How is hedge fund similarity measured?

Similarity is computed from each fund's top conviction holdings in their latest 13F filing. Funds are scored by the overlap of distinctive shared positions (the mega-caps that nearly every fund owns are excluded), so the ranking reflects genuinely shared strategy rather than common index exposure.

Hedge Funds Similar to Davis Asset

13F Portfolio OverlapQ2 2026Davis Asset portfolio →

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Most similar hedge funds by 13F overlap

Davis Asset Management, L.P. is an institutional investor managing $3.9B across 85 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 Davis Asset are Global Frontier Investments, Stieven Advisors, NEW VERNON INVESTMENT, with shared positions in $MKL, $WAL, $PGR, $ACN, $ACGL, $USB. The full ranking of 25 similar funds is below.

#1Global Frontier Investments LLCActive

Notable overlap · 12 shared positions

$MKL $WAL $PGR $ACN $ACGL $USB

$581M

30 positions

#2Stieven Capital Advisors, L.P.Active

Notable overlap · 4 shared positions

$WAL $AX $OSBC $CCNE

$524M

36 positions

#3NEW VERNON INVESTMENT MANAGEMENT LLCActive

Notable overlap · 4 shared positions

$CB $CRBD $PGR $ACGL

$82M

37 positions

#4Gator Capital Management, LLCActive

Notable overlap · 5 shared positions

$AX $GPN $WAL $CG $OSBC

$477M

68 positions

#5PhiloSmith Capital CorpActive

Notable overlap · 4 shared positions

$CB $FAF $ACGL $RJF

$368M

23 positions

#6GoodHaven Capital Management, LLCSmart money

Notable overlap · 3 shared positions

$CB $PGR $MKL

$318M

26 positions

#7INKWELL CAPITAL LLCActive

Notable overlap · 4 shared positions

$MKL $PGR $AXP $WFC

$96M

31 positions

#8WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INCActive

Notable overlap · 3 shared positions

$CB $PGR $ACN

$2.1B

131 positions

#9PZENA INVESTMENT MANAGEMENT LLCActive

Some overlap · 4 shared positions

$CRBD $GPN $ACN $WFC

$34.1B

161 positions

#10S&G FoundationSmart money

Some overlap · 10 shared positions

$VMRK $WAL $USB $PGR $WFC $INFQ

$2.1B

21 positions

#11DAVIS SELECTED ADVISERSActive

Some overlap · 5 shared positions

$MKL $CB $USB $WFC $AXP

$23.3B

112 positions

#12HUTCHINSON CAPITAL MANAGEMENT/CAPassive

Some overlap · 4 shared positions

$PGR $MKL $ACN $WFC

$584M

108 positions

#13Evergreen Wealth Management, LLCPassive

Some overlap · 3 shared positions

$MKL $ACN $CB

$213M

55 positions

#14Prana Capital Management, LPActive

Some overlap · 5 shared positions

$CB $CG $WFC $GPN $STT

$3.3B

122 positions

#15Watchman Group, Inc.Active

Some overlap · 3 shared positions

$MKL $SFBS $ACN

$447M

73 positions

#16Rock Point Advisors, LLCPassive

Some overlap · 4 shared positions

$ACN $GPN $MTB $CB

$409M

123 positions

#17CONFLUENCE INVESTMENT MANAGEMENT LLCPassive

Some overlap · 3 shared positions

$CB $PGR $USB

$6.4B

290 positions

#18Poehling Capital Management, INC.Passive

Some overlap · 3 shared positions

$MKL $BABA $WFC

$466M

166 positions

#19MALTESE CAPITAL MANAGEMENT LLCActive

Some overlap · 5 shared positions

$MTB $ABCB $USB $CRBD $CCNE

$549M

100 positions

#20Annandale Capital, LLCPassive

Some overlap · 4 shared positions

$PGR $FAF $ACGL $MKL

$733M

128 positions

#21Fogel Capital Management, Inc.Active

Some overlap · 3 shared positions

$CB $ACGL $AXP

$249M

57 positions

#22Bradyco, Inc.Active

Some overlap · 4 shared positions

$MKL $WFC $AXP $MTB

$87M

33 positions

#23North Reef Capital Management LPActive

Some overlap · 4 shared positions

$GPN $MKTX $ABCB $TCBK

$2.6B

43 positions

#24Citadel Investment Advisory, Inc.Active

Some overlap · 3 shared positions

$MKL $WFC $AXP

$220M

76 positions

#25Lincoln Capital LLCActive

Some overlap · 3 shared positions

$MKL $CB $AXP

$562M

137 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.