICES, COERENTE, with shared positions in $DOW, $USB, $TFC, $KHC, $SYK, $PEP. The full ranking of 25 similar funds is below.

#1Disciplined Equity Management, Inc.Smart money
Notable overlap · 5 shared positions
$DOW$USB$TFC$KHC$SYK
$227M
47 positions
#2PROFESSIONAL ADVISORY SERVICES INCActive
Some overlap · 5 shared positions
$PEP$USB$TFC$SYK$TMO
$837M
90 positions
#3COERENTE CAPITAL MANAGEMENTActive
Some overlap · 4 shared positions
$PEP$USB$TFC$BDX
$543M
43 positions
#4Allied Investment Advisors, LLCPassive
Some overlap · 4 shared positions
$USB$STT$PEP$MMM
$1.1B
112 positions
#5DMKC Advisory Services, LLCActive
Some overlap · 4 shared positions
$USB$STT$PEP$MMM
$530M
92 positions
#6HOTCHKIS & WILEY CAPITAL MANAGEMENT LLCActive
Some overlap · 6 shared positions
$USB$GEHC$TFC$STT$KHC$WDAY
$34.3B
462 positions
#7FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INCActive
Some overlap · 3 shared positions
$DOW$Q$PEP
$1.2B
181 positions
#8MATRIX ASSET ADVISORS INC/NYActive
Some overlap · 3 shared positions
$PEP$USB$TMO
$1.2B
100 positions
#9MILLER HOWARD INVESTMENTS INC /NYActive
Some overlap · 3 shared positions
$EPD$STT$USB
$3.7B
159 positions
#10Hillman Capital Management, Inc.Passive
Some overlap · 5 shared positions
$USB$BAX$BDX$KHC$ZBH
$138M
54 positions
#11CHIRON CAPITAL MANAGEMENT, LLCPassive
Some overlap · 6 shared positions
$EPD$BDX$KHC$GEHC$PEP$TMO
$101M
125 positions
#12R.H. Investment Group, LLCActive
Some overlap · 4 shared positions
$USB$EPD$PEP$TMO
$133M
47 positions
#13Allen Mooney & Barnes Investment Advisors LLCPassive
Some overlap · 3 shared positions
$EPD$BDX$PEP
$673M
158 positions
#14EQUITY INVESTMENT CORPActive
Some overlap · 4 shared positions
$USB$BAX$TFC$ZBH
$5.2B
76 positions
#15Loudon Investment Management, LLCPassive
Some overlap · 3 shared positions
$EPD$USB$TFC
$204M
95 positions
#16HUTNER CAPITAL MANAGEMENT INCActive
Some overlap · 3 shared positions
$PEP$EPD$NVS
$252M
43 positions
#1710Elms LLPActive
Some overlap · 3 shared positions
$EPD$STT$PEP
$236M
526 positions
#18BALLAST ADVISORS LLCActive
Some overlap · 6 shared positions
$EPD$STT$PEP$MMM$SYK$TMO
$420M
197 positions
#19GODSEY & GIBB, INCPassive
Some overlap · 6 shared positions
$STT$PEP$TFC$NVS$TD$SYK
$1.2B
611 positions
#20Northside Capital Management, LLCActive
Some overlap · 5 shared positions
$EPD$GEHC$BDX$TMO$ZBH
$1.3B
182 positions
#21VERITY Wealth AdvisorsSmart money
Some overlap · 3 shared positions
$PEP$STT$TMO
$166M
81 positions
#22Slagle Financial, LLCPassive
Some overlap · 4 shared positions
$PEP$USB$TFC$KHC
$334M
127 positions
#23MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INCPassive
Some overlap · 4 shared positions
$EPD$Q$PEP$NVS
$167M
84 positions
#24SKBA CAPITAL MANAGEMENT LLCPassive
Some overlap · 4 shared positions
$BDX$USB$TFC$MMM
$606M
79 positions
#25Coleford Investment Management Ltd.Active
Some overlap · 4 shared positions
$PEP$BDX$NVS$TD
$459M
23 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.